- Aegon Asset Management (Cedar Rapids, IA)
- …primarily in the areas of internal employee benefit plans, employment tax issues, executive compensation and related employment matters Job Description ... + Advise applicable benefits committees on their role, ensure appropriate fiduciary training is provided, and perform corporate governance responsibilities as… more
- NextEra Energy (Juno Beach, FL)
- …C-level leadership. Maintain healthy working relationship with business partners. + Fiduciary Responsibility: responsible for ensuring monies are spent in the way ... in latest AI technologies, models, trends + Experience in SAP integration with external Tax Software OIDT, Vertex. + Experience with SAP Ariba, GEP Smart, or Coupa… more
- Truist (Chattanooga, TN)
- …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
- NBT Bank (Syracuse, NY)
- …desired but not required + Graduate of Accredited Trust School, with Accredited Fiduciary Investment Manager (AFIM) or similar designation + 5 Years experience in ... of trust policies and procedures + Knowledge of estate inheritance and income tax laws, court rules and regulations. + Ability to deliver new business development… more
- Umpqua Bank (Walnut Creek, CA)
- …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
- 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
- Zions Bancorporation (Irvine, CA)
- …services often include personalized investment strategies, financial planning, estate and tax planning, succession planning, and risk management. The primary goal of ... all clients/prospects and working with other wealth professionals (portfolio managers, fiduciary officers, and wealth planners) on client relationships. + Ensure… more
- Truist (Charlottesville, VA)
- …as well as banking, investments, insurance, financial planning, and trust and fiduciary services. Commits to an ongoing development and review process with each ... medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates. Teammates also… more
- Zions Bancorporation (Las Vegas, NV)
- …purpose of investment decisions and asset allocation. + Keep abreast of tax consequences of investment decisions and strategies. + Conduct account reviews and ... maintains fiduciary and compliance training and education. + Experienced in mutual funds, ETFs, separately managed accounts, and private capital. + Work effectively… more