Wealth Trust Admin & Reporting Specialist

Jobtailor

Jobtailor in United States, Connecticut, is seeking a detail-oriented professional to provide full administrative and operational support to the Wealth Management Group. You will handle tax payments, account maintenance, and reporting, ensuring accuracy and compliance with trust processes. The role requires four years in trust/banking or related fields, strong written/verbal communication, and proficiency in Word/Excel. #J-18808-Ljbffr Jobtailor

Apply

Vacancy posted 5 days ago

Similar jobs that could be interesting for youBased on the Wealth Trust Admin & Reporting Specialist in Hartford, CT vacancy

Oracle Finance Record To Report (R2R) Specialist
...design workshops with business stakeholders to understand Record to Report (R2R) business requirements; demonstrate understanding of... ...tasks and report progress on the track/deliverables. Gain the trust of your client, teammates, and managers to make sure projects get...
Suggested
Work experience placement
Live in
Work at office
Local area
Accenture
Hartford, CT
3 days ago
Stop-Loss Analytics & Reporting Specialist
Jobtailor in Connecticut seeks a detail-oriented Stop Loss Reporting Specialist to monitor and manage reporting activity for assigned clients, analyze data from carriers and portals, and maintain stop loss analytics. You will ensure timely submissions and accurate data...
Suggested
Jobtailor
Hartford, CT
5 days ago
Fiduciary Bookkeeper, Trust & Estates Specialist
A law firm in Hartford, Connecticut, is seeking a Fiduciary Bookkeeper for its Trust and Estates practice group. The role involves processing check requests, managing client accounts, and ensuring compliance with audit guidelines. Candidates should possess at least an Associates...
Suggested
Shipman & Goodwin LLP
Hartford, CT
2 days ago
Behavior Specialist
$25.39 - $31.12 per hour
...Type: Paraprofessional Staff/Behavior Specialist Location: District Date... ...are characterized by respectful behavior, trusting relationships, caring educators/... ...Building : various-any of the 8 schools Reports To: Director/Supervisor for Special Services...
Suggested
Hourly pay
Contract work
Monday to Friday
Shift work
Wethersfield Public Schools
Wethersfield, CT
3 days ago
Wealth Services Client Concierge & Scheduler
Alera Group, a national broker, is seeking a Client Relationship Coordinator for Wealth Services. In this on-site role you will support client relationships, assist financial advisors, and help deliver comprehensive wealth strategies. You will coordinate schedules, book...
Suggested
Alera Group, Inc.
Wethersfield, CT
2 days ago
Health Information Specialist II
$16 - $20.5 per hour
...Datavant is the data collaboration platform trusted for healthcare. Guided by our mission to make the world's health data secure, accessible... ..., HIS II is responsible for training HIS I staff and providing reports to manager and/or the facility. Position Highlights This...
Hourly pay
Full time
Work experience placement
Work at office
Remote work
Monday to Friday
Weekend work
Afternoon shift
Datavant
Hartford, CT
2 days ago
Senior Specialist, Workday Finance
$112.8k - $155.1k
...forecasting in line with Kyriba Finance objectives. Analytics: Enable reporting and dashboards using Workday Report Writer/Composite, Prism... ...honour each other’s contributions through honesty, respect, trust, and transparency. Work as One Team: We share in each other’s successes...
Full time
Local area
Worldwide
Kyriba
Hartford, CT
3 days ago
Senior Specialist, Account Management
$57k - $81.6k
...Resolve open order issues by reviewing open order and exception reports, analyzing trends, and partnering with customer to take... ...performance indicators monthly Build and maintain long-term trusted relationships with customer to support retention and growth of...
Full time
Contract work
Temporary work
Work experience placement
Local area
Immediate start
Flexible hours
Cardinal Health
Hartford, CT
1 day ago
Area Health Information Specialist I
$15 - $18.32 per hour
...Datavant is the data collaboration platform trusted for healthcare. Guided by our mission to... ...of Information (ROI) Health Information Specialist to support a medical facility in... ...health information Pull and generate reports as needed Perform administrative functions...
Hourly pay
Full time
Work experience placement
Work at office
