We're seeking a future team member for the role of Senior Vice President, Fiduciary to join our Wealth Management team. This role is located in Boston, MA.In this role, you'll make an impact in the following ways: Administer and advise the Wealth Management team on the interpretation of key trust provisions, fiduciary duties, and trustee responsibilities. Manage and grow existing client relationsh...
Job DescriptionJob DescriptionAssistant Asset Manager/Assistant Estate Administrator$25.00 - $28.00 / hourFull Time Glendale, AZJob Title: Assistant Asset Manager / Assistant Estate AdministratorDivision/Section/Unit: Asset Management & Estate AdministrationJob Summary:Coventry, Vernon, & Roberts, LLC, Professional Fiduciary Associates, seeks a detail-oriented, self-starter with a reputation for in...
Description:We are seeking an Associate Attorney in our Trusts and Estates Practice Group. Estate administration responsibilities will include handling all aspects of the probate process, preparing federal and state estate tax returns, running various tax projections, coordinating the preparation of income tax returns (individual and fiduciary) and all other administration matters. Trust administra...
Application Deadline: 09/24/2026 Address:777 S Flagler Drive Job Family Group:Customer SolutionsRole Summary The Managing Director, US ETF Investments will lead the investment management, portfolio construction, risk oversight, and team build-out for BMO's U.S. ETF business, with a focus on derivatives-based and outcome-oriented ETF strategies. Reporting directly to the U.S. Head of Global Asset Ma...
Job Summary:The Retirement Plan Administration Coordinator will support the administration of our Compass 3(16) fiduciary-level enrollment services and other daily operational activities. This role serves as a key point of contact for our clients' retirement plans and the required enrollment communications and participant support, while providing general administrative and clerical assistance to su...
About the Job:Northwestern Mutual is seeking a highly experienced tax professional to join Sophisticated Planning Strategies team as a senior member of our in-house tax preparation and planning team. In this role, you will provide advanced individual income tax planning and compliance support for high-net-worth and ultra-high-net-worth clients, while also bringing significant expertise in either bu...
Staff Accountant Open
Staff Accountant Open
Staff Accountants work closely with others in the firm to assist our clients, management, owners and/or others charged with governance of privately held businesses, not for profit organizations, governmental entities, employee benefit plans and individuals. The Staff Accountant provides basic accounting, auditing, tax and/or other consulting services to clients within established firm and accountin...
Express Employment Professionals is representing a well-established law firm in Haddonfield, NJ seeking a Trusts & Estates Paralegal to play a key role in a sophisticated estate and trust practice.This position is ideal for candidates with a tax and accounting background (including CPA firm experience) who are looking to apply their expertise in a more stable, client-focused environment. The role o...
Trust Officer Open
Trust Officer Open
Trust Officer At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits...
New Client Counselor Open
New Client Counselor Open
Are you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a New Client Counselor in our New Client Conversion (NCC) group. If you are passionate about sales, financial planning,...
The Manager of Total Rewards provides strategic and operational leadership for RRMC's compensation and employee benefit programs and leads the team responsible for delivering these programs across the organization. This role is responsible for developing, administering, evaluating, and continuously improving total rewards programs that are competitive, equitable, financially sustainable, compliant...
I. Job SummaryManage the Landfill Gas to Energy Facility to maximize production, while ensuring safe work practices, environmental compliance, timely maintenance, compliance with contracts, and coordination with the landfill management and operations. This role acts as a plant owner, and is available whenever necessary to meet the objectives of the role and the needs of the facility.II. Essential D...
Availa BankDescription: EEO EmployerAvaila Bank believes our people make a difference, and we recognize that individual differences and experiences strengthen our teams. Each member of our team is empowered to inspire and enable our clients and the communities we serve to achieve financial success.LOAN SERVICING MANAGER POSITION SUMMARYThe position is responsible for the overall management of the L...
Zurich is currently looking for an Executive Underwriter or an AVP Underwriting Director Management Liability. As we are expanding and growing our capabilities, we are looking for candidates to work out of our Philadelphia Office, This position will be required for certain in office days per week, as a Management Liability Underwriter, you will be responsible for utilizing your sales/marketing, rel...
Position Title: Customer Service RepresentativeReports to: Lead Customer Service RepresentativeClassification:Non-ExemptRevised: June 2026Bilingual (English/Spanish) preferredScope: The Customer Service Representative position is responsible for demonstrating excellent customer service in accordance with the bank's core values. Greet and assist customers in a friendly and timely manner via telephon...
Pendleton, OR – Seeking Emergency Medicine Medical DirectorJoin the Physician Partnership Where You Can Increase Your ImpactVituity’s ownership model provides autonomy, local control, and a national system of support, so you can focus your attention where you want it to be – on your patients.Join the Vituity Team. Vituity is a 100% physician-owned partnership and is led by frontline physician...
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