- Wells Fargo (Denver, CO)
- …begins with you. **About this role:** Wells Fargo is seeking a Senior Lead Fiduciary Advisory Specialist (LO) - Special Needs Trusts Working at Wells ... managers), knowledge of state and federal benefit programs, review fiduciary tax returns as needed, deliver outstanding client service...and be seen as a subject matter expert. The Special Needs Trust Advisory Specialist is responsible… more
- Truist (Atlanta, GA)
- …duties when Region Support Leader is out of office 13. Lead special projects QUALIFICATIONS Required Qualifications: The requirements listed below are representative ... essential functions. 1. Seven years in the role as a Wealth Support Specialist II/I or equivalent work-related experience 2. Five years of experience working with… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …a career in banking at Fifth Third Bank. GENERAL FUNCTION: + Partner with the Senior Trust Officers and Trust Officers in every aspect of servicing their client base ... with all policies and procedures governingfiduciaryrelationships.Primary responsibility for the fiduciary team's interface with the trust accounting system, the IA… more
- Employee Benefits Security Administration (Washington, DC)
- Summary This position serves as a Reporting Compliance Specialist for the Employee Benefits Security Administration (EBSA), Office of the Chief Accountant, Division ... This position is inside the bargaining unit. Responsibilities As a Reporting Compliance Specialist , duties will consist of but is not limited to the following: Plan… more
- Trinity Health (Livonia, MI)
- …position will support compliance investigations and audits and regularly interface with senior leaders and outside counsel. This position will report to Trinity ... in coordination with the needs of the System Office and assigned Ministries' senior management teams and consistent with the strategies and priorities of the… more