- Wells Fargo (Chicago, IL)
- …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
- Edward Jones (Tempe, AZ)
- …**The Position:** The Edward Jones Connection (EJC) department acts as a fiduciary , remotely serving our smaller clients in partnership with the clients' local ... cost to associates. Edward Jones offers a 401k retirement plan, and tax -advantaged accounts: health savings account, and flexible spending account. Edward Jones… more
- HUB International (Providence, RI)
- …to create memorable experiences, every day. We believe that acting as a fiduciary to the policy holder, providing service excellence and being passionate about what ... and estate planning, and cash value accumulation for the purpose of tax -free distributions. + Exceptional interpersonal and networking skills (Including Linked-In) +… more
- Truist (Atlanta, GA)
- …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
- Truist (Wilmington, NC)
- …of previous banking or other financial institutional experience 2. Strong fiduciary and investment management knowledge 3. For specialty support teammates, ... 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
- Truist (Mclean, VA)
- …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
- General Motors (Hartford, CT)
- …and collaborate with GM Labor Relations, Human Resources, Policy, Legal, Tax , Finance, Treasury Operations and third-party administrators + Oversee daily operations ... to existing or new benefit programs + Ensure governance, compliance, and fiduciary responsibilities of benefit programs + Have a process excellence mindset by… more
- City National Bank (Los Angeles, CA)
- …and KYC documentation for all accounts including personal, business (entity), fiduciary , and retirement accounts.Answer incoming operational and sales related phone ... calls for CNS Brokerage Accounts. Operational calls include tax documents, trade settlements, asset transfers, asset servicing, and client account maintenance.… more
- City National Bank (Los Angeles, CA)
- …CIP and KYCQ documentation for all accounts including personal, business (entity), fiduciary , and retirement accounts. * Provide Sales and Administrative Support to ... stock, securities settlement, cashiering, corporate reorganizations, dividends, margin, and tax inquiries. * Provide supervisory level technical support for CNS… more