- KPMG (Providence, RI)
- …and environments Manage an account load of approximately 1,000 to 2,000 fiduciary and agency accounts Support senior associate /management in work assignments ... and develop, motivate, and train less experienced staff members Develop industry specific knowledge and update skills on tax matters Qualifications: Minimum five years of recent public accounting and/or trust tax experience Bachelor's degree from an accredited… more
- Regions Financial Corporation (Knoxville, TN)
- …custody, trust, and estate, ensuring account administration follows the fiduciary procedures. Primary Responsibilities Conducts Initial and Annual Administrative and ... related experience Or Certified Public Accountant (CPA), Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), or Accredited Investment … more
- Eastern Bank (Newburyport, MA)
- …quarterly sales Successfully completed and implemented 4 additional trainings ( Fiduciary , Business Documentation, Operations and Safe Deposit) Teller Duties: Process ... deposits to customer accounts; includes verification of cash, verification of endorsements, and providing customers with receipts. Cash checks for customers and non-customers according to bank policy. Process and properly record the sale of monetary… more
- JobTracks (Baltimore, MD)
- We are seeking an experienced and driven Senior Associate Attorney to join our established law firm in Maryland. Key Responsibilities: Draft and review complex ... and families on estate, gift, and generation-skipping tax planning Prepare or review fiduciary and estate tax returns Maintain and grow a personal book of business… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …management professionals, and distribution partners. Ensure regulatory compliance and fiduciary alignment with industry standards, including SEC, FINRA, and other ... initiatives, performance metrics, corporate governance, and succession planning and associate development. Qualifications Knowledge of: Retail and institutional investment… more
- Busey Bank (Kansas City, MO)
- …aspects of quarterly estimated tax payments and year end taxes due for Fiduciary accounts; this includes review of payments prior to submitting them and ... output for investment accounts. Responsible for tax preparation of trust and fiduciary returns, including tax information letters sent to trust clients, returns for… more
- Wipfli LLP (Chicago, IL)
- …about estate matters. Responding to internal and external client and firm associate requests in a timely, accurate, positive and professional manner. Communicating ... Skills and Abilities Qualifications: 5+ years of experience working with individuals, fiduciary , estate and gift compliance Requires a Bachelors Degree in Accounting… more
- CA Ferolie (Montvale, NJ)
- …consumer behaviors, demographic shifts, and "best practices". Provide Fiduciary Management of Client/Customer Relationships in innovation, assortment, pricing, ... trains and develops subordinates; adheres to the Code of Business Conduct. Requirements: Associate or Bachelor's degree or equivalent; or five to ten years related… more
- Namic (Indianapolis, IN)
- …Directors & Officers, Cyber Liability, Employment Practices Liability, Trustee & Fiduciary Liability, and Agents Errors & Omissions programs that require independent ... profitability. Qualifications include: High school diploma or equivalent is required. Associate degree or business experience equivalent is preferred. Experience in… more
- UHS (King Of Prussia, PA)
- …hospital facility leadership and corporate HTM leadership. Responsible for all HTM fiduciary results for the assigned market. Accountable for all HTM required ... suggestions for device acquisition and/or replacement. Qualifications Position Requirements: Associate 's degree or 2 years completed college coursework required.… more
- Wells Fargo (Austin, 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 Trust Associate Working at Wells Fargo | Jobs and Careers...at Wells Fargo (wellsfargojobs.com) + Support a team of fiduciary professionals to administer a book of fiduciary… more
- Wells Fargo (San Francisco, CA)
- …* Managed Individual Retirement Accounts (IRA). Wells Fargo is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Estate Services as part of ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… more
- PNC (Cleveland, OH)
- …activities across all Wealth products and services (Banking, Investment and Fiduciary ). The Client Service Associate also partners with Advisors/Leaders ... contribute to the company's success. As a Client Service Associate within the PNC Private Bank organization, you will...performed remotely, at the manager's discretion. The Client Service Associate serves as the primary point of contact for… more
- Dunham & Associates Investment Counsel, Inc. (Reno, NV)
- …any estate plan or document for assigned accounts within proper discretionary and fiduciary authorities of a Trust Associate ; + Coordinate communications with ... TRUST ASSOCIATE Dunham Trust Company (DTC) provides comprehensive trust... Dunham Trust Company (DTC) provides comprehensive trust and fiduciary services including custodial accounts, wealth management, and specialized… more
- Lilly (Indianapolis, IN)
- …meetings and annual Board presentations + **Ensure regulatory compliance** and fiduciary excellence across ERISA, DOL, and SEC requirements, maintaining robust ... returns** across all asset classes while maintaining appropriate risk parameters and fiduciary standards + **Own financial reporting and compliance** for 9 benefit… more
- Raymond James Financial, Inc. (Memphis, TN)
- …and custody accounts. Fulfills the duties of Raymond James Trust (RJT) as a fiduciary or custodian in accordance with the terms of the governing instruments, local ... law, and sound fiduciary principles. Achieves the objectives of RJT as stated...be assigned to a more senior officer as an Associate Trust Officer/Trust Administrator during the development process. **Essential… more
- TD Bank (Manchester, NH)
- …Company policies and regulatory guidelines + Directs and coordinates with Customer Service Associate (CSA) assigned to the fiduciary tax team + Maintains ... Service (PCS) Income Tax Advisor is responsible for timely and effective fiduciary income tax compliance, relationship management, and planning for an assigned… more
- Regions Bank (Clayton, MO)
- …and custody accounts + Ensures that account administration complies with fiduciary principles + Coordinates client service activities with other wealth management ... Planning or relevant experience including direct client interaction to deliver fiduciary services (financial, tax, philanthropic and estate planning and advice,… more
- US Tech Solutions (Brooklyn, OH)
- …support to enable Trust Officer(s) to effectively manage the administration of fiduciary accounts while maintaining an optimal level of client service. Provide sales ... with other team members to ensure high quality and timely administration of assigned fiduciary accounts. + Keep current on the latest developments in trust law, tax… more
- CIBC (San Francisco, CA)
- …(https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Senior Client Service Associate executes the more complex transactions required to support ... role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **_At CIBC we enable the work environment most_** **_optimal_**… more
