Estate Settlement Advisor Sr.
5 days ago
PNC is seeking a highly skilled Estate Settlement Advisor Sr. to join our team. As a key member of our Estate Settlement team, you will be responsible for providing expert guidance and support to clients and their families during the estate settlement process.
Key Responsibilities:- Provide comprehensive estate administration services, including asset discovery, appraisal, and management.
- Oversee the preparation of tax returns and court filings, ensuring compliance with all relevant laws and regulations.
- Engage with external professionals, such as attorneys and accountants, to ensure seamless estate administration.
- Develop and maintain strong relationships with clients and their families, providing exceptional customer service and support.
- Stay up-to-date with changing laws and regulations, ensuring that clients receive the best possible advice and guidance.
- Bachelor's degree in a relevant field, such as law, accounting, or business.
- Minimum 8 years of experience in estate administration, trust management, or a related field.
- Strong knowledge of estate planning, tax laws, and regulations.
- Excellent communication and interpersonal skills, with the ability to work effectively with clients, families, and external professionals.
- Ability to work in a fast-paced environment, prioritizing multiple tasks and deadlines.
- A competitive salary and benefits package.
- Opportunities for professional growth and development.
- A dynamic and supportive work environment.
- The chance to make a meaningful difference in the lives of our clients and their families.
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Corporate Counsel
1 day ago
Louisville, Kentucky, United States Anywhere Real Estate Full timeAnywhere Real Estate Inc. is seeking an experienced attorney with a strong background in commercial real estate leasing to join our Corporate Legal Department. As a key member of our team, you will play a crucial role in managing our real estate legal services, collaborating closely with other legal professionals, and reporting to the Senior Vice President...
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Senior Trust Advisor
2 weeks ago
Louisville, Kentucky, United States Fifth Third Bank, N.A. Full timeJob Title: Senior Trust AdvisorFifth Third Bank, National Association is seeking a highly skilled Senior Trust Advisor to join our team. As a Senior Trust Advisor, you will be responsible for providing exceptional fiduciary services to our clients, including trust administration, estate planning, and wealth management.Key Responsibilities:Administer...
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Wealth Management Specialist
5 days ago
Louisville, Kentucky, United States Stock Yards Bank & Trust Full timeJob Title: Wealth AdvisorAs a Wealth Advisor at Stock Yards Bank & Trust, you will serve as the primary point of contact and trusted advisor for high net worth clients, building and solidifying relationships, and implementing wealth management strategies in collaboration with clients' other advisors.Responsibilities:Develop a deep understanding of clients'...
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Wealth Associate Team Lead
4 weeks ago
Louisville, Kentucky, United States Stock Yards Bank & Trust Full timeJob Title: Wealth Associate Team LeadAs a key member of our Wealth Management team, you will play a vital role in building and maintaining strong relationships with our clients. Your expertise and guidance will be essential in helping our Trust Wealth Advisors achieve their goals.Responsibilities:Partner with Trust Wealth Advisors to provide assistance and...
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Wealth Management Specialist
4 weeks ago
Louisville, Kentucky, United States Stock Yards Bank and Trust Full timeJob SummaryStock Yards Bank and Trust is seeking a highly skilled and experienced Wealth Advisor to join our team. As a Wealth Advisor, you will be responsible for serving as the primary point of contact and trusted advisor for high net worth clients, building and maintaining strong relationships, and implementing wealth management strategies to meet the...
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Trust CSA Team Lead
4 weeks ago
Louisville, Kentucky, United States Stock Yards Bank & Trust Full timeJob Title: Trust CSA Team LeadAs a key member of our Trust team, you will play a vital role in supporting our Wealth Advisors in building and maintaining strong relationships with our clients. Your expertise in trust administration and investment concepts will enable you to provide exceptional service and guidance to our clients, while also contributing to...
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SAP Logistics Analyst
5 days ago
Louisville, Kentucky, United States ERP Recruiting, LLC Full timeSr. SAP Logistics AnalystERP Recruiting, LLC is seeking a highly skilled Sr. SAP Logistics Analyst to join our team.Key Responsibilities:Enhance SAP implementation following established project management methodologiesDefine interface requirements and collaborate with system vendors on external systems interfacing with SAPDevelop detailed work plans,...
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Wealth Management Specialist
5 days ago
Louisville, Kentucky, United States Stock Yards Bank & Trust Full timeJob SummaryAs a Wealth Advisor at Stock Yards Bank & Trust, you will serve as the primary point of contact and trusted advisor for high net worth clients, building and maintaining strong relationships through holistic wealth management strategies. You will work closely with clients to understand their financial and family situations, providing tailored...
