- Robert Half Management Resources (Walnut Creek, CA)
- Description Our CPA client in Walnut Creek is seeking an interim Sr . Tax Analyst for the 2025 tax season. This role will involve preparing and reviewing tax ... years of experience in tax preparation and accounting * Proficiency in fiduciary , trust , and estate tax processes * Strong expertise in individual and… more
- TD Bank (New York, NY)
- …and manage regulatory compliance risk and conduct risk;** **Job Summary:** The Senior Compliance Business Oversight Analyst provides objective guidance, support ... Distribution teams are both securities-registered and insurance-licensed. Additionally, the Trust Advisors support both personal and corporate trust .… more
- North Carolina Central University (Durham, NC)
- **Posting Details** Position Information **Position/Classification Title** Finance & Budget Analyst I **Working Title** Finance & Budget Analyst I **Position ... invoices, coordinating work orders, maintaining inventory control, and managing fiduciary responsibilities such as securing information for University chargebacks… more
- Regions Bank (Little Rock, AR)
- …and its policies, procedures, compliance and legal requirements; may receive guidance from senior trust advisors and Fiduciary Support managers on more ... and services, including legal, tax and regulatory requirements applicable to fiduciary relationships and the administration of trust accounts **Preferences**… more
- Robert Half Finance & Accounting (Des Moines, IA)
- …of investment activities across various portfolios, ensuring compliance with fiduciary responsibilities. This position offers an excellent opportunity to work ... Benefit (DB) and Defined Contribution (DC) plans, ensuring compliance with fiduciary standards. * Collaborate with committees, consultants, actuaries, and external… more
- M&T Bank (Burlington, VT)
- …Responsibilities:** + Maintain current knowledge of financial markets, Wilmington Trust investment process and wealth management offering. Articulate current and ... and updates. Implement investment strategy recommendations. + Communicate Wilmington Trust 's investment process from setting capital market expectations to… more
- Tompkins Community Bank (Plymouth Meeting, PA)
- …Position Goals: + Executive Investment Leadership Expertise - Serve as the senior investment executive and fiduciary for Tompkins Financial Advisors (TFA). ... staff. Key Responsibilities: + Executive Leadership & Investment Expertise + Act as the senior investment executive and fiduciary for TFA. + Advise the TFA CEO… more
- The County of Los Angeles (Los Angeles, CA)
- …Public Guardian and may also receive technical guidance and mentorship from a Senior Deputy Public Guardian or higher. Factors affecting allocation of positions in ... casework administration including management of estates, assets, trusts, associated fiduciary responsibilities, and decision-making authority. Essential Job Functions Learns… more