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Utilize thorough knowledge of products to provide excellent customer service, including the areas of business services, consumer lending, deposit servicing, IRA, POA, and Fiduciary accounts.
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The Trust Officer is responsible for administering personal trust, custody and estate, investment agency and IRA accounts. Provides administration of assigned accounts in accordance with governing instruments, applicable state and federal law, and fiduciary standards consistent with BOKF policy.
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Financial planning for high-net-worth individuals (estates, gifting, & IRA). Review complex and multi-state corporate, partnership, fiduciary and individual income tax returns. Working knowledge of CCH Axcess Tax, Engagement, and QuickBooks.
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Their expertise ranges from accounting and auditing to tax estate planning, and more. Due to growth, they are currently looking for a full-time Senior Tax Accountant responsible for performing tax and accounting work as assigned.
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Normal business hours Mondays through Fridays with the ability to work extended hours and Saturdays during tax seasons and statutory deadline periods. Tax preparation responsibility for the more complex tax returns, as needed.
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Drive communication with prospective and loyal clients regarding investment management, investment scoring and fiduciary services, HSA, and IRA Rollover solutions. Our objective is to deliver quality investment services that incorporate fiduciary management principles and ERISA best practices.
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Located right on theNassau/Suffolk Border in Long Island)Normal business hours are Mondays through Fridays with the ability to work extended hours and Saturdays during tax seasons and statutory deadline periods.
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We have an exciting opportunity awaiting someone like you Job Description The Trust Officer is responsible for administering personal trust, custody and estate, investment agency and IRA accounts.
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We have an exciting opportunity awaiting someone like you Job Description The Senior Trust Officer is responsible for administering personal trust, custody and estate, investment agency and IRA accounts.
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Can perform and train retail banking functions, including but not limited to opening and maintaining accounts, taking loan applications, IRA and fiduciary transactions and ensures proper documentation for all transactions.
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Knowledge of the interpretation and application of estate plans, trust document provisions, trust and probate law, taxes and investments. You will maintain knowledge of state and federal tax, probate and trust law, accounting principles, investment strategies and BOKF policies and procedures.
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Establish and maintain member deposit and loan accounts including businesses, trusts fiduciary, and IRA accounts. The Relationship Banker II is a frontline financial partner (financial MDs) that is part of a supportive and dynamic member focused sales team.
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The Manager will supervise and provide leadership in connection with the fiduciary administration of all aspects of accounts, including probate estates, conservatorships, personal trusts (inter vivos and testamentary), custody, agency, IRA, and other assigned accounts.
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Since its inception, they have expanded through mergers and internal growth. Our client is a Certified Public Accountant and was founded almost 25 years ago, but has roots, which can be traced over 80 years.
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As an Relationship Banker II, you’ll work in a fast-paced environment processing routine and complex financial transactions for members in-person, over the phone, and by e-mail. Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria.
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