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The Associate Director of Finance & Administration is the division head that oversees/manages four departments: Business and Finance; Human Resources, Information Technology, and Facilities Management.
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The school is comprised of four academic departments that support a wide array of undergraduate and graduate programs, including BA in Economics, BBA in Business Administration (with 12 tracks), Finance, and Accounting, BS in Business Management, Information Systems, Public Accounting and Business Management, and Public Accounting and Finance, MS in Business Administration (with 7 areas of specialization), and MS in Accounting.
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Strong knowledge of middle and back office operations; Experience with SS&C, or other third party vendor software solutions for hedge fund administration. Strong knowledge of order management systems (OMS); Experience with HedgeServ, or other third party vendor software solutions for hedge fund administration.
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Undergraduate degree in business, accounting, Fiduciary Administration or related field. 10+ years experience as a relationship manager in the Fiduciary Services, Private Wealth, or Institutional Investment Management industry with 5+ years in Trust Administration.
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Partners with client teams to help drive fiduciary new business identification and onboarding. Responsible for the completion of projects as determined by the line of business. These tasks include comprehensive review and interpretation of governing trust and account documents, cash management, trouble shooting, and proper memorialization of files in the iWork document imaging system and Advisor Desktop systems.
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Working towards or possess an advanced degree or certification (e.g. JD, MBA, CFP, CPA, or CTFA). Directly administers and provides fiduciary advice and oversight for all types of Wealth trust accounts including personal trusts, special needs trusts, investment management, custodial and guardianship accounts.
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Master’s degree in urban planning, real estate, public administration, public policy, public health, finance, business, or related field with:3 years of experience administering affordable housing programs such as a public housing authority or other programs receiving federal housing funds.
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Conforms to Truist policies and procedures, applicable laws and the terms of the underlying documents (including Reg 9, Discretionary Distribution policies and procedures, Sarbanes Oxley/Anti-money Laundering.
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Understands and is conversant with financial and estate planning strategies and is able to understand and interpret legal and fiduciary documents. Strong knowledge of estate planning, fiduciary and tax laws.
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Bachelor's degree (foreign equivalent or higher) in Emergency Management, Disaster Preparedness, Business Administration, Public Administration, Computer Science, or a related field.
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Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. Meets or exceeds client service standards, aligned by Truist Wealth segmentation strategy, by partnering with Client Advisors, Investment Portfolio Managers, Wealth Strategists, and external advisors to define and meet clients' tax, financial, estate planning, and banking goals and objectives.
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Responsible for the proper escalation of matters to various internal parties including Risk Oversight, Legal, and Compliance. Serves as a brand ambassador for the group in engagement with clients and partners.
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The Trusts And Estate Counsel Attorney will primarily focus on serving individuals and families, closely held business owners and executives, and corporate and individual fiduciaries in all areas of estate and tax planning, business succession planning, and trust and estate administration.
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Uses this expertise to help deliver fiduciary advice directly to clients or to the client team, depending on segmentation. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
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Bachelor s degree in finance, Business Administration, Economics, ACAMs or CRCM certification preferred. Coordinate with the business officer the review of account documentation for new customers classified as high risk under the BSA program prior to submission to CDD/EDD Unit and for approval of the account and potential follow up afterwards.
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business administration jobs Title: account manager Company: Genesys
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