Trust and Estate Specialist
4 weeks 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 weeks 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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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 Responsibilities:Assist with the growing caseload...
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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'll work closely with our leading expert, Charlotte, to manage a growing caseload and provide exceptional support to clients.Key Responsibilities:Assist with estate planning, trust administration, and probate...
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Tax Partner
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