- KPMG (Tempe, AZ)
- **Business Title:** Fiduciary Tax Senior Associate , Trust Tax **Requisition Number:** 117367 - 5 **Function:** Tax Services **Area of Interest:** **State:** AZ ... team. KPMG is currently seeking a Trust Tax Senior Associate or Associate to join our Tax...our Tax (https://tax.kpmg.us/ ) practice. Responsibilities: + Focus on fiduciary , charitable and information reporting returns + Use tax… more
- JPMorgan Chase (Columbus, OH)
- …suitability and fiduciary issues and emergent risks. **Job summary** As a Fiduciary and Suitability Risk Associate on the Wealth Management Investment Risk & ... for review of the first line of defense investment fiduciary and suitability activities such as acting in the...provides risk review and deep-dive assessments of suitability and fiduciary activities, metrics, and control activities for JPM Wealth… more
- Bank OZK (Little Rock, AR)
- …Trust and Wealth client service as well as administrative support to Fiduciary Officers. Essential Job Functions + Provides support for assigned senior officer(s) ... for day-to-day administration of fiduciary accounts including, but not limited to: + opening...including Excel, PowerPoint, Word, and Outlook. Basic Qualifications + Associate 's degree or commensurate work experience, required. + 1+… more
- KPMG (Tempe, AZ)
- …and environments + Manage an account load of approximately 1,000 to 2,000 fiduciary and agency accounts + Support senior associate /management in work assignments ... **Business Title:** Fiduciary Tax Manager, Trust Tax - Remote **Requisition Number:** 119546 - 5 **Function:** Tax Services **Area of Interest:** **State:** AZ… more
- Bank of America (Atlanta, GA)
- Specialized Fiduciary Officer II, IRA Atlanta, Georgia **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... the power to make a difference. Join us! **Specialized Fiduciary Officer II (SFO II), IRA, Private Bank, Atlanta,...**Desired Qualifications** + BS/BA or equivalent experience helpful. Non-licensed associate . + 3 - 5 years of individual retirement… more
- Broadridge Financial Solutions (Denver, CO)
- …helping others along the way, come join the Broadridge team. The Fiduciary Services Specialist develops, implements and evaluates processes ensuring business goals ... dynamic team at Broadridge and contribute to our mission of delivering high-quality fiduciary reports to our clients. If you possess the necessary skills and… more
- PNC (Baltimore, MD)
- …across all PNC Private Bank products and services (Banking, Investment and Fiduciary ). The Client Service Associate also partners with Advisors/Leaders on ... contribute to the company's success. As a Client Service Associate within PNC Private Bank organization, you will be...will be based in Baltimore, MD. The Client Service Associate serves as the primary point of contact for… more
- Emory Healthcare/Emory University (Atlanta, GA)
- …planning and expenditure of fiscal resources in a manner consistent with good fiduciary responsibility. + Assists the Associate Director in the management of ... students. Centro Latinx is led by a Director and supported by the Associate Director and Assistant Directors. Centro Latinx also employees several undergraduate and… more
- Emory Healthcare/Emory University (Atlanta, GA)
- …planning and expenditure of fiscal resources in a manner consistent with good fiduciary responsibility. + Assists the Associate Director in the management of ... community. Emory First is led by a Director and supported by the Associate and Assistant Directors. Emory First also employees several undergraduate and graduate… more
- Commerce Bank (St. Louis, MO)
- …for their goals. Commerce Trust is a division of Commerce Bank. As a fiduciary and Wealth Management expert the Private Client Advisor Associate 's primary ... trust document review and interpretation, fund transfers, discretionary actions within fiduciary engagements, and coordination of documents for tax preparation +… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …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
- JPMorgan Chase (Newark, DE)
- …to a team with a long history of excellence in serving as a corporate fiduciary for families. Job Responsibilities : + Work with the Account Opening Group to open ... their changing needs and circumstances in order to prudently carry out the firm's fiduciary duties and to provide superior client service. + Assist Trust Officer to… more
- Robert Half Legal (King Of Prussia, PA)
- Description Trusts and Estates Associate - King of Prussia, PA Our client, a reputable boutique law firm near King of Prussia, PA, is seeking a Trusts and Estates ... Associate Attorney to join their growing team. With a...planning. + Support clients with estate and tax planning, fiduciary litigation, and specialized trusts. + Utilize skills in… more
- CIBC (Denver, CO)
- …management, investment advisory, investment management, investment counseling, trust, fiduciary , related asset management services, individual retirement account and ... individuals, their families, foundations and/or endowments. The Senior Client Service Associate executes the more complex transactions required to support high net… more
- Robert Half Legal (Nashville, TN)
- Description Job Title: Associate Attorney - Complex Class Action Litigation (Plaintiff-Side) Location: Nashville, TN Employment Type: Full-Time Experience Level: ... achieving landmark victories in high-profile class-action cases, is actively seeking an Associate Attorney to join their dynamic litigation team. The firm represents… more
- Neuberger Berman (New York, NY)
- **Summary:** The Associate General Counsel - Private Wealth will play an integral role within Neuberger Berman's Legal & Compliance Department, specifically with ... to Neuberger Berman's trust company and ensure that the trust company's fiduciary responsibilities are properly discharged. + Review and approve marketing materials… more
- Regions Bank (Mobile, AL)
- …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
- Pennsylvania State University (University Park, PA)
- …Office of Budget and Finance invites applications for the position of Financial Associate to support financial operations within Penn State IT . This position is ... faculty and staff in a cademic and/or administrative units. The Financial Associate processes various financial transactions, and adheres to the approved systems of… more
- KPMG (Los Angeles, CA)
- **Business Title:** Senior Associate , Estate and Administrative Trusts (Trust Tax) - Remote **Requisition Number:** 119548 - 8 **Function:** Tax Services **Area of ... stand for as a firm. KPMG is currently seeking a Tax Senior Associate , Estate and Administrative Trust to join our Tax (https://tax.kpmg.us/ ) practice.… more
- BlackRock (Princeton, NJ)
- …We are looking for a highly organized and collaborative Client Contract Associate to support our growing Client Operations and Client Experience Management teams ... in Princeton, Atlanta, San Francisco, and Sausalito. As a Client Contract Associate , you will be the primary person within the Client Operations/Client Experience… more