- UpvoteDownvoteShare Job
- Suggest Revision
Acquire and apply knowledge of industry products, services and processes in handling moderately complex accounts (e.g. irrevocable, IRA, distributing trusts, trust agency, etc.) The Trust Officer serves as a relationship manager to MidFirst Bank clients by providing support and advice in managing their trust and estate administration needs.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Medical, Dental, Prescription & Vision Benefits Life, AD&D, and LTD insurance Paid Vacation and Holidays Teladoc & TriaHealth Company-Matched 401K and IRA Retirement Savings Per-Diem paid when overnight travel is required Drive time and mileage paid for use of a personal vehicle when travel is required Company vehicles could be provided after an initial 2-4 weeks of employment Requirements:NICET II or NICET III certification (Preferred.
$20 - $40 an hourFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Execute the terms of any estate plan or document in which Dunham Trust serves as trustee, executor, personal representative, guardian, or agent for fiduciary, often exercising broad discretion for beneficiaries with competing interests.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Oversee, direct, and serve as the subject matter expert for all operational activities within Patient Financial Services for both State Mental Health Hospitals, including: interpreting rules and regulations as they pertain to patient benefits and revenue for the Hospitals, Medicare, Medicaid, Fiduciary Duties.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
You will develop and implement strategies focused on seamless delivery of wealth management solutions to clients, ensuring proper service levels to customers in compliance with sound banking and fiduciary practices, as well as BOKF policies and procedures.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Our teams advise clients holistically on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration. Our teams advise clients holistically on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration.
$125,715 - $162,690 a yearFull-timeExpandApply NowActive JobUpdated 2 months ago - UpvoteDownvoteShare Job
- Suggest Revision
The Trust Officer is responsible for administering personal trust, custody and estate, investment agency and IRA accounts. Provides administration of assigned accounts in accordance with governing instruments, applicable state and federal law, and fiduciary standards consistent with BOKF policy.
Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Responsible for coordinating account administration of complex fiduciary, investment management, banking, estate settlement, and/or custody accounts. Manage accounts in accordance with fundamental fiduciary duties and responsibilities, considering legal requirements, terms of the documents, NT policies & procedures, assessment of fiduciary and business risk, client needs and Trust & Advisory resources.
$70,000 - $105,000 a yearFull-timeExpandApply NowActive JobUpdated 9 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Is responsible for administering personal trust, custody and estate, investment agency and IRA accounts. You will maintain knowledge of state and federal tax and fiduciary law, accounting principles, investment strategies, and BOKF policies and procedures.
$160,000 - $190,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
Benefits Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k, IRA) Life Insurance (Basic, Voluntary & AD&D) Paid Time Off (Vacation, Sick & Public Holidays) In 1885, opticians William Wall and Charles Ochs opened their first eyeglass store and manufacturing facility in Philadelphia, PA. Their reputation for fine eyewear and superior eye care grew, and Wall & Ochs was soon synonymous with exceptional quality and great value.
Part-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
IRA retirement plan with employer matching (that's free tax deferred money!) Qualifications of Automotive Technician/Mechanic. Benefits for Automotive Technician/Mechanic. Rated Mechanics Marketplace Best Workplace, highly reputable and Top auto repair shop in Denver CO has been servicing cars and light trucks for 3 generations since 1950.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
We are seeking a contract Client Service Specialist (IRA Support) to join our dynamic team in Denver, CO. In this role, you will process manual and automated requests from Third Party Administrators (TPA), assist customers in our Safe Harbor IRA product, and provide outstanding customer service.
$23 - $25 an hourFull-timeExpandApply NowActive JobUpdated 18 days ago - UpvoteDownvoteShare Job
- Suggest Revision
Review and prepare tax returns for Mid-Sized Private Companies in multiple industries, Investment Entities, High Net-Worth Individuals, Fiduciary Entities, and Non-Profits. Tax Manager – Denver, CO CPA Firm Job.
ExpandApply NowActive JobUpdated 9 days ago - UpvoteDownvoteShare Job
- Suggest Revision
You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing.
ExpandApply NowActive JobUpdated Today
fiduciary ira jobs in Aurora, CO
FEATURED BLOG POSTS
How to Ask for a Letter of Recommendation
When the job board you subscribe to finally posts your dream job, you may feel like the stars have aligned. But part of securing a position that matches your career plan is ensuring you address all the application basics. You know, the resume, the cover letter, the portfolio. It seems like you've got this in the bag — until you realize they want a letter of recommendation, too!
16 Tech Jobs You can Get Without a College Degree
You might think that if you don’t have a computer science, information technology, or related degree, then there’s absolutely no way you can break into the technology field and score a high-paying tech job. But this is a misconception. There are actually tons of tech jobs out there that don’t require a college degree. Instead, employers are more interested in the skills that you can offer. So, read on to learn more about how to land tech jobs without a degree.
What Are SMART Goals?
When it comes to achieving our goals, there’s a lot of noise to work through. A study by the University of Scranton has found that only 8% of people who set New Year’s resolutions actually achieve them. Our busy lives might be one reason for this. Another, even more important reason, is our approach to goal setting. Being too vague, too ambitious or simply unclear on the timeframe can set us up for failure.
How Long Do Background Checks Take for Pre-Employment
Many jobs require a background check. For some companies, this is a matter of company policy. In other jobs, such as finance, childcare, and security, the government often requires background checks. While there are varying levels of intensity, for most people, a background check is nothing to worry about. In fact, the biggest question is often how long does a background check take? Here’s what job seekers and applicants need to know about background checks before they apply to new jobs.
The Best Remote Jobs: Where & How to Find Them
The Covid-19 pandemic hasn’t been easy on any of us, but if there’s one silver lining, it’s the fact that remote work has grown in popularity because of it. Companies that previously weren’t open to their employees working remotely were suddenly forced into allowing it. Since then, they've realized that much of their workforce is happier and more productive. Naturally, this has led to more remote job openings, which is great if you’re interested in this type of position. Read on to learn more about the best remote jobs and where to find them.
In-House vs Outsourcing Recruiting: Which is Better?
When looking at in-house vs outsourcing recruiting, it is important to nail down the benefits for each and whether those benefits outweigh the risks that follow.
How to Write a Short Bio
First impressions can be tricky. When meeting someone in person, it’s likely you have an elevator speech. These short, practiced introductions can help you share more about who you are, what you do for work and other facts about you. While this works well in a live, in-person context, there are many cases where professionals “meet” someone via written form - like social media, a resume, or published work. In these cases, your bio works as your first impression. So, here’s a step-by-step guide on how to write a short bio.