Senior Special Needs Trust Officer
The-Forge-Companies
The-Forge-Companies seeks a Special Needs Trust Officer II in Brentwood, Tennessee. This role focuses on managing client relationships and providing exceptional trust services. The ideal candidate will have a strong background in trust administration, with a passion for helping others. Responsibilities include overseeing account setup, trust plan implementation, and maintaining client relationships. Candidates should possess excellent communication skills and a Juris Doctor or CTFA is preferred. #J-18808-Ljbffr The-Forge-Companies
- Advocacy Trust is looking for an experienced, client service focused Special Needs Trust Officer II to join the team. As a Trust Officer II, you will be responsible for providing trust services, building, and maintaining client and partner relationships, and providing exceptional...Special needsWork at office
- Senior Trust Manager The Senior Trust Manager is responsible for working... ...‑day administration of Trust Officers and Senior Trust Officers.... ...participating in pre‑call planning as needed; Coordinate Trust Officers... ...tax planning, guardianships, special needs trusts, state‑specific...SeniorSpecial needsWork experience placementWork at office
- Tnbankers in Nashville, TN is seeking a Trust Officer to manage a portfolio of fiduciary and investment accounts for high-net-worth clients. The candidate will oversee client communications and service coordination while implementing investment strategies aligned with client...Senior
- The Forge Companies in Brentwood, Tennessee, is seeking a Trust Administrator to support a Trust Officer in managing trust accounts. The ideal candidate will have a strong focus on communication and detail, ensuring clients receive exceptional service. This role includes...Special needs
- ...Overview As a Trust Officer , you’ll play a key role in managing and administering trust accounts, ensuring compliance with legal and regulatory... ...position with flexibility, including evenings and weekends as needed. FLSA Status: Exempt We are an Equal Opportunity Employer and...SuggestedFull timeLocal areaRemote workAfternoon shift
- The Trust Officer 2 is a fiduciary professional and subject matter expert who is responsible for managing all phases of trust administration... ...tasks, projects, training, and officer responsibilities as needed. Key Responsibilities Trust Administration: Administer diverse...Work at office
- ...case presentations tailored to senior HR, IT, and business leaders.... ..., elevating Cornerstone as a trusted advisor in Workforce AI... ...marketing teams based on customer needs and market signals to... ...• Background from niche or specialized AI vendors, start-ups, or innovation...SeniorSpecial needsLocal area
- The-Forge-Companies in Brentwood, TN is seeking a Trust Officer 2 responsible for managing trust administration across complex accounts. The ideal candidate should possess knowledge of trust laws and have at least 3 years of experience in trust administration. This role...
- The-Forge-Companies in Brentwood, TN is looking for a Senior Trust Manager responsible for overseeing the administration of Trust Officers. You will ensure exceptional client service while managing a broad range of fiduciary responsibilities and client relationships. Ideal...Senior
- The Trust Administrator will support a Trust Officer in the administration of trust accounts including Special Needs Trusts and Settlement Protection Trusts. This is an ideal position for someone with an understanding of the unique needs of individuals with disabilities...Special needsWork at office
$38.14k - $41.55k
...The opportunity As a Senior Field Service Technician within Hitachi... ...Business, you will serve as a trusted technical expert supporting the... ...your background and project needs. Field Leadership Responsibilities... ...identity protection services; special needs support, and adoption...SeniorSpecial needsHourly payRelocation package- UNITED COMMUNITY BANK is seeking a Trust Officer to manage and administer trust accounts, ensuring compliance with legal and regulatory standards. You will build lasting relationships with clients and beneficiaries while supporting investment management. The ideal candidate...SeniorFull timeWork at office
- A financial institution is seeking a Trust Officer to manage trust accounts and ensure compliance with legal and regulatory standards. This role requires building strong relationships with clients while collaborating with private bankers. Candidates should have a bachelor...SeniorFull timeRemote work
$110k - $130k
What You’ll Do As Senior Associate, Innovation you will play a key role in increasing... ...safe days at home for children with special healthcare needs. You will help identify, prioritize, and... .... In this role, the ability to earn trust and incorporate diverse perspectives is...SeniorSpecial needsTemporary work- ...Job Summary The Senior Accountant I role supports... ...developing analysis/reports as needed. Monitor, balance,... .... Complete special projects as needed for... ...Proficient in Microsoft Office, specifically in Excel.... ...years, SERVPRO® has been a trusted leader in fire and...SeniorSpecial needsLive inWork at officeFlexible hours
