Role Overview The Trusts & Estates Associate supports estate planning, tax planning, and wealth management matters... documents, administering trusts and estates, and advising clients on complex wealth transfer and succession strategies. The...
Partner or Senior Associate – Trusts & Estates (St. Louis) - small book of business preferred, succession plan options... and autonomy. The Opportunity The firm is seeking an experienced Estates & Trusts attorney — ideally at the Partner or Senior...
related to the review and interpretation of life insurance trusts. Follow-up to obtain original documents, contact insurance... to insurance trusts. Provide an alternative source of service when Trust Officers are unavailable. Review incoming mail, trial...
, attorneys, and CPAs regarding client needs. Review trusts to ensure compliance with regulatory guidelines and fiduciary... responsibility. Interpret document to ensure appropriate administration of trusts; make sure files are complete for annual audit...
and trust administration, including revocable, irrevocable, charitable, special needs, and insurance trusts. What You'll... Reporting Act, etc. Expertise in the administration of trusts, thorough understanding of legal, investment and tax principals...
Partner or Senior Associate – Trusts & Estates (St. Louis) - small book of business preferred, succession plan options... and autonomy. The Opportunity The firm is seeking an experienced Estates & Trusts attorney — ideally at the Partner or Senior...
Trust Officer A Trust Officer is a banking professional who services trusts and investments. This is a relationship... including Wills, Trusts, Codicils, Amendments, FLP, Contracts, etc. Actively participate in Trust Administrative Sub-Committee...
and trust administration, including revocable, irrevocable, charitable, special needs, and insurance trusts. What You'll Bring..., etc. Expertise in the administration of trusts, thorough understanding of legal, investment and tax principals, in depth knowledge...
A growing firm seeks a Trusts & Estates Attorney with 2–6 years of experience to join its private client group.... Responsibilities: Draft estate planning documents, including wills, trusts, and powers of attorney Advise clients on estate, tax...
Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. L...
Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. L...
What You'll Be Doing The Trust Administrative Assistant provides a high level of administrative support by preparing statistical reports, handling informational requests, and performing clerical functions such as preparing correspondence,...
Why Stifel: Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. ...
Recruiter Krista Calabrese Opportunity Overview Team Overview: Do you have a passion for portfolio management and have experience in the trust or estate industry? Our Edward Jones Trust Company provides personalized investment manage...
Why Stifel: Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. ...
What You'll Be Doing: The Trust Administrative Assistant provides a high level of administrative support by preparing statistical reports, handling informational requests, and performing clerical functions such as preparing correspondence...
for ultra‑high‑net‑worth clients—including individuals, family offices, trusts, and specialized wealth entities—ensuring full... liquidity, leverage, cash flow, key risks/mitigants, and legal structures (trusts, special wealth vehicles, etc.), applying...
financial analysis to support credit decisions for ultra‑high‑net‑worth clients—including individuals, family offices, trusts... financial information to assess liquidity, leverage, cash flow, key risks/mitigants, and legal structures (trusts, special...
Attorney with 2–4 years of experience to join its growing trusts and estates practice. This role is ideal for an attorney... closely with senior attorneys on a variety of matters, including wills, trusts, powers of attorney, and advanced planning...
trusts and estates practice. This role is ideal for an attorney with a strong foundation in estate planning who..., including wills, trusts, powers of attorney, and advanced planning strategies. You will also participate in client meetings...