- Bank OZK (Little Rock, AR)
- …divisions to ensure institutional clients receive cohesive advice across investment management, fiduciary oversight, and plan design with a focus on long-term ... fiduciary and investment relationships with business owners, nonprofits, municipalities,...and servicing of institutional relationships, ensuring compliance, reporting, and fiduciary best practices. + Monitors and assesses retirement plan… more
- Sul Lee Law Firm, PLLC (Dallas, TX)
- …entrepreneurs, corporations, and investors in high-stakes matters where ownership rights, fiduciary duties, and company control are at risk. Our culture values ... Responsibilities: Lead litigation strategy for partnership/shareholder disputes, derivative claims, fiduciary duty litigation, and business divorce cases. Handle TRO… more
- Bank OZK (Atlanta, GA)
- …level of customer service is established and maintained. + Assures delivery of quality fiduciary services to all clients of Trust and Wealth in assigned market. + ... issues and legal issues involving the day-to-day management of a Bank's fiduciary function necessary to its successful operation. + Knowledge of policies and… more
- Trust Counsel PL (Coral Gables, FL)
- …real estate holdings, and ensuring tax compliance. Prepare trust/ fiduciary accountings for Attorney-Trustees, manage financial statements, income, disbursements, ... and deliver accountings to beneficiaries. Review and approve Foundational Estate Plans before submission to clients. Draft comprehensive estate and gift tax planning structures, as well as corporate transactions, including preferred partnership freezes, Family… more
- Charles Schwab (Atlanta, GA)
- …will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. ... SWA's advice philosophy will empower you to use a vast array of products (ie stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. You'll… more
- Unknown (Chicago, IL)
- …or PE-backed business, a strong understanding of governance responsibilities, fiduciary duties, and investor relations, in-depth knowledge of revenue cycle ... management, payer strategy, compliance, billing/coding, or healthcare operations, familiarity with RCM technology platforms, experience operating within a private equity environment, and a proven track record of helping organizations evolve through technology,… more
- Unknown (Los Angeles, CA)
- …of the organization, overseeing asset management, and committing to legal and fiduciary responsibilities. Board meetings are held monthly, virtually, with a time ... commitment of 1-2 hours per week. The term of office is 1-2 years with the ability to renew for further terms, and the role is voluntary. The Treasurer will work closely with the CEO, the Finance Committee, and the Board to ensure effective financial… more
- Washington Metropolitan Area Transit Authority (New Carrollton, MD)
- …+ Criminal Background Check + Credit history report for positions with fiduciary responsibilities + Successful completion of a medical examination including a drug ... and alcohol screening + Review of a current Motor Vehicle Report **Closing** Washington Metropolitan Area Transit Authority, a Federal contractor, is an Equal Opportunity / Affirmative Action employer. All qualified applicants receive consideration for… more
- Wipfli LLP (Green Bay, WI)
- …provide support in recommendations Tax Specific: + Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional ... standards as directed by engagement leaders + Understand and effectively use current tax and accounting software applications + Research tax related issues and other related financial reports Knowledge, Skills and Abilities Qualifications: + Bachelors degree… more
- Carnegie Mellon University (Pittsburgh, PA)
- …that skillfully balances the PI's scientific objectives with the university's fiduciary and compliance responsibilities. + Champion a culture of compliance by ... proactively identifying, diagnosing, and resolving complex financial issues related to expenditures, reporting, and award terms. + Lead and coordinate federal multi-agency audit responses, serving as the principal point of contact, directing the compilation of… more
- SMBC (New York, NY)
- …on institutional asset management. + Deep expertise in SEC compliance, fiduciary standards, Investment Advisers Act, and other asset management regulations. ... Experience working at a bank-affiliated investment adviser preferred. + Ability to provide adaptive, proactive legal coverage for a nascent investment adviser. Self-motivated, independent, and able to multi-task and prioritize effectively in a fast-paced… more
- SMBC (New York, NY)
- …the Bank's operations, including deposits, electronic banking, payments, and fiduciary activities. + Reviewing, drafting and negotiating Bank operational documents, ... including customer facing agreements, relating to deposit, cash management and other bank products. + Supporting cash management and other deposit operations needs for Sumitomo Mitsui Banking Corporation (SMBC). + Reviewing advertisements, disclosures and… more
- Vaco (Boston, MA)
- …including contract placement sales experience with progressive supervision and fiduciary responsibility required + Bachelors degree required; preferred degree in ... business/accounting/finance/audit/IT or MBA; CPA designation preferred + Repeat recognition as a top performer **Travel Requirements:** + 10% travel (eg 10% travel to differing locations, 90% of the time working from an office) **Physical Demands:** The… more
- Wells Fargo (Charlotte, NC)
- …BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, ... is seeking an Associate Estate Trust Officer - Associate Fiduciary Specialist focused on Estate Services within the Banking,...Wells Fargo (wellsfargojobs.com) + Work with a team of fiduciary professionals to administer a book of fiduciary… more
- KeyBank (Hartford, CT)
- …Suite 1910 - Hartford, Connecticut 06103 **JOB BRIEF (PURPOSE)** The ** Fiduciary Strategist** is responsible for fulfilling the fiduciary responsibilities ... market delivery for clients with appropriate revenue and advisory needs. The Fiduciary Strategist proactively collaborates with team members to build insights and… more
- KeyBank (Portland, ME)
- **Location:** 127 Public Square, Cleveland Ohio The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank by ... Wealth standard in ensuring consistent, sophisticated advisory delivery, while managing fiduciary risk. For Family Wealth legacy relationships, the Fiduciary … more
- Tompkins Community Bank (Ithaca, NY)
- …three (3) days per week . Position Summary: As a member of the TFA Fiduciary Team, the individual in this role will prepare detailed fiduciary accounting and ... and industry software are essential for this role. Position Goals: + Fiduciary Accounting Excellence - Independently prepare detailed fiduciary accountings for… more
- PNC (Erie, PA)
- …valued and have an opportunity to contribute to the company's success. As a Fiduciary Advisor III within PNC's Private Bank organization, you will be based in ... The ideal candidate will meet the following qualifications: - Fiduciary experience with revocable and irrevocable trusts - Legal...OPT for this position. **Job Description** + Engages in fiduciary decision-making by executing the terms of any plan… more
- Veterans Benefits Administration (IN)
- …is located in the Veterans Benefits Administration (VBA), Denver Regional Office, Fiduciary Contact Center (FCC). The FCC was established to centralize VBA's ... fiduciary contact activity in order to yield great consistency...Specialist position serves to counsel Veterans, their dependents, survivors, fiduciary , and representatives regarding the administration of all types… 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, ... (IRA). **About this role:** Wells Fargo is seeking a Fiduciary Specialist Working at Wells Fargo | Jobs and...this role, you will:** + Administer a book of fiduciary relationships within a team-based environment, including analyzing trust… more
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