Fiduciary Accountant Paralegal Jobs in Ohio

Fiduciary Accountant The candidate will be preparing and filing in court of all documents required to probate wills, including coordinating assets and arranging for valuation; maintaining checkbook and banking records, paying ..

Trusts and Estates Paralegal The candidate will prepare estate planning documents, including flowcharts, revocable and irrevocable trusts, wills, powers of attorney, advance directives, IRA beneficiary designations, and deeds. Experience with maintaining ..

Paralegal / Trust Funding Coordinator The candidate will be managing the ongoing relationships with clients and requires coordination with both the client and their professional team, such as financial advisors and ..

Wealth Management, Trust and Estates, Trust Administrator – Associate Responsibilities: Work with the Account Opening Group to open estate or trust accounts. Interpret the governing instrument and applicable law to ensure ..