- Woodforest National Bank (The Woodlands, TX)
- …of the largest employee-owned banks in the country! The Legal Department Assistant Manager is responsible for assisting with the management of the daily processing ... orders, legal research requests, social security account verification, establishment of fiduciary accounts and power of attorneys, and releasing of deceased account… more
- American Water (Camden, NJ)
- …and forecasting are essential to this mission. As the Claims & Insurance Manager , you will be instrumental in managing and optimizing our Insurance-Claims programs, ... allowable under law or the insuring agreement. Reporting to the Sr. Manager , Insurance (or Director, Insurance), you will be responsible for overall claims… more
- HUB International (Austin, TX)
- **Job Title:** Manager , ERISA Compliance **Location:** Austin, TX **Department:** ERISA Compliance Services **Reports To:** VP, Institutional Advisory and ERISA ... professional team. **Job Summary** We are seeking an experienced and knowledgeable Manager of ERISA Compliance to lead and oversee compliance activities related to… more
- Columbia Bank (Portland, OR)
- Trust Portfolio Manager Wealth Management Scottsdale, Arizona Boise, Idaho Portland, Oregon Salem, Oregon Greenwood Village, Colorado Phoenix, Oregon San Diego, ... Together for better. **About the Role:** A Trust Portfolio Manager provides expertise in the management of trust and...return on investment of assets under management and meet fiduciary objectives. + Proven ability to grow a book… more
- Robert Half Management Resources (Dallas, TX)
- Description We are looking for an experienced Trust Audit Manager to join our team on a contract basis in Dallas, Texas. This role requires a detail-oriented ... expertise in trust audits and examinations, as well as a Certified Fiduciary & Investment Risk Specialist (CFIRS) certification. The selected candidate will play… more
- BMO Financial Group (Barrington, IL)
- …participates in meetings with prospects/clients. + Provides investment management, fiduciary expertise and strategic leadership for business, products, and policies ... principles and asset mix determination. + In-depth / expert understanding of fiduciary law and applicability to trust investment accounts. + In-depth / expert… more
- Robert Half Finance & Accounting (Green Bay, WI)
- Description We are looking for an experienced Tax Manager with expertise in the trust and estate domain to join our dedicated services team in Green Bay, Wisconsin. ... tax planning and compliance efforts for trusts, estates, and fiduciary entities. * Manage the preparation and review of...Proficiency in preparing and reviewing complex tax returns, including fiduciary and estate filings. * Strong knowledge of tax… more
- Zions Bancorporation (Denver, CO)
- …is excited to offer an opportunity as a **Senior Specialty Deposits Manager ** to an experienced candidate. **Essential Functions:** + Oversees sales, marketing, and ... operational efforts for Specialty Deposits, serving fiduciary banking needs for escrow companies, title companies, 1031...banking and bank products. + Must have strong of fiduciary banking serving escrow companies, title companies, 1031 Exchange… more
- World Insurance Associates, LLC. (Berwyn, PA)
- …the financial services division of World Insurance, is looking to add a Manager -Client Experience who will serve client advisors in their opening of accounts, ... annual calendar + Manage Plan Data Updates - Electronic PAL + Generate Fiduciary Investment Reviews + Investment Committee Minutes- complete and post to Fiduciary… more
- Access Dubuque (Dubuque, IA)
- …in our Waverly branch** and play a vital role in managing and growing our fiduciary services across Eastern Iowa. **What You'll Do:** As a Trust Officer, you will ... manage a diverse portfolio of IRAs, Investment Agencies, and Trust accounts-ensuring all fiduciary and legal obligations are met with care and precision. You'll be… more