- UpvoteDownvoteShare Job
- Suggest Revision
The VISTA member's primary goal will be to continue to build the capacity in the second year of our operating as an independent 501(C)3 after operating for six years with St. John's Episcopal Church as our fiduciary sponsor.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Oversee, direct, and serve as the subject matter expert for all operational activities within Patient Financial Services for both State Mental Health Hospitals, including: interpreting rules and regulations as they pertain to patient benefits and revenue for the Hospitals, Medicare, Medicaid, Fiduciary Duties.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Knowledge of retirement plan administration, including 401(k) plans, pension plans, fiduciary responsibilities, compliance testing, and IRS/DOL regulations. Bachelor's degree in human resources, business administration, finance, or related field; or Certified Employee Benefits Specialist (CEBS) or Certified Benefits Professional (CBP) certification.
$75,000 - $89,999 a yearExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Experience in portfolio management, investment strategy, broker/dealer operations, wealth management, fiduciary and trust services. Certification in one or more of the following: CPA, CAMS, CRCM, CIA, CISA or Commissioned Bank Examiner designation.
Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
The Trust Associate assists the team in managing the day-to-day activities of our fiduciary clients including new client onboarding, client service and client retention as directed by Senior Trust Officers (STOs) and/or Trust Officers (TOs.
Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
This role is the first step in the path to becoming a Private Wealth or Fiduciary Advisor. Requires successful completion of one of the following designations (Wealth Management Specialist or Certified Wealth Strategist) within 1 year of hire, if not already studying for CFP, CFA, CTFA, or CPA.Minimum of 6 hours of annual continuing education in courses related to the position’s responsibilities.
Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Provide fiduciary, personal income, gift and estate tax compliance services as well as estate planning advisory services. Experience with reviewing fiduciary, gift and estate tax returns.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Keefe Commissary Network is a division of TKC Holdings, Inc. and is a multi-award winning company that is the industry leader in the commissary market.
Full-timeExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
- Suggest Revision
As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare for and assist in client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.
$63,420 - $144,300 a yearFull-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Evaluate the account review process (Reg 9 Review Process/FDIC Fiduciary Review Process/ERISA) including the ongoing assessment of account-level risks. Ensure the Bank meets investment-related fiduciary standards by reviewing the decision-making process used for the selection, retention, and preservation of discretionary assets.
ExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
- Suggest Revision
As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Support Wealth Management investment and fiduciary team members with following all laws, regulations & fiduciary best practices. Both levels will require experience in risk, compliance, investment management, trust administration, accounting, finance or retail banking.
Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Provides real estate asset and investment management and client servicing for a complex portfolio of assets in accordance with the governing instruments, fiduciary laws, bank policies and procedures.
ExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
- Suggest Revision
The Compliance Officer implements broader planning for Trust and Wealth business unit fiduciary compliance programs in order to ensure organization functions are in compliance with all relevant laws, regulations, and policies and to prevent illegal, unethical, or improper business practices within the organization.
Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Coverages range from Directors and Officers Liability, Employment Practices Liability, Fiduciary Liability, CyberRisk, Kidnap and Ransom, Crime, and Identity Fraud Expense Reimbursement. Bond & Specialty Insurance provides management and professional liability insurance, as well as surety bonds to businesses and non-profit organizations of all sizes.
$64 - $106Full-timeExpandApply NowActive JobUpdated Today
fiduciary job
FEATURED BLOG POSTS
Why College Students Should Work While in College?
College is a special part of our lives. It’s a time when we prepare for our dream job while creating some of the most memorable moments in life. That said, college life can also be stressful. Not only do we have to spend long hours studying, writing and researching, but we also have to deal with increased tuition fees and living expenses.
5 Ways to Measure Candidate Experience
Your candidate experience is made up of 4 essential parts
How to Stall a Job Offer Politely
You did it! After several weeks of looking for a new job and undergoing grueling interviews, you finally have a job offer. Although this may be very exciting, accepting a job offer means that you’re making a long-term commitment to your future employer. So, even if you’re eager to leave your current job, this isn’t a decision you should take lightly.
How to Get a Job in a New City - Best Tips to Follow
When your dream job posts, will you be ready? What if that dream job was in a faraway city or a different continent…would you move for it? Most of us have dreamed about what it would be like to accept a job in a new place at one time or another. But when it comes to actually making a move, it’s usually the logistical details that give us pause. The key to job searching in a different location is to have a plan.
What is a Policy of Non-Retaliation & How to Create One
Your company probably has many policies in place – anti-discrimination policies, equal opportunity policies, ethics policies, and so on. However, it is important to re-evaluate whether you have a policy that covers every situation. Say for instance one of your employees submit a complaint in good faith to their supervisor. To their surprise, they are met with retaliation, such as demotion, defamation, or even termination.
When to Tell Your Boss You're Job Searching
The Bureau of Labor Statistics has found that individuals, on average, have 12.4 jobs throughout their working life. So regardless of where you are on the career ladder, it’s inevitable that at some point, you’ll begin looking for another job. That said, you might be wondering,
What Questions Can You Not Ask in an Interview?
It can be stressful to interview candidates to fill an open role at your company. Maybe your boss is on you to hire someone who’s absolutely perfect as soon as possible. Maybe you don’t have a ton of experience yet in conducting interviews. Whatever the case, there’s a lot to take under consideration when you’re the one in charge of interviewing. For instance, “What questions can you not ask in an interview?” may very well be running through your mind given its legal ramifications. Knowing exactly which interview questions are off-limits (and which are fine to ask) will boost your confidence as you continue to search for the ideal new hire.