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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 Strategist - Wealth, Estate And Legacy The candidate will be responsible for: Serve as a primary subject matter expert providing advice and guidance on a broad category of financial planning/client ..
Associate General Counsel Responsibilities: Provide support to investment management operations including its investment advisory programs. Lead the preparation, review and/or coordination of Forms ADV (including regulatory filings and brochure disclosure documents ..
SENIOR PERSONAL TRUST ADMINISTRATION OFFICER The Candidate will be responsible to develop relationships with clients through frequent contact via telephone, email, or in writing. Communicate with FAs, attorneys, and CPAs regarding ..
Director of Compliance Responsibilities: Provide reasonable assurance to senior management and the Board that there are effective and efficient policies and procedures in place, well understood and respected by all employees, ..
Branch Examiner The candidate will review and research branch office activities to identify red flag issues and determine compliance with firm and regulatory rules and procedures. Will communicate with branch managers ..
ED - Senior Counsel-Regulatory Advisory Responsibilities: Preparing memoranda and written analysis of regulatory requirements with advice tailored to the Bank. Monitoring regulatory developments and providing advice and counsel on legal and ..
Bankruptcy Paralegal 3 Responsibilities: Notification, statusing, filing of claims, adversary actions, as well as, any additional activities that occur throughout the life of a bankruptcy. May also manage additional specialty functions ..
Associate General Counsel II Candidate must have: JD Degree with exceptional academic credentials. 5+ years of progressive professional responsibility and experience in relevant practice areas; preference for experience serving as outside ..