- Truist (Houston, TX)
- …client and advisor support to a team of Wealth Advisors managing a portfolio of high net - worth clients. Closely works with assigned advisor(s) to meet the ... medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates. Teammates also… more
- PennyMac (Plano, TX)
- …of FNMA/FHLMC, FHA, and VA program guidelines. + Experience analyzing financial statements for high net worth borrowers + A thorough understanding of cash ... flow methodology for complex tax returns including, but not limited to, partnerships, corporations, S-corporations, as well as, treatment of capital gains and trust… more
- Neuberger Berman (New York, NY)
- …candidate will provide comprehensive and client service support to the wealth advisor's high net worth clients. **Responsibilities** Client Reporting + ... reflect Private Equity activity + Support client requests for statements and tax documents including 1099's and K1's Client Servicing + Perform account maintenance… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Investment Adviser (RIA) NO EXCEPTIONS + MUST have recent experience managing ULTRA‑ high ‑ net ‑ worth (clients with $30M+ investable assets) NO EXCEPTIONS!! ... daily operations + Support client‑run foundations and philanthropic initiatives + Track tax workflows and deadlines + Partner with internal teams and external… more
- Truist (Columbia, MD)
- …client and advisor support to a team of Wealth Advisors managing a portfolio of high net - worth clients. Closely works with assigned advisor(s) to meet the ... medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates. Teammates also… more
- BMO Financial Group (Chicago, IL)
- …more frequent monitoring may be appropriate. + Understands borrower types typical in the high net worth market and their relation to collateral ownership, ... closing and managing multifamily construction loans for Low Income Housing Tax Credit Developments across the US Facilitates decisioning and analysis of… more
- Raymond James Financial, Inc. (Hackensack, NJ)
- …Advisor, Associate Advisor, and Registered Client Service Associate specializing in supporting high - net - worth families and private business owners. Seeking ... related to assigned client cases, including but not limited to basic income tax questions and other legal issues requesting guidance when appropriate. * May… more
- Commerce Bank (Kansas City, MO)
- …inaccurate processing creates exposure to monetary risk, tax reporting risk for high - net - worth clients and reputational risk to the bank. + Ensure ... timely and accurate processing and respond promptly to out-of-balance situations + Collaborate with team members and partners to identify areas of opportunities for efficiency and automation within daily processes and procedures to support scalable client… more
- Truist (Tampa, FL)
- …client and advisor support to a team of Wealth Advisors managing a portfolio of high net - worth clients. Closely works with assigned advisor(s) to meet the ... medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates. Teammates also… more
- Truist (Houston, TX)
- …client needs. 8. Solid understanding of wealth management and financial planning considerations for high net worth individuals and wealth families. 9. Has ... medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates. Teammates also… more