- US Bank (St. Paul, MN)
- …Skills/Experience - Typically, eight or more years of experience in personal trust administration , estate planning - Working knowledge of Microsoft Office ... products and trust administration tools including SEI, Nexus, Advantage...laws and regulations - Thorough knowledge of US Bancorp operations , policies and procedures - Effective verbal and written… more
- Oriental Bank (San Juan, PR)
- The Associate, Trust Operations (Jr Accountant) maintains, assigned and plans virtual and physical files. Reconcile asset reports & statements from Retirement ... statements and required data files. + Continuous communication with Trust Operations , Trust Sales, and...be assigned. Minimum Requirements: + Bachelor's degree in Business Administration , Accounting or related field required. + One (1)… more
- Walmart (Bentonville, AR)
- **Position Summary ** Senior Manager, Operations - Trust and Safety Identity Fraud will oversee detection, investigation, and adjudication of identity fraud on ... there are no minimum qualifications._ Minimum Qualifications: Bachelor's degree in Business Administration , Engineering, Operations , or related field and 3… more
- Walmart (Bentonville, AR)
- **Position Summary ** Senior Manager, Operations - Trust and Safety Organized Fraud will oversee detection, investigation, and adjudication of organized identity ... there are no minimum qualifications._ Minimum Qualifications: Bachelor's degree in Business Administration , Engineering, Operations , or related field and 3… more
- Oriental Bank (San Juan, PR)
- The Associate, Trust Operations (Retirement Plan Distribution) is responsible for the preparation and processing of retirement plan distributions, including ... duties may be assigned. Minimum Requirements: + Bachelor's degree in Business Administration , Accounting or related field required. + One (1) year of experience… more
- Robert Half Finance & Accounting (Reno, NV)
- …Officer position is located in Reno and will assist with all aspects of trust administration and compliance requirements. This position will report to the Vice ... Operations , Wealth Management, Tax and Philanthropy) regarding client matters involving trust and agency account administration . * Monitor the fiduciary … more
- Guardian Life (Pittsfield, MA)
- As **Head of Annuity Operations Distributor Relationships and Inforce Administration ** you will lead the Annuity New Business Support Desk (assisting agents, ... Partners with pending new business inquires) and oversee inforce operations who interacts with clients and advisors to execute...Operations in various forums. **You will** + Build trust will your team and all partners + Collaborate… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and infrastructure to ensure a high quality and timeliness of operations in areas such as account services, international securities, transaction processing, ... Summary** Provides direction, leadership and support for assigned department in Operations . Implements business plans and ensures policies and procedures are… more
- Raymond James Financial, Inc. (Portsmouth, NH)
- …Financial markets, products, financial advisory function, and investment process. + Directed Trust administration experience is desired. **Skill in** + IRA ... governance and personal and directed trust administration . + Strong interpersonal and leadership skills to provide a high level of customer service. +… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …* Interacts with beneficiaries, their advisors and Financial Advisors in the personal trust administration process. * May participate as a voting member of ... financial advisory function and investment process. **Skill in** : * Personal trust administration . * Strong interpersonal and leadership skills to provide… more
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