- Truist (Atlanta, GA)
- …1. 3-5+ years in the role as an Investment Support Specialist/ Fiduciary Support Specialist; trust, investment, banking or financial planning-related client service ... medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates. Teammates also… more
- Truist (Nashville, TN)
- …banking or other financial institutional experience 2. Strong working fiduciary and investment management knowledge **General Description of Available Benefits ... medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates. Teammates also… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …+ Provide objective, holistic advice on investment management, estate planning, tax strategies, and philanthropic initiatives. + Prepare for and lead client ... portfolio rebalancing. + Maintain accurate client records and ensure compliance with fiduciary standards and firm policies. + Contribute to strategic committees 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 ... medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates. Teammates also… more
- PNC (Cleveland, OH)
- …distribution, and use of client management, workflow, trust accounting and tax systems. Frequent communication with clients, internal team members, attorneys, and ... and Bank policy and procedures. Candidates with experience in client and fiduciary services, accounting and client management systems, and Banking is preferred.… more
- Trident Maritime Systems - CAC, LLC (Arlington, VA)
- …and directs all payroll procedures, ensuring compliance with laws and tax obligations, supervises the payroll teams, maintains accurate payroll records. Essential ... been deposited + Conducts yearly 401K 5500 testing. + Interfaces with 401K fiduciary to manage all compliance issues. Attends and contributes to weekly 401K meetings… more
- Truist (Jupiter, FL)
- …and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client ... medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates. Teammates also… more
- State of Massachusetts (Boston, MA)
- …includes fiduciary embezzlement by professionals, complex financial frauds, and tax fraud schemes. Public corruption includes a broad array of schemes involving ... public officials, public institutions, and public funds. The Criminal Bureau is staffed by a group of experienced prosecutors who partner with financial investigators, Massachusetts State Police troopers assigned to the Attorney General's Office, and local,… more
- Oracle (Santa Fe, NM)
- …a member of this team, you will play a critical role in upholding Oracle's fiduciary standards by ensuring that revenue is recognized in full compliance with US GAAP ... (Employee/Spouse/Child) 5. Health care and dependent care Flexible Spending Accounts 6. Pre- tax commuter and parking benefits 7. 401(k) Savings and Investment Plan… more
- Oracle (Salem, OR)
- …policies. As a member of this high performing team, you will have a fiduciary responsibility to adhere to and promote our core objective of ensuring revenue is ... (Employee/Spouse/Child) 5. Health care and dependent care Flexible Spending Accounts 6. Pre- tax commuter and parking benefits 7. 401(k) Savings and Investment Plan… more