- Raymond James Financial, Inc. (Portsmouth, NH)
- … administration experience is desired. Skill in IRA governance and personal and directed trust administration . Strong interpersonal and leadership ... Requirements Bachelor's Degree (BA) and a minimum of four (4) years of personal trust and IRA administration experience OR ~ Any equivalent combination of… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- Job Description Summary Administer basic-level processes for personal trust , estate, and custody accounts. Fulfills the duties as a fiduciary or custodian in ... and skills obtained through experience and/or formal training to administer basic-level personal trust , estate, and custody accounts. Fulfills the duties of… more
- Whittier Trust (Menlo Park, CA)
- …experience in a supervisory role. Background in wealth management, client administration , and portfolio management or foundation services. PERSONAL ... Whittier Trust is the oldest privately owned multi-family office...forces, such as Client Services or Marketing. Provide extensive personal service to clients as required. Additional tasks as… more
- Umpqua Bank (Mountlake Terrace, WA)
- …can only achieve this through the dedication of our associates. We value Trust , Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are ... leadership and management to a team of frontline loan administration associates responsible for managing the loan closing process...Umpqua corporate culture in all actions and words. Takes personal initiative and is a positive example for others… more
- Peninsula Open Space Trust (Palo Alto, CA)
- …play a critical role within the Finance team at Peninsula Open Space Trust (POST)! You will directly contribute to the organization's financial health and ... multiple nonprofit partners. Support the annual budgeting process by preparing the Administration budget and providing ad hoc analysis as needed Build and maintain… more
- Bloomberg LP (New York, NY)
- …implementation of process improvements to enhance the team's operational effectiveness. We'll trust you to: Perform monthly recordkeeping for US and Canada indirect ... not limited to accruals and payments related to Sales & Use, Personal Property, and Canadian GST/HST/PST/QST Complete monthly account reconciliations for direct and… more
- BOK Financial (Bonner Springs, KS)
- …responsible for the development and maintenance of institutional wealth corporate trust client accounts. Provides administration of assigned accounts in ... Location: Kansas City -KSCY, St Louis -STLPL Areas of Interest: Corporate Trust Pay Transparency Salary Range: Not available Application Deadline: 08/08/2025 BOK… more
- Arvest Bank Operations, Inc. (Bartlesville, OK)
- …Business, related field or equivalent experience required. 5 years of experience in trust administration required. Completion of Personal Trust ... Trust Officer 2 is primarily responsible for the administration , development, and maintenance of less complex trust...bank to attend meetings Must be able to operate personal computer keyboard in order to create reports, schedules… more
- TikTok (San Jose, CA)
- …Code : VGGP Apply to this job Share this listing: Responsibilities Team Intro: The Trust and Safety (TnS) engineering team of US Tech Service department at TikTok is ... learning technologies and scale them to detect and improve trust and safety system using the tremendous amount of...shooting - Create tools and automation to improve system administration and operation efficiency - Participate in regular on-call… more
- Broadway Bank (San Antonio, TX)
- …geographic area. Experience & Education: 7 years fiduciary experience in the field of personal trust or 5 years legal, financial planning, or related experience. ... Position: Wealth Advisor/ Trust Officer III | Division: Wealth Mgmt Services|...largest independently owned banks in Texas with offerings in personal and private banking, wealth management, business banking and… more
- Stockman Kast Ryan + Company (Colorado Springs, CO)
- …for our high-net-worth clients and their personal holdings, which includes personal , partnership, corporate, trust , estate, foundation, and gift tax returns, ... SENIOR TAX MANAGER- TRUST & ESTATE Location: Colorado Springs, CO Compensation:...intake of new estates, assist the client with estate administration issues, help them gather needed information, oversee return… more
- Gpac (Boston, MA)
- …attorney with at least 3 years of experience in estate planning, probate, and trust administration to join their collegial, client-first team. This is more than ... Minimum 3 years of experience in estate planning, probate, and trust administration -including formal and summary probate matters Expertise: Proficient… more
- River Rock Academy (Harrisburg, PA)
- …skills development. With individualized transition plans and a focus on stability and personal growth, we celebrate student success and foster an environment of ... trust and support, helping each student reach their full...Time Off - Enjoy paid school breaks, holidays, and personal time off, ensuring time to recharge and reset.… more
- River Rock Academy (Douglassville, PA)
- …skills development. With individualized transition plans and a focus on stability and personal growth, we celebrate student success and foster an environment of ... trust and support, helping each student reach their full...Time Off - Enjoy paid school breaks, holidays, and personal time off, ensuring time to recharge and reset.… more
- United Nations (New York, NY)
- …Management *Initiates, reviews, processes and follows-up on actions related to the administration of the Office's human resource activities, eg, recruitment of staff ... proposals/requirements; *Consolidates budget/work programme with respect to the Office's budget, trust funds, grants and procurement; *Assists in the preparation of… more
- Orleans Housing Authority (Orleans, MA)
- …for the Wellfleet housing authority and 1 unit for the Orleans Housing Trust . Candidate should be familiar with Executive Office of Housing and Livable Communities ... years' experience in public or private housing, community development, public administration , non-profit administration or related field that demonstrates strong… more
- State of Washington (Olympia, WA)
- …financial transactions and internal controls, ensuring agency accountability and public trust . They will oversee various functional areas, including cash receipting, ... payroll, vendor payments, construction contract administration , procurement, and materials management. This role involves leading...employees are entitled to paid holidays and one paid personal holiday per calendar year. Note: Employees who are… more
- United Nations (New York, NY)
- …deadlines and achieving results; is motivated by professional rather than personal concerns; shows persistence when faced with difficult problems or challenges; ... ideas and expertise; is willing to learn from others; places team agenda before personal agenda; supports and acts in accordance with final group decision, even when… more
- Securitas (San Francisco, CA)
- …unusual circumstances. *Knowledge of business operations management and human resources administration . *Use of personal computer and spreadsheet software. ... and carries out disciplinary actions, as necessary. 4. Assists in development and administration of budget in relation to assigned account. 5. Maintains a positive,… more
- United Nations (New York, NY)
- …deadlines and achieving results; is motivated by professional rather than personal concerns; shows persistence when faced with difficult problems or challenges; ... ideas and expertise; is willing to learn from others; places team agenda before personal agenda; supports and acts in accordance with final group decision, even when… more
