- Truist (Charlotte, NC)
- …Private Wealth, or Institutional Investment Management industry with 5+ years in Trust Administration . 2. Strong knowledge of estate planning, fiduciary and ... and provides fiduciary advice and oversight for all types of Wealth trust accounts including personal trusts, special needs trusts, investment management, custodial… more
- PNC (Charlotte, NC)
- …to the company's success. We are looking to hire a Credit Risk Review Advisor Senior in Credit Risk Review within PNC's Independent Risk Management organization. The ... senior management and PNC's Risk Committee of the Board of Directors. As CRR Advisor Senior you will join a highly skilled team providing independent assessments of… more
- US Bank (Charlotte, NC)
- …planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration . In addition, PWM has specialized capabilities in business-sale ... advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening client relationships. The PWA uses… more
- Truist (Charlotte, NC)
- …following job description:** Responsible for supporting the coordinated delivery of estate and trust administration . Provide support to Estate Advisors in the ... may change from time to time. Assist the Estate Advisor in managing the death settlement duties, such as:...years in the role as an Estate Support Specialist, trust experience, investment, banking or financial planning-related client service… more
- CRC Insurance Services, Inc. (Charlotte, NC)
- …complexity-including M&A activity and organizational growth. This role serves as a key advisor to executive leadership and plays a central role in shaping CRC ... messaging around benefit changes to reduce uncertainty and maintain trust during the transition **Financial Acumen, Vendor & Budget...participation in health programs + Serve as a trusted advisor to HR business partners and senior leadership +… more
- US Bank (Charlotte, NC)
- …business, which provides services to global asset managers including fund administration , accounting, transfer agency, and custody. This role will provide legal ... claims related to an account. - Reviewing and interpreting trust & estate documents and providing guidance on account...Bank while serving as a trusted legal and business advisor . We value independent workers and applicants who have… more
- Huron Consulting Group (Charlotte, NC)
- …a prospective champion of Huron's core values, and an inspiration of confidence and trust then you can and will-leave your mark on the future of consulting. ... of pre-bankruptcy plans, and assisting with Chapter 11 bankruptcy case administration tasks including statutory reporting requirements. + Ability to lead multiple… more
- ADP (Charlotte, NC)
- …Read on and decide for yourself. In this role, you'll be a trusted advisor to our clients, using your HR experience, ADP product expertise, and consulting skills ... have a way with clients that builds rapport, establishes trust , and shines with professionalism. Over the phone and...that unite HR, payroll, talent, time, tax and benefits administration and a leader in business outsourcing services, analytics,… more
- ServiceNow, Inc. (Charlotte, NC)
- …skills - in person, on zoom, C-level + Ability to develop trusted advisor relationships with customers and sales organizations; demonstrated ability to advise and ... **Work Personas** We approach our distributed world of work with flexibility and trust . Work personas (flexible, remote, or required in office) are categories that… more
- Truist (Charlotte, NC)
- …65, 24, etc.), Certified Financial Planner, Certified Public Accountant, and Certified Trust and Financial Advisor . **General Description of Available Benefits ... **Preferred Qualifications:** + Master's degree in Marketing or Business Administration . + Graduate of an enterprise sponsored Leadership Development Program.… more