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Wealth Management Specialist
2 hours ago
Louisville, Kentucky, United States Stock Yards Bank and Trust Full timeJob DescriptionAs a Wealth Advisor at Stock Yards Bank and Trust, you will serve as the primary point of contact and trusted advisor for high net worth clients. Your day will be filled with opportunities to build, solidify, and expand client relationships, strategize and assist with the resolution of complex issues, and implement wealth management strategies...
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Trust Counsel
3 weeks ago
Louisville, Kentucky, United States Stock Yards Bank and Trust Full timeJob SummaryAs a Trust Counsel at Stock Yards Bank and Trust, you will collaborate with Wealth Advisors, Trust, Tax, and Investment Teams to provide comprehensive trust, estate, and investment management services to clients. This includes estates, personal trusts, LLCs, foundations, and other fiduciary capacities.Key Responsibilities:Provide ongoing...
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Tax Manager
4 weeks ago
Louisville, Kentucky, United States Forvis Mazars, LLP Full timeJob SummaryWe are seeking a highly skilled Tax Manager to join our Private Client team at Forvis Mazars, LLP. As a trusted advisor, you will provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more.Key ResponsibilitiesProvide tax compliance and advisory services to individuals,...
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Client Services Associate in Trust Operations
2 months ago
Louisville, Kentucky, United States Stock Yards Bank and Trust Full timeJob OverviewAs a Client Services Associate in Trust Operations, you will engage in a variety of tasks aimed at supporting Trust Wealth Advisors, Investment Advisors, and clients with their account management and operational needs. Your expertise in trust services, combined with excellent communication abilities, will be essential in fostering strong...
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Trust Client Services Associate
3 weeks ago
Louisville, Kentucky, United States Stock Yards Bank and Trust Full timeJob Title: Trust Client Services AssociateAt Stock Yards Bank and Trust, we are seeking a highly skilled and detail-oriented Trust Client Services Associate to join our team. As a Trust Client Services Associate, you will play a critical role in providing exceptional service to our clients and advisors, ensuring seamless account management and resolution of...
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Trust Client Services Associate
2 weeks ago
Louisville, Kentucky, United States Stock Yards Bank & Trust Full timeAbout the RoleWe are seeking a highly skilled and motivated Trust Client Services Associate to join our team at Stock Yards Bank & Trust. As a key member of our Wealth Management & Trust Department, you will play a critical role in providing exceptional client service and support to our clients and advisors.Key ResponsibilitiesClient Communication:...
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Trust Client Services Associate
1 month ago
Louisville, Kentucky, United States Stock Yards Bank & Trust Full time{"Job Title": "Trust Client Services Associate", "Job Summary": "We are seeking a highly skilled and detail-oriented Trust Client Services Associate to join our team at Stock Yards Bank & Trust. As a Trust Client Services Associate, you will play a critical role in providing exceptional client service and support to our Trust Wealth Advisors, Investment...
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Trust Client Services Associate
3 weeks ago
Louisville, Kentucky, United States Stock Yards Bank & Trust Full timeJob Title: Trust Client Services AssociateAs a Trust Client Services Associate at Stock Yards Bank & Trust, you will play a vital role in providing exceptional support to our Trust Wealth Advisors, Investment Advisors, and clients. Your day will be filled with opportunities to assist with account relationship activities and business operations, utilizing...
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Treasury Operations Specialist
4 days ago
Louisville, Kentucky, United States Churchill Downs Incorporated Full timeJob SummaryThe Treasury Manager is a critical role within Churchill Downs Incorporated, responsible for overseeing all aspects of day-to-day Treasury Operations. This includes ensuring compliance with best practices, supporting the Director and Sr. Director of Treasury, and providing administrative support for banking portals and services.Key...
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Wealth Client Service Associate
2 weeks ago
Louisville, Kentucky, United States Truist Inc Full timeJob DescriptionWe are seeking a highly skilled and experienced Wealth Client Service Associate to join our team at Truist Inc. This role will provide exceptional client service and support to a team of Wealth, Legal Specialty, or Medical Specialty Group advisors managing a portfolio of high net-worth clients.Key ResponsibilitiesTriage and delegate client and...
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Geotechnical Engineer
4 days ago
Louisville, Kentucky, United States WSP in the U.S. Full timeAbout the RoleWe are seeking an Early Career Geotechnical Engineer to join our team in Louisville, KY. As a geotechnical engineer, you will assist with the design, development, and construction of infrastructure projects and systems in the public and private sector.Key ResponsibilitiesCollect, compile, and analyze data from the physical work site,...
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Early Career Geotechnical Engineer
5 days ago
Louisville, Kentucky, United States WSP in the U.S. Full timeAbout the RoleWe are seeking an Early Career Geotechnical Engineer to join our team in Louisville, KY. As a Geotechnical Engineer, you will play a key role in providing local geotechnical engineering assistance for the design, development, and construction of infrastructure projects and systems in the public and private sector.Key ResponsibilitiesAssist with...