- Sutter Health (Sacramento, CA)
- …and officers liability, employment practices liability, excess workers' compensation, fiduciary , crime, aviation, medical professional liability, and other lines of ... be accepted in lieu of the required degree or diploma. Bachelor's in Accounting , Business, Finance, or related field TYPICAL EXPERIENCE: 5 years recent relevant… more
- Meaden & Moore (Cleveland, OH)
- …a six-time winner of Ohio Magazine's Best Places to Work and awarded Inside Public Accounting 's top 50 Best of Best Firms. All of these prestigious awards speaks to ... have focused our expertise and resources on providing superior accounting , tax, forensic, and consulting services to a wide...Wooster. The Tax Vice President is a personal tax specialist and advisor and is responsible for top level… more
- Tompkins Community Bank (Ithaca, NY)
- …Wall Street Concepts software and ONESOURCE (TM) Trust Tax, and ONESOURCE (TM) Fiduciary Accounting Software + Good technical experience in fiduciary ... three (3) days per week . As a member of the Tompkins Financial Advisor's Fiduciary Team, the individual in this role will prepare detailed fiduciary accountings… more
- CIBC (Boston, MA)
- …CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What You'll Be Doing** As a ** Fiduciary Tax Specialist ** , you'll play a key role in ... and operational activities. You'll help ensure that CIBC fulfills its fiduciary responsibilities as trustee and co-trustee of both revocable and irrevocable… more
- KeyBank (Brooklyn, OH)
- …to detail. **Preferred Qualifications** + Professional certifications such as CFIRS (Certified Fiduciary & Investment Risk Specialist ), CTFA (Certified Trust and ... Road, Brooklyn Ohio **About the Job** The Compliance Manager - Testing ( Fiduciary & Trust) is responsible for leading and executing independent compliance testing… more
- Fifth Third Bank, NA (Chicago, IL)
- …policies and procedures governing fiduciary relationships. Primary responsibility for the fiduciary team's interface with the trust accounting system, the IA ... administrative expenses, debts, and taxes). -Monitor and coordinate production of the Inventory, Accounting , and the bank's petition for fees with the accounting … more
- New York State Civil Service (New York, NY)
- …No Agency Interest on Lawyer Account Fund (IOLA) Fund Title Audit Specialist Occupational Category Financial, Accounting , Auditing Salary Grade NS Bargaining ... access to health care. The IOLA Fund is a fiduciary fund administered by IOLA's publicly appointed Board of...IOLA Fund is seeking a skilled and collaborative Audit Specialist to join its trusted and mission-driven team. Reporting… more
- New York State Civil Service (New York, NY)
- …No Agency Interest on Lawyer Account Fund (IOLA) Fund Title Procurement Specialist Occupational Category Financial, Accounting , Auditing Salary Grade NS ... assistance for low-income New Yorkers since 1984Job Title: Procurement Specialist Employer: New York State Interest on Lawyer Account...access to health care. The IOLA Fund is a fiduciary fund administered by IOLA's publicly appointed Board of… more
- Umpqua Bank (Portland, OR)
- Trust Relationship Specialist Wealth Management Portland, Oregon **Description** **About Us:** At Umpqua, we create a great place to work by offering a unique brand ... Role:** In this roleunder general direction, a Trust Relationship Specialist will work with senior lead officers to manage...in files. + Enter new account into the trust accounting system. + Review all required paperwork and confirm… more
- Sutter Health (Sacramento, CA)
- …and officers liability, employment practices liability, excess workers' compensation, fiduciary , crime, aviation, medical professional liability, and other lines of ... accepted in lieu of the required degree or diploma._ + Bachelor's in Accounting , Business, Finance, or related field **TYPICAL EXPERIENCE:** + 5 years recent… more
- Truist (Philadelphia, PA)
- …review the following job description:** Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as ... which meet with client or prospect goals and objectives. Utilize other specialist where appropriate. + Proactively engage with clients to deliver all non-investment… more
- City National Bank (Jersey City, NJ)
- …to develop people * Certified Trust Compliance Professional (CTCP) Or * Certified Fiduciary & Investment Risk Specialist (CFIRS) Or * Certified Public Accountant ... Develops a general knowledge of the business operations, regulatory and accounting and control environment in which City National Bank operates, particularly… more
- Truist (Dallas, TX)
- …as well as banking, investments, insurance, financial planning, and trust and fiduciary services. Commits to an ongoing development and business plan review process ... essential functions. 1. Bachelor's degree with a concentration in business, accounting , finance, banking or equivalent financial services experience and related… more
- Amalgamated Bank (New York, NY)
- …Compliance Manager (CRCM) + Certified Trust & Financial Advisor (CTFA) + Certified Fiduciary & Investment Risk Specialist (CFIRS) + Certified Bank Auditor (CBA) ... as directed. Knowledge, Skills and Experience Requirements: + Bachelor's degree in Accounting or Finance or equivalent eqxperience + Solid knowledge of auditing… more
- Truist (Charlottesville, VA)
- …as well as banking, investments, insurance, financial planning, and trust and fiduciary services. Commits to an ongoing development and review process with each ... essential functions. 1. Bachelor's degree with a concentration in business, accounting , finance, banking, or equivalent education and related training or experience.… more
- RTX Corporation (Tucson, AZ)
- …in order to enable strategic decisions leading to program execution and fiduciary success. This amazing portfolio includes ongoing implementation of a handful of ... Have** + Typically requires a Bachelor's degree in Finance, Accounting , Math, Business or a related field or equivalent...Additional Information + This position is grade P3, Principal Specialist , Program Cost Controls. + Onsite: Employees who are… more
