- Oriental Bank (San Juan, PR)
- The Associate , Trust Operations ( IRA Operations ) supports the processing and administration of individual retirement account ( IRA ) transactions, ... San Juan, PR. Main Duties & Responsibilities + Process daily IRA transactions including distributions, contributions, rollovers, and transfer-in deposits. + Complete… more
- Wells Fargo (Austin, TX)
- …Retirement Accounts ( IRA ). **About this role:** Wells Fargo is seeking a Senior Trust Associate Working at Wells Fargo | Jobs and Careers at Wells Fargo ... solutions. + Seek involvement with infrastructure-related projects to improve Wells Fargo Trust 's business operations , client service, and risk management. +… more
- Wells Fargo (San Francisco, CA)
- …gas and mineral management. * Legacy trust services. * Special needs trust services. * Managed Individual Retirement Accounts ( IRA ). Wells Fargo is seeking ... a Senior Real Estate Management Associate - Senior Fiduciary Coordinator in Real Estate Services...Seek involvement with infrastructure-related projects to improve Wells Fargo Trust 's business operations , client service, and risk… more
- CIBC (Atlanta, GA)
- …their intermediaries and external Advisors, CIBC Specialists (Wealth Strategies, Investment, Trust , Tax, Operations , Legal, Compliance, Marketing), and External ... Private Wealth Investor Dashboard + Manage clients' quarterly tax payments and annual IRA contributions/RMDs + Prepare new account packets and open new accounts &… more
- TEKsystems (Augusta, GA)
- …by the client including depository accounts such as checking, savings, certificate IRA , revocable trust and estate accounts; Lending products; and credit/debit ... and efficiently work in a fast paced environment + Associate or Bachelor degree preferred but not required Hours:...our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions.… more
- Legal Aid Society of Mid-New York, Inc. (Utica, NY)
- …+ Reviews financial data for accuracy, identifies problems and supports day-to-day operations . + Assists with company cash flow analysis including, but not limited ... change upon the needs of the agency. JOB QUALIFICATIONS + Bachelor's degree, Associate 's degree in Accounting or Finance, or an equivalent combination of education… more