$124k - $335k
...the skills, knowledge, and experiences you need to lead and deliver value at this level... ...automation, and increased efficiencies. As a Senior Manager you are to lead large projects,... ...success. You are also responsible for building trust with multi-level teams and stakeholders...SeniorFull timeH1b$90k - $115k
Description The Senior Construction Project Manager (PM) is responsible... ...discipline PMs and APMs as needed Conduct performance... ...process gaps, vehicle needs, special tool or equipment needs, and other... ...to maximize efficiencies for office and field personnel Review and...SeniorSpecial needsFull timeContract workFor subcontractorWork at officeLocal area- A luxury senior living community in Nashville, TN is seeking an Enrichment Activity Leader to plan and implement specialized activities for seniors with cognitive disabilities. You will lead... ...experience in group activities with special-needs individuals and an Associate's Degree...SeniorSpecial needsFull time
- ...operation of the Convention Services section within the Sales Department. You will coordinate and monitor guest room blocks and special reservation needs while communicating effectively with multiple departments. The ideal candidate will possess strong administrative skills,...SeniorSpecial needsFlexible hours
$143k - $243k
...us. Job Posting Title Policy and Regulatory Insights Advisor, Senior Principal - Remote Job Description The Government Affairs Policy... ...business. Must be eligible to work in the United States without the need for work visa or residency sponsorship. Additional...SeniorRemote jobTemporary workWork experience placementLocal areaVisa sponsorshipWork visa$95k - $120k
...Position Summary The Senior Wealth Planner serves as a key relationship manager, ensuring... ...client retention by meeting all service needs and developing personalized wealth planning... ...to applicants with disabilities or special needs. For those needing accommodations,...SeniorSpecial needsLocal areaFlexible hours- A leading automotive company is seeking a Senior Import Compliance Specialist to ensure compliance with U.S. customs regulations and actively participate in trade programs. The role requires over 5 years of experience, strong knowledge of import processes, and excellent...Senior
- ...core of everything we do at Holladay. The Senior Accountant supports this mission by... ...and determine what adjusting entries are needed Review and approve cash receipt entries by... ...Area Maintenance Reconciliations Assist special projects as needed Position Competencies...SeniorSpecial needsLocal areaImmediate start
$83.43k - $222.48k
...Title: Senior Epic Analyst Department: Information Technology/Health Information Management Reports To: Epic Team Manager Summary... ...such as go‑lives, upgrades, downtimes, and other special projects as needed. Scope and Level Guidelines: Demonstrates comprehensive knowledge...SeniorSpecial needsHourly payFull timeTemporary workLocal area$24.46 - $36.69 per hour
...Client Officer Senior Nashville Branch Assists the Client Manager in supervising and participates in the operations, client service... ...Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits...SeniorHourly payWork at office- Prime Therapeutics is seeking a Senior Principal Policy and Regulatory Insights Advisor to manage state and federal policy functions and advocate for strategic goals. This remote position requires strong leadership and public speaking skills, with a focus on aligning policy...SeniorRemote job
- The Tennessee Bankers Association is seeking a Trust Officer/Wealth Advisor to manage fiduciary and investment management accounts for high-net-worth clients. Candidates should possess a Bachelor's degree with a preference for a JD or MBA, along with CFP or CTFA certification...Senior
- Supervisor: Market Leader General Job Description A Trust Officer manages a portfolio of fiduciary and investment management accounts for... ...beneficiaries, and other interested parties, understanding their needs, goals, and governing documents. Provide wealth planning...
- Cardinal Health in Nashville, TN is seeking a Senior Specialist in Quality Assurance to execute quality programs and minimize risks in the supply chain. The role involves ensuring compliance with regulatory standards, executing internal programs, and mentoring junior Specialists...Senior
$139k - $209k
...thinking meets operational excellence. As a Senior Manager, Tax, you will lead and... ...controls in place. Lead or support special projects as needed, including M&A transactions and purchase... ..., two annual company breaks, home office stipend, and an equity program. Relativity...SeniorSpecial needsFixed term contractLocal areaHome office
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