- Commerce Bank (St. Louis, MO)
- …customized wealth management solutions for a portfolio of relationships comprised of fiduciary , investment management, and custody clients, and in their role as ... partners and expert resources to ensure integrated delivery of investment, fiduciary , tax, estate settlement, insurance, planning, credit and banking services to… more
- Regions Bank (Little Rock, AR)
- …the next 18 months. + Ensures that account administration complies with fiduciary principles + Coordinates client service activities with other wealth management ... and legal requirements; may receive guidance from senior trust advisors and Fiduciary Support managers on more complex accounts or products This position is… more
- Regions Bank (Houston, TX)
- …and custody accounts + Ensures that account administration complies with fiduciary principles + Coordinates client service activities with other wealth management ... Planning or relevant experience including direct client interaction to deliver fiduciary services (financial, tax, philanthropic and estate planning and advice,… more
- North Carolina Central University (Durham, NC)
- …projections and fiscal planning), work order coordination, inventory and fiduciary responsibilities, and university chargebacks. Additionally, this position will ... Resources and organizational management experience. + Demonstrated ability to perform fiduciary duties. + Demonstrated ability to work independently to gather,… more
- Robert Half Accountemps (Chicago, IL)
- Description We are looking for a detail-oriented Trust Accountant to join our team on a long-term contract basis in Chicago, Illinois. This role is ideal for someone ... operational inquiries. * Monitor trust activities to ensure adherence to fiduciary standards and regulatory requirements. * Identify opportunities for workflow… more
- Amalgamated Bank (New York, NY)
- …accreditations or progress toward achievement is preferred: + Certified Public Accountant (CPA) + Certified Internal Auditor (CIA) + Certified Regulatory Compliance ... Manager (CRCM) + Certified Trust & Financial Advisor (CTFA) + Certified Fiduciary & Investment Risk Specialist (CFIRS) + Certified Bank Auditor (CBA) + Certified… more
- Spire Energy (St. Louis, MO)
- …as annual renewals of current lines, coordinating with our actuary, auditor, tax accountant and captive manager to gather and report on financial and operational ... and review of quarterly tax preparations, as well as annual audit, independent fiduciary review and Department of Insurance annual report + Manage outside service… more
- Robert Half Finance & Accounting (Wilmington, DE)
- Description We are seeking a highly skilled and experienced Trust Tax Accountant for our growing client. This role will consist of ensuring accurate and timely ... review and analyze trust documents, coordinate with management on key fiduciary findings, and assist with investment decisions and trust execution. Primary… more
- University of St. Thomas (St. Paul, MN)
- …industry trends, providing proactive guidance to executive leadership. + Holds fiduciary responsibility for safeguarding and optimizing University assets. + Plays a ... in business, finance, or a related field, or a Certified Public Accountant licensure, is preferred. Procedure for Candidacy All applications, nominations, and… more
- Truist (Laurel, MD)
- …as well as banking, investments, insurance, financial planning, and trust and fiduciary services. Commits to an ongoing development and business plan review process ... Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA) 3. Completion of established management or career development program… more