- US Bank (Chicago, IL)
- …Description** The Collateralized Loan Obligation Group (CLO) is a division within Global Corporate Trust and Custody. CLOs are structured finance vehicles that ... a portfolio of collateral. Typical types of collateral include syndicated bank loans, corporate bonds, ABS, MBS, and Mezzanine debt. Investors can choose between a… more
- Citizens (Johnston, RI)
- …Credentials Required Qualifications + 3+ years of experience in financial operations, trust services , or private wealth. + Experience with InnoTrust, Fidelity, ... Description The Wealth Management Operations team services high net worth clients across platforms including...such as money movements, asset transfers, fee collection, and corporate actions. We are seeking a Senior Trust… more
- Charles Schwab (Westlake, TX)
- …on trust and custody services for employee benefit plans, and personal trust services . ** Corporate ** Corporate Internal Audit team is responsible ... services and research; (iv) asset management functions; (v) corporate client services , including stock plan ...service clients. Bank audits cover areas such as corporate governance and risk management programs, as well as… more
- M&T Bank (Wilmington, DE)
- …(IS) team works with capital market decision-makers from global institutions to provide corporate trust & agency solutions, in addition to custody, entity ... management, back office, and administrative services . This position within Product Management focuses on strategic...and development aspects of multiple IS product lines or services . This position works in partnership with business leaders… more
- M&T Bank (Chicago, IL)
- …skills Strong decision-making skills **Education and Experience Preferred:** Certified Corporate Trust Specialist certification Project management skills ... client visits. Meet with clients to ensure quality of service and uncover opportunities for referrals for other banking... and uncover opportunities for referrals for other banking services . + Manage, coach and mentor Relationship Managers and… more
- US Bank (St. Paul, MN)
- …at-all from Day One. **Job Description** Performs bond processing activities for corporate trust customers. Uses established procedures to ensure the accurate ... and timely processing of bonds. Provides internal and external customer service . Reviews account transactions to assess appropriateness. Researches problems or… more
- Dunham & Associates Investment Counsel, Inc. (San Diego, CA)
- …tax strategies to reduce tax liabilities; + Handles all aspects of corporate insurance (E&O/D&O, trust professional liability, commercial package, Financial ... Inc. and its subsidiaries (collectively, "Dunham") is a thought leader in the financial services industry. The way we work is a direct reflection of our company… more
- Robert Half Finance & Accounting (Dallas, TX)
- …completeness, and timely submission. * Handle complex tax returns, including individual, trust , corporate , partnership, and S-Corp filings, as well as state ... Extensive experience in preparing and reviewing complex tax returns, including individual, trust , corporate , partnership, and S-Corp filings. * Proficiency in… more
- Moss Adams LLP (El Segundo, CA)
- …and Staff in client engagement management and technical expertise in individual, trust , partnership, corporate , federal, state, local and foreign tax returns, ... of 4 years supervising and training experience + Subject matter expert in corporate , partnership, individual or trust and estate taxation required; prior… more
- New York State Civil Service (Albany, NY)
- NY HELP No Agency Financial Services , Department of Title Trust Compliance Associate (Financial Services Specialist 4 (Compliance), SG-27) Occupational ... Department of Financial Services is seeking candidates for the position of Trust Compliance Associate in Limited Purpose Trust unit within the Research and… more