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Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which meet with client or prospect goals and objectives. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates.
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In addition to helping drive change and having a positive impact by supporting our students, staff, and faculty, FAU offers:Excellent benefit packages including Medical (PPO/HMO $50 per month single & $180 per month family), Dental, Vision, Life Insurance, Flexible Spending plans, Employee Assistance Program (EAP) and much more.
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The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners, create the Citizens Private Client team.
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Responsible for handling all phases of estate and trust administration, including probate (knowledge of New Jersey, New York and Florida probate a plus), extensive communication with clients, financial planners and accountants, preparation of federal and state estate tax returns and fiduciary accountings, distribution of estate assets and trust funding, deed work and etc.
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Seeking a Trust and Estate Administration Paralegal with 5 plus years experience to join our New Jersey, New York or Florida Offices. Paralegal certificate from an accredited program is a plus.
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Strong working knowledge of estate tax software (ONESOURCE/Fast Tax), HotDocs and Microsoft Word a plus. Job Title: Trust & Estates Administration ParalegalJob Summary: As a Trust & Estates Administration Paralegal, you will provide crucial support to attorneys in the administration of trusts and estates.
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Beneficiary Communication: Serve as a point of contact for beneficiaries of trusts and estates. Prior experience working as a paralegal in trust and estate administration preferred. We will consider a JD/paralegal candidate as well.
$95,000 - $115,000 a yearExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Candidates must be highly organized and possess the ability to prioritize, be a team player, and have excellent written and verbal skills. Superior communication and mathematical skills are a must.
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Experience as a solution architect on at least 1 full life-cycle implementation of Workday HCM. From the creation of HR strategy using our leading Oracle-enabled HR Transformation labs, the application of design thinking that allows HR to challenge how work gets done today, to navigating the ever-evolving HR technology landscape to determine the right digital solutions to enable transformation, our HR Transformation practice is focused on helping HR take the lead.
$167,325 - $278,875 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Work At Home Data Entry Research Panelist Jobs - Part Time, Full Time This work-from-home position is ideal for anyone with a diverse professional background, including administrative assistants, data entry clerks and typists, customer service reps or drivers.
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Team members are eligible for a generous benefit package including health benefits (medical, prescription, dental and vision), flexible spending accounts, life insurance, disability programs, 401(k) plan (with 4% company match after one year of employment), paid time off and holidays, and much more.
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Job Type Full-timeDescriptionLarge Mechanical Contractor currently seeking a Commercial Plumbing/Pipefitter Superintendent to work in the Jupiter to Ft Lauderdale and Ft Lauderdale to Miami areas on large commercial projects.
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In addition to a competitive starting salary that is commensurate with your level of experience, this firm offers a comprehensive benefits program that includes health insurance coverage (medical/dental/vision), Disability Plans, retirement savings plans (401k) plus profit sharing, paid time off (vacation/sick/personal days), professional development opportunities (continuing education/professional memberships) and more.
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1-3 years of relevant experience; private equity firm, investment banking, fund of funds, fintech, or investment consultant experience is a plus. iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2023); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron's Solutions Provider award (See link below.
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B2B and DTC experience a plus; must have experience with retail / CPG / manufacturing. Work closely with the VP, Brand Strategy & Marketing to develop a comprehensive brand strategy for SFC, as well as with sub-brands and key product categories, that aligns with the business goals, enhances brand awareness, and increases market share.
$150ExpandApply NowActive JobUpdated 7 days ago
work life balance a plus investment advisor jobs in Boca Raton, Not-specified, Alaska
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