- TD Bank Group (Manchester, NH)
- …Company policies and regulatory guidelines Directs and coordinates with Customer Service Associate (CSA) assigned to the fiduciary tax team Maintains knowledge ... Service (PCS) Income Tax Advisor is responsible for timely and effective fiduciary income tax compliance, relationship management, and planning for an assigned… more
- Evergreen Residential Holdings, LLC (Dallas, TX)
- …(SFR) investment vehicles. Our high visibility team serves as the internal fiduciary for investors and provides key messaging, analysis, and strategy implementation ... performance, valuation, and valuation attribution. As an Analyst or Associate in the team your activities in portfolio modelling...FP&A highly beneficial 2 - 5 years (3+ for Associate ) in investment banking, private equity or similar. Exposure… more
- Oppenheimer & Co. Inc. (Wilmington, DE)
- …of activities in the financial services industry. OTCDE exists to provide fiduciary and related services to the Oppenheimer asset management platform. Job ... Description The firm is seeking a Senior Associate to join OTCDE at its Wilmington location. The...order to stay ahead of business needs. The Senior Associate will preserve details of a highly confidential nature.… more
- Clagam Global Solutions LLC (Boston, MA)
- About the job Complex Disputes Associate Attorney Location: Boston, MA Industry: Legal Services Job Overview: We are seeking a mid-level litigation associate to ... to five years of litigation experience, including work in probate, trust, and fiduciary litigation, and will be involved in all aspects of complex civil litigation.… more
- Jordan Park Trust Company (Portsmouth, NH)
- …and navigate challenges to empower clients to achieve their intended outcomes. Senior Associate , Trust Officer - New Hampshire We are seeking a driven Trust Officer ... ongoing administration of a select book of client accounts, primarily consisting of fiduciary accounts for which Jordan Park Trust Company (JPTC) serves as Trustee,… more
- StateJobsNY (New York, NY)
- …OR Certification (eg, IAAP Certified Administrative Professional) or associate 's degree in office administration, secretarial science, administrative assistance, ... skills, and abilities: *High ethical standards and commitment to the fiduciary responsibilities of a pension fund. *Excellent communication, customer service and… more
- RES Consultant Group (Raleigh, NC)
- …CPA firm client in a well rounded tax focused role. 95% Remote Tax Associate or Tax Senior position offers: Excellent work/life balance Significant growth and upside ... recent public accounting experience Prepare tax returns for individual, corporate, and fiduciary clients Senior level - Review assigned tax returns for proper data… more
- columbiabank (Henderson, NV)
- …as well as independently. Basic knowledge of tax preparation, particularly for fiduciary income tax returns and estate tax returns. Ability to use personal ... a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance,… more
- CA Ferolie (Montvale, NJ)
- …consumer behaviors, demographic shifts, and "best practices". Provide Fiduciary Management of Client/Customer Relationships in innovation, assortment, pricing, ... trains and develops subordinates; adheres to the Code of Business Conduct. Requirements: Associate or Bachelor's degree or equivalent; or five to ten years related… more
- SourcePro Search, LLC (Newark, NJ)
- …& Accounting: Manage estate/trust checkbooks where the firm serves as fiduciary . Process checks for expenses and beneficiary distributions. Coordinate timely bill ... of Tax Trusts and Estates paralegal experience in a law firm. Associate 's or Bachelor's Degree and/or Paralegal Certificate required. Proficiency in Microsoft Office… more
- Penn State University (Hershey, PA)
- …evidence of professional growth, scholarship, and/or mastery of subject matter. 8. Associate Teaching Professor - The associate teaching professor should possess ... professional growth, scholarship, and/or mastery of subject matter. Alternatively, the associate teaching professor without a terminal degree should possess at least… more
- Mission (Seattle, WA)
- …Work with the legal education team to develop content for associate training and firm-wide M&A education initiatives. Marketing/Business Development: Collaborate ... Experience in public and private M&A, corporate governance, board fiduciary duties, and market trends. Strong drafting, organizational, and attention-to-detail… more
- Wells Fargo (Austin, TX)
- …BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, ... this role:** Wells Fargo is seeking a Senior Trust Associate Working at Wells Fargo | Jobs and Careers...at Wells Fargo (wellsfargojobs.com) + Support a team of fiduciary professionals to administer a book of fiduciary… more
- Wells Fargo (San Francisco, CA)
- …* Managed Individual Retirement Accounts (IRA). Wells Fargo is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Estate Services as part of ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… more
- PNC (Cleveland, OH)
- …activities across all Wealth products and services (Banking, Investment and Fiduciary ). The Client Service Associate also partners with Advisors/Leaders ... contribute to the company's success. As a Client Service Associate within the PNC Private Bank organization, you will...performed remotely, at the manager's discretion. The Client Service Associate serves as the primary point of contact for… more
- Dunham & Associates Investment Counsel, Inc. (Reno, NV)
- …any estate plan or document for assigned accounts within proper discretionary and fiduciary authorities of a Trust Associate ; + Coordinate communications with ... TRUST ASSOCIATE Dunham Trust Company (DTC) provides comprehensive trust... Dunham Trust Company (DTC) provides comprehensive trust and fiduciary services including custodial accounts, wealth management, and specialized… more
- Lilly (Indianapolis, IN)
- …meetings and annual Board presentations + **Ensure regulatory compliance** and fiduciary excellence across ERISA, DOL, and SEC requirements, maintaining robust ... returns** across all asset classes while maintaining appropriate risk parameters and fiduciary standards + **Own financial reporting and compliance** for 9 benefit… more
- TD Bank (Manchester, NH)
- …Company policies and regulatory guidelines + Directs and coordinates with Customer Service Associate (CSA) assigned to the fiduciary tax team + Maintains ... Service (PCS) Income Tax Advisor is responsible for timely and effective fiduciary income tax compliance, relationship management, and planning for an assigned… more
- Raymond James Financial, Inc. (Memphis, TN)
- …and custody accounts. Fulfills the duties of Raymond James Trust (RJT) as a fiduciary or custodian in accordance with the terms of the governing instruments, local ... law, and sound fiduciary principles. Achieves the objectives of RJT as stated...be assigned to a more senior officer as an Associate Trust Officer/Trust Administrator during the development process. **Essential… more
- Regions Bank (Clayton, MO)
- …and custody accounts + Ensures that account administration complies with fiduciary principles + Coordinates client service activities with other wealth management ... Planning or relevant experience including direct client interaction to deliver fiduciary services (financial, tax, philanthropic and estate planning and advice,… more
