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Your expertise in trust administration, fiduciary responsibilities, and client relationship management will ensure the effective execution of trust services while maintaining compliance with legal and regulatory requirements.
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Ensure that firm complies with legal, fiduciary, and documentation requirements governing the countries where operations are conducted. Citicorp Trust South Dakota seeks a Trust Fiduciary Group Manager for its Sioux Falls, South Dakota location.
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Experience in high-net-worth investment management and fiduciary, investment or planning disciplines. Assist with the valuation of closely held assets in fiduciary accounts as needed. Works with dedicated Trust Administrator on assigned accounts to provide a holistic client experience.
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Resolve and manage Queries from CEs, PS, Fiduciary and Underwriters to ensure clarity to all and allow prompt and correct invoicing for and settlement of payments to/from Clients, Underwriters and Third Parties.
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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. 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.
$2,076.04 a weekExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Key Responsibilities:Manage operational workflow for the assigned marketComplete daily duties such as receiving and verifying money movement reconciliation reports, reconciles internal fiduciary accounts, generate reports for assigned market and distributes to appropriate account officer.
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A typical day as a Tax Senior Associate might include the following: Preparing fiduciary, estate, and gift tax returns by required deadlines. A typical day as a Tax Senior Associate might include the following: Preparing fiduciary, estate, and gift tax returns by required deadlines.
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Parts Managers are required to be at work between 8:00 a.m. to 5:00 p.m., Monday through Friday, excluding company observed holidays or as required to meet the expectations of the department and or fiduciary responsibility.
$65,000 - $85,000 a yearExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Board fiduciary duties, general corporate agreements, board and stockholder actions, miscellaneous contract drafting. Board fiduciary duties, general corporate agreements, board and stockholder actions, miscellaneous contract drafting.
RemoteExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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You will be responsible for working closely with employers and employees to establish and maintain 401(k) plans, responsible for investment reviews, plan design consulting, fiduciary work, ensuring compliance with regulatory requirements, and offering expert guidance to maximize the benefits of these plans.
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As a Personal Trust Officer II, your primary role involves independently administering accounts that designate The First National Bank in Sioux Falls in fiduciary capacities. Consult and partner with Fiduciary Risk and Internal Audit to monitor and manage regulatory risk within accounts.
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This position will assist in developing and overseeing the implementation of trust operations, trust tax business plans and financial policies. About the Role This position is responsible for the strategic development, direction, and management of theorganization's trust operations and trust tax business.
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Position Summary: As a Personal Trust Officer II, your primary role involves independently administering accounts that designate The First National Bank in Sioux Falls in fiduciary capacities. Stay current on changes to trust law, tax law, and IRS regulations related to IRAs/Roth IRAs by attending meetings of the Sioux Falls Estate Planning Council, webinars sponsored by ABA and Cannon, and other learning opportunities as available.
Full-timeExpandApply NowActive JobUpdated 2 months ago - UpvoteDownvoteShare Job
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Preparing fiduciary, estate, and gift tax returns by required deadlines. In addition to all of this, you have a Bachelors degree in Accounting, hold a valid CPA license or are working towards obtaining a CPA license preferred; Enrolled Agent (EA) certification also accepted, and have 3 or more years of experience in public accounting tax work.
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This person will have a bachelors degree plus a minimum of five years of prior wealth management, trust administration, fiduciary investment management, business management, law/tax practice experience, fiduciary investment sales supervision or the equivalent.
ExpandApply NowActive JobUpdated 9 days ago
fiduciary job in Sioux Falls, SD
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