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The Sr. Trust Advisor, GFO (STA) is responsible for managing a complex book of relationships consisting of principal and single family office clients that require a mix of fiduciary, asset servicing, advisory services, banking, technology & reporting, and investment solutions.
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Extensive knowledge of personal trusts, estates, custodies, agencies, guardianship and retirement accounts, fiduciary and federal regulations. Gather/submit pertinent facts to the Trust Administration Committee regarding situations requiring the use of fiduciary discretion as appropriate.
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Licenses Preferred: Certified Trust and Fiduciary Advisor (CTFA) Complies with Bank Secrecy Act (“BSA”), OFAC Anti-Money Laundering (“AML”), and USA PATRIOT ACT policies, procedures, by properly verifying the identity of any person/business an account, maintaining records of the information used to verify each costumer and consulting lists of known terrorists before opening an account.
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Manage allocation of people and financial resources for Fiduciary Advisory. 6+ years of Fiduciary Advisory experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
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Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification), preferred. The Senior Trust Officer maintains a book of fiduciary and investment management accounts.
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High potential high performer who could be considered for advancement and back up to the Chief Fiduciary Officer. Strong knowledge of fiduciary law, trust administration, and estate planning, coupled with problem solving and perseverance to bring challenges to resolution.
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Additionally, the Trust Officer will serve as a key relationship manager and fiduciary advisor, ensuring exceptional trust administration for our valued client relationships. Moneta is a fiduciary fee-only Registered Investment Advisory firm and unable to hold securities licenses with the exception of Series 65.
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Review returns prepared by tax staff including individual, partnership, fiduciary, trust, and gift taxes. Fast growing regional public accounting firm is seeking a Senior Tax Manager / Tax Partner to grow the High Net Worth Individual Tax Practice.
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Responsible for the administration of GTB insurance programs (Property/Casualty, General Liability, Auto, Inland Marine, Crime/Fiduciary, and Workman's Compensation). The Director of Risk Management works under the direction of the Economic Development Corporation (EDC) Chief Executive Officer (CEO) with indirect working relationships to the GTB Governmental Tribal Manager, EDC General Managers, Resort General Manager and the Grand Traverse Economic Development Corporation (GTED) CEO. This position is responsible for risk management, safety, and Grand Traverse Band (GTB) insurances (e.g. property, casualty, auto, general liability and other insurances.
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Join our team as an Associate Fiduciary Officer and take your career to the next level in the dynamic world of fiduciary services. Support for Fiduciary Officers: Assist Fiduciary Officers in administering low-risk or non-complex accounts, as assigned by the Chief Fiduciary Officer or Director of Fiduciary Services.
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Coordinates the annual renewal of clients' fidelity and fiduciary insurance policies and cyber liability. Zenith American Solutions, Inc. is the largest independent Third Party Administrator in the United States and currently operates over 44 offices nationwide.
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Perform fiduciary agent duties for NP’s retirement plan, including required reporting and ERISA compliance. Supervisory responsibilities : This position supervises the Finance Manager, IDA Fiscal Manager, and the Operations Coordinator.
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As an Associate Fiduciary Officer, you will provide advanced support to Fiduciary Officers while maintaining Peak's commitment to integrity and excellence in client service. Associate Fiduciary Officer.
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Maintain knowledge of current trends and changes in the industry with regard to fiduciary matters (e.g. estate planning, probate, estate, gift and income tax planning, guardianships, special needs trusts, state-specific laws.
$95,000 - $125,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Associate Fiduciary Officer Location: Las Vegas, NV Reports to: Fiduciary Team Manager Employment Type: Full-time, in office Overview: Join our team as an Associate Fiduciary Officer and take your career to the next level in the dynamic world of fiduciary services.
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fiduciary job Company: A Jacobs
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