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Online Resumes with "Trusts Estates"


Tags for this Online Resume: Research, Scheduling, Security, Complaints, Customer Service, Distribution, Legal, Management, Microsoft, Microsoft Office

Legal Secretary

Tags for this Online Resume: Billing, DTE, Email, Wills, Dictaphone, Interwoven iManage, Microsoft Excel, Microsoft Word

Featured Profile

Wealth Management and legacy Planning

Registered Financial Consultant with expert qualifications driving profitable growth in challenging, competitive, and complex investment markets. Recognized for in-depth knowledge insurance and investment products, trust and estate planning, income planning, and business succession planning solutions. Skilled in developing and broadening relationships with new and existing clients. Highly detail oriented with special tal...

Ideal Companies: Financial Services, insurance industry, compliance in financial services

Tags for this Online Resume: High Net Worth, Insurance, Management, Wealth Management, Assessments, Asset Management, Business Development, compliance, Estate and Legacy Planning, Business succession planning, Life Insurance Policy Audits

Legal Secretary

Tags for this Online Resume: Billing, DTE, Email, Wills, Dictaphone, Interwoven iManage, Microsoft, Microsoft Excel, Microsoft Word

Lawyer - 8 Years of Experience - Near 19010

Attorney with extensive experience in the financial services industry. Provide consultative, client focused support to financial advisors and third party advisors (attorneys, CPAs), including comprehensive case design, research and analysis (tax, legal), education, and marketing support. Substantive areas of focus include trust and estate planning, charitable planning, planning for closely held businesses, selective employ...

Tags for this Online Resume: Wills, Compensation, Estate planning, High Net Worth, Planning, Financial, Research, Support, Benefits, Distribution


Tags for this Online Resume: Complaints, Litigation, Defense, Insurance, Insurance Defense, Distribution, Elder Law, Microsoft PowerPoint, Arbitration, Medical

Financial Specialist

Tags for this Online Resume: Financial, Planning, Distribution, Insurance, Quality, Quality Assurance, Quality Control, Account Management, Banking Industry, Data Entry

Administrative Assistant - 20 Years of Experience - Near 11706

Tags for this Online Resume: ANT, Apache Ant, Retail, Retail Sales, Sales, Sales Training, Training, ACH, Annuity, Audit