- Adecco US, Inc. (Glen Allen, VA)
- **Position Overview** The **Tax Manager - Trust & Estate ** will be responsible for managing and reviewing complex tax engagements, with a particular focus on ... trust , estate , and high-net-worth individual returns. This role involves direct client interaction, detailed tax preparation and review, and leadership in… more
- UMB Bank (Richmond, VA)
- …all maintenance, insurance, and property tax bills. + You will participate in National Trust Real Estate Association as required. + Other duties as assigned. ... unique assets held in Private Wealth accounts, including real estate , oil/gas, closely held, life insurance and other miscellaneous...+ You will help identify value-added services that Personal Trust and Custody can provide. + You will ensure… more
- Truist (Richmond, VA)
- …Private Wealth, or Institutional Investment Management industry with 5+ years in Trust Administration. 2. Strong knowledge of estate planning, fiduciary and ... fiduciary advice and oversight for all types of Wealth trust accounts including personal trusts, special needs trusts, investment...time. 1. Understands and is conversant with financial and estate planning strategies and is able to understand and… more
- Navy Federal Credit Union (Arlington, VA)
- …Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. ... Qualifications + Experience in building effective relationships through rapport, trust , diplomacy, and tact + Effective research, analytical, and problem-solving… more
- University of Virginia (Charlottesville, VA)
- …a key role in supporting strategic decision-making related to UPG real estate portfolio, encompassing both owned and leased properties. The incumbent prepares ... to the development of annual budgets for UPG real estate assets and collaborates with Legal Affairs and the...done, with a focus on continuous improvement. + Instills trust : Gains the confidence and trust of… more
- TEKsystems (Virginia Beach, VA)
- …client including depository accounts such as checking, savings, certificate IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. ... To perform moderately complex platform banking functions under supervision. Provide assistance/training to lower level team members. Experience: + 1-3 years of banking experience, retail, cash handling, customer service + Ability to communicate effectively in… more
- TEKsystems (Stafford, VA)
- …members with depository accounts such as checking, savings, certificate IRA, revocable trust , and estate accounts. + Provide information and services related ... to lending products and credit/debit cards. + Handle cash transactions accurately and efficiently. + Manage customer accounts and provide exceptional customer service. + Perform administrative duties as required. Essential Skills + Strong customer service… more
- TEKsystems (Virginia Beach, VA)
- …Responsibilities: + Assist members with account services including checking, savings, IRAs, trust and estate accounts + Process consumer, mortgage, equity loan, ... overdraft protection, and credit card applications + Analyze and resolve issues related to member accounts and loans + Handle cash and negotiable instruments securely and accurately + Identify opportunities to cross-sell products and deepen member… more
- Navy Federal Credit Union (Norfolk, VA)
- …lending products and depository accounts such as checking, savings, certificate, IRA, revocable trust and estate accounts + Assist the Manager in monitoring cash ... operations and branch self-auditing efforts to keep credit union assets secure and within operational limits + Manage staff to ensure vault opening, closing and balancing procedures are completed + Participate in outside marketing and promotional activities… more
- Amazon (Herndon, VA)
- …12, 2026 Amazon Web Services (AWS) is seeking an experienced Real Estate Principal to lead the strategy, identification, acquisition, and development of properties ... growth goals. The ideal candidate brings significant experience in real estate site selection, acquisition, and development, with experience specifically focused on… more