- Compass Group, North America (Chicago, IL)
- …including collections activities in an electronic environment. **Skills & Qualifications:** + Fiduciary and high ethical standards to work with agency cash receipts. ... + Above average computer skills in Microsoft Office, particularly with Excel and Outlook. Experience with Applied Systems EPIC product a plus. + Above average mathematical skills. + Cash reconciliation skills. + Knowledge of applying debits and credits in… more
- KeyBank (Chicago, IL)
- …and governance committees), etc. Moreover, partnering with the LOB while balancing the fiduciary oversight role is important. This role is expected to promote an ... organizational culture that encourages acknowledgement and recognition of compliance risks and places a high priority on risk management. **Essential Functions** + Serve on a team that provides an independent Second Line of Defense approach to oversee the… more
- AIG (Chicago, IL)
- …and advanced analytics for our Management Liability product lines, including D&O, EPL, Fiduciary , & Crime. The actuary will manage a team of individual contributors, ... overseeing the execution of dynamic work projects such as profitability studies, predictive modelling, planning support, and building out portfolio management & monitoring tools. The individual will be a trusted business partner, working closely with the… more
- Wipfli LLP (Naperville, IL)
- …and Abilities Qualifications: + 5+ years of experience working with individuals, fiduciary , estate and gift compliance + Requires a Bachelors Degree in Accounting ... or an equivalent combination of education and experience + CPA certification required in the respective state in which they are practicing + Knowledge and understanding of wealth transfer planning vehicles + Experience and knowledge of comprehending trust… more
- Axis (Chicago, IL)
- …within specialized insurance sectors. The selected individual will also have exposure to Fiduciary Liability claims. **What Will You Do In This Role?** + Serving as ... a Claims Specialist focused on Employment Practices Liability Claims within AXIS' North America Claim team. + Determining the appropriate valuation of complex claims, recommending settlement strategies, adhering to company policies, and collaborating with… more
- Travelers Insurance Company (Downers Grove, IL)
- …Professional Liability (LPL) claims typically involve alleged legal malpractice or breach of fiduciary duty against law firms or lawyers within the firm. MPL claims ... typically involve errors and omissions claims against a variety of consultants for the types of professional services they provide. As a valued member of our team, in addition to claim, you also will provide legal advice to our underwriting colleagues and… 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
- The Cigna Group (Chicago, IL)
- …compensation matters under IRC Section 409A + Provide legal support to ERISA fiduciary committees and serve as secretary at committee meetings + Draft and review ... various employee benefit plan documents and communications to plan participants + Partner with internal stakeholders including Human Resources, Finance, Accounting, other Legal subgroups, Corporate Development, and Tax + Monitor and interpret legal and… more
- Deloitte (Chicago, IL)
- …practice, you will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers and tax ... returns, as well prepare for and assist in client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the… more
- Deloitte (Chicago, IL)
- …practice, you will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers and tax ... returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client. Additionally, you will train, mentor, and supervise new and experienced Tax… more