- First National Bank of Omaha (Omaha, NE)
- …the customer's needs into relevant product/service offerings. Works collaboratively with Trust , Planning and Investment teams to deliver on customer holistic needs. ... and solutions using the integrated delivery of investment management, fiduciary advice, specialized asset management, full service financial planning, business… more
- Robert Half Accountemps (Lake Geneva, WI)
- …contract basis. This role is ideal for someone with experience in preparing complex fiduciary and partnership income tax returns, who is eager to contribute to a ... Review and process quarterly estimated tax payments for clients. * Collaborate on trust accounting practices, including preparation of estate and gift tax returns. *… more
- Robert Half Finance & Accounting (Des Moines, IA)
- …of investment activities across various portfolios, ensuring compliance with fiduciary responsibilities. This position offers an excellent opportunity to work ... Benefit (DB) and Defined Contribution (DC) plans, ensuring compliance with fiduciary standards. * Collaborate with committees, consultants, actuaries, and external… more
- Tucson Electric Power (Kingman, AZ)
- …. Demonstrate leadership behaviors that support a culture of excellence, safety, trust , inclusion, collaboration, and innovation. . Lead by example in adopting new ... Collective Bargaining Agreement. . Provide cost-saving recommendations and uphold fiduciary responsibilities. **Management Responsibilities** * Ensure that the Company's… more
- Robert Half Finance & Accounting (Hockessin, DE)
- …federal and state income tax laws and regulations. Responsibilities: * Interpret trust instruments and related documents to ascertain the correct tax classification ... * Develop and manage the company's interactions with primary fiduciary income tax return preparers while also liaising with...secondary preparers chosen by clients * Coordinate with the Trust Department to organize and facilitate the delivery of… more
- Robert Half Legal (Los Altos, CA)
- …for an experienced Paralegal to join our boutique estate planning and trust administration practice in Los Altos, California. This position requires a motivated ... in a collaborative environment and possesses expertise in all aspects of trust and estate administration. You will work closely with attorneys, clients, fiduciaries,… 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
- Robert Half Legal (Roseville, CA)
- Description Established boutique law firm is seeking a midlevel to senior trust litigation attorney to join their firm. This firm offers a low billable requirement, ... a congenial work atmosphere, and established bonus structure. Responsibilities: As a Trust Litigation Attorney, you will be handling a wide range of trust and… more
- M&T Bank (Burlington, VT)
- …Responsibilities:** + Maintain current knowledge of financial markets, Wilmington Trust investment process and wealth management offering. Articulate current and ... and updates. Implement investment strategy recommendations. + Communicate Wilmington Trust 's investment process from setting capital market expectations to… more
- KeyBank (Brooklyn, OH)
- …outside RIA's, etc. + Read and understand standard institutional client trust /custody agreements and documents for administrative and fiduciary purposes. ... ERISA, reporting aspects and client issues/resolution involving the following: trust /custody, benefit disbursements, investment management, and commercial bank account… more