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Full-time status): Simple IRA Retirement Account with Matching & Fiduciary Financial Planning PTO Plan Continuing Education Benefits Flexible Scheduling (especially around holidays) QSEHRA/Health Reimbursement Account option for Medical & Insurance Expenses Extensive Clinical Mentorship & Professional Development Coaching Provided Malpractice Insurance Hours: Options for both part-time or full-time work (ideally 20-40 hours.
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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.
$101,600 - $169,300 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Stays abreast of developments in probate and fiduciary law, actively pursuing professional development opportunities. Performs responsibilities related to creating and administering personal trusts, investment agency, IRA (Individual Retirement Accounts) and guardianship accounts, serving as the primary contact for customers.
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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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Establish and maintain member deposit and loan accounts, including business, trusts, fiduciary, IRA accounts. Process routine and complex financial transactions for members quickly and accurately (including deposits and withdrawals, loan payments, cashier's checks, IRA), in compliance with regulations and guidelines.
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Performs transactions of increased complexity, including IRA, business, and fiduciary account opening, initiates domestic and international wires, and takes applications and closes on home equity loans and lines of credit.
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The Officer is also responsible for the administration of trust, not-for-profit, personal investment management, employee benefit and IRA accounts. Advise clients in fiduciary administration, financial, tax and estate planning.
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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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Financial planning for high-net-worth individuals including estates, gifting, IRA planning. Financial planning for high-net-worth individuals including estates, gifting, IRA planning. Their expertise ranges from accounting and auditing to tax estate planning, and more.
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Due to growth, they are currently looking for a full-time Senior Tax Accountant responsible for performing tax and accounting work as assigned. Normal business hours Mondays through Fridays with the ability to work extended hours and Saturdays during tax seasons and statutory deadline periods.
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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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Job DescriptionThe 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 and procedures.
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Overview Reports To:Operations Support OfficerFunctions Supervised:NonePrimary Functions:Administer the credit union's specialty accounts to include IRA, HSA, business, trust and fiduciary accounts.
$15 - $38,412 depends on experienceFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Proactively communicate 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 the Nassau/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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