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Licenses Preferred: Certified Trust and Fiduciary Advisor (CTFA) Complies with Bank Secrecy Act (“BSA”), OFAC Anti-Money Laundering (“AML”), and USA PATRIOT ACT policies, procedures, by properly verifying the identity of any person/business an account, maintaining records of the information used to verify each costumer and consulting lists of known terrorists before opening an account.
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Typical Day in the LifeA typical day as a Wealth Transition Services Manager/Senior Manager might include the following:Reviewing fiduciary, gift, and estate tax returns. Working with staff to ensure fiduciary, gift, and estate tax returns are completed correctly by required deadlines and under firm processes.
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The Manager is subject to the ethics & fiduciary agreement adopted by the Board and the standards of practice outlined by Nevada Revised Statute. Manage the operations of Association Limo service including monthly maintenance and repairs.
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Serve as primary point of contact providing specialized trust and fiduciary services to high-profile institutional accounts, including qualified and non-qualified plans sponsored by Fortune 500 companies.
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Serves as relationship manager and fiduciary advisor to provide trust administration of personal trust accounts including estates, trusts, guardianships, and agencies up to and including complex situations.
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Associate Fiduciary Officer Location: Las Vegas, NV Reports to: Fiduciary Team Manager Employment Type: Full-time, in office Overview: Join our team as an Associate Fiduciary Officer and take your career to the next level in the dynamic world of fiduciary services.
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Prepare and begin reviewing tax returns for Mid-Sized Private Companies in multiple industries, Investment Entities, High Net-Worth Individuals, Fiduciary Entities, and Non-Profits. Senior Tax Accountant – Las Vegas, NV CPA Firm.
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This is a fast paced and highly skilled firm that works with high net worth individuals in a true comprehensive fiduciary planning capacity. You will be working within our main program, eMoney, and working with our Financial Planner to maintain our client relationships.
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Report any customer suspected of suspicious activity immediately to the BSA/Compliance Officer. Participate in required annual BSA/AML/OFAC and Compliance training. We are seeking a Trust Officer to join the team within Premier Trust, a member of Osaic.
$75,000 - $90,000 a yearFull-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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Participates in defining strategic direction of the HTM program through short and long-term goal setting, technology assessment and planning, medical device integration, operations, risk analysis, security, vendor and contract management, fiduciary responsibilities, and required reporting.
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Knowledge of fiduciary products and services (e.g., personal trusts, living trusts, wills, investment management, security custody, financial consulting, estate planning). Development of external leads through solicitation of attorneys, accountants and other centers of influence including community leaders and organizations to sell investment management and fiduciary administration business.
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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.
$129,455 - $167,530 a yearFull-timeExpandApply NowActive JobUpdated 2 months ago - UpvoteDownvoteShare Job
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The Vice President, Operations assists the Chief Operating Officer (COO) in overseeing and managing the business operations of Premier Trust, a leading provider of trust and fiduciary services.
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A working knowledge of the legal, tax and procedural aspects of estate planning, estate and trust administration, probate, fiduciary duties, estate and trust tax preparation, and accounting is preferred.
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What You'll Do As a Tax Senior 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 for and assist in 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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fiduciary job in North Las Vegas, NV
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