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Trust And Estates Administrative Assistant Jobs

Trust & Estates Paralegal Jobs
By Adams & Martin Group At San Jose, CA, United States
A minimum of three years direct experience in probates, conservatorships and trust litigation
Ability to multitask, manage large caseload in a consistent and timely manner, and track and
Paralegal Certification from an ABA approved program required
Preparation and filing of court pleadings, Judicial Council forms, inventories and asset transfer
Preparation and filing of Probate and Conservatorship petitions, Spousal Property petitions,
Heggstad petitions, Trust Reformation and/or Modification Petitions, etc.
Wealth Management, Trust & Estates, Trust Officer
By JPMorgan Chase & Co At , Chicago, 60603
Solid Client Relationship Management experience
Required Qualifications, Skills and Capabilities
In-depth knowledge of all fiduciary products and services, including all legal, tax and regulatory requirements applicable to fiduciary relationships
Relevant experience focused in the Trust business; either at a corporate fiduciary or a law firm
Analyze trust documents for legal, tax, administrative and investment issues and coordinate delivery of services
Make recommendations regarding how the Bank shall exercise discretionary powers it has as trustee
Trust Assistant Jobs
By Provision People At Greater Philadelphia, United States
Knowledge of all aspects of trust administration, including quality checking of new account setup, annual reviews, and ongoing relationship management.
2 - 5 years years of Personal Trust Administration, Wealth Management, or related experience.
Work with minimal oversight, make non-routine decisions and bring complex problems to management for guidance.
Be knowledgeable in fiduciary law, investments, tax, and other aspects of trusts.
Work closely with Investment personnel to support trust requirements.
Ensure receipt of proper documentation for new account openings and account terminations.
Trusts & Estates Partner Jobs
By WiseCounsel LLC At New York City Metropolitan Area, United States

Experienced New York Trust & Estates Attorney ( Partner )

Estates & Trusts Paralegal Jobs
By Matchcruit At Washington, DC, United States
At least 3 years of Estates & Trusts Paralegal experience
Gathering & analyzing financial records
Filing applications with Federal, State & Local agencies
Estates Assistant Jobs
By South Gloucestershire and Stroud College At Wise, VA, United States
Experience within or knowledge of the further education sector or similar organisation
Access to ‘My Lifestyle’ discounted shopping benefits, cycle to work scheme and a Technology Salary Sacrifice Scheme
Key skills level 2 in both English and maths
At least 2 years experience in supporting building services soft / hard
At least 3 years experience in practical implementation of Health & Safety for self.
Opportunity to make a positive impact within the community and on learners’ lives
Legal Assistant (Estate And Trust) $50K-$70K
By Ultimate Staffing At Greater Minneapolis-St. Paul Area, United States
Pay range: $50K-$70K depending on experience
Type: Direct hire with full benefits
Expertise in intermediate software, such as advanced Adobe, Sharefile, DocuSign, SimplyAgree, Smartsheet, Carta and Deal Manager.
Manages CLE attendance to comply with license rules and regulations.
2+ years of experience working within Trusts and Estates law - required
Schedule: Monday-Friday standard business hours
Assistant Trust Administrator Jobs
By Daley And Associates, LLC. At Boston, MA, United States
Bachelor’s Degree in Accounting, Finance or Business
2 years plus experience in Trust Operations / Banking
Two plus years of total work experience is preferred, with at least 2 years of experience in financial services accounting/operations preferred
Interpersonal skills necessary in order to communicate with Trust Administrators, Attorneys and Staff
Proficiency with Microsoft Office with a working knowledge of Excel
Works with Trust Administration Team, Trustees and Legal Assistants to coordinate the opening of new trusts.
Trust And Estates Associate Attorney
By Jones King, P.C. At Bristol, TN, United States

Established boutique law firm with mature practice seeks associate to help serve existing intergenerational client base. Practice areas include sophisticated estate planning, trust and estate ...

Administrative Assistant - Trust
By First National Bank - Ames | Ankeny | Osceola | West Des Moines, Iowa At Ames, IA, United States
Previous Administrative Assistant experience preferred.
Associates degree in related field or Administrative Assistant Certification a plus.
Advanced knowledge of Microsoft Office (Word, Excel, Outlook).
Excellent verbal and written communication skills.
Provides telephone support, including answering phones, taking detailed messages, transferring calls to appropriate staff, handling and/or researching routine requests.
Provides trust administrative support including scheduling meetings and/or appointments, processing and assembling informational materials for meetings and/or seminars/lunches.
Executive Assistant - Trust & Estates
By The Forum Group At Washington DC-Baltimore Area, United States
Experience as a virtual assistant.
Proven experience as an executive assistant or other relevant administrative support experience.
A proactive approach to problem-solving with strong decision-making skills.
Professional level verbal and written communications skills.
Full benefits with a hybrid schedule.
Preparing financial statements, reports, memos, invoices letters, and other documents.
Trusts & Estates Associate Jobs
By Korn Ferry International At , New York, Ny $195,000 - $260,000 a year

The firm does NOT have minimum billable hours and offers a manageable work-life balance.

Assistant Estates Surveyor (Graduate)
By ecocareers At Reading, PA, United States

Assistant Estates Surveyor (Graduate) Salary £29,706 Location Leeds, Reading, Worthing, Birmingham, Peterborough. Warrington, Exeter, Shrewsbury, Lincoln, Nottingham, Norwich & Ipswich. Grade ...

Paralegal Assistant - Trusts & Estates
By Husch Blackwell At Phoenix, AZ, United States
Assist with estate planning and corporate file/data management.
Learn/develop technical proficiency in database use and management; internet/electronic research; and project folder/electronic file maintenance.
Ability to prioritize; excellent time management.
Excellent communication, analytical, and organizational skills; strong writing skills required.
The physical requirements of this position:
The visual acuity requirements including color, depth perception, and field vision:
Trust And Estates Administrative Assistant
By Novalaw Inc At , Remote
Basic to intermediate skills working in an remote environment.
Intermediate to advanced skills with the following programs (or similar programs): Data Tree, One Legal, and iManage.
Basic knowledge of state and local probate court rules.
Intermediate to advanced Skill in the use of software systems: Outlook, Word, Excel, Adobe Acrobat DC, and Power Point.
Detail oriented; excellent proofreading skills.
Excellent oral and written communication skills.