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Achieve and sustain a balanced approach to managing risk by ensuring compliance controls and processes (regulatory, compliance, fiduciary) are integrated into day-to-day activities. Own the administrative process, including maintaining Funds Transfer Agreements, new account openings, managing client tax payments and IRA contributions.
ExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
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Utilize product knowledge to provide excellent customer service and sales, including areas of business services, consumer lending, deposit servicing, IRA, POA, and Fiduciary accounts. SAFE Act legislation, which requires annual registration as a Mortgage Loan Originator (MLO.
Full-timeExpandApply NowActive JobUpdated 11 days ago - UpvoteDownvoteShare Job
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Identified representative will show strong sales and customer relationship experience, a full understanding of retirement and retirement income planning, full adherence to FINRA/DOL fiduciary standards (including delivery of service against those standards) and will be dedicated to delivering an outstanding customer experience with every customer interaction.
Full-timeExpandApply NowActive JobUpdated 11 days ago - UpvoteDownvoteShare Job
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Specialized Fiduciary Officer II - IRA. The Specialized Fiduciary Officer (SFO) administers Trusteed Individual Retirement Accounts (TIRA) to ensure accurate and efficient account / relationship level client service.
Full-timeExpandApply NowActive JobUpdated 11 days ago - 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.
Full-timeExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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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.
Full-timeExpandApply NowActive JobUpdated 10 days ago - UpvoteDownvoteShare Job
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Responsible for probate and estate settlement trust administration in accordance with Dartmouth's guidelines, fiduciary standards, trust agreements, wills, powers of attorney and all contracts.
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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.
$59,886 - $98,752 a yearFull-timeExpandApply NowActive JobUpdated 16 days ago - UpvoteDownvoteShare Job
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As a Financial Planning Consultant, you will be responsible for the service, retention, sales and the development of the Retail IRA and service offering for the Voya Retail business. Model industry leading sales, service and customer relationship best practices, share these best practices across the Voya organization, and be fully compliant with regulatory and/or fiduciary standards as appropriate.
Full-timeExpandApply NowActive JobUpdated 10 days ago - UpvoteDownvoteShare Job
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Client Service Administrator page is loaded Client Service Administrator Apply locations Boston, MA time type Full time posted on Posted Yesterday job requisition id 2403968 We’re building a relationship-oriented bank for the modern world.
ExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
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Fiduciary Trust International, the HNW division of Franklin Templeton, is hiring a Retirement-Relationship Associate (HNW Custody) to work in our St. Petersburg, FL location on a hybrid basis, approximately one day per month.
ExpandApply NowActive JobUpdated 16 days ago - UpvoteDownvoteShare Job
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The Senior Trust Officer is responsible for administering personal trust,custody and estate, investment agency and IRA accounts. You will maintain knowledge of state and federal tax and fiduciary law,accounting principles, investment strategies, and BOKF policies andprocedures.
ExpandApply NowActive JobUpdated 16 days ago - UpvoteDownvoteShare Job
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Financial planning for high-net-worth individuals including estates, gifting, IRA planning. Financial planning for high-net-worth individuals including estates, gifting, IRA planning. Industry(ies) Accounting,Business Products/ Services,Consulting Services,Investments,Professional Services.
$100,000 - $135,000 a yearFull-timeExpandApply NowActive JobUpdated 2 months ago - UpvoteDownvoteShare Job
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Provides administration of assigned accounts in accordance with governing instruments, applicable state and federal law, and fiduciary standards consistent with BOKF policy. Knowledge of interpretation and application of trust document provisions, probate law, taxes, investments.
Full-timeExpandApply NowActive JobUpdated 4 months ago - UpvoteDownvoteShare Job
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Specialized Fiduciary Administrator II, IRA -This job is responsible for providing administrative support to trust teams, conducting routine administrative duties, such as performing account maintenance, processing transactions, file retrieval, optical imaging, filing, ordering supplies, making and answering telephone calls, writing routine letters/emails and other tasks as required to administer accounts and service client needs.
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One day it's a covert statement to a mother returning to work after maternity leave. Another day it's a lingering gaze at an employee enjoying a culturally rich meal. These microaggressions (or sometimes macroaggressions) can take an employee from a confident, high-performer to one that feels insecure being themselves at work. Your employees engage with people with different ideas and feel most comfortable and valued when they can work without losing their cultural, racial, and gender identity. While most employers know this, why have workplace racism and sexism often been neglected?
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Building a candidate pipeline through a great internship program for local college students and recent graduates at local universities is a great and cost-effective way to attract and retain top talent. By offering meaningful and impactful work experiences, regular feedback, coaching, and mentorship, you can create a positive internship experience that will make your organization a sought-after destination for future employees. This not only benefits the organization in the short-term but also in the long-term, as you'll have a pool of well-trained and experienced candidates who may be interested in full-time employment once they graduate. Furthermore, building relationships with local universities and college students can increase brand awareness and build a positive reputation for your organization in the local community.
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In the current candidate-driven job market, recruiters are looking for unique ways to attract talent. Some have resorted to even (dare we say it?) recruitment strategies on the border of weird and wacky. What can we learn from the unusual recruitment tactics that are being used and actually getting results? Here’s a rundown of some unique recruitment strategies that actually work.