Trust and Estate Specialist
9 hours ago
U.S. Bank is seeking a Trust and Estate Specialist to join our team. As a key member of our fiduciary services team, you will be responsible for reviewing and interpreting trust agreements, wills, and other estate planning documents. You will also coordinate information between clients, external attorneys, and internal specialists to ensure accurate, timely, and efficient estate settlement.
Key Responsibilities- Review and interpret trust agreements, wills, and other estate planning documents
- Coordinate information between clients, external attorneys, and internal specialists
- Administer accounts in a manner that ensures compliance with legal requirements and business line policies and procedures
- Bachelor's degree or equivalent work experience
- Eight or more years of personal trust and/or estate planning experience
- Advanced knowledge of estate settlement, gifting, income, estate, and multi-generational taxation and trusts
- Advanced knowledge of fiduciary services
- Well-developed analytical and problem-solving skills
- Ability to make critical decisions independently
- Excellent writing, speaking, and presentation skills
- Comprehensive benefits package, including incentive and recognition programs
- Equity stock purchase 401(k) contribution and pension
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation and sick leave
- Up to 11 paid holiday opportunities
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Trust and Estate Specialist
4 days ago
Irvine, California, United States U.S. Bank Full timeJob SummaryWe are seeking a highly skilled Trust and Probate Specialist to join our team at U.S. Bank. As a key member of our fiduciary services team, you will be responsible for reviewing and interpreting trust agreements, wills, and other estate planning documents.Key ResponsibilitiesCoordinate information between clients, external attorneys, and internal...
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Trust and Estates Attorney
3 weeks ago
Irvine, California, United States Jobot Full timeJob Title: Trust and Estates AttorneyOrange County Real Estate Firm is seeking a highly skilled and experienced Trust and Estates Attorney to join our dynamic team.About the Role:This is a full-time position that will play a crucial role in providing legal advice and services to our clients. The ideal candidate will have a strong background in tax law and a...
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Trust and Estates Attorney
19 hours ago
Irvine, California, United States Jobot Full timeJob Summary:Orange county real estate firm is seeking a highly skilled and experienced Trust and Estates Attorney to join our dynamic team. As a Trust and Estates Attorney, you will play a crucial role in providing legal advice and services to our clients. This role requires a deep understanding of estate planning, trust administration, and tax law, with an...
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Trust and Estates Attorney
2 weeks ago
Irvine, California, United States Jobot Full timeJob OverviewWe are seeking a highly skilled and experienced Trust and Estates Attorney to join our dynamic team at Jobot. This is a full-time position that will play a crucial role in providing legal advice and services to our clients.Key ResponsibilitiesProvide expert legal advice and services to clients in the areas of estate planning, trust...
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Estate and Trust Tax Partner
4 days ago
Irvine, California, United States Jobot Full timeJob OpportunityWe are seeking a highly skilled Tax Partner with expertise in Estate and Trust taxation to join our team.About the RoleAs an Estate and Trust Tax Partner, you will be responsible for providing expert advice on estate planning, gift tax, and fiduciary matters to our clients.Key ResponsibilitiesOversee and manage a diverse portfolio of clients,...
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Estate Planning and Trust Administration Attorney
14 hours ago
Irvine, California, United States Jobot Full timeAbout the RoleWe're seeking an experienced Estate Planning and Trust Administration Attorney to join our team at Jobot. As a key member of our team, you'll work closely with our leading expert, Charlotte, to provide exceptional support to clients in estate planning, trust administration, and probate law.Key ResponsibilitiesAssist with estate planning, trust...
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Irvine, California, United States Jobot Full timeAbout the RoleWe're seeking an experienced Estate Planning and Trust Administration Attorney to join our team at Jobot. As a key member of our team, you will work closely with our leading expert, Charlotte, to provide exceptional support to clients in estate planning, trust administration, and probate law.ResponsibilitiesAssist with estate planning, trust...
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Trusts and Estates Legal Assistant
2 weeks ago
Irvine, California, United States Jobot Full timeLeading firm specializing in legal solutions for estate planning, tax, and charitable endeavorsThis Jobot Job is hosted by: Mallory CallowaySalary: $60,000 - $82,000 per yearAbout Us:We are a prominent firm providing expert legal services in the realms of estate planning, tax law, and charitable contributions.Benefits of Joining Us:Medical Benefits401k with...
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Trust and Estate Litigation Specialist
3 weeks ago
Irvine, California, United States Jobot Full timeAbout Our FirmAt Jobot, we pride ourselves on delivering exceptional legal services to clients across various industries and practice areas.Our team of experienced attorneys and dedicated staff are committed to providing personalized attention and tailored solutions to meet the unique needs of each client.We take great pride in upholding the highest ethical...
