- Wells Fargo (New York, NY)
- …further provides legal guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, ... this role:** Wells Fargo is seeking a Senior Lead Fiduciary Advisory Specialist (LO) Working at Wells Fargo |...Act as key participant in large scale planning for Fiduciary Advisory + Review and analyze complex trust structures… more
- Robert Half Legal (Philadelphia, PA)
- Description Job Title: Tax & Fiduciary Paralegal Overview: A large, multi-practice law firm seeks a highly driven, organized, and detail-oriented Tax & Fiduciary ... estates and trusts Prepare and file state and federal fiduciary income tax returns and death tax returns, ensuring...effective case management Requirements: 2-5 years of experience in fiduciary tax management and trusts and estates law Proficiency… more
- Robert Half Finance & Accounting (Denver, CO)
- …with a growing startup in the insurance industry seeking a Sr. Fiduciary Analyst and Portfolio Manager. Responsibilities includes + trend analysis + portfolio ... and externally + and more Benefits for the Sr. Fiduciary Analyst and Portfolio Manager includes remote work flexibility,...and 401k with company match! Requirements The ideal Sr. Fiduciary Analyst and Portfolio Manager comes with + Bachelor's… more
- Citigroup (Charlotte, NC)
- …of Citi's risk and control environments in coordination with the Wealth and Fiduciary Audit team. The overall objective is to utilize in-depth subject matter ... team in managing Internal Audit engagements. + Assist the Fiduciary SME team in fiduciary audit plan monitoring, review, and reporting. **Qualifications** : +… more
- Citigroup (Charlotte, NC)
- …of Citi's risk and control environments in coordination with the Wealth and Fiduciary Audit team. The overall objective is to utilize in-depth subject matter ... and reporting control issues with transparency. + Assist the Fiduciary SME team in fiduciary audit plan...+ Assist the Fiduciary SME team in fiduciary audit plan monitoring, review, and reporting. **Qualifications:** +… more
- Neuberger Berman (New York, NY)
- …a highly qualified and motivated individual to handle all aspects of fiduciary account administration. The individual should have strong technical knowledge of gift, ... estate, and fiduciary income tax, ability to prioritize and complete tasks...**Responsibilities:** + Direct administrative and management oversight responsibility for fiduciary relationships for trusts, estates and investment management clients.… more
- Truist (Atlanta, GA)
- …follow-up telephone calls, and client meeting preparation 6. Prioritizing fiduciary activities that enable quality client interaction 7. Continually render ... teammates and training 9. Assist with special projects for Fiduciary Group Support Leader 10. Contribute to a positive...functions. 1. 3+ years in the role as a Fiduciary Support Specialist, trust experience, investment, banking or financial… more
- Axis (New York, NY)
- …About the Team AXIS is hiring a Senior Claims Specialist - EPL and Fiduciary Claims for its North America Claim Team. This role involves managing primary and ... have the opportunity to develop knowledge and expertise in Fiduciary Claims. What Will You Do In This Role?...strategies and ensure adherence to company policies. Experience with Fiduciary claims is a plus. Attending mediations and monitoring… more
- City of New York (New York, NY)
- …Administration (FISA-OPA) seeks to hire an Administrative Accountant (NM) for the Fiduciary Accounting Unit that is responsible for remitting Federal, State and ... Management Benefit Fund, etc. tax payments on an annual basis; - Document Fiduciary processes and write/update procedures for the unit and; - Perform miscellaneous… more
- Truist (Raleigh, NC)
- …the essential functions. 1. Seven years in the role as a Fiduciary Support Specialist, trust experience, investment, banking or financial planning-related client ... service experience, or equivalent outside experience 2. Demonstrate strong all around product knowledge, deposits, loan, products, operating systems unique to line of business, including trust and estate 3. Demonstrate strong knowledge of bank policy and… more