- Tompkins Community Bank (Ithaca, NY)
- …Wall Street Concepts software and ONESOURCE (TM) Trust Tax, and ONESOURCE (TM) Fiduciary Accounting Software + Good technical experience in fiduciary ... three (3) days per week . As a member of the Tompkins Financial Advisor's Fiduciary Team, the individual in this role will prepare detailed fiduciary accountings… more
- Wells Fargo (Westlake Village, CA)
- …this role:** Wells Fargo is seeking an Associate Philanthropic Trust Officer -- Assoicate Fiduciary Specialist Working at Wells Fargo | Jobs and Careers at Wells ... implementation and account management. + Build a strong understanding of fiduciary concepts and principles, including trust accounting , discretionary… more
- CIBC (Boston, MA)
- …CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What You'll Be Doing** As a ** Fiduciary Tax Specialist ** , you'll play a key role in ... and operational activities. You'll help ensure that CIBC fulfills its fiduciary responsibilities as trustee and co-trustee of both revocable and irrevocable… more
- North Carolina Central University (Durham, NC)
- **Posting Details** Position Information **Position/Classification Title** University Program Specialist **Working Title** University Program Specialist ... position also assist with work order coordination, inventory control fiduciary responsibilities, securing information for university chargebacks and billing, and… more
- Charles Schwab (Westlake, TX)
- …and procedures and are adept at identifying procedural gaps and deficiencies. Sr. Specialist will evaluate the design adequacy of the risk control in addition to ... in IT risk mitigation, policy execution and relationship management. **The Senior Specialist will:** + Participate in the design and successful execution of internal… more
- City National Bank (Nashville, TN)
- *NEW BUSINESS SPECIALIST * WHAT IS THE OPPORTUNITY? To support and facilitate the New Business Department's trust client onboarding process and to support the ... or equivalent *Additional Qualifications* * 3+ years financial industry experience, fiduciary area preferred * Trust business experience and knowledge * Completion… more
- Sutter Health (Sacramento, CA)
- …and officers liability, employment practices liability, excess workers' compensation, fiduciary , crime, aviation, medical professional liability, and other lines of ... accepted in lieu of the required degree or diploma._ + Bachelor's in Accounting , Business, Finance, or related field **TYPICAL EXPERIENCE:** + 5 years recent… more
- Raymond James Financial, Inc. (FL)
- …None required. + Certified Fiduciary Investment and Risk Specialist (CFIRS) preferred. **Education** Bachelor's: Accounting , Bachelor's: Business ... As an individual contributor under general direction, uses knowledge of fiduciary principals and operations obtained through education and experience to conduct… more
- Truist (Philadelphia, PA)
- …review the following job description:** Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as ... which meet with client or prospect goals and objectives. Utilize other specialist where appropriate. + Proactively engage with clients to deliver all non-investment… more
- City National Bank (Jersey City, NJ)
- …to develop people * Certified Trust Compliance Professional (CTCP) Or * Certified Fiduciary & Investment Risk Specialist (CFIRS) Or * Certified Public Accountant ... Develops a general knowledge of the business operations, regulatory and accounting and control environment in which City National Bank operates, particularly… more
- Amalgamated Bank (New York, NY)
- …Compliance Manager (CRCM) + Certified Trust & Financial Advisor (CTFA) + Certified Fiduciary & Investment Risk Specialist (CFIRS) + Certified Bank Auditor (CBA) ... as directed. Knowledge, Skills and Experience Requirements: + Bachelor's degree in Accounting or Finance or equivalent eqxperience + Solid knowledge of auditing… more
- Truist (Charlottesville, VA)
- …as well as banking, investments, insurance, financial planning, and trust and fiduciary services. Commits to an ongoing development and review process with each ... essential functions. 1. Bachelor's degree with a concentration in business, accounting , finance, banking, or equivalent education and related training or experience.… more
- Truist (Dallas, TX)
- …as well as banking, investments, insurance, financial planning, and trust and fiduciary services. Commits to an ongoing development and business plan review process ... essential functions. 1. Bachelor's degree with a concentration in business, accounting , finance, banking or equivalent financial services experience and related… more
- Regions Bank (Birmingham, AL)
- …Laundering Specialist (CAMS) + Certified Bank Auditor (CBA) + Certified Fiduciary and Investment Risk Specialist (CFIRS) + Certified Financial Systems ... Act and is not eligible for overtime pay. **Requirements** + Bachelor's degree in Accounting , Finance, Risk, or related field + Three (3) years of experience in… more
- RTX Corporation (Tucson, AZ)
- …in order to enable strategic decisions leading to program execution and fiduciary success. This amazing portfolio includes ongoing implementation of a handful of ... Have** + Typically requires a Bachelor's degree in Finance, Accounting , Math, Business or a related field or equivalent...Additional Information + This position is grade P3, Principal Specialist , Program Cost Controls. + Onsite: Employees who are… more