- Wells Fargo (Minneapolis, MN)
- …all begins with you. **About this role:** Wells Fargo is seeking a Senior Lead Fiduciary Advisory Specialist Working at Wells Fargo | Jobs and Careers at Wells ... job expectations below + Position requires a broad base of fiduciary knowledge, including estate administration, post-mortem planning, gift tax strategies, income… more
- Zions Bancorporation (Houston, TX)
- …You bring the talent; we bring the opportunity. We are currently seeking a Fiduciary Services Manager to join our team. The position will be located in Houston, ... TX. A Fiduciary Services Manager develops new business and promotes trust...may meet requirements. + Employs advanced knowledge as a specialist of trusts and estates. + Uses judgement within… more
- Commerce Bank (Kansas City, MO)
- …of well-rounded and progressive trust or banking experience preferred + Certified Fiduciary Investment Risk Specialist ("CFIRS") or related certifications, or ... admission to the Bar preferred As Commerce Trust is exempt from the definition of "broker-dealer", securities based licenses, such as FINRA Series 7/24 or MSRB Series 50/52/53/54 are not eligible to obtained or maintained in this position. ** Level of role is… more
- Regions Bank (Hoover, AL)
- …Laundering Specialist (CAMS) + Certified Bank Auditor (CBA) + Certified Fiduciary and Investment Risk Specialist (CFIRS) + Certified Financial Systems ... Auditor (CFSA) + Certified Fraud Examiner (CFE) + Certified Information Systems Auditor (CISA) + Certified Information Systems Security Professional (CISSP) + Certified Internal Auditor (CIA) + Certified Public Accountant (CPA) + Certified Regulatory… more
- Regions Bank (Birmingham, AL)
- …Laundering Specialist (CAMS) + Certified Bank Auditor (CBA) + Certified Fiduciary and Investment Risk Specialist (CFIRS) + Certified Financial Systems ... Auditor (CFSA) + Certified Fraud Examiner (CFE) + Certified Information Systems Auditor (CISA) + Certified Information Systems Security Professional (CISSP) + Certified Internal Auditor (CIA) + Certified Public Accountant (CPA) + Certified Regulatory… more
- Edward Jones (St. Louis, MO)
- …to be part of a fast paced, cross functional team? If so, the Senior Trust Specialist position here at Edward Jones could be the right fit for you! This role is ... and Edward Jones branch teams. In addition, the trust specialist will support the goals of the firm by...excellent service to our clients and branches while maintaining fiduciary and regulatory standards. This position is critical to… more
- Louisiana Department of State Civil Service (Baton Rouge, LA)
- Revenue Tax Specialist 1 or 2 Print (https://www.governmentjobs.com/careers/louisiana/jobs/newprint/4649994) Apply Revenue Tax Specialist 1 or 2 Salary ... tax returns and refunds including the individual, corporate, franchise, fiduciary and composite partnership income taxes. This includes examinations...(CPG) and may be filled as a Revenue Tax Specialist 1 or 2 depending upon the qualifications of… more
- Edward Jones (St. Louis, MO)
- …trust under EJTC's administration. **What You'll Do:** As a Unique Asset Specialist , you will be responsible for managing multiple portfolios, including real estate ... in unique assets management required. + 5+ years' experience in unique asset/ fiduciary -related work, including : + Advanced knowledge of at least one asset… more
- ARAMARK (Nashville, TN)
- …facilities services and uniform and career apparel, is seeking an Adjudication Specialist to handle the review, assessment and adjudication of Aramark?s proprietary ... background check processes. The Adjudication Specialist will work across Aramark?s various business sectors. Aramark is committed to hiring the most qualified… more
- Ally (Sacramento, CA)
- …your opportunities be, too? **The Opportunity** The Wealth Advisor works as a fiduciary , working directly with our clients and prospective clients to bring them ... the first 120 days of employment. * Understand the importance of fiduciary responsibility. * Demonstrate extraordinary emotional intelligence (EQ) skills with the… more
- EverBank (Irvine, CA)
- **Sr Commercial Client Services Specialist ** The Senior Commercial Client Services Specialist is responsible for delivering exceptional customer service and ... and professional servicing. Additionally, the Senior Commercial Client Services Specialist assists in mentoring and training associates under the supervision… more
- City of Durham (Durham, NC)
- Engineering Specialist - Customer Service Front Desk Print (https://www.governmentjobs.com/careers/durhamnc/jobs/newprint/4483921) Apply Engineering Specialist ... significantly impacting the community you serve. As an Engineering Specialist at the City of Durham's Public Works Department,...Munis deposits as required and adhere to the city's fiduciary guidelines. + Assist with desk procedure updates and… more
- Veterans Benefits Administration (IN)
- …recommend training for employees. Work collaboratively with the Rating Quality Review Specialist to identify overall station trends and training needs, primarily in ... Ensures all program requirements imposed by Compensation Service, Pension & Fiduciary Service, Office of Administrative Review, the Office of General Counsel,… more
- HUB International (Chicago, IL)
- …Provider Award in 2021). Insureon is seeking an experienced Management Liability Specialist to service, maintain and grow a robust book of Management Liability ... Officers, and Corporate Liability (D&O), Employment Practices Liability Insurance (EPLI), Fiduciary Liability and Crime for the Private Company and Not-For-Profit… more
- University of Connecticut Foundation Inc (Storrs, CT)
- …commitment to diversity, equity, and inclusion. POSITION SUMMARY In this Gift Specialist role, you will support the Foundation's strategic business goals by ... a timely manner with a focus on quality, attention to the Foundation's fiduciary responsibility, and with attention to customer service in alignment with the… more
- Hawaiian Electric (Honolulu, HI)
- HEI - Corporate Governance Specialist - Oahu Date:Aug 27, 2024 Location: Honolulu, Hawaii (HI), US, 96813 Company: hawaiianel We recognize our competitive advantage ... directors receive materials in a timely manner to exercise fiduciary duties. Leads process to compile and distribute meeting...The hiring range for the HEI - Corporate Governance Specialist - Oahu [Req ID 9231] position is $67,700.00… more
- PNC (Pittsburgh, PA)
- …company's success. We are looking to hire a Compliance Program Specialist Senior within PNC's Independent Risk Management's Compliance organization supporting the ... * Previous experience within the Wealth Management industry or working with Fiduciary accounts. * Ability to work independently and problem solve. * Strong… more
- Truist (Charlotte, NC)
- …essential functions. 1. 7+ years in the role as a Wealth Support Specialist or equivalent work-related experience 2. Excellent organizational skills with the ability ... Qualifications: 1. Undergraduate Degree 2. Demonstrate knowledge of Estate, Fiduciary and Investment concepts **General Description of Available Benefits for… more
- US Bank (Minneapolis, MN)
- …you excel at-all from Day One. Job Description The Investment Compliance Specialist will provide investment compliance risk oversight and credible challenge from the ... program to ensure activities relating to investment of US Bank Wealth fiduciary client assets are in compliance with applicable laws, rules, guidance, regulations,… more
- Veterans Benefits Administration (Jackson, MS)
- …Ability to communicate either by phone or correspondence with veterans, fiduciary , other offices with inquiry results. Prepares fiscal, administrative, and other ... is not a virtual position. Position Description: Financial Administrative Specialist , GS-0501-7 PD #37540A, GS-0501-9 PD #37539A Relocation/Recruitment Incentives:… more