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The Fiduciary Business Support Manager assists in designing scripts/controls, shepherding them through governance, and documenting necessary approvals. The Fiduciary Business Support Manager is responsible for the management and execution of the fiduciary services account opening & closing processes.
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Works collaboratively with the Graduate Medical Education (GME) Office and Compliance as necessary to ensure the appropriate fiduciary and regulatory responsibility of education and training programs.
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As a fast-growing company in the wealth management industry, Focus is the leading partnership of independent fiduciary wealth management firms in the country. The Director of Fiduciary Solutions would have trust and estate expertise, specific knowledge of modern trust law & bifurcated trusts and previous experience guiding clients and/or advisors in such matters.
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Will meet with clients, co-trustees and beneficiaries to ensure BNY Mellon is adhering to the highest fiduciary standards as trust advisor to multi-generational families. Subject matter expert on all fiduciary topics which impacts clients and have in-depth knowledge of WM’s fiduciary practices, policies and procedures.
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Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification), preferred. Responsible for the STO books management of fiduciary risks and trust policy adherence.
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With over 60 years of experience across multiple asset classes, GID is an established real estate private equity investor and fiduciary supported by an integrated operating platform with approximately 54,000 multifamily units and over 25M square feet of industrial and commercial space of assets under management.
ExpandApply NowActive JobUpdated 12 days ago - UpvoteDownvoteShare Job
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We prove it, too, with the highest compensation, first day medical benefits, a best in industry 401(K) retirement plan, and fiduciary services offered through Creative Planning. TotalMed Staffing is seeking an experienced Triage Registered Nurse for an exciting Travel Nursing job in Boston, MA. Shift: 5x8 hr days Start Date: 05/13/2024 Duration: 13 weeks Pay: $2124.76 / Week Registered Nurse - Triage | RN - T | Boston, Massachusetts | $2124.76 Weekly Job Description TotalMed is seeking a Registered Nurse - Triage for a travel assignment in Boston, Massachusetts.
$2,124.76 a monthExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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Covering over 50,000 meetings annually, ISS Governance leverages its extensive global footprint, deep experience, high quality data and analysis, unified client support, and technology infrastructure to continuously evolve and extend its innovative suite of solutions to meet clients’ evolving portfolio, fiduciary, and stewardship requirements.
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They will be the utmost fiduciary and be laser-focused on helping investment teams deliver excellent performance for our clients. They will be the utmost fiduciary and laser focused on helping Investors deliver differentiated and excellent investment performance.
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As a minority-owned and JCAHO certified company, we are a healthcare staffing agency that offers flexible staffing solutions such as: per diem, local contract, travel nursing, contract-to-hire, and direct placement.
$2,652.6 a weekExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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Within the first 90 days, you will take on direct supervision of the Accounts Payable staff; review and approve operating invoices, vouchers, new suppliers, and changes to existing suppliers; learn the workflows for our operating payables approval system and our travel and expense reporting process; review accounts receivable and accounts payable aging reports for unusual trends and evaluate older items; and assist in monitoring fiduciary cash balances and transfers between such accounts.
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Review the bill pay cycle from a fiduciary standpoint, ensuring proper documentation and approvals are in place with a focus on internal controls and best practice. Professional business certification strongly desired (CFP, CPA, CTFA, AEP, MBA, MSA, etc.
Full-timeExpandApply NowActive JobUpdated 9 days ago - UpvoteDownvoteShare Job
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What You’ll DoAs a Tax 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.
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Experience in individual, estate, trust and gift tax preparation, fiduciary accounting and research software required. Prepare estate and trust fiduciary accountings. We are currently seeking a Senior Tax Associate to join our Private Client Group which provides Estate Planning Services and Tax Compliance Services.
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You will have low fee, low cost funds such as Vanguard and a variety of other investment selections that will help you reach financial security and ultimately, financial freedom! We are seeking a Technician Surgical Tech for a travel assignment in Boston Massachusetts.
$1,996 a weekFull-timeExpandApply NowActive JobUpdated 5 days ago
fiduciary job in Boston, MA
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