- AON (New York, NY)
- …include: Directors and Officers Liability, Employment Practices Liability, Crime, Fiduciary Liability, and Kidnap/Ransom. + Analyze and present sophisticated ... deep experience in directors' and officers' (D&O), employment practices liability (EPL), fiduciary , crime, and kidnap, ransom, and extortion (KRE). FSG works closely… more
- Louisiana Department of State Civil Service (Baton Rouge, LA)
- …by the Louisiana Oilfield Restoration Association. The NRTA serves as the fiduciary and administrative body responsible for holding and managing state resources that ... orphaned wells. Because the Authority handles public funds and acts in a fiduciary capacity, both Louisiana law and federal banking standards require it to operate… more
- Truist (Nashville, TN)
- …review the following job description:** Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as ... 3. Understand and provide interpretation as related to complex fiduciary documents and strategies 4. Conduct client and prospect...Trust Administration or Law 2. 7 + years of fiduciary experience, with a focus on business development and… more
- Dunham & Associates Investment Counsel, Inc. (Las Vegas, NV)
- …OFFICER Dunham Trust Company (DTC) provides comprehensive trust and fiduciary services including custodial accounts, wealth management, and specialized investment ... trusted advisor, anticipating their wealth planning needs; + Coordinate fiduciary and administrative services for clients; + Administer multi-generational trusts,… more
- Tompkins Community Bank (Plymouth Meeting, PA)
- …Investment Leadership Expertise - Serve as the senior investment executive and fiduciary for Tompkins Financial Advisors (TFA). Advise the TFA President and ... Expertise + Act as the senior investment executive and fiduciary for TFA. + Advise the TFA CEO and...committee meetings and member onboarding/training. + Ensure compliance with fiduciary standards and ethics policies. + Personnel & Fiscal… more
- Robert Half Legal (Atlanta, GA)
- …& Estates Paralegal with a passion for precision, client service, and complex fiduciary matters? A highly respected, Atlanta-based boutique firm is seeking a Tax & ... trust administration + Prepare 706s, 709s, 1041s, and other fiduciary income and gift tax returns + Handle federal...administration + Strong knowledge of Georgia probate rules and fiduciary tax compliance + Experience with IRS/state forms and… more
- Bank of America (Naples, FL)
- …and Trust Market Leadership, ensuring adherence to investment policy standards and fiduciary administration policies, as well as risk and compliance standards. The ... client satisfaction and retention o Drives delivery of the investment and fiduciary platform credit and banking solutions and enterprise capabilities to clients o… more
- University of Michigan (Ann Arbor, MI)
- …when appropriate + Prepare documents required to collect assets from applicable fiduciary , and transfer assets to the appropriate unit within the University in ... accordance with donor intent + Review fiduciary inventories, accountings, and other correspondence, and raise issues/concerns when appropriate + Track realized… more
- Robert Half Legal (New York, NY)
- …Phi Requirements * Represent institutional investors in complex corporate governance and fiduciary duty litigation * Take an active role in multiple sophisticated ... stockholder or commercial litigation - Delaware corporate law or breach of fiduciary duty litigation * Delaware Chancery Court or Delaware Supreme Court judicial… more
- Stanford University (Stanford, CA)
- …school's operational enterprise, the Chief Operations & Financial Officer serves as fiduciary for the Stanford GSB Business School Trust, which oversees a ... university leaders to shape institution-wide administrative initiatives and share best practices. Fiduciary & Investment Stewardship + Serve as fiduciary for the… more