Wealth Transfer Jobs in Barnstable

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United States
Full-time 14 views Experience : Min 2 yrs required 1 applications

of wills, revocable and irrevocable trusts, powers of attorney, and advance directives. - Design and implement wealth preservation and succession planning... strategies for individuals, families, and closely held business owners. - Counsel fiduciaries on their responsibilities regarding trust and estate administration. - Manage...

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Senior Wealth Management Officer The candidate... will direct and manage activities relative to administering investment management accounts, creating and administering personal trusts, court-ordered guardianship, and other fiduciary accounts in accordance with the terms of the trusts, wills, court orders, or other governing documents. Will act as an advocate for clients by facilitating all of their financial dealings throughout the Bank. Direct and coordinate bank activities r... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Admin Officer II The candidate will be performing service and fulfillment activities to meet . Trust’s Trust and Investment Management client needs and expectations. Will provide high level administrative client service and support (assistance with all aspects of account administration, document review and interpretation, funds transfers, discretionary actions within Trust engagements, client retention, etc.,) to Trust Officers and other client relationship team m... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

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