- Christus Health (Beaumont, TX)
- …and content within the designated focus area. This position is the most senior level and will require coordination and consistency across related IS teams. Specific ... complex projects. Develops business relationships with key client administrators based on trust . Leverages relationships to gain new project insight and new business… 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 ... impact, along with the power to make a difference. Join us! **Job Description:** The Senior Trust Officer (STO) maintains a trust book and is a seasoned … 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 ... include overseeing the administration and business development of complex investment management and trust accounts and working with team members to assure trust … more
- Levi, Ray & Shoup, Inc. (Minneapolis, MN)
- Senior Trust Operations Consultant (26560) Minneapolis, MN | Contract Job Description Fulcrum Consulting, an LRS company is seeking a Senior Trust ... Provide expert operational support for the Bank, FSB Personal Trust Services (PTS) book of business. This includes complex...years of experience in the following areas: + Direct Trust Operations experience required + Client & Account Maintenance… more
- Levi, Ray & Shoup, Inc. (Minneapolis, MN)
- …Login (http://www2.lrs.com) File Transfer Filters Careers Added Oct 22, 2024 Senior Trust Operations Consultant (26560) Minneapolis, MN | Contract ... Job Description Fulcrum Consulting, an LRS company is seeking a Senior Trust Operations Consultant with our client in Minneapolis, MN. About the… more
- Fifth Third Bank, NA (Toledo, OH)
- … trust administration, estate planning strategies, and income and estate tax matters Senior Trust Advisor LOCATION -- Toledo, Ohio 43604 Fifth Third Bank, ... at Fifth Third Bank. GENERAL FUNCTION: + Serve as Trust Advisor for clients with more than $5MM in...regulations and internal governance throughout the administration of the trust + Cultivate relationships with local centers of influence… more
- Bank of America (Dallas, TX)
- Trust Senior Associate Dallas, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the ... with the power to make a difference. Join us! **Job Summary:** The Trust Senior Associate (TSA) is a specialist role that has primary responsibility for… more
- KPMG (Minneapolis, MN)
- **Business Title:** Senior Associate - Trust Tax **Requisition Number:** 119267 - 46 **Function:** Tax Services **Area of Interest:** **State:** MN **City:** ... as we are, join our team. KPMG is currently seeking a Trust Tax Senior Associate or Associate to join our Tax (https://tax.kpmg.us/ ) practice. Responsibilities:… more
- GRF CPAs & Advisors (Bethesda, MD)
- Summary of Responsibilities: The Estate and Trust Tax Senior Manager is responsible for the efficient, accurate, complete, and timely review of all clients' tax ... returns and client communications. Advanced technical skills in a variety of tax and accounting areas, along with well-developed and applied management and supervisory skills are required. Salary range: $175,000 - $225,000 Essential Functions: 1. Performs… more
- US Bank (Milwaukee, WI)
- …excel at-all from Day One. **Job Description** SUMMARY US Bank is seeking a Senior Tax Accountant, with an emphasis on fiduciary tax preparation, within its WCIB ... other tax revenue authorities - General knowledge related to taxation of trust assets (stocks, bonds, partnerships, farms, etc.) - Account reviews for taxability… more
- M&T Bank (North Palm Beach, FL)
- **Overview:** Under minimal or no supervision, provides administrative support to Trust Officers and has direct contact with grantors, beneficiaries, Trustees, ... attorneys, accountants, and others, at Trust Officer's discretion. Escalates risk issues identified in work assignments. Takes ownership coordinating members of the… more
- M&T Bank (Boston, MA)
- …Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** + Apply deep ... experience and technical understanding to the administration and oversight of complex trust relationships within an assigned book of client trust accounts… more
- NBT Bank (West Hartford, CT)
- …level of knowledge and expertise as a subject matter expert in the areas of trust and estate administration and all fiduciary matters. Fills in for Chief Trust ... experience + 8 years relevant administrative experience in a trust department, charitable or other financial services, organization, insurance...+ Completion of career specific training such as Cannon Trust or New York Bankers Trust Schools… more
- US Bank (Vancouver, WA)
- …Bachelor's degree, or equivalent work experience - 10 or more years of experience in Trust administration or 4+ years in trust and estates legal practice. - ... not limited to: CTFA, CFP, JD, CPA and/or Graduate of National Trust School Program Preferred Skills/Experience - Considerable knowledge of estate settlement,… more
- Intuit (Atlanta, GA)
- Overview We are seeking a highly skilled Trust and Safety Content Safety Investigator to join our team in Atlanta. In this hybrid role, you will play a critical part ... or equivalent practical experience + Minimum of four years of experience in trust and safety, content moderation, intelligence, investigations, or a related field +… more
- Amazon (New York, NY)
- …trust and protect the shopper experience across billions of ads world-wide. Advertising Trust is seeking a Senior Product Manager Tech to re-imagine our ... Description Re-imagine Amazon's moderation platforms. We're seeking a Senior Product Manager Technical who will obsess over...for Amazon's advertising business. The mission of the Advertising Trust team is to guide advertisers through the … more
- Edward Jones (St. Louis, MO)
- …stakeholders, and external professionals including attorneys and CPAs. **What You Will Do:** The Senior Trust Consultant will serve as the key contact for Edward ... receiving a high level of service throughout this process. In addition, the Senior Trust Consultant is part of a team that owns the overall client experience.… more
- Robert Half Finance & Accounting (Wilmington, DE)
- …risks, maintain fixed assets, and coordinate tax planning activities. The ideal Senior Trust Tax Accountant should preferably have public accounting experience, ... relationships . Stay abreast of current tax laws Requirements The ideal Senior Trust Tax Accountant will have a Bachelors degree in Accounting, Taxation or… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: + Partner with the Senior Trust Officers and Trust Officers in every aspect of servicing ... governingfiduciaryrelationships.Primary responsibility for the fiduciary team's interface with the trust accounting system, the IA Workflow System, the Unique Assets… more
- Regions Bank (Indianapolis, IN)
- …and its policies, procedures, compliance and legal requirements; may receive guidance from senior trust advisors and Fiduciary Support managers on more complex ... section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust , Estate,… more
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