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Jointly accountable for ensuring consistent on-going trust administration processes amongst customer facing colleagues and Private Wealth Middle Office. Experience in fiduciary services (trust administration) business development and operations desired.
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The ideal candidate will have a minimum of three (3) years of experience in handling of all aspects of the estate and trust administration process. Fiduciary administration and/or accounting experience desirable.
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Accountable for managing the larger, more complex probate estates and deceased grantor trusts that require a higher level of technical expertise and knowledge in estate and trust administration.
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Clearance Required: Ability to obtain and maintain a Suitability/Public Trust clearance. Bachelor's degree in Business Administration, Business Management, Computer Science, Information Systems, Information Resource Management, Industrial Engineering, Operations Research, or related fields with 12+ years of experience (additional years of experience may be substituted for educational requirement.
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Third Party Administration (TPA) with multiple market segments including labor and trust, hospital and health system. Involves launching, expanding, and enhancing the CarelonRx pharmacy growth and retention model in collaboration with Anthem leadership and market regional sales/account management leaders.
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Must be pursuing and have obtained by the start date or have completed the following degrees/majors in the past 12 months: Bachelor's and/or Masters degree in Accounting, Finance, Trust Administration, or a related field.
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Manage communications with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting.
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Providence office of a BCG Attorney Search Top Ranked Law Firm seeks a private client associate attorney with 5+ years of experience, preferably in a law firm setting, in estate and trust planning for high net-worth clients and the administration of complex estates and trusts, as well as in tax planning and business succession.
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Responsible for working with STOs/TAs and the broader fiduciary team to ensure proper trust and/or estate administration in accordance with account documentation, applicable law and Bank policies and procedures.
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Currently pursuing a bachelor's in Human Resources, Business Administration, Operations Management, Organizational Psychology, or a related field. It’s why we’ve earned the trust of millions, and why AAA Northeast has remained a resilient and reliable brand for over a century.
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We seek a paralegal experienced in the specialized area of probate and estate administration. Experience with probate/trust accounting and settlement, and estate tax return preparation is also preferred.
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Anesthesiologist on-call services, OR room coverage for anesthesia services, examinations, diagnosis, test ordering, medication, administration, orders, labs, documentation, resident supervision, pre/post/perioperative anesthesia care, admissions and/or discharge, electronic documentation, and practicing in accord with AAA and JC regulations/standards.
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