- Deloitte (San Juan, PR)
- …Recruiting for this role ends on May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax research ... of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers...clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy,… more
- Truist (Nashville, TN)
- …all operational competencies and processes including banking, credit, investments, trust , new client on-boarding/welcome program, client servicing and advisor ... and support a superior client experience. 14. Continually render responsive and professional personal service to Wealth clients 15. Serve as a peer-mentor for WSS I,… more
- Stanford University (Stanford, CA)
- …the school's operational enterprise, the Chief Operations & Financial Officer serves as fiduciary for the Stanford GSB Business School Trust , which oversees a ... of more than 120 employees and works closely with senior leaders across Stanford University. This is an especially... Fiduciary & Investment Stewardship + Serve as fiduciary for the Stanford GSB Business School Trust… more
- KeyBank (Brooklyn, OH)
- …Summary** The Asset Management Audit Manager, while under the general direction of senior management, will oversee the completion of the team's portion of the annual ... KeyBank's Asset Management business, including wealth management, investment advisory, and fiduciary services. The Audit Manager will be responsible for the… more
- AON (Washington, DC)
- …the lives of people around the world. As an organization, we are united through trust as one inclusive team and we are passionate about helping our colleagues and ... DC or may be virtual/remote. You will report to, and collaborate with, more senior members of the team to advise clients and colleagues. Lead client engagement &… more
- North Carolina Central University (Durham, NC)
- …invoices, coordinating work orders, maintaining inventory control, and managing fiduciary responsibilities such as securing information for University chargebacks ... development. + Experience working in an academic environment with pressures ( personal /social/cultural) encountered by students at a major research university. Seek… more
- Beth Israel Lahey Health (Plymouth, MA)
- …clinicians. + Demonstrated experience of collaborating and working with advisory and fiduciary boards. Successful track record of establishing trust and ... all healthcare services provided to patients. + Foster an environment of trust , teamwork, accountability, transparency, innovation, and excellence. + Drive a high… more
- KeyBank (Brooklyn, OH)
- …outside RIA's, etc. + Read and understand standard institutional client trust /custody agreements and documents for administrative and fiduciary purposes. ... Brooklyn Ohio The Client Administrator (CA) is accountable to assist a Senior Institutional Advisor (SIA)/Relationship Manager (RM), and other SIA/RM, as needed… more
- Commerce Bank (Columbia, MO)
- …relevant experience, skills, and competencies.) For more than a century, Commerce Trust has been a leading provider of wealth management services including financial ... estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means... is a division of Commerce Bank. As a fiduciary and Wealth Management expert the Private Client Advisor… more
- Wells Fargo (Charlotte, NC)
- …families. WIM is also a leading provider of trust , investment, and fiduciary services, including personal trust services. **Digital and Direct Investing ... Digital, Independent Solutions and WIM Investment Solutions and partner with senior leaders to drive performance, optimize operations, and support long-term growth.… more