- Raymond James Financial, Inc. (Columbus, GA)
- …and custody accounts. Fulfills the duties of Raymond James Trust (RJT) as a fiduciary or custodian in accordance with the terms of the governing instruments, local ... law, and sound fiduciary principles. Achieves the objectives of RJT as stated...accounts. . Knows and utilizes applicable local law and tax law in the administration of revocable and irrevocable… more
- S&P Global (New York, NY)
- …payroll vendors across 40+ countries. + Responsible for compliance, reporting and fiduciary oversight of approximately: 1M transactions, $1B USD in salary wages and ... standard operating and regulatory procedures globally with respect to audit, privacy, tax reporting, and controls. + Leadership of an international payroll team,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …with client agreements as well as profitability goals balanced with fiduciary expectations. + Establish and monitor robust internal control frameworks tailored ... to fiduciary operations, ensuring audit readiness and regulatory compliance. +...groups to ensure compliance with accounting policies. + Direct tax compliance for tax -exempt trust clients, ensuring… more
- Xerox (St. Paul, MN)
- …non-ERISA employee benefit plans, executive compensation, proxy CD&A, and plan fiduciary responsibilities Draft and review plan documents and board resolutions. ... Advise applicable benefits committees on their roles, ensure appropriate fiduciary training is provided, and perform corporate governance responsibilities as… more
- City National Bank (Las Vegas, NV)
- …a trust. * Review and recommend acceptance or rejection of potential fiduciary responsibilities for the offices assigned. Analyze trust instruments to determine ... fee schedules and charges for trust and investment services. * Ensure all tax liabilities and obligations of accounts are met. * Gather/submit pertinent facts to… more
- US Tech Solutions (Brooklyn, OH)
- …support to enable Trust Officer(s) to effectively manage the administration of fiduciary accounts while maintaining an optimal level of client service. Provide sales ... with centralized support areas such as Trust Operations, Trust Tax , Trust Revenue and Real Estate to ensure completion....to ensure high quality and timely administration of assigned fiduciary accounts. + Keep current on the latest developments… more
- Commerce Bank (St. Louis, MO)
- …of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. ... and services acquired through work-related experience + Understanding of fundamental legal, tax , and financial concepts + Ability to work in a team-based… more
- Robert Half Management Resources (Dallas, TX)
- …expertise in trust audits and examinations, as well as a Certified Fiduciary & Investment Risk Specialist (CFIRS) certification. The selected candidate will play ... * Analyze account synoptic reports, Fi-Tek data, transaction statements, and tax return documentation for thoroughness and adherence to standards. * Identify… more
- Baystate Health (Springfield, MA)
- …ensuring accuracy, internal control integrity, and resolution of discrepancies **5)** ** Fiduciary and Plan Administration** * Ensure accurate valuation and timely ... insurance benefit programs. * Fulfill all required treasury-related reporting and fiduciary responsibilities for the Baystate Health Retirement and Health & Welfare… 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