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This person will have a bachelors degree plus a minimum of five years of prior wealth management, trust administration, fiduciary investment management, business management, law/tax practice experience, fiduciary investment sales supervision or the equivalent.
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Networking and system administration experience of server (Linux, Windows) and client (Windows, macOS, Linux) operating systems. We are looking for people that have a strong technical background, experience with computer forensics, data analytics, system and network administration, and the ability to build tools and/or automate tasks.
ExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
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Professional Certifications SAS administration certifications or related fields strongly preferred Years of Professional Experience n/a Desired experience n/a Formal Education Bachelor’s degree in related fields strongly preferred Citizenship Requirement U.S. Citizenship required for this specific opportunity Security Clearance Requirements Must possess or qualify for a Public Trust (MBI) CRITICAL NOTES: SSG will not make assumptions regarding your qualifications.
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Serves as relationship manager and fiduciary advisor to provide trust administration of personal trust accounts including estates, trusts, guardianships, and agencies up to and including complex situations.
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You will use your knowledge of trust administration to carry out instructions for complex trusts, and respond to internal and external inquiries around trust documents. The Trust Officer III is primarily responsible for administering a wide variety of complex/high profile and larger/more profitable personal trust, custody and estate, investment agency and IRA accounts.
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Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships. Responsible for maintaining client relationships by coordinating administration of complex fiduciary, investment management, estate settlement, guardianship, and/or custody accounts.
Full-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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Facilitate the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance. Facilitate the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance.
$65,000 - $65,500 a yearFull-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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Responsible for trust account servicing, including ongoing account reviews, discretionary distribution reviews, relationship building with advisors, clients, and attorneys, assisting in researching legal issues, knowledge of state and federal statutes governing trust administration, and assisting in interpreting and executing actions as advised by governing documents including Wills, Trusts, Codicils, Amendments, FLP, Contracts, etc.
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The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team. The WMA is responsible for facilitating the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory and insurance.
ExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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You will be responsible for the administration and management of a varied portfolio of corporate and trust structures who will be expected to liaise with clients and their advisors as required, and will be responsible for undertaking general company and client administration for the efficient and effective management of those client structures.
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The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team. Comprehensive Total Rewards Program including flexible benefits, competitive compensation, and family support including, Adoption Assistance, Fertility Solutions and Maternity/Paternity leave.
$65,000 - $65,500 a yearFull-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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Assist with preparing Receipt and Release agreements for trust administration. Prepare and proofread trust and estates documents, including basic wills, health care proxy, power of attorney, other advanced directives using templates, and manage pre and post-execution matters.
Part-time (student)ExpandApply NowActive JobUpdated 10 days ago - UpvoteDownvoteShare Job
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Previous Transportation Security Administration (TSA) personnel clearance preferred but not required. Domain expertise: Methodologies, System Tools, Cloud, Virtualization, Languages, OSs. Technical skills: Agile (Scrum & Kanban), Active Directory, Red Hat Satellite, Chef, Ansible, Terraform, Nexus, GitHub, Jenkins, ServiceNow, Jira, Confluence, Graylog, AWS, GCP, Azure, VMware ESXi, PowerShell, Python, Ruby, bash, YAML, Groovy, Windows, Linux-RHEL, Linux-CentOS, and Linux-Ubuntu.
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The ideal candidate has 5+ years of experience in human resources and non-profit administration, is racial justice-oriented, empathetic, and effective in managing both systems and people. The People & Operations Director will lead many aspects across the organization, including: recruitment and retention; performance management and professional development; employee relations; systems development and management; leave administration; compliance; technology and facilities, and other People & Operations duties as needed.
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Transferrable, experience including marketing, volunteer management, admissions, public relations, alumni relations, trust officer, or sales may be considered. The position is a member of the Vice President for Development's leadership team and will work closely with colleagues from Principal Giving, Campaigns and Administration, Stewardship, Donor Relations, Corporate, Foundation and Research Relations, Advancement Information Services, Research, Advancement Communications, Events, Annual Giving, Alumni Relations, and other offices throughout the university.
Full-timeExpandApply NowActive JobUpdated 10 days ago
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