ABOUT THE POSITIONThe Estate & Fiduciary Services Specialist serves as the credit union's subject matter resource for deceased member administration and power of attorney (POA) intake and review. This position is responsible for reviewing legal documents, conducting due diligence, ensuring compliance with applicable laws and credit union policies, and providing guidance to internal business units a...
Job DescriptionWho We Are
Members Trust Company is a nationally chartered trust company that partners with RIAs, broker-dealers, credit unions, and other financial institutions and professionals to deliver sophisticated trust and estate solutions. Through a collaborative, advisor-friendly approach, Members Trust Company helps individuals and families preserve, manage, and transfer wealth with confi...
Job DescriptionPOSITION SUMMARY:
We are seeking a detail-oriented and experienced accounting professional to prepare fiduciary accountings for trusts, probate estates, and conservatorships in accordance with applicable state laws and court requirements. The ideal candidate possesses strong accounting skills, exceptional analytical abilities, and experience working with fiduciaries, attorneys, cons...
Trust Officer Open
Trust Officer Open
Job DescriptionTRUST OFFICER
Las Vegas, Nevada
About Two Ocean
Two Ocean Trust is a Wyoming and Nevada trust company serving ultra-high-net-worth families, private trust companies, family offices, and foundations. We provide trust administration, private trust company administration, and investment management. We focus on long-term relationships, thoughtful advice, and exceptional client service.
...
Paralegal Open
Paralegal Open
Job DescriptionJob Summary & Responsibilities
Spherion is seeking a detail-oriented Probate Fiduciary Accountant to join a dynamic team in Palm Beach Gardens. In this rewarding direct-hire role, you will oversee end-to-end estate and trust administration, handle essential fiduciary accounting, and foster collaborative relationships across legal teams and client families.
As a Probate Fiduciary Acc...
Accountant Open
Accountant Open
Job DescriptionWe’re working with an established Florida law firm to hire a Probate Fiduciary Accountant for its trust and estate practice. This is on the accounting and administration side of probate work, supporting attorneys from case opening through close.
The role sits at the intersection of trust and estate administration: preparing pleadings, trust and estate accounting, coordinating with...
Job DescriptionAt New Horizon, we’re building a bank that runs on grit, speed, and execution. We move fast, challenge assumptions, and obsess over doing things better — for our clients and for each other. This isn’t a place for red tape; it’s a place for builders. From product design to client experience to operations, we’re constantly pushing for sharper thinking and smarter solutions. O...
Senior Trust Officer Open
Senior Trust Officer Open
Job DescriptionSenior Trust Officer
Location: Waco, TX (Relocation Optional)
A well-established, community-focused bank is seeking an experienced Trust Officer to support the growth and development of its wealth management and trust services division. Known for its relationship-driven culture, personalized service model, and strong ties to the local community, this institution is committed to deli...
Associate Open
Associate Open
Job DescriptionCompany Description WE Family Offices is an award-winning independent family office firm with offices in New York and Miami, serving single family offices and ultra-high net worth families worldwide. The firm focuses on helping families address complex, real-life wealth challenges by building customized “wealth enterprises” that manage wealth with the rigor of a well-run company....
Job DescriptionPosition
We are seeking an associate attorney with 3 to 5 years of post-law school experience and a strong background in Delaware corporate litigation, specifically breach of fiduciary duty cases. The ideal candidate must excel in legal research and writing, as these skills are essential for success in this role. This position is remote with the option to work from our New York offi...
Paralegal Open
Paralegal Open
Job DescriptionWe are actively seeking an experienced Estates Paralegal to join a highly regarded law practice in the Greater Cincinnati area.
If you are a detail-oriented professional with a strong background in probate, estate administration, and fiduciary tax, we’d love to connect!
Key Responsibilities:
Draft estate planning docs, ancillary pleadings, and probate court filings
Coordinate l...
Job DescriptionFinwell is a small, women-owned RIA looking for an established Wealth Advisor to join our team — someone who's built a real book of business and referral network, and is ready to bring that practice to a firm where fee-only, fiduciary advice is the standard, not a differentiator.About Finwell
Finwell is a fee-only registered investment advisory and wealth management firm headquarte...
Job DescriptionLocation: Pittsburgh, PA (JKS Financial)
Employment Type: Full-time
Compensation: $80,000–$150,000 base salary (commensurate with experience), plus incentive compensation for new plan sales and participant outcomes
About JKS Financial
JKS Financial is a wealth management firm serving individual, business, and institutional clients. As we scale toward our 2030 growth goals, we're b...
Investment Officer Open
Investment Officer Open
Investment Officer US FIDUCIARY SERVICES, INC. JOB DESCRIPTION JOB TITLE: Investment Officer LAST UPDATE: 10/07/2026 LOCATION: Lisle, IL REPORTS TO: Managing Director of AWTM EXEMPT: Yes SALARY: $130,000-$150,000 per year GENERAL PURPOSE The Investment Officer is responsible for the day-to-day management of assigned client portfolios within the business, with a focus on delivering consistent invest...
Job DescriptionOur client, an independent wealth management firm in Washington DC, is currently seeking a Private Client Advisor to join their established team. The incumbent will be responsible for all aspects of client service-related activity for high-net-worth families, family offices, endowments and foundations.
Responsibilities:
Communicate with internal and external contacts including pro...
Family Law Paralegal Open
Family Law Paralegal Open
Job DescriptionFamily Law & Fiduciary Litigation Paralegal
Location: Potomac, MD
Job Type: Full-Time
We are working with a well-established law firm in the Potomac area seeking an experienced Litigation Paralegal to join its Family Law and Fiduciary Litigation practice. This is an excellent opportunity for a paralegal with 5+ years of litigation experience who is comfortable taking ownership of co...
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