- Comerica (Wilmington, DE)
- Manager of Trust Advisors Individuals in this role are responsible for managing a team of 10 - 15, including Trust Advisors , Trust Administrators ... corporate and regulatory policies and practices in the administration of Trust accounts. Individuals in this role would utilize their fiduciary/administrative… more
- Comerica (Charlotte, NC)
- Trust Advisor Manager This role is responsible for managing a team of 8-12, including Trust Advisors , Trust Administrators and Trust Client ... corporate and regulatory policies and practices in the administration of Trust accounts. Individuals in this role would utilize their fiduciary/administrative… more
- RE Tech Advisors LLC (Dallas, TX)
- Senior Technical Lead - Climate Risk Solutions - RE Tech Advisors RE Tech, 10807 Northwest Highway, Dallas, Texas, United States of America * RE Tech, 1676 ... of AmericaReq #1792 Thursday, January 2, 2025 **RE Tech Advisors , a Legence company** RE Tech Advisors ...engaging your CRS team leadership, the assigned CRS Senior Manager or Manager , and Account Managers as… 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 ... look forward to hearing from you! GRF CPAs & Advisors is an equal opportunity employer. Qualified applicants will...protected veteran status or disability. At GRF CPAs and Advisors , we cultivate an inclusive business environment where all… more
- H&R Block (Allen Park, MI)
- …a Block Advisors office, you will serve as the front-line manager responsible for leadership and development of associates, delivering an outstanding client ... **557452BR** **Title:** Block Advisors Multi-Unit Team Leader 3 **Our Company** **:**...to building a Connected Culture - one in which trust , care, and connections are how we work together… more
- H&R Block (Hilliard, OH)
- **554657BR** **Title:** Block Advisors Associate Team Leader **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining ... to building a Connected Culture - one in which trust , care, and connections are how we work together...escalation to the Multi-Unit Team Leader and District General Manager as necessary + Serve as point of contact… more
- H&R Block (Summerville, SC)
- **557634BR** **Title:** Block Advisors Associate Team Leader **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining ... to building a Connected Culture - one in which trust , care, and connections are how we work together...escalation to the Multi-Unit Team Leader and District General Manager as necessary + Serve as point of contact… more
- GRF CPAs & Advisors (Bethesda, MD)
- …supervisor, manager or partner including the preparation of individual, trust , corporate, partnership and S-corporation tax returns. + Participates in planning, ... at an energetic & passionate company? GRF CPAs & Advisors is in search of a Senior Tax Associate...look forward to hearing from you! GRF CPAs & Advisors is an equal opportunity employer. Qualified applicants will… more
- Prominence Advisors (Chicago, IL)
- …Minimum Qualifications + Leadership experience in previous roles such as director, supervisor, manager , or team lead + Ability to learn new software paradigms and ... High degree of professionalism; treats others with respect, keeps commitments, builds trust within a team, works with integrity, and upholds organizational values. +… more
- Trek Bikes (Walled Lake, MI)
- …hit the sales floor. Most importantly, you'll build relationships with people who trust you to keep their gear running flawlessly. This role closely supports the ... Service Manager . When the Service Manager is not available, you are the face of the department to customers. We're looking for a teammate with stellar customer… more
- TD Bank (Fort Lauderdale, FL)
- …client-facing Distribution teams are both securities-registered and insurance-licensed. Additionally, the Trust Advisors support both personal and corporate ... of Wealth Banking. In this position, the Senior Compliance Manager will provide guidance, leadership and training to the...guidance, leadership and training to the personal and corporate trust business line ensuring that advisors and… more
- Robert Half Finance & Accounting (Wilmington, DE)
- …Build strong relationships with outside wealth advisors Requirements The ideal Trust Tax Manager will preferably have a Bachelors degree in ... of tax payments, corresponding with internal and external tax advisors , and ensuring tax reporting complies with federal and...Accounting/Finance/Business Administration. Other requirements for the Trust Tax Manager role include and are… more
- M&T Bank (Wilmington, DE)
- …related to account administrative activities. Serves as key consultant to the field ( Trust Officers, Wealth Advisors , and Market leadership) in developing and ... by the practice. + Serve as fiduciary resource to Market leadership, Wealth Advisors , Trust Officers, and other internal partners. Serve as key fiduciary… more
- Enterprise Bank & Trust (Clayton, MO)
- …to the client in conjunction with the client's Wealth Advisor, Private Banker, Trust Officer and Administrator. + Assist Wealth Advisors and Private Bankers ... **Enterprise Bank & Trust was founded in the spirit of entrepreneurship...**Together, there's no stopping you!** **Job Title:** VP, Portfolio Manager **Job Description:** **Essential Duties and Responsibilities:** + Allocates… more
- Neuberger Berman (New York, NY)
- …support to a Senior Fiduciary Officer in the administration of trust , estate, and investment management accounts. **Responsibilities:** + Communicate directly with ... such information to clients and their legal and tax advisors . + Act as a liaison between clients, beneficiaries,...to gather information and documents necessary to open new trust and estate accounts. + Facilitate the rebalance of… more
- Truist (Orlando, FL)
- …information clearly to clients and internal partners. 9. Ability to mentor and informally coach Trust Advisors and other members of the team. Serves as a brand ... and provides fiduciary advice and oversight for all types of Wealth trust accounts including personal trusts, special needs trusts, investment management, custodial… more
- Vanguard (Charlotte, NC)
- … Trust Administrators. As experts in the advice space, Advisors continually promote continuous professional development by maintaining an advanced understanding ... and the fullest expression of our wealth management offer. Responsibilities Our Financial Advisors onboard clients and manage a book of business which can include… more
- The Chicago Community Trust (Chicago, IL)
- …role encompasses all aspects of mission-aligned investing at The Chicago Community Trust , ranging from ESG investing to catalytic capital. The Director, Impact ... report to the AVP/Chief of Investments and will work closely with the Trust 's Finance, Community Impact, and Philanthropic Services teams, and well as interface… more
- PNC (Cleveland, OH)
- …field on a regular basis. Some responsibilities may be performed remotely, at the manager 's discretion. The Portfolio & Trust Administrator (PTA) is a trusted ... contribute to the company's success. As a Portfolio & Trust Support Administrator within PNC's Private Bank organization, you...client needs for assigned accounts in partnership with the Advisors . Provides basic reporting to assist with advisor or… more
- PNC (Ringling, OK)
- …at the manager 's discretion. **Job Description** + Manages all assigned trust owned real estate assets, which may include very complex residential, rental, ... to contribute to the company's success. As a Sr. Trust Real Estate Advisor within PNC Private Bank organization,...+ Collaborates with AMG Fiduciary Counsel and Market Fiduciary Advisors and Directors as necessary to ensure risks are… more