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Trust Operations Manager - Custody Accounts The candidate is a member of the Fiduciary Operations & Services leadership team and has responsibility for all custody operation aspects. Essential Duties And Responsibilities: ..
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Assistant Director Corporate Markets Duties: Develops and directs the strategy, goals and sales support efforts for large case sales of corporate and bank cases. Manages projects, training programs and sales promotion ..
Trust Services Paralegal The candidate will assist with administration of various types of irrevocable trusts. Will assist with and prepare trust accountings as assigned using department-specific software. Assist with intake and ..
Legal Secretary The candidate will type correspondence, prepare estate planning documents and assist attorneys with probate and guardianship matters. Must have good grammar and proofreading skills and possess the ability to ..
Tax And Family Office CPA The candidate will perform duties include: Tax planning and preparation of fiduciary income tax returns, gift and estate tax returns, and/or individual tax returns; Trust administration ..
Guardianship Program and Benefit Coordinator Duties: Provides programmatic and administrative support for program staff, which may include preparing correspondence, client address changes, copying, faxing, and overall organization and upkeep of Department. ..
Legal Assistant The candidate will assist in cases work in Bankruptcy, Estate Planning, Eldercare, and Civil Litigation. Assist with phone communication, schedule meetings and calendar deadlines and filing as well as ..
A law firm in Brookfield, WI, is seeking a Senior Estate Planning Associate Attorney to handle a demanding caseload related to estate planning, estate administration, and probate matters. The ideal candidate ..
Tax And Family Office CPA Responsibilities: Tax planning and preparation of fiduciary income tax returns, gift and estate tax returns, and/or individual tax returns. Trust administration and family office services, including ..
