- BankPlus (Jackson, MS)
- …eligible to post for a position. General Position Scope: The Wealth & Fiduciary Compliance Manager is responsible for writing new policies and procedures, as ... Maintain current understanding of regulations as they relate to Fiduciary responsibilities, Investment management and trust accounting. Develop, implement, and… more
- Jobleads-US (Boston, MA)
- …non-ERISA employee benefit plans, executive compensation, proxy CD&A, and plan fiduciary responsibilities Draft and review plan documents and board resolutions. ... Advise applicable benefits committees on their roles, ensure appropriate fiduciary training is provided, and perform corporate governance responsibilities as… more
- Jobleads-US (Washington, DC)
- …non-ERISA employee benefit plans, executive compensation, proxy CD&A, and plan fiduciary responsibilities. Draft and review plan documents, board resolutions, and ... regulatory compliance counseling. Advise benefits committees on roles, ensure fiduciary training, and perform related corporate governance responsibilities. Oversee… more
- North Central Baptist Hospitals (San Antonio, TX)
- …end-of-life decisions Monitors and allocates critical care services, recognizing the fiduciary role of nurses working in a resource intensive environment ... Participates in discharge planning; provides instruction to patient/family Maintains and promotes professional standards and development by participating in inservices, committees and staff meetings Serves as a role model for compassionate care and service… more
- Charles Schwab (Tysons Corner, VA)
- …will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. ... SWA's advice philosophy will empower you to use a vast array of products (ie stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their… more
- Charles Schwab (Orlando, FL)
- …will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. ... SWA's advice philosophy will empower you to use a vast array of products (ie stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. You'll… more
- Express Employment (Bemidji, MN)
- …retirement plan , including compliance testing, contribution tracking, and fiduciary coordination Respond to unemployment claims and manage workman's compensation ... processes and reporting Maintain up-to-date HR policies, employee manual, and compliance with employment laws Support training initiatives and employee onboarding Assist with financial and tax reporting alongside the Controller What We're Looking For: Previous… more
- Plante Moran (Wakefield, MA)
- …with the emphasis on high net worth individuals. Sophisticated knowledge of fiduciary and estate tax planning and compliance. Demonstrated leadership skills within ... an organization Experience with routine accounting assistance is preferred but not required Client travel throughout the region, with some overnight stays may be required. Additionally, there are opportunities for overnight travel to attend firm wide trainings… more
- Jobleads-US (Nashua, NH)
- …Administer and oversee the company 401(k) plan, ensuring compliance with fiduciary responsibilities. In coordination with CFO, coordinate with plan advisors, ... recordkeepers, and auditors on plan management and reporting. Support employee education around retirement planning and investment options. Leadership & Strategy Serve as a trusted advisor to ownership and executive leadership. Partner with department leaders… more
- Wipfli LLP (Green Bay, WI)
- …provide support in recommendations Tax Specific: + Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional ... standards as directed by engagement leaders + Understand and effectively use current tax and accounting software applications + Research tax related issues and other related financial reports Knowledge, Skills and Abilities Qualifications: + Bachelors degree… more
- Plante Moran (Southfield, MI)
- …of assets pursuant to the terms of the Trust Understand fiduciary accounting and trust accounting system Facilitate account opening/closing/transfer process ... Facilitate written and verbal communications between internal and external clients and vendors including distribution requests, documentation, client meetings and other matters Manage and monitor daily transactions and prepare receipts and disbursements… more
- Plante Moran (Wakefield, MA)
- …with the emphasis on high net worth individuals. Sophisticated knowledge of fiduciary and estate tax planning and compliance. Client travel throughout the region, ... with some overnight stays may be required. Additionally, there are opportunities for overnight travel to attend firm wide trainings and events This is an exempt position, so you may have to work hours that exceed the standard 40-hour work week. What makes us… more
- Bank OZK (Atlanta, GA)
- …issues and legal issues involving the day-to-day management of the Bank's fiduciary function necessary to its successful operation. + Knowledge of banking product ... and services. + Ability to communicate effectively both verbally and in writing, including presentation skills. + Ability to demonstrate effective sales, interpersonal and relationship management skills. + Ability to lead in a team-oriented environment. +… more
- Carnegie Mellon University (Pittsburgh, PA)
- …that skillfully balances the PI's scientific objectives with the university's fiduciary and compliance responsibilities. + Champion a culture of compliance by ... proactively identifying, diagnosing, and resolving complex financial issues related to expenditures, reporting, and award terms. + Lead and coordinate federal multi-agency audit responses, serving as the principal point of contact, directing the compilation of… more
- SMBC (New York, NY)
- …on institutional asset management. + Deep expertise in SEC compliance, fiduciary standards, Investment Advisers Act, and other asset management regulations. ... Experience working at a bank-affiliated investment adviser preferred. + Ability to provide adaptive, proactive legal coverage for a nascent investment adviser. Self-motivated, independent, and able to multi-task and prioritize effectively in a fast-paced… more
- Milton Hershey School (Hershey, PA)
- …management, and compliance with US GAAP and tax regulations. + Serve as co- fiduciary with The Hershey Trust Company, ensuring stewardship of the MHST. **Shared ... Services Oversight** + Drive operational excellence across Milton Hershey School (MHS) and Catherine Hershey Schools (CHS) through effective shared services governance. + Lead service level agreement development, conflict resolution, and performance… more
- SMBC (New York, NY)
- …the Bank's operations, including deposits, electronic banking, payments, and fiduciary activities. + Reviewing, drafting and negotiating Bank operational documents, ... including customer facing agreements, relating to deposit, cash management and other bank products. + Supporting cash management and other deposit operations needs for Sumitomo Mitsui Banking Corporation (SMBC). + Reviewing advertisements, disclosures and… more
- Vaco (Boston, MA)
- …including contract placement sales experience with progressive supervision and fiduciary responsibility required + Bachelors degree required; preferred degree in ... business/accounting/finance/audit/IT or MBA; CPA designation preferred + Repeat recognition as a top performer **Travel Requirements:** + 10% travel (eg 10% travel to differing locations, 90% of the time working from an office) **Physical Demands:** The… more
- Wipfli LLP (Chicago, IL)
- …pertaining to engagement planning and requests + Prepare individual, business, and fiduciary tax returns and projections in accordance with firm and professional ... standards as directed by engagement leaders + Research tax issues + Communicate with engagement leaders regarding open items or other important matters in a timely manner + Adhere to prescribed budgets and deadlines + Develop technical competency Additional… more
- Wipfli LLP (Bozeman, MT)
- …provide support in recommendations Tax Specific: + Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional ... standards as directed by engagement leaders + Understand and effectively use current tax and accounting software applications + Research tax related issues and other related financial reports Knowledge, Skills and Abilities Qualifications: + Bachelors degree… more
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