Senior Trust and Estate Advisor
2 weeks ago
The role of the Trust & Estate Senior Specialist is pivotal within Capital Group International Inc.'s Private Client Services division.
Trust & Estate Senior SpecialistCapital Group International Inc. has a rich history of providing exceptional wealth management services, managing substantial assets for a select clientele of high-net-worth individuals, trusts, and foundations.
Key Responsibilities:
Client Service and Estate Planning- Collaborate with nationwide teams to deliver insightful and strategic planning solutions tailored for clients.
- Engage in both virtual and face-to-face meetings with clients and their advisors to discuss a comprehensive range of financial, tax, and estate planning strategies.
- Analyze and summarize estate planning documents, providing feedback and insights as necessary.
- Identify and address potential challenges and opportunities in estate planning and transfer tax matters.
- Serve as a knowledgeable resource for internal teams and external advisors regarding estate planning inquiries.
- Assist in managing estate planning related to company stock and work closely with the in-house legal team to mitigate risks.
- Act as an officer in the trust company, collaborating with Trust Officers on new appointments and ongoing trust administration.
- Review trust documents to ensure compliance with fiduciary standards.
- Work with colleagues and external advisors to navigate fiduciary procedures and resolve client issues.
- Participate in trust company committees and oversee interactions with outside legal counsel as needed.
- Provide insights on state-specific laws and fiduciary practices.
- Partner with internal teams to support business growth initiatives, including strategic meeting preparation.
- Attend client meetings to foster relationships and explore new business opportunities.
- Build connections with external professionals to enhance business development efforts.
- Represent Capital Group at industry events and contribute to marketing and training materials.
- Engage in Bar Association activities and professional organizations to enhance knowledge and maintain professional relationships.
- Contribute articles to professional publications as appropriate.
- Stay informed on industry trends through continuous education and participation in relevant events.
The Trust & Estate Senior Specialist will travel as necessary for client meetings and industry engagements.
Qualifications:
- A minimum of 7 years of experience in trusts and estates law, either in a law firm or in-house setting.
- A Juris Doctor (J.D.) degree with active membership in a State Bar Association.
- Preferred qualifications include an L.L.M. in taxation or certification as a specialist in Estate Planning, Trust & Probate Law.
- Familiarity with capital markets and investment strategies is advantageous.
Ideal Candidate Attributes:
- Strong time management and communication skills to handle multiple responsibilities effectively.
- Excellent analytical and technical skills with a keen attention to detail.
- Ability to cultivate relationships based on trust and mutual respect.
- A client-focused approach, demonstrating problem-solving abilities and teamwork.
Compensation:
The position offers a competitive salary range along with performance bonuses and a robust retirement plan.
Capital Group International Inc. is committed to equal opportunity employment, adhering to all applicable laws and regulations.
-
Senior Trust and Estate Advisor
2 weeks ago
San Francisco, California, United States Capital Group International Inc. Full timeThe role of the Trust & Estate Senior Specialist is pivotal within Capital Group International Inc. Trust & Estate Senior Specialist About Capital Group: Capital Group's Private Client Services division has a rich history, having been established as a family office for senior executives and their families. Over the years, we have evolved into a...
-
Senior Trust and Estate Advisor
2 weeks ago
San Francisco, California, United States Capital Group International Inc. Full timeOverview The role of the Senior Trust and Estate Specialist at Capital Group International Inc. is pivotal in our Private Client Services division. With a legacy of over 50 years, we have evolved from a family office into a comprehensive registered investment advisory and trust company, managing approximately $35 billion in assets for a select clientele of...
-
Senior Trust and Estate Advisor
2 weeks ago
San Francisco, California, United States Capital Group International Inc. Full timeOverviewThe role of the Trust & Estate Senior Specialist at Capital Group International Inc. offers a unique opportunity to leverage your legal expertise in a collaborative environment. This position is part of our Private Client Services (PCS) team, which has a rich history of providing tailored wealth management solutions.Key ResponsibilitiesClient...
-
Trust and Estate Attorney
2 days ago
San Francisco, California, United States Jobot Full timeJob SummaryWe are seeking a highly skilled Trust and Estate Attorney to join our dynamic legal team at Jobot. As a key member of our team, you will provide comprehensive legal counsel and support on a broad range of trust and estate matters, including managing conservatorships, probate administration, and tax planning.Key ResponsibilitiesProvide...
-
San Francisco, California, United States KPMG Full timeAbout the RoleWe are seeking a highly skilled Tax Senior Associate to join our Tax practice at KPMG. As a Tax Senior Associate, you will play a key role in preparing, reviewing, and analyzing fiduciary income tax returns for administrative trusts and estates.ResponsibilitiesPrepare and Review Tax Returns: Prepare, review, and analyze fiduciary income tax...
-
Senior Tax Manager
11 hours ago
San Diego, California, United States Jobot Full timeAbout the RoleWe are seeking a highly skilled Senior Tax Manager to join our team in a fully remote capacity. As a Senior Tax Manager, you will be responsible for leading our Trust & Estates team and providing expert tax guidance to our clients.Key ResponsibilitiesLead the Trust & Estates team in providing tax planning and compliance services to...
-
Trust and Estate Secretary
1 week ago
San Francisco, California, United States Jobot Full timeJob SummaryJobot is seeking a seasoned Trust and Estate Secretary to join our dynamic team of professionals dedicated to providing superior legal services to our clients.Key Responsibilities:Prepare, edit, and proofread legal documents such as wills, trusts, powers of attorney, and deeds.Manage and organize client files and documents, ensuring they are...
