- 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
- 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
- State Farm Mutual Automobile Insurance Company (Richardson, TX)
- …content and advisor/agent education; participating the due diligence and fiduciary oversight responsibilities of various IPS investment/product platforms; creating ... and establishing State Farm's footprint and point-of-view on investing for State Farm agents and retail customers. Additionally, you will collaborate with other SFIM colleagues, as well as members of IPS teams across the organization in the execution of… more
- Vaco by Highspring (Winston-Salem, NC)
- …and timely. Handle escalated consumer or client account issues, balancing fiduciary responsibility with excellent customer service. Support monthly accounting close ... cycles, ensuring all reporting deadlines are met. Review accounting entries and provide real-time analysis during close and post-close review. Ensure compliance with proper accounting methods, policies, and procedures. Collaborate with leadership to implement… more
- Vaco by Highspring (Manchester, CT)
- …Investment Advisory (RIA) firm. Responsibilities: Prepare and review individual, fiduciary , exempt, corporate, and partnership tax returns in compliance with ... federal and state tax laws. Calculation and preparation of personal and business estimated Federal and State tax payments. Developing tax and financial strategies and implementing them accordingly Communicate with clients and staff to ensure timely deliverable… more
- Express Employment (Brainerd, 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
- 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 complex portfolios and achieve their goals. You'll… 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
- 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
- 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
- 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
- Wells Fargo (Dallas, TX)
- …BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, ... this role:** Wells Fargo is seeking a Senior Lead Fiduciary Specialist Working at Wells Fargo | Jobs and...this role, you will:** + Oversee a team of fiduciary professionals responsible for the administration of trust and… more
- US Bank (Milwaukee, WI)
- …One. **Job Description** US Bank offers Wealth Management and Institutional Trust fiduciary services to our clients through US Bank National Association and several ... affiliated national bank trust entities. US Bank's fiduciary products cover the full trust and agency spectrum, including fiduciary trust administration and… more
- PNC (Pittsburgh, PA)
- …valued and have an opportunity to contribute to the company's success. As a Fiduciary Advisor III within PNC's Private Bank organization, you can be based in either ... and compliance management. The advisor is responsible for the fiduciary management of existing, complex fiduciary accounts...for the fiduciary management of existing, complex fiduciary accounts which PNC serves as trustee or guardian.… more
- KeyBank (Toledo, OH)
- **Location:** 300 Madison Avenue - Toledo, Ohio 43604 Fulfills fiduciary responsibilities of KeyBank by providing expert trust administration and counsel to ... team member and individually to meet production goals. **ESSENTIAL JOB FUNCTIONS:** ** Fiduciary Expertise** + Maintains deep expertise in fiduciary , investment,… more
- City National Bank (New York, NY)
- *CHIEF FIDUCIARY OFFICER WM* *WHAT IS THE OPPORTUNITY?* The Chief Fiduciary Officer provides strategic direction and oversight for the bank's trust and ... fiduciary operations. This role works with executive management within...relationship management. The position requires a deep understanding of fiduciary law, risk management, regulatory compliance, and investment oversight.… more
- Tompkins Community Bank (Ithaca, NY)
- …three (3) days per week . Position Summary: As a member of the TFA Fiduciary Team, the individual in this role will prepare detailed fiduciary accounting and ... and industry software are essential for this role. Position Goals: + Fiduciary Accounting Excellence - Independently prepare detailed fiduciary accountings for… more
- KeyBank (Hartford, CT)
- …Suite 1910 - Hartford, Connecticut 06103 **JOB BRIEF (PURPOSE)** The ** Fiduciary Strategist** is responsible for fulfilling the fiduciary responsibilities ... market delivery for clients with appropriate revenue and advisory needs. The Fiduciary Strategist proactively collaborates with team members to build insights and… more
- KeyBank (New York, NY)
- …Plymouth Road - Plymouth Meeting, Pennsylvania 19462 Job Description The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary ... Wealth standard in ensuring consistent, sophisticated advisory delivery, while managing fiduciary risk. For Family Wealth legacy relationships, the Fiduciary … more
- KeyBank (Pepper Pike, OH)
- …Blvd - Pepper Pike, Ohio 44124 ABOUT THE JOB (JOB BRIEF): Fulfills fiduciary responsibilities of KeyBank by providing expert trust administration and counsel to High ... a team member and individually to meet production goals. ESSENTIAL JOB FUNCTIONS: Fiduciary Expertise - Maintains deep expertise in fiduciary , investment, tax,… more
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