- Oregon State University (Corvallis, OR)
- …: A comprehensive multi-year transformation of HR, finance, procurement and grants administration that includes OSU's implementation of Workday in July 2026. AMP ... service delivery across the university and fundamentally redesign the way administration is implemented and experienced at the university. Together, these… more
- HP Inc. (Vancouver, WA)
- …engagement, and drive impactful business results. This role serves as a trusted advisor to senior leadership and plays a pivotal role in shaping the organization's ... workforce planning to drive business transformation. As a trusted advisor , you will deliver insights and solutions to the...+ Partnering and influence - Through relationships built from trust and consistency, partner with leaders to drive actions… more
- SLAC National Accelerator Laboratory (Menlo Park, CA)
- …over $275 million in annual spend. + Serves as an acquisition advisor to Associate Directors (AD) and senior stakeholders on procurement related ... agencies and procurement policies and procedures. + Manage business operation and administration and oversee the execution of all budgets in area of responsibility.… more
- HP Inc. (Austin, TX)
- …of and the representation of during high-valued client audits. **Role Overview** At HP, trust , resilience, and innovation are at the core of everything we do. As we ... coverage reflect the organization's evolving risk posture. + Serve as a strategic advisor to senior leadership and Board committees on matters related to cyber risk,… more
- Banc of California (Los Angeles, CA)
- …audit discussions and provides thought leadership to executives + Strategic advisor to leadership team with deep industry, external/internal, enterprise knowledge, ... + Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold...+ Required: + Bachelor's degree in Accounting, Finance, Business Administration , or a related field. A Master's degree is… more
- Truist (Orlando, FL)
- …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
- Regions Bank (Little Rock, AR)
- …section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust ... accounting or related field + Three (3) years of Trust Administration , Estate/Tax Law, Financial Planning or...Master of Taxation) + Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial… more
- Regions Bank (Houston, TX)
- …section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust ... accounting or related field + Eight (8) years of Trust Administration , Estate/Tax Law, Financial Planning or...Master of Taxation) + Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial… more
- Commerce Bank (St. Louis, MO)
- …financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means ... and financial planning required + Certified Financial Planner (CFP) and/or Certified Trust Fiduciary Advisor (CTFA) designation preferred (or commitment to work… more
- Fifth Third Bank, NA (Birmingham, AL)
- …a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Senior Trust Advisor will provide expertise and fiduciary thought leadership, delivering ... and fostering strong existing fiduciary client relationships. The Senior Trust Advisor partners closely with the Private...meetings , and best practice advice. + Oversee the administration of complex trust accounts, ensuring compliance… more
- Commerce Bank (St. Louis, MO)
- …financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means ... skills, and competencies.) For more than a century, Commerce Trust has been a leading provider of wealth management...This Job The main purpose of the Estate Settlement Advisor (ESA) is to serve our clients and partner… more
- Canandaigua National Bank & Trust (Syracuse, NY)
- Financial/Wealth Advisor Canandaigua National Bank Location: Syracuse, NY market What does a Financial/Wealth Advisor do? A Financial Advisor at Canandaigua ... well as valuable education and advice through seminar design. + Ensure necessary administration work is completed for all transactions such as paperwork to open… more
- Truist (Nashville, TN)
- …essential functions. 1. Four Year College degree in Accounting, Finance, Business Management, Trust Administration or Law 2. 7 + years of fiduciary experience, ... client and prospect meetings, individually when necessary, providing advice regarding trust and state administration , discretionary actions, modification or… more
- Regions Bank (Jackson, MS)
- …the system. **Job Description:** At Regions, the Philanthropic Solutions (PS) Advisor advises individuals, families and institutions to achieve their charitable ... mission. The PS Advisor acquires clients, retains and develops relationships and associated...**Requirements** + Bachelor's degree with three (3) years of Trust or related experience, preferably in Endowments, Foundations, or… more
- General Dynamics Information Technology (Fairfax, VA)
- …Regular **Clearance Level Must Be Able to Obtain:** None **Public Trust /Other Required:** NACI (T1) **Job Family:** Business Development **Skills:** Stakeholder ... **Job Description:** GDIT's Federal Health Team is hiring a Benefits Administration Strategic Initiatives Director to support associated programs and products. The… more
- Canandaigua National Bank & Trust (Sarasota, FL)
- …of legal, tax, and current ongoing developments as they apply generally to trust and estate administration . Thinks through different & complicated short and ... including trust and estate planning experience required. + CTFA (Certified Trust and Financial Advisor ) certification desirable. What makes working at… more
- Fifth Third Bank, NA (Chicago, IL)
- …CTFA or working toward (preferred) + Professional communication skills + Knowledge of trust administration , estate planning strategies, and income and estate tax ... or care teams, and functioning as the clients' trusted advisor ) directly with the client, the client's immediate family,...WMA team, Private Bankers, and Product Specialists . Account Administration + Review daily trust activity. +… more
- Commerce Bank (Kansas City, MO)
- …financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means ... relationships preferred + Certified Financial Planner (CFP) and/or Certified Trust Fiduciary Advisor (CTFA) designation preferred (or commitment… more
- Commerce Bank (Columbia, MO)
- …financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means ... skills, and competencies.) For more than a century, Commerce Trust has been a leading provider of wealth management...a fiduciary and Wealth Management expert the Private Client Advisor Associate's primary responsibility is the support of our… more
- KeyBank (OH)
- …plan and actively participates in the execution. **Fiduciary Expertise and Trust Administration ** + Demonstrates experience working directly and independently ... **Location:** 127 Public Square, Cleveland Ohio The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank by… more
