- Bank OZK (Little Rock, AR)
- …Officers. Essential Job Functions + Provides support for assigned senior officer (s) for day-to-day administration of fiduciary accounts including, but not ... requirements including tracking and account maintenance and interaction with third party fiduciary tax preparation services. + Performs tasks related to annual … more
- M&T Bank (Boston, MA)
- **Overview:** Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** + ... of client trust accounts through demonstrated proficiency and sound judgment in exercising fiduciary discretion. + Serve as the primary point of contact for the… more
- Bank of America (Dallas, TX)
- Senior Trust Officer Dallas, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the ... to make a difference. Join us! **Job Description:** The Senior Trust Officer (STO) maintains a trust...in market. Responsible for the STO books management of fiduciary risks and trust policy adherence. Well-respected internally and… more
- Bank of America (Atlanta, GA)
- Senior Trust Officer Atlanta, Georgia **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the ... This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and...This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and… more
- NBT Bank (West Hartford, CT)
- …a subject matter expert in the areas of trust and estate administration and all fiduciary matters. Fills in for Chief Trust Officer as needed and provides ... complex legal documents. + Significant working knowledge of personal income, fiduciary income and transfer taxation. + Strong mentoring and problem resolution… more
- Bank of America (Los Angeles, CA)
- …rules and regulations in a fast-paced, high-volume environment. + The Settlement Officer Assigns tasks to Specialized Fiduciary Administrators, monitors progress ... Estate Settlement Officer II, Private Banking Los Angeles, California **Job...Settlement Assistants, monitors progress and approves completed work. Assists senior officers in coaching, developing, and mentoring assistants within… more
- University of Utah (Salt Lake City, UT)
- Details **Open Date** 06/12/2024 **Requisition Number** PRN38866B **Job Title** Senior Vice President **Working Title** Chief Executive Officer , University of ... Range** Commensurate on Experience **Close Date** **Job Summary** The Senior Vice President for Health Sciences ( SVPHS )...the University. The SVPHS also serves as Chief Executive Officer ( CEO ) of the University of Utah… more
- US Bank (Sioux Falls, SD)
- …for the administration, risk management and servicing of assigned fiduciary and investment management accounts. Supports Ascent Private Capital Management ... estate and multi-generational taxation and trusts - Thorough knowledge of fiduciary law, tax implications and practices in multiple jurisdictions, trust… more
- ASM Global (Detroit, MI)
- …Detroit Mayor Albert E. Cobo (1950-1957). Reporting to the CEO, the Chief Financial Officer (CFO) is a senior executive for the Detroit Regional Convention ... procurement policies, HR practices, and IT governance. Additionally, the CFO holds fiduciary responsibility for the organization's 401k and 457b plans in conjunction… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …that exceed our clients' expectations. In some cases, may be assigned to a more senior officer as an Associate Trust Officer /Trust Administrator during the ... the duties of Raymond James Trust (RJT) as a fiduciary or custodian in accordance with the terms of...a daily basis through the use of the administrative officer 's trial balance. * Instructs the assigned trust administrators… more
- Citigroup (DE)
- The Trust Fiduciary Lead is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their ... management and the ever-evolving regulatory environment. + Under supervision of a Fiduciary Services Head, this position requires administration of UNHW ongoing … more
- US Tech Solutions (New York, NY)
- …tax plans to minimize overall estate and income taxes, with support from the Senior Tax Officer . Analyze tax matters and drive appropriate business decisions by ... 3 days in office, 2 days WFH The Tax Officer prepares all necessary tax authority filing requirements for...this role, you will review federal and state estate, fiduciary , individual and other tax returns. You will also… more
- MTA (Jamaica, NY)
- Agency Chief Equal Opportunity Officer - LIRR Job ID: 8793 Business Unit: MTA Headquarters Location: Jamaica, NY, United States Regular/Temporary: Regular ... 2024 Description JOB TITLE : Agency Chief Equal Opportunity Officer - LIRR SALARY RANGE : $165,000 - $175,000...compliance statistics as it relates to equal opportunity. Daily fiduciary duties of the ACEOO include the administration of… more
- City of New York (New York, NY)
- …plan beneficiaries and the City of New York. Reporting directly to the Chief Investment Officer , the Deputy Chief Investment Officer (DCIO) will be a member of ... the BAM senior leadership team and a voting member of the...Systems' portfolios. This initiative supports us in fulfilling our fiduciary duty to the pensioners, ensuring strong risk-adjusted returns… more
- Pennsylvania State University (University Park, PA)
- …REQUIREMENTS: The Office of Budget & Finance is seeking to hire a Financial Officer to currently support Penn State IT. This position will provide leadership in ... the Vice President for Information Technology and Chief Information Officer . The primary duty of this role is to...income projections. + Consultation about fiscal affairs with other senior leaders within the unit. Required skills and experience… more
- UNC Health Care (Rocky Mount, NC)
- …to serve as the organization's next Executive Vice President, Chief Operating Officer (COO). This is an exciting opportunity for an ambitious, talented operations ... Statute, governed by a local board of commissioners with complete fiduciary responsibility and operational authority for the organization. Reporting directly to… more
- Carlile Transportation (Anchorage, AK)
- …the expectation to spend time in both locations.** The Chief Financial Officer (CFO) is accountable for the administrative, financial, and information technology ... external customer audits, and utilization reporting. + Participate in retirement plan fiduciary oversight. + Study long-range economic trends and projects for future… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Resolves or recommends solutions to complex problems. Regular contact with senior management and other internal customers is required to identify, research, ... and clients in defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to review and approve… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Description** **Job Summary:** Under limited direction from a senior level manager, uses specialized knowledge and skills obtained through experience, specialized ... training and/or certification to manage prudent investment of fiduciary and other discretionary assets held in Trust accounts while working in concert with Financial… more
- UNC Health Care (Rocky Mount, NC)
- …8. Assists in negotiating and settling claims in a manner that protects the fiduciary interest of the organization. 9. Assists in the analysis of intensive analysis ... illegal, unethical, or improper conduct. Collaborates with Human Resources and senior leadership to determine appropriate path for investigation and handling of… more