- 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
- 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
- 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
- PNC (Houston, TX)
- …opportunity to contribute to the company's success. As a Middle Office Services Specialist within PNC Private Bank organization, you can be based in Pittsburgh, PA ... OH or Houston, TX. As a Middle Office Services Specialist within PNC Private Bank organization, you will report...organization, you will report to a supervisor on the Fiduciary Closing Officer Team within the Middle Office Account… 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
- Louisiana Department of State Civil Service (Baton Rouge, LA)
- Revenue Tax Specialist 1 or 2 Print (https://www.governmentjobs.com/careers/louisiana/jobs/newprint/4508317) 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
- 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 (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
- New York State Civil Service (Albany, NY)
- …Services, Department of Title Trust Compliance Associate (Financial Services Specialist 4 (Compliance), SG-27) Occupational Category Other Professional Careers ... is seeking candidates for the position of Virtual Currency Trust Compliance Specialist in the Virtual Currency Unit within the Research and Innovation Division.… 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
- Veterans Benefits Administration (Little Rock, AR)
- …Ability to communicate either by phone or correspondence with veterans, fiduciary , other offices with inquiry results Prepares fiscal, administrative, and other ... of the Financial Operations section Oversee the work of the Financial Administrative Specialist and ensures appropriate separations of duties are in place and the… more
- Insight Global (Chicago, IL)
- …client's organization in downtown Chicago. The Wealth Management Account Transition Specialist is responsible for working alongside Private Wealth Advisors in the ... communication skills, prioritization and organization. The Wealth Management Account Transition Specialist may manage 50-100 accounts at various stages on any given… 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
- 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