- Zurich NA (Schaumburg, IL)
- …great culture. The Claims Professional will handle Private/Non-Profit D&O, EPL, and Fiduciary claims of moderate to high complexity under limited supervision. The ... of the Bar + Claims handling experience including Private/Non-Profit D&O, EPL, Fiduciary and/or insurance coverage defense + Analytical skills + Strong communication… more
- Robert Half Accountemps (Chicago, IL)
- …operational inquiries. * Monitor trust activities to ensure adherence to fiduciary standards and regulatory requirements. * Identify opportunities for workflow ... and ability to work effectively within a team. * Solid knowledge of fiduciary standards and regulatory requirements. * Analytical mindset with a proactive approach… more
- BMO Financial Group (Barrington, IL)
- …participates in meetings with prospects/clients. + Provides investment management, fiduciary expertise and strategic leadership for business, products, and policies ... principles and asset mix determination. + In-depth / expert understanding of fiduciary law and applicability to trust investment accounts. + In-depth / expert… more
- First National Bank of Omaha (Sugar Grove, IL)
- …affluent clients through multiple delivery channels of investment management, fiduciary advice, specialized asset management, full service financial planning and ... to provide basic investment advice and guidance to customers adhering to all fiduciary standards. + Ability to work collaboratively and cohesively within a team… more
- First National Bank of Omaha (Dekalb, IL)
- …affluent clients through multiple delivery channels of investment management, fiduciary advice, specialized asset management, full service financial planning and ... to provide basic investment advice and guidance to customers adhering to all fiduciary standards. + Ability to work collaboratively and cohesively within a team… more
- CIBC (Chicago, IL)
- …while building an appropriate balance between high-touch client service and our fiduciary responsibility to protect CIBC, our clients, and our shareholders from ... undue risk. COMPLIANCE REQUIREMENTS/RESPONSIBILITIES + As an employee of CIBC, the incumbent must comply with all applicable CIBC and Line of Business policies, standards, guidelines and controls. + As a manager of people, this job must ensure all employees… more
- UMB Bank (Rockford, IL)
- …**Private Wealth Management team** serves to manage, protect and grow. As a fiduciary , we deliver financial outcomes for our clients through team-based advice. We ... collaborate on holistic and personalized financial plans that turn goals into reality and provides peace of mind. This is one of the many reasons why our clients trust us. We get to know them - we know who they are, what is important to them and why. At UMB… more
- Robert Half Finance & Accounting (Chicago, IL)
- …balance sheet and income statement accounts. + Prepare tax workpapers (ie fiduciary , partnership, S-Corps., etc.) and assist with the annual tax return filing ... process. + Function as back-up for treasury activity. + Assist with special projects assigned by management. Requirements Requirements + Bachelor's degree in accounting. + CPA preferred. + Two to four years of experience in an accounting position. + Strong… more
- Google (IL)
- …ways to accelerate delivery without compromising core principles and fiduciary duties.Google Cloud accelerates every organization's ability to digitally transform ... its business and industry. We deliver enterprise-grade solutions that leverage Google's cutting-edge technology, and tools that help developers build more sustainably. Customers in more than 200 countries and territories turn to Google Cloud as their trusted… more
- Wipfli LLP (Rockford, IL)
- …pertaining to engagement planning and requests + Prepare individual, business, and fiduciary tax returns and projections in accordance with firm and professional ... standards as directed by engagement leaders + Research tax issues + Communicate with engagement leaders regarding open items or other important matters in a timely manner + Adhere to prescribed budgets and deadlines + Develop technical competency Additional… more