- Comerica (Dallas, TX)
- …Maintain knowledge of payment systems, 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. Additional Duties: Promotes public bank image by being involved in meaningful community and business development… more
- Comerica (New York, NY)
- …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 Position QualificationsVice… more
- Moss Adams LLP (Dallas, TX)
- …Results Focus. **Responsibilities** : + Advise clients on corporate, partnership, individual and trust and estate tax services + Oversee the calculation and ... analysis of proprietary tax strategies for clients + Continue to develop relationships with clients, including involvement in networking and business development activities + Provide clients with in depth industry knowledge + Ensure that Seniors and Staff are… more
- Bank of America (Newark, DE)
- …Banking Product Sales, Licensed Supervision, Registration & Licensing, Data Management, Trust and Estate Settlement Services, Philanthropic Solutions, among ... other Wealth Management areas. Additional activities would include data extraction from multiple sources, documenting audit work, and validation of business remediation activities associated with open issues. Typically works on projects of moderate to high… more
- Comerica (Costa Mesa, CA)
- …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 Position Qualifications +… more
- Robert Half Legal (Fairfax, VA)
- …and protective orders. * Manage civil litigation cases such as contract disputes, trust and estate litigation, business torts, and other commercial trials. * ... Draft and review legal documents, including pleadings, motions, discovery requests, and settlement agreements. * Conduct in-depth legal research and develop strategic case approaches in collaboration with senior attorneys. * Advocate for clients during… more
- Rockefeller University (New York, NY)
- …of Trustees and volunteer groups, including The Rockefeller University Council, the Committee on Trust and Estate Plans, and the Women and Science and Parents ... and Science Initiatives, the Development Office oversees all private fund-raising at the University, including annual, capital, and endowment campaigns. Overview The Grants Manager and Writer will play a vital role in the solicitation and stewardship of… more
- JPMorgan Chase (Summit, NJ)
- …retirement solutions, general investment matters, working knowledge of credit and applicable trust and estate planning issues + Strong financial planning ... knowledge in regards to cash flows, decision making, and goals-based planning and process driven engagements + Proven track record of partnering with professional advisors (such as CPAs, Transaction or T&E attorneys) + Willingness to travel regularly… more
- Vanguard (Malvern, PA)
- …book of business with a track record of client satisfaction and loyalty. + Apply trust and estate planning knowledge to help preserve client's wealth. + In-depth ... knowledge of financial planning, investment strategies, and industry regulations. + Positive and resilient change agent while fostering collaboration as both a peer and business partner. Special Factors: + Vanguard is not offering visa sponsorship for this… more
- Amazon (Arlington, VA)
- Description The Global Real Estate and Facilities (GREF) team provides real estate transaction expertise, business partnering, occupancy planning, capital ... between each business unit and GREF to align real estate strategies in support of business objectives. As a...business partner who excels in an entrepreneurial culture, building trust quickly. They have a strong mastery of the… more