Monday to Friday
Shift work
Datavant
Hartford, CT
2 days ago
Delivery Specialist
$70.35k - $196k
...Cloud. You Are: A passionate, hands‑on GCP specialist/practitioner who understands that great... ...Agentic AI solutions. You will act as a trusted team player, guiding others in the team... ...for project delivery and status reporting. Travel may be required for this role. The...
Work experience placement
Live in
Work at office
Local area
Shift work
Accenture
Hartford, CT
2 days ago
Fiscal & Administrative Assistant — Hybrid (Reports & Audits)
...full-time Fiscal/Administrative Assistant to manage loan agreements, handle payment disbursements, and compile necessary financial reports. This role requires a minimum of four years experience in complex clerical work, preferably in a fiscal or administrative capacity....
Full time
New England AFP
Hartford, CT
3 days ago
Specialist, Corporate Events
$60k - $65k
...industry-changing media and entertainment business and home to trusted brands that shape culture, inform audiences, and build... ...Tomatoes, GolfNow and GolfPass. The Opportunity The Specialist, Corporate Events reports to the Senior Manager, Corporate Events and plays a...
Work experience placement
Work at office
Local area
Remote work
Monday to Friday
Weekend work
Versant
Hartford, CT
4 days ago
Leadership Associate Target Class: Equal Employment Opportunity Specialist 1 #260817-5989VR-001
...Associate with a target class of Equal Employment Opportunity Specialist 1. This position will be located within the Office of Equal Employment... ...of discrimination complaints, writing investigation reports with findings and recommendations; Assisting with the development...
Full time
Work at office
Remote work
All shifts
Monday to Friday
Shift work
Day shift
State of Connecticut
Wethersfield, CT
4 days ago
Senior Specialist, Project Engagement (Hybrid Schedule)
$115.69k - $128.54k
...or should the policy change.Eversource is looking for a Senior Specialist, Project Engagement in Hartford, CT. As part of a project-... ...between MA/CT/NH as necessary.#LI-ES3#tranajdCompetencies:Build trusting relationshipsManage and develop peopleFoster teamwork and cross...
Full time
For contractors
H1b
Work at office
Local area
Remote work
Eversource Energy
Hartford, CT
2 days ago
E&S Casualty- Senior UW Specialist Specialty (Hybrid/Remote)
...sales-minded, and dynamic Underwriting Specialist Specialty - Merit Specialty (Wholesale)... ...Developing an understanding of various financial reporting information and insurance performance... ...and producer activities to build trust, facilitate negotiation, and secure commitment...
Full time
Remote work
Flexible hours
The Hanover Insurance Group
Windsor, CT
1 day ago
Specialized Fiduciary Administrator II (SFA II), Estate Settlement Services
$27.3 - $37.69 per hour
...Sales, Tax, Compliance, SAM, ART, Operations, Technology Groups and Trust Administration, etc.) as needed. May be accountable for managing... ...client needs. May be asked to participate in projects, prepare reports and conduct research. May act as a point of contact for clients...
Hourly pay
Full time
Work at office
Work from home
Flexible hours
Shift work
Day shift
Bank of America
West Hartford, CT
2 days ago
Proposal Specialist
...We currently have an exciting career opportunity for a Proposal Specialist to support our Government practice.CohnReznick is a hybrid firm... ...united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it’s...
Work at office
Local area
Remote work
Flexible hours
CohnReznick
Hartford, CT
2 days ago
J.P. Morgan Wealth Management - Private Client Advisor - Hartford, CT
...interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a...
Chase
Hartford, CT
3 days ago
Specialist, Benefits
$80k - $120k
Specialist, Benefits - HB08CEWe’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages... ...you will work across benefits operations, vendor management, reporting, employee support, and communications to help deliver programs...
Full time
Temporary work
Work at office
Remote work
3 days per week
The Hartford Financial Services Group
Hartford, CT
1 day ago
Family Engagement Specialist
$18.5 per hour
...process and ongoing program participation. The Family Engagement Specialist develops and implements familyengagement initiatives, provides... ...documentation meets agency andcontractual standards. Prepares reports timely, to assist program leadership inmaintaining compliance...
