- Open Space Trust (Palo Alto, CA)
- Position SpecificationPOST | (Peninsula Open Space Trust )Chief Marketing OfficerORGANIZATIONAL OVERVIEWPOST is creating a network of protected lands where people and ... Land Trusts Protect California Landscapes for Generations to Come*Peninsula Open Space Trust keeps 80,000+ acres of local landscape green*Vast, historic Bay Area… more
- Massachusetts School Building Authority (Boston, MA)
- …Trust Committee. Manage the investment of funds deposited in an irrevocable trust account established by the MSBA, interfacing with related Commonwealth ... 20 - Senior TeamPOSITION DESCRIPTION AND SCOPEThe Chief Financial Officer (CFO) works with the executive director to ensure...the transfer of funds to and from MSBA's operating account to the Trust and financial reporting.Engage… more
- Sprague Pest Solutions Inc. (Washington, DC)
- …member of Sprague's leadership team, report directly to the Chief Executive Officer .Oversee the accounting department for Sprague and its parent company (Cambium ... verification form upon hire.RequirementsDetailed Job Description:Position Summary: The Chief Financial Officer (CFO) will serve as a key member of Sprague's… more
- Alyeska Pipeline Service Company (Anchorage, AK)
- …aspect of our operations. We are seeking a dynamic and experienced Chief Financial Officer (CFO) to join our executive leadership team. APSC's mission is to move oil ... and staff skills. Executive Leadership: Serve as a member of Alyeska's Trust Committees overseeing savings and investment plans and pension plans. MINIMUM… more
- Butler Enterprises (Gainesville, FL)
- …We offer a great benefits package with 401(k) matching, a flexible spending account , health, dental, vision, long & short-term disability, life insurance, and a ... the preparation of tax returns for the owner's family revocable trust and personal tax returns with an outside firm.QUALIFICATIONS, EDUCATION, REQUIREMENTS,… more
- Authentic Brand LLC (Minneapolis, MN)
- …We manage all accounts billable and receivable, and handle collections when needed. Account Services: Our client services team always has your back, supporting you ... Consultant Proven advisory experience, ability to collaborate with, build trust with, and constructively challenge C-Suite leaders: managing expectations, and… more
- LogicMonitor (San Francisco, CA)
- …love going to work and think you should too. Our team is dedicated to trust , customer obsession, agility, and striving to be better every day. These values serve as ... new customers and grow existing accounts. Reporting to the Chief Marketing Officer , you'll have high visibility with LogicMonitor leadership and play a critical… more
- Amplitude (San Francisco, CA)
- …guides companies every step of the way as they capture data they can trust , uncover clear insights about customer behavior, and take faster action. When teams ... This individual will provide essential financial support to the Chief Revenue Officer and collaborate closely with the Sales leadership team. The ideal candidate… more
- Momentum ABM (Boston, MA)
- …win rates, and nurturing valuable relationships for our clients. We invented Account -Based Marketing (ABM) and we're now reinventing client growth. With offices in ... practitioners from 60 countries through our learning solutions and have earned the trust of the global market. Recognized as an 'Outstanding Company to Work for"… more
- AMN Healthcare Inc. (CA)
- …during tax examinations by various jurisdictions.Reporting directly to the Chief Financial Officer , the Vice President, Tax will lead a team of 25 professionals, ... and use tax, property and compensation tax advice taking into account business, operational and system information and knowledge.QualificationsEducation & Years of… more
- Bloom Energy (San Jose, CA)
- …social media. We never ask for personal information such as your bank account , Social Security numbers or National ID's, via social media or chat-based applications, ... roots in NASA's Mars Program, the company's founder, chairman, and Chief Executive Officer , Dr. KR Sridhar, developed an innovative fuel cell technology that is… more
- Banco Popular Puerto Rico (San Juan, PR)
- …Aug 21, 2024 Location: San Juan, PR Company: Popular Workplace Type: Hybrid Trust Account Officer General Description Responsible for the administration ... and general accounting of the assigned retirement plans. Essential Duties and Responsibilities + Makes accounting entries, prepares monthly reconciliations, securities purchase and sale transactions, client billing, among others. + Offer a service of… more
- First Horizon Bank (Little Rock, AR)
- …of client/ account . Provides guidance to younger and less experienced trust officers. **Job Description:** * Manages assigned accounts in accordance with terms ... short-term and long-term investments. * Coordinate all aspects of trust terminations and account closing in coordination...Coordinate all aspects of trust terminations and account closing in coordination with all applicable departments. *… more
- US Bank (Cincinnati, OH)
- …regulatory compliance standards. REQUIRED - Five or more years of experience in Trust administration - Bachelor's degree or equivalent work experience - An advanced ... of fiduciary law, tax implications and practices in multiple jurisdictions, trust accounting/reporting, and other regulatory compliance requirements - Ability to… more
- City National Bank (Wilmington, DE)
- …OFFICER II** **WHAT IS THE OPPORTUNITY?** This is an entry level Personal Trust Officer position, responsible for administering personal trust accounts ... and Co-Fiduciaries. + Complete discretionary distribution requests. Submit formal requests to the Trust Officer for approval. + Coordinate set up, tracking, and… more
- JPMorgan Chase (Miami, FL)
- …lifetime or upon their death through a provision in their will, it is the Trust Officer 's role to oversee the administration of the trusts. Job Responsibilities: ... respected by external professional advisor community + Develop, retain and deepen trust account relationships New Business + Partnering with Wealth Advisors… more
- JPMorgan Chase (Rochester, NY)
- Come join a great team at a leading financial firm. As a Trust Officer VP in Wealth Management Solutions, you will be responsible for overseeing the ... external professional advisor community + Develop, retain and deepen trust account relationships + Partner with Wealth...Reading the fiduciary materials which are circulated to each Trust Officer , attending in-house and external seminars… more
- JPMorgan Chase (Newark, DE)
- …his lifetime or upon his death through a provision in his will, it is the Trust Officer 's role to oversee the administration of the trust . **Job Summary** ... Officer VP in Wealth Management Solutions, Trust & Estates, you will be an integral part...apply that knowledge to client specific planning exercises and account administration Preferred Qualifications, Skills and Capabilities + MBA… more
- DA Davidson Companies (Portland, OR)
- …other benefits and privileges of employment. Please contact us to request accommodation. Keyword: Vice President, Trust Officer From: DA Davidson Companies ... service to satisfy client needs.* Review and approve initial account reviews. Develop and approve estate, trust , agency and ILIT account reviews. * Solid… more
- Amalgamated Bank (New York, NY)
- Amalgamated Bank is seeking a Trust Compliance & Risk Officer to be responsible for the Compliance and Risk Management Program for the Bank's Investment ... Management Division/ Trust Department and compliance with applicable federal/state laws and regulations, contractual obligations and internal Trust department… more
