- Raymond James Financial, Inc. (St. Petersburg, FL)
- …law, and sound fiduciary principles. Achieves the objectives as stated in the Corporate Mission statement and provides fiduciary services that exceed our ... **Job Description Summary** Administer basic-level processes for personal trust , estate, and custody accounts. Fulfills the duties...Achieves the objectives of RJT as stated in the Corporate Mission statement and provides fiduciary services … more
- JPMorgan Chase (New York, NY)
- …needed. **Required qualifications, capabilities and skills:** + Relevant years of trust administration or settlement experience with direct client interactions ... individual investors, the business also provides retirement products and services , brokerage and banking services including trusts...analysis and judgment + Client Servicing - client knowledge, gains the trust and confidence… more
- Commerce Bank (St. Louis, MO)
- …financial planning, estate and tax planning, investment management, private banking and trust administration services . Our approach to wealth management means ... on relevant experience, skills, and competencies.) For more than a century, Commerce Trust has been a leading provider of wealth management services including… more
- Robert Half Finance & Accounting (Wilmington, DE)
- …investment decisions and trust execution. Primary Responsibilities . Manage individual and corporate trust accounts . Assist with IRS filing systems . Keep ... Description We are seeking a highly skilled and experienced Trust Tax Accountant for our growing client ....returns, as well as providing tax planning and advisory services , reviewing trust documents and financial statements,… more
- Umpqua Bank (Walnut Creek, CA)
- …10+ years' experiencein presentations to prospective clients,required + 10+ years'successful sales/ client service experience in trust administration,required ... and Financial Advisor (CTFA) designation or JD degree, preferred + 10+years'experiencein trust services and team management/supervisory experience, required +… more
- Robert Half Finance & Accounting (Pike Creek, DE)
- … client relationship management skills. Primary Responsibilities . Manage individual and corporate trust accounts . Assist with trust administrative ... Initiate the auditing process . Source and build prospect client pipeline . Build strong relationships with outside wealth...experience . MUST be proficient in MS Excel . Trust or Financial services industry is also… more
- Umpqua Bank (Phoenix, AZ)
- …activities that provide opportunities to form business relationships with candidates for trust services . + Administer accounts in a satisfactory manner, ... direct contact with potential business sources. They provide exceptional service to existing trust clients. This role...will act as the quarterback on relationships pertinent to client subject matter requirements. + Perform a variety of… more
- Aston Carter (Phoenix, AZ)
- Job Title: Tax Preparer - Estate and Trust Job Description Well-established, full- service CPA firm is seeking to add a skilled tax preparer specializing in ... estate and trust taxation. This role offers a direct placement with...ClearlyRated Best of Staffing(R) double diamond winner for both client and talent service . The company is… more
- Charles Schwab (Phoenix, AZ)
- …1,300 defined contribution, defined benefit, and non-qualified retirement plans. Schwab Corporate Services delivers high quality workplace solutions which enable ... services . For mid-to large sized companies, Schwab offers full- service retirement plans featuring complete retirement services ...by advocacy of our clients' best interests. As a ** Client Service Specialist** , you are responsible… more
- Robert Half Legal (San Marino, CA)
- …culture, philosophy, and background information necessary to provide and facilitate trust services . * Establish and maintain communication with families ... a special needs trust or a settlement trust . * Provide periodic reports to the corporate...Ability to serve as a coordinator or mobilizer of services , rather than as the direct provider. * Resourceful,… more
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