Hourly pay
Work at office
Flexible hours
Afternoon shift
The Youth Counselor
Hartford, CT
4 days ago
ServiceNow Administrator
$80k
...Maximus is a trusted federal partner supporting mission-critical programs across national security, defense, and public service delivery... ...incidents, leveraging ServiceNow for incident tracking, reporting, and post-incident analysis. Job-Specific Minimum Requirements...
Contract work
Remote work
Night shift
MAXIMUS
Hartford, CT
2 days ago
Infrastructure Administrator, On -Site in CT
...networking and infrastructure environment. Provides monitoring and reporting of network and infrastructure verifying overall health.... ...sustainability aren't boxes to check—they are the foundation of trust. We listen. We adapt. We deliver. Always. Innovation. Collaboration...
Work experience placement
Work at office
Local area
Mastercam
Hartford, CT
2 days ago
Concur Administrator
$77.1k - $100.2k
...forms, workflows, policies, audit rules, travel settings, and reporting structures. Coordinate approval workflows and travel policies... ...100 years, we have enabled the power and joy of learning with trusted, engaging content, and now, integrated digital platforms. We serve...
Full time
Live in
Local area
Worldwide
Cengage Group
Hartford, CT
3 days ago
Specialist, Supplier Development
$101k - $151.4k
...maintain a safe and clean working environment, and use any Personal Protective Equipment (PPE) provided by the Company. Employees must report any accidents, incidents, and near misses to management. Additionally, employees are expected to notify management of any dangerous...
Permanent employment
Flexible hours
Triumph Group
West Hartford, CT
2 days ago
Budget Specialist
$22.34 - $27 per hour
...project work teams, including taking the lead on certain projects and knowledge of accounting, budgeting, financial trend analysis and reporting to complete job functions. Specific Duties and Responsibilities Essential Job Functions Develop initial budget template for the...
Hourly pay
Full time
Shift work
Community Renewal Team
Hartford, CT
3 days ago
Administrative Professional (part-time or full-time)
...helps people thrive in their local communities by providing the trusted local news and services that matter most. With 64 television... ...w/the GM), taking, and distributing notes, submitting expense reports, ordering supplies and other duties as assigned. Assist the...
Full time
Temporary work
Part time
Local area
Immediate start
TEGNA
Hartford, CT
1 day ago
Employment Specialist
$50 per hour
...Employment Specialist Opportunity Goodwill of Western and Northern Connecticut is seeking innovated, outgoing individuals with a great... ...job coaches. Submit monthly job placement and retention reports for departmental statistics. Provide transportation for participants...
Full time
Temporary work
Part time
Work at office
Weekend work
Afternoon shift
GOODWILL INDUSTRIES OF WESTERN CONNECTICUT INC
Hartford, CT
23 hours ago
Specialist, Safety
$54.36k - $80.19k
...Specialist, Safety We are searching for an experienced Specialist, Safety at our Connecticut... .... This position will also monitor and report assigned maintenance elements of the... ...employee feedback. • Build and sustain trust within all levels of the organization....
Full time
Temporary work
For contractors
Local area
All shifts
Night shift
MOBIS
South Windsor, CT
1 day ago
Hierarchical Condition Category (HCC) Coding Specialist
$27.02 per hour
...including documentation improvement, provider education, analyzing reports, and identifying process improvements. ESSENTIAL... ...Professional Coder (CPC) Certified Risk Coder (CRC) Certified Coding Specialist (CCS) Registered Health Information Technician (RHIT)...
For contractors
Work at office
Local area
Remote work
Flexible hours
Highmark Health
Hartford, CT
3 days ago
Continuous Improvement Specialist
...are seeking a motivated, detail-oriented Continuous Improvement Specialist with a strong foundation in Lean principles to support... ...as 5 Whys, Fishbone Diagrams, and A3 problem-solving.Track and report KPIs including OEE, First Pass Yield, Scrap Rate, On-Time Delivery...
Internship
Colt's Manufacturing Company LLC
West Hartford, CT
5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Trust Admin & Reporting Specialist. Be the first to apply!