- Robert Half Finance & Accounting (Denver, CO)
- Description Partnering with a growing startup in the insurance industry seeking a Sr . Fiduciary Analyst and Portfolio Manager. Responsibilities includes + ... internally and externally + and more Benefits for the Sr . Fiduciary Analyst and Portfolio...Science + 7-10+ years of experience in benefits finance, fiduciary trust management or high-volume risk analysis… more
- Nuveen Investments (Charlotte, NC)
- Trust Tax Analyst The Trust ...business in the areas of income, estate, gift, and fiduciary tax. + Communicate with senior leadership team ... the implementation, administration, and processing of various IRS and state agency fiduciary tax forms and filings. This job builds strong relationships with… more
- TD Bank (Charlotte, NC)
- …and manage regulatory compliance risk and conduct risk;** **Job Summary:** The Senior Compliance Business Oversight Analyst provides objective guidance, support ... Distribution teams are both securities-registered and insurance-licensed. Additionally, the Trust Advisors support both personal and corporate trust .… more
- Regions Bank (Little Rock, AR)
- …and its policies, procedures, compliance and legal requirements; may receive guidance from senior trust advisors and Fiduciary Support managers on more ... and services, including legal, tax and regulatory requirements applicable to fiduciary relationships and the administration of trust accounts **Preferences**… more
- North Carolina Central University (Durham, NC)
- …projections and fiscal planning), work order coordination, inventory and fiduciary responsibilities, and university chargebacks. Additionally, this position will ... Resources and organizational management experience. + Demonstrated ability to perform fiduciary duties. + Demonstrated ability to work independently to gather,… more
- The County of Los Angeles (Los Angeles, CA)
- …Public Guardian and may also receive technical guidance and mentorship from a Senior Deputy Public Guardian or higher. Factors affecting allocation of positions in ... casework administration including management of estates, assets, trusts, associated fiduciary responsibilities, and decision-making authority. Essential Job Functions Learns… more