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Gift Planning Officer Duties: work closely with University's Executive Director of Gift Planning in creating strategies and marketing programs to identify, cultivate and solicit alumni, faculty and friends of the University ..
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Gift Planning Officer The candidate will work for department : Campaign Management, Major Gifts and IT. Work closely with University’s Executive Director of Gift Planning in creating strategies and marketing programs ..
Trusts and Estates Paralegal The candidate will be responsible for marshalling assets and arranging for their valuation as necessary. Maintaining checkbook and banking records. Paying bills, and computing and disbursing beneficiary ..
Paralegal Duties: Manage corporate governance matters (preparation, organization and maintenance of materials for board and committee meetings; solicit and collect board questionnaires; maintain documents of record). Prepare and maintain corporate secretarial ..
Fiduciary Accountant The candidate will be responsible for preparing and filing in court of all documents required to probate Wills, including marshaling assets and arranging for valuation; maintain checkbook and banking ..
Fiduciary Accountant The candidate will be responsible for: Preparing and filing in court of all documents required to probate Wills, including marshaling assets and arranging for valuation; maintain checkbook and banking ..
... tasks related to gifts from trusts and estates, and providing general administrative support ... and surviving family members for trusts and estates. Perform other duties as assigned. ... routine..
... of planned giving vehicles including estates and trusts, charitable gift annuities (CGA), charitable ... gift annuities (CGA), charitable remainder trusts (CRTs), charitable lead trusts (CLTs), retirement plans and life..
... is seeking a seasoned International Trusts & Estates Attorney to join its high-performing ... creation and administration of international trusts, foundations, and similar vehiclesConduct legal ... of legal experience..
Paralegal The candidate should be a recent college graduate. Paralegals are given a broad range of responsibilities, including, preparing legal documents, and assisting with closings and trials. The types of matters ..
Estate Administration Paralegal The candidate will attend client meetings, be the primary point of contact and will be expected to manage the progress of the entire estate settlement process from start ..
Job overview A law firm seeks a Trust and Estates Attorney in New York City to provide sophisticated estate planning and administration services for high-net-worth individuals, including tax and trust matters ..
Client Service Associate Duties: Building long-term relationships with clients and custodian service teams. Acting as a liaison to clients’ other trusted advisors (accountants, attorneys, and the like). Anticipating client needs and ..
Manager, Gift Planning and Estates The candidate will be responsible ... gift arrangements (gift annuities, remainder trusts, and lead trusts). 3 years of experience as ... years of experience as..