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Tax Legal Counsel Investment Banking Jobs in Vermont

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Job title

VP, Wealth Advisor & Trust Officer

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Company

**********

Location

Manchester, VT

Posted Date

Sep 25, 2020

Info Source

Employer - Full-Time,Work From Home

... complex trust and estate matters, investment management and financial planning. Provide ... an advisory role, developing estate, tax, financial planning and philanthropic programs ... trust documents, assists in estate..

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Job title

Trust Officer 1

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Company

**********

Location

South Burlington, VT

Posted Date

Sep 18, 2020

Info Source

Employer - Full-Time

... with account agreements, terms of legal documents, Trust Policy, state fiduciary ... Trust Policy, state fiduciary statutes, banking regulations, and federal/state laws. The ... with stated account agreements and/or..

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