- 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
- 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
- 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
- Regions Bank (Hoover, AL)
- …Laundering Specialist (CAMS) + Certified Bank Auditor (CBA) + Certified Fiduciary and Investment Risk Specialist (CFIRS) + Certified Financial Systems Auditor ... Security Professional (CISSP) + Certified Internal Auditor (CIA) + Certified Public Accountant (CPA) + Certified Regulatory Compliance Manager (CRCM) + CRP **Skills… more
- Banco Popular Puerto Rico (San Juan, PR)
- …+ CFP(R) (Certified Financial Planner(R)), CPA (Certified Public Accountant ), CIMA(R) (Certified Investment Management Analyst(R)), CPWA(R) (Certified Private ... Ten (10) years of experience in investments Previous experience in trust/ fiduciary products, financial planning, managed accounts or insurance is preferred Other… more
- City National Bank (Jersey City, NJ)
- …the banks accounting and operating control environment. Wealth management and fiduciary audits in corporate, employee benefit, and personal trust relationships, ... * Minimum of 7 years of audit experience * CPA - Certified Public Accountant CPA, CIA, CISA, or CFA *Skills and Knowledge* * Must possess strong managerial,… more