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10+ years experience as a relationship manager in the Fiduciary Services, Private Wealth, or Institutional Investment Management industry with 5+ years in Trust Administration. Undergraduate degree in business, accounting, Fiduciary Administration or related field.
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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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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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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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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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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. Partners with client teams to help drive fiduciary new business identification and onboarding.
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Serves as a brand ambassador for the group in engagement with clients and partners. Uses this expertise to help deliver fiduciary advice directly to clients or to the client team, depending on segmentation.
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The Graduate assistant for athletic administration assists Elmhurst Athletics in managing its complex and growing operations, contributes to the creation of a positive environment for student-athletes, and is committed to the mission of Division III athletics.
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Job Summary: SUNY Brockport is seeking applicants for anticipated part-time adjunct faculty openings in the Department of Business Administration to teach any courses in Operation Management, Marketing, International Business, MIS/Business Computing, Business Statistics/Analytics, Entrepreneurship, Sales Management, Project Management, Business Communication, or Business Career Seminar.
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Athletic Administration Graduate Assistant. Augustana University (SD) is seeking qualified applicants for an Athletics Administration Graduate Assistant, a 12-month position within our Athletic/ESS department.
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FGCU’s Department of Political Science and Public Administration is seeking candidates for an Assistant Professor of Public Administration. Demonstrated potential for teaching Public Administration courses, evidenced either by having served as instructor of record or by having served as a teaching assistant.
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This posting is being used to fill School Psychologist positions that provide services to students at various schools within the Honolulu District as needed and assigned by the Honolulu District Administration Office.
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The Grants Manager - Research Administration is responsible for providing full pre-award grant and contract support, strategic post-award administration and reporting within the multiple facets of the U19 Research Program and ensuring compliance with budget and fiscal policies and procedures and must be able to exercise independent judgement and work within the rules and regulations of the University and program sponsors.
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Facilitates client coordination and audit communication during US hours of the monthly, quarterly and year-end financial reporting activities for various hedge funds, fund of funds, venture capital and private equity fund clients;
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administration job Title: contract administration Company: Wells Fargo
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