- ADP (Salem, NH)
- …plan documentation, Form 5500 filings, and asset distribution processes. + Understanding of trust administration and operations A college degree is great ... ADP is hiring a **Senior Manager of Trust Operations .** We are seeking an...of Labor's Abandoned Plan Program. Working closely with the Trust Administration team, this individual will oversee… more
- Bank OZK (Little Rock, AR)
- …Provides Trust system processing support to customer accounts for the Trust and Wealth Division related to account administration and security transfers ... support to other specialists or other functions within the Operations department of the Trust and Wealth Division, as needed. + Maintains good punctuality… more
- Google (Austin, TX)
- Minimum qualifications: + 6 years of experience in a management consulting, operations , business strategy, or finance, or 4 years of experience with an advanced ... cross-functional initiatives. Preferred qualifications: + Bachelor's degree in Business Administration , Finance, or a related field. + Experience in business… more
- Canandaigua National Bank & Trust (Pittsford, NY)
- Wealth Operations Manager Canandaigua National Bank & Trust Location: 1150 Basin Park, Pittsford, NY 14534 What does a Wealth Operations Manager at CNB do? ... Responsible for managing the Wealth Operations Department to provide efficient and accurate ...other wealth projects. + Communicates with the Wealth Business Administration Manager, other department Officers, and appropriate staff personnel… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …training to complete assigned job responsibilities and projects consistent with RJ Trust Operations department policy and procedures. Projects and duties will ... of general office concepts and those that govern finance and/or securities industry and trust operations . * Operations and systems of assigned functional… more
- Amazon (Seattle, WA)
- Description Customer Trust External Relations (CTXR) ensures global thought-leaders, brands, policymakers, regulators, and media understand how Amazon delivers ... and partnerships all over the world to address customer trust issues, (2) delivering evidence and telling stories that...share information on industry trends. As a Senior Marketing Operations Manager, you will serve as the product owner… more
- Walmart (Bentonville, AR)
- **Position Summary ** Senior Manager, Operations - Trust and Safety Identity Fraud will oversee detection, investigation, and adjudication of identity fraud on ... there are no minimum qualifications._ Minimum Qualifications: Bachelor's degree in Business Administration , Engineering, Operations , or related field and 3… more
- Walmart (Bentonville, AR)
- **Position Summary ** Senior Manager, Operations - Trust and Safety Organized Fraud will oversee detection, investigation, and adjudication of organized identity ... there are no minimum qualifications._ Minimum Qualifications: Bachelor's degree in Business Administration , Engineering, Operations , or related field and 3… more
- Canandaigua National Bank & Trust (Pittsford, NY)
- IT Director, IT Operations Canandaigua National Bank & Trust Location: Pittsford, NY What does the IT Operations Director do? The IT Director of IT ... and regulations. + Create standardized documents and procedures to improve IT Operations and meet industry standards and regulations. + Implement strategies to… more
- City National Bank (Los Angeles, CA)
- …the account close process. Partner with all internal department colleagues in Tax, Fees, Operations , and Trust Administration as well as external clients ... instructions and handle asset transfers. Support reporting requirements to National Trust Administration Committee. * Obtain missing documents from clients.… more
- Raymond James Financial, Inc. (Portsmouth, NH)
- …Financial markets, products, financial advisory function, and investment process. + Directed Trust administration experience is desired. **Skill in** + IRA ... governance and personal and directed trust administration . + Strong interpersonal and leadership skills to provide a high level of customer service. +… more
- Justice, Bureau of Prisons/Federal Prison System (Oakdale, LA)
- …facility. Responsible for the implementation, administration , and coordination of Trust Fund programs and operations at the facility. Primary duties ... this qualifying experience are: Experience in working with the Trust Fund network systems and system administration ...the Trust Fund network systems and system administration to analyze, resolve, troubleshoot, and report problems in… more
- City of New York (New York, NY)
- …on the voices, needs, and leadership of residents in all aspects of the Trust 's operations . Actively engage and empower residents to foster stable, safe, and ... Governor Kathy Hochul signed the NYC Public Housing Preservation Trust Act, which authorized creation of the NYC Public...Finance & Development team, Head of Resident Partnerships & Operations , Procurement & Operations Manager, and other… more
- Bloomberg (New York, NY)
- Analyst - Billing Operations - Finance & Administration Location New York Business Area Accounting and Finance Ref # 10044363 **Description & Requirements** The ... generate accurate product invoicing for revenue collection, and they trust we're ensuring the integrity of our billing details....our value add to the Bloomberg Revenue Cycle. **We'll trust you to:** * Demonstrate full understanding of job… more
- Wells Fargo (Frisco, TX)
- …variety of banking and fiduciary topics including investment management, general trust administration , specialty trusts, custody, tax, specialty assets, ... + Customer service experience + Administrative support experience + Exposure to Wells Fargo Trust operations applications and systems such as: SEI Trust 3000… more
- Robert Half Finance & Accounting (Reno, NV)
- …opening and closing accounts; preparing information for internal committees overseeing the trust operations ; compliance; etc. To be considered for the role, ... candidate should have strong trust administration background that may have come from wealth management, accounting or in client services at a financial… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …is a definite asset. **Education** Bachelor's: Accounting, Bachelor's: Business Administration , Bachelor's: Finance **Work Experience** Manager Experience - 0 to ... 3 months **Certifications** **Travel** Less than 25% **Workstyle** Hybrid At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence… more
- Edward Jones (St. Louis, MO)
- …while mitigating financial, reputational and legal risk + Work in partnership with Trust Operations , other areas, and outside professionals as needed + Lead ... requests, address changes, transfers, etc.) + Support the team in trust onboarding, ongoing administration , and investment matters to ensure the Trust … more
- Access Dubuque (Dubuque, IA)
- …their financial legacy?_** **_Do you thrive in a role that blends trust administration , relationship building, and business development?_** Join our growing ... for clients and beneficiaries, conducting regular meetings and offering expert guidance on trust matters. In addition to administration , you'll have the exciting… more
- Robert Half (Dallas, TX)
- …+ Evaluating the adequacy and effectiveness of internal controls related to trust operations and fiduciary risk management. + Conducting financial and ... findings, recommendations, and risk assessments. + Monitoring regulatory changes affecting trust operations and recommend necessary adjustments to internal… more
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