-
Trust & Estate Attorney
1 day ago
San Diego, California, United States gpac Full timeWe are seeking a skilled Associate Attorney to join our Trust and Estate Team at GPAC, a leading search firm specializing in placing quality professionals within multiple industries across the United States.Key Responsibilities:Assist in the preparation and prosecution of trust and estate litigation casesConduct research and analysis to support case...
-
Senior Wealth Strategist
13 hours ago
San Francisco, California, United States Northern Trust Full timeAbout Northern Trust:Northern Trust is a leading global financial institution that has been in continuous operation since 1889.We are proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity.With over 130...
-
San Francisco, California, United States Solan Park & Robello Full timeJob DescriptionTrust and Estate Administration and Litigation Associate (Onsite)Are you a dedicated legal professional with a keen interest in trust and estate law? Do you excel in a vibrant legal setting that prioritizes client satisfaction and legal proficiency? Our firm, Solan Park & Robello, specializes in estate planning, trust management, probate, and...
-
Senior Financial Advisor
9 hours ago
San Francisco, California, United States ICONIQ Capital Full timeAbout the RoleThe Senior Financial Advisor will be a critical member of the relationship management team for high net worth and ultra-high net worth clients, helping to serve their increasingly complex needs across investments, tax/estate planning and structuring, and life management & advisory services.Key ResponsibilitiesServes as the key member of...
-
Experienced Trust and Estates Paralegal
2 weeks ago
San Francisco, California, United States Jobot Full timeTrust and Estates ParalegalThis position is hosted by Jobot.Salary:$80,000 - $90,000 per yearAbout Us:We are a progressive legal firm seeking a dedicated and experienced Paralegal to enhance our legal team. This role is perfect for an individual who excels in a dynamic and fast-paced environment and is eager to contribute meaningfully to our operations. The...
-
Senior Trust and Estate Litigation Attorney
1 week ago
San Diego, California, United States Jobot Full timeAbout the RoleWe are seeking a highly skilled and experienced Trust and Estate Litigation Attorney to join our team at Jobot. As a boutique AV-rated firm with multiple locations in southern California, we offer a unique opportunity for a dedicated professional to make a significant impact on our clients' lives.Key ResponsibilitiesHandle a wide range of trust...
-
Senior Wealth Advisor
2 weeks ago
San Francisco, California, United States CIBC Full timeJoin Our Team as a Senior Wealth AdvisorAt CIBC, we are committed to fostering a relationship-driven banking environment tailored for the contemporary client. We seek dedicated and skilled professionals who prioritize integrity and excellence in client service.Your Role:The primary responsibility of the Senior Wealth Advisor is to nurture new and existing...
-
Real Estate Associate
1 week ago
San Francisco, California, United States Blue Moon Estate Sales of Lexington and Louisville Full timeAbout the RoleWe are seeking a highly skilled and experienced Real Estate Associate to join our team at Blue Moon Estate Sales of Lexington and Louisville. As a mid-level or senior professional, you will play a key role in driving our business forward and contributing to our growth.Key ResponsibilitiesDevelop and execute strategies for mortgage/mezzanine...
-
Real Estate Associate
1 week ago
San Francisco, California, United States Blue Moon Estate Sales of Lexington and Louisville Full timeAbout the RoleWe are seeking a highly skilled and experienced Real Estate Associate to join our team at Blue Moon Estate Sales of Lexington and Louisville. As a mid-level or senior professional, you will play a key role in driving our business forward and contributing to our growth.Key ResponsibilitiesDevelop and execute strategies for mortgage and mezzanine...
-
Legal Assistant for Trusts and Estates
1 week ago
San Francisco, California, United States Jobot Full timeTrusts and Estates Legal Assistant This opportunity is hosted by Jobot.Salary: $80,000 - $90,000 per yearAbout the Role:We are looking for a dedicated and experienced Legal Assistant to support our legal team in the area of trusts and estates. This role is ideal for someone who excels in a dynamic and fast-paced environment and is eager to contribute to a...
-
Senior Wealth Management Advisor
2 weeks ago
San Francisco, California, United States augmentjobs Full timeJob DescriptionPosition Overview:We are looking for a skilled and client-oriented Senior Wealth Management Advisor to enhance our services. The successful candidate will oversee and expand a portfolio of affluent clients, offering customized financial guidance and crafting strategies to assist clients in reaching their financial aspirations. This position...
-
San Francisco, California, United States Nai Northern California Full timeWhy Choose NAI Northern California?At NAI Northern California, we believe that competition drives excellence while collaboration fosters success. As a leading Commercial Real Estate brokerage, we are strategically positioned in key locations across the Bay Area, including Oakland, San Francisco, and San Jose.Our commitment to growth has led us to expand our...
-
Senior Tax Manager
3 days ago
San Diego, California, United States Emerald Resource Group Full timeJob Title: Senior Tax Manager - Real Estate SpecialistLocation: Hybrid ScheduleJob Summary:Emerald Resource Group is seeking a highly skilled Senior Tax Manager - Real Estate Specialist to lead our team in servicing real estate clients effectively. As a trusted advisor, you will demonstrate knowledge of industry trends and offer proactive solution options to...