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Trust and Estate Litigation Specialist
5 days ago
Irvine, California, United States Jobot Full timeAbout Our FirmWelcome to Jobot, a distinguished law firm dedicated to providing exceptional legal services to clients across various industries and practice areas. With a wide range of expertise, our highly reputable firm is committed to delivering personalized attention and tailored solutions to meet the unique needs of each client.Our MissionWe take great...
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Estate and Trust Tax Expert
4 days ago
Irvine, California, United States Jobot Full timeAbout the RoleWe are seeking a highly skilled Tax Partner with expertise in Trust and Estate matters to join our growing firm.Key ResponsibilitiesOversee and manage a diverse portfolio of clients, providing expert advice on estate planning, gift tax, and fiduciary matters.Develop and implement tax planning strategies to optimize clients' financial...
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Tax and Trust Law Specialist
2 months ago
Irvine, California, United States Jobot Full timeTrust and Estates Attorney PositionJobot, a reputable firm in the legal sector, is seeking a Trust and Estates Attorney to enhance their team. This full-time role necessitates a minimum of 5 years of expertise in estate planning with a strong emphasis on tax law.Key Responsibilities:Deliver legal counsel and services concerning estate planning, trust...
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Estate Planning Paralegal Specialist
10 hours ago
Irvine, California, United States Jobot Full timeAbout the Role:This is an exciting opportunity to join Jobot as an Estate Planning Paralegal. As a key member of our team, you will be responsible for assisting in all aspects of estate planning, including drafting and executing wills, trusts, and other legal documents. You will also be working closely with attorneys and other paralegals to ensure that all...
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Real Estate Acquisition Specialist
3 weeks ago
Irvine, California, United States Center Street Lending Full timeJob Title: Real Estate Acquisition SpecialistAt Center Street Lending, we are seeking a highly skilled Real Estate Acquisition Specialist to join our team. As a key member of our acquisitions team, you will be responsible for identifying and acquiring distressed real estate properties in Southern California.Responsibilities:Acquire distressed real estate...
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Network Real Estate Specialist
4 days ago
Irvine, California, United States Crossfire Consulting Full timeJob Title: Network Real Estate SpecialistAt Crossfire Consulting, we are seeking a highly organized and detail-oriented Network Real Estate Specialist to join our team. As a key member of our team, you will play a crucial role in supporting wireless real estate in the SoCal market.The ideal candidate will have a strong background in real estate, municipal...
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Real Estate Acquisition Specialist
4 days ago
Irvine, California, United States Center Street Lending Full timeJob Title: Real Estate Acquisition SpecialistAt Center Street Lending, we are seeking a highly skilled Real Estate Acquisition Specialist to join our team. As a key member of our acquisitions team, you will be responsible for identifying and acquiring distressed real estate properties in Southern California.Responsibilities:Acquire distressed real estate...
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Real Estate Acquisition Specialist
4 weeks ago
Irvine, California, United States Center Street Lending Full timeJob Title: Real Estate Acquisition SpecialistAt Center Street Lending, we are seeking a highly skilled Real Estate Acquisition Specialist to join our team. As a key member of our acquisitions team, you will be responsible for identifying and acquiring distressed real estate properties in Southern California.Key Responsibilities:Acquire distressed real estate...
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Network Real Estate Specialist
3 weeks ago
Irvine, California, United States The Judge Group Full timeJob Title: Network Real Estate Specialist / DeveloperTargeted Years of Experience: 3-5 yearsWe are seeking a highly organized and detail-oriented Network Real Estate Specialist / Developer to join our team in Southern California. As a key member of our Network Real Estate and Regulatory team, you will play a critical role in supporting wireless real estate...
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Estate Planning Paralegal Specialist
4 days ago
Irvine, California, United States Brown & Streza LLP Full timeAbout the RoleBrown & Streza LLP is a mid-sized law firm in Orange County that specializes in Business Planning, Estate Planning, Complex Income Tax Planning, Charitable Sector, and Mergers & Acquisitions. We are seeking a detail-oriented paralegal to join our team and work closely with our estate planning attorneys.Key ResponsibilitiesAssist in the initial...
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Estate Planning Paralegal Specialist
3 weeks ago
Irvine, California, United States Jobot Full timeAbout the JobFirm providing legal services in the areas of charitable planning, tax, estate, and more. We are seeking a highly skilled and experienced paralegal to join our team as an Estate Planning Paralegal. The ideal candidate will have a strong background in estate planning, excellent drafting skills, and the ability to work well under...