- World Insurance Associates, LLC. (Berwyn, PA)
- …annual calendar + Manage Plan Data Updates - Electronic PAL + Generate Fiduciary Investment Reviews + Investment Committee Minutes- complete and post to Fiduciary ... Briefcase + Participant Education- tailor Power Points to each client + Deliver Participant Education- in-person and webinars Investment Management - Black Diamond / Morningstar /Schwab + Prepare monthly/quarterly reporting + Perform investment research and… more
- University of Pennsylvania (Philadelphia, PA)
- …Must consistently have the highest attention to detail and maintain donor fiduciary requirements; reconcile gift activity and ensure daily quality checks are ... recording of Gift, Credit Card and Pledge contributions to the University. Maintain fiduciary responsibility to donors. + Works closely with the team and will handle… more
- Endo International (Malvern, PA)
- …accordance with business strategies, pricing authorities, Company policies, fiscal and fiduciary responsibilities and mutually beneficial for both Endo and external ... opportunities while leading efforts to ensure compliance with fiscal and fiduciary responsibilities. + Ability to multi-task and manage conflicting priorities on… more
- Lincoln Financial (Harrisburg, PA)
- …and third-party administrator as needed. * Serve as a member of the fiduciary investment committee that monitors the investment funds used to track deferred ... regulations. * Experience working with or participating in investment or fiduciary committees is preferred. * Strong analytical, project management, and… more
- WM (Philadelphia, PA)
- …disputes involving operation of the compensation and benefit plans + Assisting Plan Fiduciary and Settlor Committees and other Plan Advisors with governance issues + ... Advising and Drafting Severance Plans and Agreements + Advising on complex 162(m) tax deduction, 409A deferred compensation and 280G parachute payment issues + Supporting annual tax and audit processes related to the plans + Non-competition Agreements +… more
- Truist (Philadelphia, PA)
- …and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client ... retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to appropriately protect the inherent cost-to-serve requirements of the corporation. * Uses advanced… more
- Wipfli LLP (Radnor, PA)
- …tax or both taxANDaudit Tax Specific: + Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional standards ... as directed by engagement leaders + Understand and effectively use current tax and accounting software applications + Research tax related issues and other related financial reports + Perform a limited number of tax return interviews as needed Audit Specific:… more
- Honeywell (Pennsylvania Furnace, PA)
- …subs/vendors, and the customer + Executes with accuracy all fiduciary requirements including managing installation budgets, creating/approving revenue and expense ... invoices on a monthly basis, protecting project cash flow by ensuring timely customer payments, and completing monthly forecasts + Ensures all projects are set up in Honeywell PM software platform and that all construction project documentation is up to date… more
- Highmark Health (Harrisburg, PA)
- …Trust Principle audits + Experience establishing budgets and meeting fiduciary goals + Security industry organization participation/leadership (HITRUST, ISACA, ... InfraGard, ISC2, ISSA, etc.) **LICENSES AND CERTIFICATIONS** **Required** + None **Preferred** + Certified Information Systems Security Professional (CISSP) **OR** + Certified Information Security Manager (CISM) **OR** + Certified in Risk and Information… more
- Wells Fargo (Philadelphia, PA)
- …further provides legal guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, ... custody, tax, specialty assets, regulatory, privacy, ecommerce, deposit relationship and strategy, and business strategies. The section also provides support to the WIM Diverse Segments group, including **WIM** referral activity. **About this role:** Wells… more