Senior Trust Officer

Fiduciary Trust International, a premier investment and wealth management firm, is seeking a Senior Trust Officer to join its Special Needs Trust and Guardianship practice in Radnor, PA.This role involves administering Special Needs/Settlement Trust accounts, developing and nurturing centers of influence, and overseeing client requests, including...

Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across generations.We offer a dynamic and collaborative approach to managing wealth for high-net-worth and ultra high-net-worth individuals and families, family offices, endowments, foundations, and institutions.Our investment...

DescriptionThe Senior Trust Officer (STO) is responsible for advising high net worth clients on their trust and estate administration needs and administering trust accounts for Clarfeld Citizens Private Wealth (CCPW). They lead the day-to-day management and administration of trust accounts, and for working with CCPW partners to introduce trust clients and...

Job DescriptionDescriptionThe Senior Trust Officer (STO) is responsible for advising high net worth clients on their trust and estate administration needs and administering trust accounts for Clarfeld Citizens Private Wealth (CCPW). They lead the day-to-day management and administration of trust accounts, and for working with CCPW partners to introduce trust...

At Franklin Templeton, we're seeking a highly skilled Senior Trust Officer to join our team of professionals in Radnor, PA.This role is responsible for serving as relationship manager for client relationships, working closely with Portfolio Managers to provide industry-leading client service and advice, and developing and nurturing centers of influence.The...

We are seeking a skilled trust officer to provide investment management and trust administration services to high-net-worth clientele.As a trust officer, you will be responsible for managing personal trust accounts and estates, as well as developing customized solutions to assist clients in meeting their wealth management goals.Key...

We are seeking a seasoned trust officer to provide investment management and fiduciary services to high-net-worth clientele.As a trust officer, you will be responsible for managing personal trust accounts and estates, as well as developing customized solutions to assist clients in meeting their wealth management goals.Key Responsibilities:Administer...

About the RoleEisnerAmper is seeking a highly skilled Tax Senior Manager to join our Private Client Services (PCS) team. As a Tax Senior Manager, you will be responsible for overseeing tax planning and compliance functions for individuals, trusts, estates, and related entities.Key ResponsibilitiesProvide expert tax planning and advisory services to clients,...

About the RoleWe are seeking a highly skilled and experienced Tax Senior Associate to join our Trust and Estate Tax Services Group. As a key member of our team, you will be responsible for providing exceptional tax planning and consulting services to our high net worth clients.Key ResponsibilitiesPrepare and review complex gift, estate, and fiduciary income...

Job Type: Part-timeHourly Rate: $14.00/hrAt Senior Helpers, we're dedicated to improving the lives of our clients and investing in the well-being of our employees. Our welcoming work environment is the perfect place for those who want to make a difference in the lives of others. By providing care to our clients, our caregivers play a vital role in helping...

About the RoleWe are seeking a highly skilled Tax Senior Manager to join our Private Client Services (PCS) team. As a key member of our team, you will be responsible for overseeing tax planning and compliance functions for individuals, trusts, estates, and related entities.Key ResponsibilitiesProvide expert tax planning and advisory services to clients,...

Job Title: Trust OfficerAt Wells Fargo, we are seeking a skilled Trust Officer to join our team. As a Trust Officer, you will play a critical role in ensuring the smooth operation of our trust services.Key Responsibilities:Read, interpret, and apply trust document language to specific situationsMake frequent distributions of cash or assetsConduct...

Job Title: Senior Tax Manager - High Net Worth, Trust, Estate, Gift ExpertJob Summary: We are seeking a highly skilled Senior Tax Manager to join our team. As a Senior Tax Manager, you will be responsible for reviewing and managing tax returns, extensions, and tax planning calculations for fiduciary returns.Key Responsibilities:* Review financial statements...

Job SummaryWe are seeking a skilled Trust Officer to join our team at Wells Fargo. As a Trust Officer, you will be responsible for reading, interpreting, and applying trust document language to specific situations, as well as making frequent distributions of cash or assets.Key ResponsibilitiesConduct comprehensive reviews of account activity and terms of all...

About UsTop-rated law firm in Philadelphia with a national presence, boasting offices in key cities. Founded in 1933, we are a distinguished law firm with a commitment to excellence and a client-centric approach.Why Choose UsCompetitive Salary: $85,000 - $90,000 per yearLow Billable Hours: Enjoy a healthy work-life balance with minimal billable hoursOT Pay:...

Job OverviewOur client, a reputable regional law firm, is seeking an experienced Trusts and Estates professional to join their growing practice group. The ideal candidate will have a strong background in trusts and estates law, with a minimum of 8 years of experience. PA and NJ Bar admission is required. The successful candidate will have the flexibility to...

About UsJobot is a top-rated law firm in Philadelphia with a national presence, boasting offices in key cities such as Philadelphia, Washington, D.C., and New Jersey. We were founded in 1933, and are a distinguished law firm with a team of seasoned attorneys specializing in a wide spectrum of legal areas, including corporate law, litigation, intellectual...

Job Title: Senior Office AdministratorWe are seeking a highly skilled and experienced Senior Office Administrator to join our team at Insight Global. As a key member of our corporate consulting firm, you will be responsible for providing administrative support to our offices in the Philadelphia area.Key Responsibilities:Manage office supplies and inventory,...

About UsJobot is a top-rated law firm in Philadelphia with a national presence. We were founded in 1933 and have a team of seasoned attorneys specializing in corporate law, litigation, intellectual property, and real estate.Why Choose UsCompetitive compensation: $120,000 - $160,000 per yearLow billable hoursGreat benefitsRoom to growHybrid work environment...

Empowering Financial Futures through Expertise and Innovation.Glenmede, a trusted partner for private wealth, endowment & foundation, and investment management clients, seeks a highly skilled Estate and Trust Settlement Officer to join our team. This role will operate in a hybrid work environment, 3 days per week in the office, and is open to candidates in...