- Robert Half Finance & Accounting (Timonium, MD)
- …calculations, and write-work for all entity types (C-Corp, S‐Corp, Partnership, fiduciary , multi-state, trust and individual). + Review Compiled financial ... projections, preparing complex federal and state, as well as individual income, estate and trust returns. You will also communicate with the IRS on an as needed… more
- State of Colorado (Denver, CO)
- …benefits strategy aligns with broader university goals while maintaining regulatory and fiduciary boundaries defined by the Trust and Plan documents. Governance ... to key leaders. University of Colorado Health and Welfare Trust + Serve as trustee for the University of...and Fiduciary Responsibilities + Serve as fiduciary leader for CU retirement plans. + Serve as… more
- Truist (Atlanta, GA)
- …years in Trust Administration. 2. Strong knowledge of estate planning, fiduciary and tax laws. 3. Strong analytical skills including, issue identification and ... geography of Truist. JOB SUMMARY Directly administers and provides fiduciary advice and oversight for all types of Wealth... advice and oversight for all types of Wealth trust accounts including personal trusts, special needs trusts, investment… more
- JPMorgan Chase (Dallas, TX)
- …offer to clients. With over 160 years of experience in serving as a corporate fiduciary for families, our Trust and Estate services are delivered by highly ... fiduciary , private banking, or institutional settings. + Solid understanding of trust and estate structures, administration, and fiduciary responsibilities. +… more
- UMB Bank (Kansas City, MO)
- …and accountants that enhance business opportunities. + Ensures compliance with the Bank's fiduciary duties in the administration of estate, trust , IRA and ... of state and federal laws and regulations related to financial industry and fiduciary services + Demonstrates extensive knowledge of Trust and Financial services… more
- Louisiana Department of State Civil Service (Baton Rouge, LA)
- Executive Director (Natural Resource Trust Authority) Print (https://www.governmentjobs.com/careers/louisiana/jobs/newprint/5148168) Apply Executive Director ... (Natural Resource Trust Authority) Salary $130,000.00 - $175,000.00 Annually Location Baton...Louisiana Oilfield Restoration Association. The NRTA serves as the fiduciary and administrative body responsible for holding and managing… more
- Truist (Williamsburg, VA)
- …review the following job description:** Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as ... their goals. 4. Understand and provide interpretation as related to complex fiduciary documents and strategies 5. Conduct client and prospect meetings, individually… more
- Truist (Atlanta, GA)
- …functions. 1. 3-5+ years in the role as an Investment Support Specialist/ Fiduciary Support Specialist; trust , investment, banking or financial planning-related ... and maintain appropriate documentation of client transactions. 3. Utilize various trust and investment systems to affect transactions, monitor accounts, create… more
- City National Bank (Wilmington, DE)
- * TRUST OFFICER* *WHAT IS THE OPPORTUNITY?* Administer estate and personal trust accounts including testamentary and intervivos trusts, Charitable Trusts, ... Trusts, and other Agency accounts. Perform initial legal and trust administration review of all potential new trust...issue. *WHAT WILL YOU DO?* * Administer and interpret fiduciary accounts in accordance with applicable laws and regulations… more
- City National Bank (San Francisco, CA)
- … trust . * Review and recommend acceptance or rejection of potential fiduciary responsibilities for the offices assigned. Analyze trust instruments to ... *TEAM LEAD TRUST AND ESTATE ADMINISTRATION* WHAT IS THE OPPORTUNITY?... Administration Committee regarding situations requiring the use of fiduciary discretion. Review and submit proposals for consideration and… more