- Truist (Atlanta, GA)
- …the essential functions. 1. Seven years in the role as a Fiduciary Support Specialist , trust experience, investment, banking or financial planning-related ... and training 2. Lead with special projects for Wealth Region Support Leader/ Fiduciary Group Support Leader 3. Contribute to a positive team environment that… more
- Truist (Dallas, TX)
- …essential functions. + 7+ years in the role as an Investment Support Specialist / Fiduciary Support Specialist , trust experience, investment, banking or ... job description:** Serve as a key front-office point of contact to our affluent fiduciary clients a centers of influence. Provide essential fiduciary support in… more
- Zions Bancorporation (Houston, TX)
- …You bring the talent; we bring the opportunity. We are currently seeking a Fiduciary Services Manager to join our team. The position will be located in Houston, ... TX. A Fiduciary Services Manager develops new business and promotes trust...may meet requirements. + Employs advanced knowledge as a specialist of trusts and estates. + Uses judgement within… more
- Fiduciary Real Estate Development (Milwaukee, WI)
- Property Management Operations Specialist Join a team that's leading the way in real estate development and apartment management! We're growing - and growing quickly ... has a knack for property management software for our Property Management Operations Specialist opening. The position will work out of our brand new Milwaukee… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …Agency, IRAs, Private Foundations, Institutional, Retirement Plans, Endowments. * Certified Fiduciary & Investment Risk Specialist (CFIRS) designation a plus. ... years of equivalent work experience in lieu of bachelor's degree. * Experience with fiduciary , trust, and retirement regulations (eg, OCC Reg 9, ERISA, DOL, etc.). *… more
- Commerce Bank (Kansas City, MO)
- …of well-rounded and progressive trust or banking experience preferred + Certified Fiduciary Investment Risk Specialist ("CFIRS") or related certifications, or ... admission to the Bar preferred ** Level of role is determined by knowledge, experience, skills, abilities, and education.., For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to… more
- Regions Bank (Hoover, AL)
- …Laundering Specialist (CAMS) + Certified Bank Auditor (CBA) + Certified Fiduciary and Investment Risk Specialist (CFIRS) + Certified Financial Systems ... Auditor (CFSA) + Certified Fraud Examiner (CFE) + Certified Information Systems Auditor (CISA) + Certified Information Systems Security Professional (CISSP) + Certified Internal Auditor (CIA) + Certified Public Accountant (CPA) + Certified Regulatory… more
- Comerica (Farmington, MI)
- Ultra-High Net Worth New Business Specialist The Ultra-High Net Worth New Business Specialist will be the primary liaison for onboarding new business in Comerica ... to ensure success of Ultra High Net Worth opportunities. The UHNW Business Specialist will own all aspects of the pre-acceptance and onboarding for new opportunities… more
- Bank of America (Chicago, IL)
- National Tax Practice Specialist New York, New York;Chicago, Illinois; Jacksonville, Florida; Dallas, Texas; Boston, Massachusetts; Providence, Rhode Island; ... Executive. Assists the NTP Executive and works closely with the other NTP Specialist on: establishing tax policies for the trust company; resolving technical tax… more
- Louisiana Department of State Civil Service (Baton Rouge, LA)
- Revenue Tax Specialist 1 or 2 Print (https://www.governmentjobs.com/careers/louisiana/jobs/newprint/4530846) Apply Revenue Tax Specialist 1 or 2 Salary ... tax returns and refunds including the individual, corporate, franchise, fiduciary and composite partnership income taxes. This includes examinations...(CPG) and may be filled as a Revenue Tax Specialist 1 or 2 depending upon the qualifications of… more
- University of Washington (Seattle, WA)
- …artistic pursuits and natural beauty. The purpose of the **Program Operations Specialist -Grants** is to support the financial activities for the Department of ... federal, state, private, University and Foundation sources to ensure ethical and fiduciary practices. The DLMP is a clinical department which consists of numerous… more
- New York Medical College (Valhalla, NY)
- Overview The Retirement Benefits Specialist will assist employees with retirement and healthcare plans and will provide administrative support for those plans to ... employees, retirees, and beneficiaries. The Specialist is responsible for timely completion of plan administration,...with internal partners (eg, Finance) and external partners (plan fiduciary and consultants) is a critical aspect of the… more
- EverBank (Charlotte, NC)
- **Sr Commercial Client Services Specialist ** The Senior Commercial Client Services Specialist is responsible for delivering exceptional customer service and ... and professional servicing. Additionally, the Senior Commercial Client Services Specialist assists in mentoring and training associates under the supervision… more
- City of Durham (Durham, NC)
- Engineering Specialist - Customer Service Front Desk Print (https://www.governmentjobs.com/careers/durhamnc/jobs/newprint/4483921) Apply Engineering Specialist ... significantly impacting the community you serve. As an Engineering Specialist at the City of Durham's Public Works Department,...Munis deposits as required and adhere to the city's fiduciary guidelines. + Assist with desk procedure updates and… more
- Immediate Office of the Assistant Secretary for Management (Washington, DC)
- …Office at VA Central Office. The primary purpose of the Financial Management Specialist is to administer and manage oversight of the budget formulation and ... owned or leased space Position Description Title/PD#: Financial Management Specialist / PD206180 Relocation/Recruitment Incentives: Not Authorized Permanent Change of… more
- University of Washington (Seattle, WA)
- …artistic pursuits and natural beauty. The purpose of the **Program Operations Specialist - Grants & Finance** is to support the financial activities for the ... federal, state, private, University and Foundation sources to ensure ethical and fiduciary practices. The DLMP is a clinical and research department which consists… more
- Nomad Global Communication Solutions (Columbia Falls, MT)
- …SUPPORT THE H1B VISA FOR THIS POSITION. Position: Accounts Payable Specialist Division: Business Integration Department: Finance Schedule: Full-Time Reports To: ... to our team. Under the supervision of the Controller, the Accounts Payable Specialist performs a variety of accounting functions including, but not limited to,… more
- Bank of America (Pennington, NJ)
- Investment Advisory Specialist Pennington, New Jersey **Job Description:** The Merrill Lynch Investment Advisory Program (IAP) combines the advice and guidance of an ... backed by the research and insights of Merrill Lynch in a single fiduciary program designed to help clients pursue meaningful outcomes. The Investment Advisory … more
- Wounded Warrior Project (Jacksonville, FL)
- …we're ready for you. The Wounded Warrior Project (WWP) Alumni Peer Leader Specialist cultivates the relationships of Alumni team members and the volunteer wounded ... members and their families around the country. The Alumni Peer Leader Specialist supports the Alumni program by assisting with identification of and coordination… more
- Bank of America (Dallas, TX)
- Oil & Gas Regulatory & Research Specialist - SAM Associate II Dallas, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make ... within The Private Bank Group with a full and in-depth understanding of all fiduciary aspects associated within a given segment of specialty assets, ie, real estate,… more