- KeyBank (Brooklyn, OH)
- …KeyBank's Asset Management business, including wealth management, investment advisory, and fiduciary services. The Audit Manager will be responsible for the ... 7+ years Audit or Related Experience (preferred) + Knowledge of wealth management, trust and estate planning, investment management and advisory, and fiduciary … more
- Robert Half Legal (Boston, MA)
- …Group in Boston, Massachusetts. This role focuses on estate and trust administration for high-net-worth clients, combining legal expertise with excellent client ... to make a meaningful impact. Responsibilities: * Manage estate and trust administration processes for high-net-worth clients, ensuring compliance with legal and… more
- Charles Schwab (Sacramento, CA)
- …focus on large and complex advisors, independent broker dealer reps and trust /bank professionals. You will partner with internal consultants to position Schwab's ... products, and people in an authentic and transparent manner and champion the fiduciary advice model and Schwab's leadership position in the RIA industry. Attributes:… 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 ... of complex issues involving program management for budget, work control administration, fiduciary duties as it relates to inventory, and all University chargebacks.… more
- Robert Half Finance & Accounting (Green Bay, WI)
- Description We are looking for an experienced Tax Manager with expertise in the trust and estate domain to join our dedicated services team in Green Bay, Wisconsin. ... * Lead comprehensive tax planning and compliance efforts for trusts, estates, and fiduciary entities. * Manage the preparation and review of tax filings, including… 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 ... training sessions for board members and executives on governance, fiduciary duties, compensation design, and legal trends. + Contribute...the world. As an organization, we are united through trust as one inclusive team and we are passionate… more
- KeyBank (Akron, OH)
- …all service functions for deposit accounts, loans and investment management and trust accounts. Complete processes according to procedures. + Understand and follow ... the Client Relationship Associates. Enlist assistance from KPB Relationship Manager, Fiduciary Strategist or Portfolio Strategist as needed to service client… more
- Robert Half Legal (Hunt Valley, MD)
- …software tools. Responsibilities: * Prepare federal and Maryland estate tax returns, fiduciary income tax returns, and federal gift tax returns. * Complete Maryland ... tools and Excel to manage and process estate and trust administration tasks. * Collaborate with attorneys and other...Proficiency in preparing federal and Maryland estate tax returns, fiduciary income tax returns, and federal gift tax returns.… more
- JPMorgan Chase (New York, NY)
- …+ Identify opportunities for the Bank to serve in a current or future fiduciary capacity + Serve as a resource for clients needing solutions regarding executive ... coordination of sales efforts among Bankers, Investors, Capital Advisors and Trust and Estate Officers **Required Qualifications, Capabilities, and Skills** + Five… more
- BMO Financial Group (Barrington, IL)
- …management principles and asset mix determination. + In-depth / expert understanding of fiduciary law and applicability to trust investment accounts. + In-depth ... participates in meetings with prospects/clients. + Provides investment management, fiduciary expertise and strategic leadership for business, products, and policies… more