- PNC (Chicago, IL)
- …to servicing clients. The team of advisors includes Banking Advisor, Fiduciary Advisor, Investment Advisor, Wealth Strategist, and Relationship Strategist. + ... **Institutional Asset Management (IAM** **):** PNC Institutional Asset Management has been providing Outsourced Chief Investment Officer (OCIO), Fixed Income and Defined Contribution and Defined Benefit Retirement Solutions for corporations, nonprofits,… more
- The Hartford (Chicago, IL)
- …primary and excess directors & officers liability, errors & omissions liability, fiduciary liability and employment practices liability. Well Be a Good Match if ... You Have: + A customer-first mindset, putting our customers at the center of everything you do. + A passion for making decisions through both analyzing data and employing critical thinking skills. + A team spirit and desire to work collaboratively. + A… more
- KeyBank (Chicago, IL)
- …+ Has the knowledge and ability to manage investment portfolios within a fiduciary framework. + Assists the relationship management team in the development of ... investment policy and strategy. + Actively engages with the relationship management team in relationship reviews and offer ideas and strategies to actualize client aspirations and further position Key as the client's trust advisor. + Interfaces with other… more
- WM (Rockford, IL)
- …knowledge of computer data entry and interpretation. Must be able to successfully manage fiduciary responsibilities. Must be able to lift a minimum of 100 lbs. Must ... be able to travel up to 15% with overnight stays. Must be able to diagnose and repair DC circuits 12/24 volts. Basic knowledge of 120/240/480 3ph volt AC circuits. Must be able to understand complex processes and action-based thinking. Must be familiar with… more
- Robert Half Finance & Accounting (Oakbrook Terrace, IL)
- …members of your Client Service Team + Reviewing and finalizing individual, gift, fiduciary , and business tax returns and work papers + Reviewing and finalizing ... annual tax projections, calculations of estimated tax payments, and the implementation of recommended tax strategies + Reviewing, finalizing, and presenting long-term tax projections, including identification of tax-reduction strategies for clients and… more
- Robert Half Legal (Chicago, IL)
- …trust administration background and proficiency in West's Federal Estate Tax program, and fiduciary income tax forms and extensions + Ability to prepare federal and ... state estate tax returns, as well as familiarity with estate and gift tax return software programs, highly desirable + Proficiency in Microsoft Office applications For immediate consideration, please email your resume directly to Justin Rambert, AVP -… more
- The Hartford (Chicago, IL)
- …include primary and excess Directors' & Officers' Liability, Employment Practices Liability, Fiduciary Liability and Fidelity coverage lines. We'll Be a Good Match ... if You Have: + A customer-first mindset, putting our customers at the center of everything you do. + A passion for making decisions through both analyzing the data and employing critical thinking skills. + A team spirit and desire to work collaboratively. + A… more
- American Academy of Pediatrics (Itasca, IL)
- …federal and state lobbying requirements, regulations, and laws, including those related to fiduciary duties. + Draft, review and negotiate a wide range of legal ... documents including contracts, memoranda of understanding, and other partnership and development agreements. + Collaborate with Human Resources on employment related matters and claims, including investigations, discipline, termination, workplace safety,… 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
- Travelers Insurance Company (Downers Grove, IL)
- …professionals. Typical claims may include professional negligence, malpractice, breach of fiduciary duty and misrepresentation, among others. As of the date of ... this posting, Travelers anticipates that this posting will remain open until September 22, 2025. **What Will You Do?** + Follow operational policies to analyze, investigate, and resolve BSI claims of varying levels of severity with moderate supervision from… more