- WSFS Bank (Greenville, DE)
- …is more than part of our name, it's our mission and our purposeThe Fiduciary Specialist is responsible for supporting the Trust Officers by providing high ... in select client meetingsHave knowledge, understanding and application of fiduciary principles, securities processing and clearing, trust and accounting systems… more
- Ballard Spahr, LLP (Middle City West, PA)
- …of 3 days a week in the Philadelphia or Minneapolis office. Our Estate Specialist /Tax Accountant will: Prepare Federal and State fiduciary income tax returns ... over 600 lawyers in 15 offices across the country is seeking an Estate Specialist /Tax Accountant to prepare the tax filings for clients of our Private Client… more
- Wells Fargo (Las Vegas, NV)
- **About this role:** Wells Fargo is seeking an Associate Fiduciary Specialist in the Trust Client & Advisor Services as part of Wealth & Investment Management. ... resolve issues and achieve goals **Required Qualifications:** + 6+ months of Fiduciary Products experience, or equivalent demonstrated through one or a combination… more
- Truist (Charlotte, NC)
- …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
- Wells Fargo (Austin, TX)
- …administration for a book of assigned investment management and trust accounts + Perform fiduciary duties as an officer of the bank + Participate in less complex day ... developing expertise in the function, policies, procedures, and compliance requirements in Fiduciary Products functional area + Mentor and provide work direction +… 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
- 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
- Veterans Benefits Administration (Louisville, KY)
- Summary This position is located in the Veterans Benefit Administration Regional Office, Fiduciary Hub Louisville, KY. The employee serves as the quality review and ... This position is located in the Veterans Benefit Administration Regional Office, Fiduciary Hub. The employee serves as the quality review and training coordinator… 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
- BlackRock (Princeton, NJ)
- **About this role** **USWA Wealth Distribution Partners Specialist ** BlackRock is seeking senior, client facing sales professionals across several Specialist ... Francisco. **Who We Are:** At BlackRock we are a fiduciary to our clients, which means we look out...Strong collaborative culture + 401k matching **Primary Responsibilities:** The Specialist Sales team consists of six unique roles with… more
- Federal Reserve System (Philadelphia, PA)
- …to some of the largest banking organizations in the country. A Senior Risk Specialist serves as a technical subject matter expert on a dedicated supervisory team or ... in a specific risk specialty area including Bank-Secrecy/Anti-money Laundering, Fiduciary , Information Technology, Credit and Asset/Liability Management, as well as… 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
- 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
- Team Rubicon (Los Angeles, CA)
- Specialist , Full Stack Developer II at Team Rubicon (View all jobs) Los Angeles, CA OR Remote Team Rubicon (TR) is seeking a Specialist , Full Stack Developer II ... Job Type: + Full-time, salary, exempt Job Tier: + Specialist Pay Range: + $80,514.00 - $137,241.60 per year...A Donor : Every leader must be committed to fiduciary responsibility, transparency and financial stewardship Perks of the… more
- Veterans Benefits Administration (IN)
- …Review Operations Center in Washington, DC (DROC DC). The Rating Quality Review Specialist is an integral part of the DROC-DC's quality assurance program, and is ... Ensures all program requirements imposed by Compensation Service Pension and Fiduciary Service, Office of Administrative Review, Office of General Counsel, and… more
- Aston Carter (South River, NJ)
- Title: Union Payroll Specialist Location: South River, NJ Pay: $28 - $30 an hour An industry leading construction company is looking for a union payroll ... specialist to join their team! The primary areas of...* 401K Quarterly/Yearly Employee Reports for IRS compliance and Fiduciary Notices. * Run/Enter Certified Payroll Reports and submit… more
- State of Maine, Bureau of Human Resources (Augusta, ME)
- Benefit Recovery Specialist Augusta , Maine , United States | Accounting, Business & Finance | Full-time Apply by: May 30, 2024 Apply with Linkedin Apply Department ... full-time position located in Augusta. Core Responsibilities: As a Benefit Recovery Specialist within the Recovery Division, you will be responsible for: + Incoming… more
- Veterans Benefits Administration (Phoenix, AZ)
- …Ability to communicate either by phone or correspondence with veterans, fiduciary , other offices with inquiry results. Prepares fiscal, administrative, and other ... areas of the Financial Operations section. Oversee the work of the Financial Specialist and insures appropriate separations of duties are in place and the financial… more
