Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Trust Finalization Specialist

U.S. Bank

U.S. Bank is seeking a Personal Trust Final Closing Specialist to support Wealth Management client accounts and products. The role covers the final stages of closing, ensuring accurate final income, tax implications, and client expenses before distributions. You will coordinate multiple tasks, adhere to SLAs, and comply with established policies and procedures while delivering precise operational support. #J-18808-Ljbffr U.S. Bank

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Trust Finalization Specialist in Cincinnati, OH vacancy
  • $22.5 - $30 per hour

     ...skills and discover what you excel at—all from Day One. Job Description The Personal Trust Final Closing Specialist is responsible for the operational support and processing of Wealth Management client accounts and products of various types and sizes established by... 
    Suggested
    Temporary work
    Work experience placement
    Work at office
    Local area
    3 days per week

    Us Bank

    Cincinnati, OH
    1 day ago
  • U.S. Bank in Cincinnati, OH is seeking a Personal Trust Final Closing Specialist to support Wealth Management accounts and products, focusing on finalizing account closures and ensuring accurate final income, taxes, and expenses before distributions. This role requires... 
    Suggested

    Us Bank

    Cincinnati, OH
    1 day ago
  • U.S. Bank in Cincinnati is seeking a Personal Trust Initial Closing Specialist to provide operational support for Wealth Management client accounts. You will help set up securities, perform account maintenance, and ensure timely processing within established service level... 
    Suggested

    U.S. Bank

    Cincinnati, OH
    1 day ago
  • Stock Yards Bank & Trust seeks a Wealth Management & Trust Regional Manager in Cincinnati. You will lead the Wealth Management & Trust team, build the business, and market the brand to attract high net worth clients. The role emphasizes cross-functional collaboration with... 
    Suggested

    Stock Yards Bank & Trust

    Cincinnati, OH
    4 days ago
  • Fifth Third Bank’s Private Bank Center in Cincinnati, OH is hiring a Trust Officer II to manage a substantial portfolio of Personal Trust, agency, IRA, and custody accounts. You will execute estate plans, review discretionary actions, and coordinate with tax and client... 
    Suggested

    Fifth Third

    Cincinnati, OH
    3 days ago
  •  ...Registered Client Relationship Analyst to provide exceptional service to clients and support Financial Advisors and Private Wealth Advisors. You will build trusted relationships through regular client interactions and a client-first mindset. The role covers onboarding, account... 

    711 MS Smith Barney, LLC

    Cincinnati, OH
    1 day ago
  •  ...Senior Specialist, Contracts L3Harris is dedicated to recruiting and developing high-performing...  ...in everything we do. L3Harris is the Trusted Disruptor in defense tech. With...  ...contract execution by the parties. Ensures final contract documents are consistent with... 
    Contract work
    Work at office
    Local area

    ClearanceJobs

    Cincinnati, OH
    1 day ago
  • $169.01k - $370.53k

     ...people are our number one priority. With a wealth of learning and career development...  ...Advisory. KPMG is currently seeking a Specialist Director, Threat Management to join our...  ...and automation workflows.  Serve as a trusted advisor to executive and client stakeholders... 
    H1b
    Local area

    KPMG

    Cincinnati, OH
    4 days ago
  • $76.5k - $141.5k

     ...Specialist, Configuration Management L3Harris is dedicated to recruiting and developing...  ...in everything we do. L3Harris is the Trusted Disruptor in defense tech. With customers...  ...guarantee of compensation or salary, as final offer amount may vary based on factors including... 
    Contract work
    Local area
    Flexible hours

    L3Harris Technologies

    Cincinnati, OH
    3 days ago
  • $128.06 per hour

     ...Description ~ The Disaster Program Delivery Specialist: • Collects, coordinates and/or reviews...  ...the Determination Memo and communicating final determinations to the applicants during...  ...a background investigation for a Public Trust position. #LI-LP2  Skills & Abilities... 
    Work experience placement
    H1b
    Immediate start
    Flexible hours

    CDM Smith

    Covington, KY
    3 days ago
  • $140k - $230k

     ...inflammatory disease. As an Immunology Therapeutic Specialist, you will play a key role in a high‑...  ...a successful product launch. Build trusted relationships with dermatologists, key...  ..., qualifications, and capabilities. The final job level and compensation package will... 

    Incyte

    Cincinnati, OH
    20 hours ago
  • $114.1k - $268.18k

     ...culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class...  ...consider a career in Advisory.KPMG is currently seeking a Lead Specialist, Cloud Security to join our Managed Services practice.... 
    H1b
    Local area

    KPMG

    Cincinnati, OH
    4 days ago
  •  ...passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights Client Engagement: Build and nurture client relationships through... 
    Work experience placement
    Work at office
    Local area
    Flexible hours

    Equitable Advisors LLC

    Cincinnati, OH
    4 days ago
  • Benchmark Wealth is a boutique Registered Investment Advisory (RIA) firm based in Cincinnati, Ohio, proudly serving high-net-worth and...  ...across the Midwest and Florida. We are rooted in our core values — trust, accountability, service, and stewardship — and strive to create... 
    Temporary work

    Benchmark Wealth

    Cincinnati, OH
    2 days ago
  •  ...in everything we do. L3Harris is the Trusted Disruptor in defense tech. With customers...  ...of national security. Job Title: Specialist, Quality Engineering Job Code: 4068...  ...interface with the customer for all items upon final acceptance. Responsible for managing... 
    Contract work
    Local area
    10 hours per week
    Flexible hours

    L3Harris Technologies

    Covington, KY
    4 days ago
  • Benchmark Wealth in Cincinnati seeks an experienced Associate Wealth Advisor to manage client relationships and lead financial planning initiatives. You will own deliverables, work with our operations team to meet service standards, and contribute to multi-disciplinary... 

