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The Edward Jones Connection (EJC) department acts as a fiduciary, remotely serving our smaller clients in partnership with the clients' local Branch Office Team. Financial Advisors work together with the EJC department service team to deliver an ideal client experience consistent with that of a branch office.
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Job Description 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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What You’ll Do:Exceptional Member Experience and Sales Consultation:Utilize product knowledge to provide excellent customer service and sales, including areas of business services, consumer lending, deposit servicing, IRA, POA, and Fiduciary accounts.
$35.96 an hourFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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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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Establish and maintain member deposit and loan accounts including business, trusts fiduciary, and IRA accounts. The Representative II, Financial Solutions (FSR) is a frontline financial partner (financial MDs) that is part of a supportive and dynamic member focused sales team.
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Utilize extensive knowledge and experience of account ownership types to support bankers with new accounts and maintenance to include: trusts, estates, fiduciary, and business ownership. Maintain knowledge of Individual Retirement Accounts (IRA) and Health Savings Accounts (HSA.
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Simple IRA Retirement Account with Matching & Fiduciary Financial Planning. We operate outside the traditional healthcare system, which means we serve our clients with a passion and client experience at the level of the Ritz Carlton, and we are looking for your help and creativity to carry out that level of service to our clients.
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This role involves crafting detailed long-term financial strategies for clients, recommending appropriate financial products and services, and overseeing the administration of trust, non-profit, personal investment management, employee benefit, and IRA accounts.
$175,000 a yearFull-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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Coordinate Personal Trust/Fiduciary matters across various office locations and ensure consistent and compliance Trust administration per Nicolet’s policies and procedures as well as current legal and tax regulatory agencies.
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CFP (Certified Financial Planner) or CTFA (Certified Trust and Fiduciary Advisor) certification required, if not holding a JD. Works with outside legal counsel and other professionals to help establish legal and regulatory compliance in the administration of personal trusts, investment agency, IRA and guardianship accounts.
$169,300 a yearFull-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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The Fiduciary Wealth Advisor’s role is to serve as the relationship manager for a diverse network of clients as well as manage fiduciary accounts and relationships. The Fiduciary Wealth Advisor actively participates in the retention of existing clients, including assisting in the preparation and presentation of client proposals.
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These relationships may consist of estates, trusts, investment management, custody, IRA and escrow accounts. Handle risk management and resolution of legal and compliance issues by ensuring that internal compliance and proper documentation requirements are met consistent with internal fiduciary policies and procedures regarding the Trust documents including discretionary actions and all other Bank policies and guidelines.
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Specialized Fiduciary Officer II, IRA - Manages, controls, and mitigates fiduciary risks, while addressing client issues and concerns. Administers and ensures accounts are in line with the fiduciary standard by complying with internal policy and industry regulations.
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Engage in fiduciary decision making through account management of client trust accounts according to each of the legal document directives. Ability to design, develop, and support fiduciary responsibilities and transactions.
$179,773 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Job description: Client is a highly reputable and growing CPA firm located on the Nassau/Suffolk border in Long Island. Due to growth, they are currently looking for a full-time Senior Tax Accountant responsible for performing tax and accounting work as assigned.
$140,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago
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