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Securities offered through Cetera Advisor Networks, LLC, member FINRA/SIPC.Advisory Services offered through Cetera Investment Advisers, LLC, a registered investment adviser. At Diamond State Financial Group, we are a comprehensive financial services firm that provides objective customized solutions to assist individuals, professionals, and business owners in pursuing their investment goals.
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In depth product knowledge of fiduciary concepts and legal policies, and tax and investment issues related to trust administration. This individual participates in the collaborative and team-centric approach to client servicing across the Wealth Management division by interfacing with Private Advisors, investment advisors, trust clients, trust beneficiaries and other interested parties and advisors.
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You will be the primary point of contact for a portfolio of trust accounts and oversee all aspects of trust administration, including distributions, record keeping, and account reviews while working closely with investment advisors, trust beneficiaries, internal financial consultants and various centers of influence within the account relationship.
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The Client Service Associate will partner with the Centralized Investment Operations team as well as West Coast Wealth Advisors to ensure clients receive high touch service and their financial transactions/money movements are processed in a timely/accurate manner.
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YOUR IMPACTGoldman Sachs Trust Company (GSTC) has an opening for a Fiduciary Income Tax Manager who will work directly with our Chief Fiduciary Officer (CFO), Trust Officers (TOs), Investment Officers and Infrastructure Team to deliver a superior experience for our clients, while reducing risk by ensuring adherence to our responsibilities as a professional fiduciary.
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Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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Success is accomplished through developing and expanding advisor relationships, providing outstanding investment sales training & assistance and executing product sales programs and strategies.
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They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
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Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing.
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Oversee and/or lead the planning, negotiation and implementation of mergers, acquisitions, divestitures, investment transactions, and similar strategic transactions. Serve as the lead business counsel to the global M&A, Finance, Treasury and Tax functions, managing legal aspects of capital markets transactions and assisting with other banking and investment matters.
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Ensure that the capital investment projects comply with Corporate Technical Guidelines & site/corporate EHS guidelines. Organize, plan, supervise and manage all activities associated with minor capital investment to achieve the requirements of a given project in a timely and cost-effective manner as defined by the business needs to ensure business targets are achieved.
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The incumbent will manage personal accounts and relationships; in conjunction with Team Leader, together ensuring completion of all tasks necessary for proper risk-adverse administration of trust, investment management, custody, or IRA accounts.
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To do that, we are the utility industry's top provider of turn-key energy efficiency and grid optimization programs and products, all of which contribute to reducing carbon and waste and, at the same time, free-up resources for creating more innovation investment and jobs.
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Proven ability to partner and promote lead generation Experience balancing investment management, sales activities, and new client development Strong computer skills and the ability to multitask in a demanding environment Bachelor's degree, preferably in business-related field Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) Obtained insurance licenses.
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Key Responsibilities: Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor.
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investment job Company: Wells Fargo in New Castle, DE
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