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Senior Trust Officer The candidate will be responsible for: Develops, manages and maintains fiduciary and investment-oriented client relationships. Utilizes fiduciary knowledge and relationship building skills to exceed client expectations. Engages clients ..
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Senior Trust Officer Duties: Develops, manages and maintains fiduciary and investment-oriented client relationships. Utilizes fiduciary knowledge and relationship building skills to exceed client expectations. Engages clients when presenting recommendations in the ..
Manager Compliance, Personal Securities Trading Duties: Lead, coach and develop onshore and offshore teams.. Support department audits and exams.. Oversee all day-to-day operations which consist of reviewing compliance reports, managing the ..
Vice President, Corporate Counsel, Retail Advice and Solutions The candidate will be providing thought leadership and support as a key member of the distribution legal team. Will address full range of ..
Seasonal Tax Preparer The candidate will assist in inputting and review of electronic data imported into tax filing software. Will be reviewing the draft return for related federal, state and local ..
Credits and Incentives Tax Manager Duties: The candidate will be identifying, qualifying, and calculating tax credits and other incentives. Advising clients with respect to location strategy decisions, as well as credits ..