    Benchmark Wealth

    Cincinnati, OH
    2 days ago
  •  ...compliance, and AI-enabled process improvement trends to help P&C IT Risk and Compliance evolve its practices and capabilities.Serves as a trusted advisor and collaborative partner to technical teams, business stakeholders, and leadership by translating complex risk and... 
    Full time
    Part time
    Seasonal work
    Work at office
    Remote work

    American Financial Group

    Cincinnati, OH
    2 days ago
  • $83.37k - $130.4k

     ...ensuring documents are properly collected, reviewed, authorized, finalized, stored, and retrievable in accordance with client requirements...  ...to build effective working relationships and serve as a trusted resource for document control needs.What We Prefer:Experience working... 
    Full time

    HNTB Companies

    Cincinnati, OH
    4 days ago
  • $75.91k - $89.3k

     ...from Day One.Job DescriptionThe Specialized Treasury Services Specialist serves as a subject matter expert for treasury management products...  ..., and cross-functional coordination. Specialists act as trusted advisors to clients and internal partners by investigating issues... 
    Full time
    Work experience placement
    Work at office
    Local area
    3 days per week

    US Bank

    Cincinnati, OH
    6 days ago
  •  ...Research (PS&R) group. PS&R serves as the central hub for Aspiriant’s wealth planning innovation and client experience. This is a nationwide...  ...to identify areas for meaningful improvement Serve as a trusted internal partner, offering guidance, feedback and hands-on... 
    Work at office

    ASPIRIANT LLC

    Cincinnati, OH
    3 days ago
  • $105k - $140k

     ...Senior Proposal Specialist Landrum & Brown is a global aviation consulting firm with airports at the core of our DNA. We bring passion...  ...Specialist will manage proposals from solicitation review through final submission, working closely with technical professionals,... 
    Work at office
    Local area

    Global Infrastructure Management

    Cincinnati, OH
    3 days ago
  • Fifth Third Bank seeks a Trust Tax Manager to lead a team of 7-10 tax professionals responsible for fiduciary, charitable, and IRA returns. You will advise on complex tax matters and ensure accuracy, compliance, and timely delivery of tax filings. The role requires strong... 

    Fifth Third Bank

    Cincinnati, OH
    2 days ago
  • $71.9k - $100.6k

     ...open from August 18 to September 4, 2026.Job Summary: The EHS Specialist serves as the dedicated on-site EHS professional at the Synthica...  ...Knowledge, Skills and Abilities: Demonstrated ability to build trust and credibility with contractors, field employees, supervisors,... 
    For contractors
    Work at office
    Flexible hours

    UGI

    Cincinnati, OH
    1 day ago
  •  ...American Insurance Group, we combine the strength and stability of a trusted organization with more than 150 years of history with the...  ...Summary Strategic Comp is seeking a Senior Employee Success Specialist to lead the design, implementation, and continuous improvement... 
    Full time
    Part time
    Seasonal work
    Work at office
    Remote work
    Night shift

    American Financial Group

    Cincinnati, OH
    2 days ago
  •  ...Intervention SpecialistPurpose:The intervention specialist is responsible for all aspects of Special Education services and compliance and...  ...team decisions;Obtain signatures at team meeting and provide final copy to parent;Maintain Special Education Files;Maintain sign out... 

    Educational Empowerment Group

    Cincinnati, OH
    4 days ago
  • $17 - $18.15 per hour

     ...during that week the hours scheduled would be during the week) The Opportunity: We are searching for the next Patient Access Specialist champion. This role is responsible for performing admitting duties for all patients admitted for services at the hospital. They... 
    Part time
    Work at office

    Ensemble Health Partners

    Cincinnati, OH
    3 days ago
  • $134.39k - $162.84k

     ...their personal lives. Job Posting Title: Senior Therapeutic Area Specialist, Cardiovascular Specialty - Cincinnati S, OH Therapeutic Area (...  ...’s work schedule, job-related knowledge, and experience. Final, individual compensation will be decided based on demonstrated... 
    Hourly pay
    Full time
    Temporary work
    Part time
    For contractors
    Summer work
    Private practice
    Live in
    Work at office
    Local area
    Remote work
    Flexible hours
    Shift work

    Biopharma Careers

    Cincinnati, OH
    2 days ago
  •  ...and demonstrate the company's core values of respect, honesty, integrity, diversity, inclusion and safety.Responsibilities• Promote trust and respect among associates. • Create an environment that enables customers to feel welcome, important and appreciated by answering... 
    Seasonal work

    Kroger

    Cincinnati, OH
    3 days ago
  •  ...commitment to excellence in everything we do. L3Harris is the Trusted Disruptor in defense tech. With customers' mission-critical...  ...domains in the interest of national security. Job Title: Specialist, Program Finance Job Code: 40104 Job Location: Cincinnati... 
    Contract work
    Local area
    10 hours per week

    L3Harris Technologies

    Cincinnati, OH
    3 days ago
  •  ...together with our culture of shared success and commitment to creating 360 value, enable us to help our clients reinvent and build trusted, lasting relationships. We measure our success by the 360 value we create for our clients, each other, our shareholders, partners and... 
    Full time
    Live in
    Work at office
    Local area
    Immediate start
    Flexible hours

    Accenture

    Cincinnati, OH
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Trust Finalization Specialist. Be the first to apply!