- 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
- Oracle (Salt Lake City, UT)
- …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 (San Juan, PR)
- …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
- 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
- Edward Jones (Tempe, AZ)
- …volume of applicants. The Tailored Licensed Support (TLS) Team acts as a fiduciary , remotely serving clients in partnership with the clients' local Branch Office ... cost to associates. Edward Jones offers a 401k retirement plan, and tax -advantaged accounts: health savings account, and flexible spending account. Edward Jones… more
- Charles Schwab (Austin, TX)
- …of retirement services (401k, IRA, RMDs, rollovers) + Familiarity with fiduciary responsibilities in financial technology + Experience building systems with audit ... trails and explainability requirements + Understanding of tax implications in retirement planning + Google Cloud Professional Machine Learning Engineer, Cloud… more
- Commerce Bank (Kansas City, MO)
- …of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. ... their goals. Commerce Trust is a division of Commerce Bank. As a fiduciary and Wealth Management expert the Private Client Advisor Associate's primary responsibility… more
- Robert Half Finance & Accounting (Akron, NY)
- …entries. * Prepare all supporting documents and requests for the completion of tax returns and owner distributions as required by an external CPA firm. * ... open purchase orders, and key performance indicators specific to the industry. * Fiduciary responsibilities as it pertains to the company 401(K) and Pension Plans… more
- Truist (Tampa, FL)
- …environment with multiple priorities 5. Strong knowledge of banking, fiduciary and wealth management systems, solutions, and offerings Preferred Qualifications: ... medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates. Teammates also… more
- M&T Bank (Burlington, VT)
- …attribution. Manage book of accounts, comprised of significant and complex fiduciary relationships, consistent with all applicable laws, regulations and standards. ... personal interaction with clients. Educate clients on emerging issues, regulatory and tax changes, and advises clients on appropriate actions. + Participate in sales… more