- Truist (Atlanta, GA)
- …Private Wealth, or Institutional Investment Management industry with 5+ years in Trust Administration . 2. Strong knowledge of estate planning, fiduciary and ... and provides fiduciary advice and oversight for all types of Wealth trust accounts including personal trusts, special needs trusts, investment management, custodial… more
- Truist (Atlanta, GA)
- …essential functions. 1. Four Year College degree in Accounting, Finance, Business Management, Trust Administration or Law 2. 7 + years of fiduciary experience, ... client and prospect meetings, individually when necessary, providing advice regarding trust and state administration , discretionary actions, modification or… more
- US Bank (Atlanta, GA)
- …planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration . In addition, PWM has specialized capabilities in business-sale ... advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening client relationships. The PWA uses… more
- UMB Bank (Atlanta, GA)
- **RETIREMENT CLIENT ADVISOR -DALLAS-FT. WORTH METROPLEX** The Retirement Client Advisor generates new business opportunities and manages a customer portfolio ... the job function. **Qualifications:** + Bachelor's degree in Business Administration , Management or Finance or combinations of education &...encouraged to support causes you care about. Expect more trust . We want you to do the right thing,… more
- JPMorgan Chase (Newnan, GA)
- **Summary** As a Community Home Lending Advisor , you will have the opportunity to use your passion for homeownership and your knowledge to build deep relationships ... and Chase policies to manage risks and customer expectations. + Establish trust , loyalty, and satisfaction by partnering with customers to identify and recommend… more
- NCR VOYIX (Atlanta, GA)
- …to all the moving parts of business across industries. NCR VOYIX has earned the trust of businesses large and small - from the best-known brands around the world to ... design of our executive compensation programs, lead the day-to-day administration and partner to support key aspects of our...with the VP of Global Total Rewards as an advisor and subject matter expert with our Business Leaders,… more
- Truist (Atlanta, GA)
- …following job description:** Responsible for supporting the coordinated delivery of estate and trust administration . Provide support to Estate Advisors in the ... may change from time to time. Assist the Estate Advisor in managing the death settlement duties, such as:...years in the role as an Estate Support Specialist, trust experience, investment, banking or financial planning-related client service… more
- Emory Healthcare/Emory University (Atlanta, GA)
- …complex, mission-critical transitions: TPA migrations, PBM transitions, benefits administration platform upgrades, CRM implementations + Develop comprehensive ... rapidly **Partnership & Stakeholder Management** + Serve as strategic advisor to President on transformation priorities, resource allocation, and organizational… more
- Concentrix (Atlanta, GA)
- …and interpersonal skills with the ability to build new client relationships of trust and become a trusted advisor . - Excellent problem-solving and ... featuring SMEs from multiple practices and disciplines of the company. Acts as an advisor and coach internally to develop win strategy through to close plan. -… more
- Wolters Kluwer (Kennesaw, GA)
- …Support & Provider Solutions (CDSP) product portfolio. They serve as a trusted advisor for our largest and most strategic accounts and are responsible for optimizing ... valuable insights and expert guidance, positioning yourself as a trusted advisor for strategic discussions and decision-making. + Foster long-term relationships with… more