- TEKsystems (Bremerton, WA)
- …client including depository accounts such as checking, savings, certificate IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. ... To perform moderately complex platform banking functions under supervision. Provide assistance/training to lower level team members. Experience + 1-3 years of relevant cash handling experience; banking is preferred but not required + Ability to communicate… more
- Robert Half Finance & Accounting (St. Cloud, MN)
- …and review various types of tax returns, including partnership, S-corp, C-corp, individual, trust , and estate filings. * Communicate effectively with clients to ... provide guidance on tax compliance and planning strategies. * Act as a mentor and leader to entry-level staff, supporting their growth and development. * Handle correspondence with tax authorities regarding notices and inquiries. * Conduct thorough tax… more
- TEKsystems (Riverview, FL)
- …client including depository accounts such as checking, savings, certificate IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. ... To perform moderately complex platform banking functions under supervision. Provide assistance/training to lower level team members. Responsibilities: + Analyze, research and resolve problems and discrepancies related to member accounts/loans + Assist members… more
- TEKsystems (Clearwater, FL)
- …client including depository accounts such as checking, savings, certificate IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. ... To perform moderately complex platform banking functions under supervision. Provide assistance/training to lower level team members. Experience + 1-3 years of banking experience, retail, cash handling, customer service + Ability to communicate effectively in… more
- Comerica (Houston, TX)
- …community involvement. Maintain knowledge of corporate banking, credit and non-credit products, trust , real estate , treasury management and other bank functions. ... Maintain knowledge of accounting and financial principles, marketing and sales principles, credit analysis, economics and other bank functions. TravelTravel is required of this position at least 10% of the time. Qualifications Vice President, Relationship… more
- Robert Half Legal (San Francisco, CA)
- …Responsibilities: * Lead and manage cases in family law, probate, and trust and estate practices, ensuring high-quality representation for clients. * ... Prepare and complete legal documents, conduct client meetings, and represent clients in hearings and depositions. * Oversee the filing and service of legal documents, maintaining strict adherence to deadlines and court requirements. * Conduct legal research… more
- Navy Federal Credit Union (Kapolei, HI)
- …lending products and depository accounts such as checking, savings, certificate, IRA, revocable trust and estate accounts + Assist the Manager in monitoring cash ... operations and branch self-auditing efforts to keep credit union assets secure and within operational limits + Manage staff to ensure vault opening, closing and balancing procedures are completed + Participate in outside marketing and promotional activities… more
- Bank of America (New York, NY)
- …Specialists across the bank to deliver appropriate solutions spanning custom lending, trust and estate planning, philanthropic services, business sales and ... beyond. **Responsibilities:** + Develop relationships with UHNW focused Financial Advisors in assigned territory to educate on team's capabilities and the value proposition of the UHNW Portfolio Strategies and Analyst. + Strategize with those Advisors on how… more
- Raymond James Financial, Inc. (Land O' Lakes, FL)
- …or related field + Series 7 and 66 licenses + Familiarity with tax, trust and estate planning _Independent Financial Services and its employees are_ ... **_independent contractors with respect to Raymond James_** _; not employees of Raymond James. The term "Raymond James" includes, but is not limited to Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors. Inc.… more
- Comerica (Houston, TX)
- …community involvement. Maintain knowledge of corporate banking, credit and non-credit products, trust , real estate , treasury management and other bank functions. ... Maintain knowledge of accounting and financial principles, marketing and sales principles, credit analysis, economics and other bank functions. TravelTravel is required of this position at least 10% of the time. Qualifications Vice President, Relationship… more