- Citigroup (Miami, FL)
- …a Private Banker in delivering consistently high quality banking, credit, trust, fiduciary , capital markets and investment services to target market clients + ... transactions meet compliance guidelines. Adhere to MPP, RDIP, banking, investment and tax regulatory and other compliance policies and procedures. + Review and… 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
- Bank of America (Buffalo, NY)
- …a wealth management, private banking and/or trust field. * Knowledge of fiduciary and financial products and services required through extensive related work ... experience. * Broad-based technical knowledge of investments, tax , legal and operations necessary to service clients. * Knowledge of fiduciary standards,… more
- ADP (Tempe, AZ)
- …consulting, recordkeeping, audit, legal and investment vendors, to ensure procedural and fiduciary requirements of the plans are met and to conduct periodic RFPs ... other TotalSource leadership to drive strategy, design, service enhancements and fiduciary oversight. offering supports over 500k worksite employees and Health… more
- ADP (Denver, CO)
- …consulting, recordkeeping, audit, legal and investment vendors, to ensure procedural and fiduciary requirements of the plans are met and to conduct periodic RFPs ... and other TotalSource leadership to drive, design, service enhancements and fiduciary oversight. offering supports over 500k worksite employees and Health premiums… more
- Tompkins Community Bank (Mount Kisco, NY)
- …in-depth knowledge of portfolio construction, asset allocation, liquidity preferences and tax issues. + Encourage spirited, diverse and independent thinking among ... reviews and others as scheduled. + Verify that investments are of fiduciary quality and within departmental guidelines. + Monitor accounts for over-concentration of… more
- Canandaigua National Bank & Trust (Sarasota, FL)
- …communities. + Reviews wills and trust agreements in setting up accounts to determine fiduciary responsibility. + Work diligently to earn the trust of our clients by ... + Assume responsibility for the administration and discharge of the bank's legal/ fiduciary responsibility for all assigned trust and estate accounts. + Complete… more
- Robert Half Accountemps (Smithfield, VA)
- …with the preparation of individual and corporate tax returns using Lacerte Tax Software. * Provide support for fiduciary accounts and ensure proper ... role in supporting clients, primarily businesses, with their bookkeeping and tax preparation needs. Responsibilities: * Manage accounts payable, accounts receivable,… more
- Opportunity International (Chicago, IL)
- …guidelines. + Responsible for proper procedures to ensure the organization maintains its tax -exempt status, including timely filing of 990 tax returns, state ... registrations, payroll tax reports, value-added tax , and sales tax reporting. + Manage...accounts, investment portfolios, and loans. + Serve as ERISA Fiduciary of Opportunity's 403b plan, ensuring diversification of plan… more
- Robert Half Legal (Omaha, NE)
- …managing client relationships, and ensuring compliance with estate and gift tax laws. Responsibilities: * Provide comprehensive counsel to clients, encompassing all ... wills, trusts, and powers of attorney. * Collaborate with clients' financial and tax advisors to develop comprehensive estate plans that align with their personal,… more