- EisnerAmper LLP (San Francisco, CA)
- …or streamline compliance work, we're able spend more time conducting impactful business advisory services for our clients.About EisnerAmperEisnerAmper is one of ... Job DescriptionTax Director- Private Client Services (PCS)At EisnerAmper, we look for individuals who...will have the flexibility to manage your days in support of our commitment to work/life balance.You will join… more
- State Street (Boston, MA)
- …team has been a leading provider of asset management, administration, and tax services for charitable organizations. We oversee $3 billion of charitable assets for ... planned giving programs to thrive while providing their donors a way to support a mission, receive an income, and ensure a philanthropic legacy. Our specialized… more
- Conference of State Bank Supervisors (Washington, DC)
- …authorized United States citizen.Due to the nature of CSBS's business in support of state financial services supervision, all CSBS employees have the ... maintain the CSBS strategic security program and plan, taking into consideration business , fiduciary , and legal requirements, risk (likelihood and impact), and… more
- Korn Ferry International (Los Angeles, CA)
- …and practices, media policies, volunteer policies, quality assurance and provision of services , for all business , services , and administration operating ... Bylaws, the Board of Trustees policies, and the commitment to an environment of service quality, to health and safety practices, and to Human Resource practices and… more
- SCI-Arc (Los Angeles, CA)
- …with active architectural and creative practices. More than 60 dedicated staff members support the day-to-day excellence of SCI-Arc. With close ties to its Los ... global networks; optimize financial resources and build a sustainable business model; and foster an inspiring and inclusive culture...play a role in the school's value proposition. Unify, support , and lead a world-class faculty and staff SCI-Arc's… more
- Virginia Section American Water Works Association (Washington, DC)
- …under the general direction of the Board and in accordance with the Service Agreement, Articles of Incorporation, Bylaws of UOSA, the resolutions and directives of ... Executive Director is given wide latitude to conduct the business of UOSA and is required to do so...Operation and Maintenance, Reserve Maintenance, Capital Improvement Program, Debt Service , and other reserve budgets for each fiscal year… more
- Tides Inc. (Los Angeles, CA)
- …foundations, and corporations to amplify the impact of their work by providing services like fiscal sponsorship, donor advised funds, grant making, and a variety of ... highly dynamic environments and possesses exceptional attention to detail and customer service skills.What you will DoLead, mentor, and develop a high performing… more
- K2 Staffing, LLC (San Jose, CA)
- …The ED will develop a deep knowledge of the field, the community model, operations, business plan, and goals of our client, to evolve the strategic vision for the ... goals.Fundraising: Develop and execute comprehensive fundraising strategies to secure financial support for our research and programs. This includes cultivating and… more
- Citizens (Providence, RI)
- Description The Fiduciary Business Support Manager I is responsible for management and execution of key fiduciary services governance activities ... the governance activities of each committee associated with Citizens' fiduciary services business and strategy....Primary Responsibilities + Serving as secretariat to the various fiduciary service governance committees that support… more
- US Bank (St. Paul, MN)
- …regulations. Responsibilities will include: + Working with business lines and support partners to identify, document and mitigate fiduciary operational risks ... from the second line of defense regarding the Banks's fiduciary and trust operational support functions to...trends, and risks and how they impact the Bank's fiduciary business lines. + Maintaining relationships and… more
- PNC (Lexington, KY)
- …the full breadth of the fiduciary platform in order to grow the fiduciary business and assure the highest level of client experience. Administers assigned ... Assessments **Competencies** Account Management, Accuracy and Attention to Detail, Business Development, Effective Communications, Fiduciary Responsibilities, Problem… more
- Bank of America (Pennington, NJ)
- …responsible for the management and development of Bank of America's industry-leading fiduciary business , including the Merrill Lynch Investment Advisory Program ... client communications. **Key Responsibilities:** + Providing bespoke strategic input to Fiduciary business projects, initiatives and strategic developments +… more
- Bank of America (Atlanta, GA)
- … service . Coordinates information and activities with all external and internal support business partners, as needed. May be accountable for managing ... Specialized Fiduciary Officer II, IRA Atlanta, Georgia **Job Description:**...teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of… more
- Wells Fargo (San Antonio, TX)
- …role:** Wells Fargo is seeking a Senior Fiduciary Specialty Asset Manage to support Oil and Gas Services within its Wealth & Investment Management division. ... Learn more about the career areas and lines of business at wellsfargojobs.com . Wealth & Investment Management, or...WIM is also a leading provider of trust and fiduciary services , including a number of specialized… more
- Truist (Atlanta, GA)
- …Regional Trust Advisors + Trust Administration Advisors + Estates + Wealth Tax + Fiduciary Business Planning + Privately Held Investments Interns will also have ... knowledge. Our internship offers exposure to senior leaders within the Wealth and Fiduciary Division and a support network of mentors and peers. **Internship… more
- Bank of America (Boca Raton, FL)
- Specialized Fiduciary Administrator II - Estate Settlement Services Boca Raton, Florida **Job Description:** At Bank of America, we are guided by a common ... impact, along with the power to make a difference. Join us! **Specialized Fiduciary Administrator II, Estate Settlement Services ** **-** This job is responsible… more
- Bank OZK (Little Rock, AR)
- Job Purpose & Scope Responsible for providing direct Trust & Wealth client service as well as general administrative support to Trust & Wealth teammates. ... account opening and closing activities, and asset receipt and delivery instructions in support of client service efforts. + Interacts with Operations, Middle… more
- Wells Fargo (Philadelphia, PA)
- …this role:** Wells Fargo is seeking a Trust Officer in Trust Client & Advisor Services as part of Wealth and Investment Management. Learn more about the career areas ... and lines of business at wellsfargojobs.com . **In this role, you will:**...of assigned investment management and trust accounts + Perform fiduciary duties as an officer of the bank +… more
- BMO Financial Group (Henderson, NV)
- …training programs; may include delivery of training to audiences. + Performs sales & service support activities as required to meet client needs and maintain ... upon their needs. + Provides day to day technical support team members responsible for fiduciary account...overall service levels. + Provides administrative support to… more
- Citizens (Wilmington, DE)
- …role will lead a regional team in the management and administration of personal fiduciary services under the trust powers of CBNA. Responsibilities: + Within the ... region, the incumbent is responsible for compliant execution of fiduciary services consistent with legal, regulatory, and...Leadership of a team of personal trust professionals and support personnel in the development of business … more
