- Insight Global (Huntsville, AL)
- …financial effects of various business alternatives. - Acting in a fiduciary capacity in maintaining accurate accounting records, analyzes and interprets statistical ... Strategic and Value Creation Planning, Operational Analysis and Capital Planning, Treasury, Tax & Cash Management - - Experience with Microsoft Dynamics - Experience… more
- US Coast Guard (Martinsburg, WV)
- …overtime, promotions, awards, and other personnel actions Incumbent is the fiduciary for civilian over-time and compensatory-time funds, civilian cash awards, ... issues such as delinquency in the payment of debts, child support and/or tax obligations, as well as certain criminal offenses and illegal use or possession… more
- Wells Fargo (Mclean, VA)
- …further provides legal guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, ... custody, tax , specialty assets, regulatory, privacy, ecommerce, deposit relationship and strategy, and business strategies. The section also provides support to the… more
- Truist (Dallas, TX)
- …1 - 3 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
- CIBC (Boston, MA)
- …manage risk -** Integrate compliance controls and processes (regulatory, compliance, fiduciary ) into day-to-day activities. Maintain a balanced approach to risk ... and account administration or investments. + **Experienced:** Background in personal tax , financial planning, or investment management is an asset. +… more
- Truist (Columbia, MD)
- …of previous banking or other financial institutional experience + Strong fiduciary and investment management knowledge + For specialty support teammates, commercial ... 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 Legal (Los Altos, CA)
- …for real property transfers, including grant deeds and quitclaim deeds. * Create fiduciary reports and accountings to ensure compliance and accuracy. * Review and ... prepare Estate and Gift Tax returns with attention to detail. * Maintain organized physical and electronic client files for seamless access and management.… more
- Adelphi University (Garden City, NY)
- …development and maintenance of policies and procedures, reporting, compliance, fiduciary controls, regular reconciliation and student information and communications ... of Adelphi University's financial aid applicant pool. Requests and reviews federal tax returns and other financial aid documentation for consistency with application… more
- Columbia Bank (South Jordan, UT)
- …in trust administration,required + 10+ years'thorough understanding of trust administration, fiduciary law and federal estate and state tax requirements ... and issues,required + 10+ years'involvement in professional organizations Ability to communicate and present advanced estate planning strategies,required + Strong written and verbal communication skills. + Public Speaking skills desired **Travel:** Occasional… 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