Senior Fiduciary Advisor - Complex Trusts
$104k - $128kBusey
Busey in Glenview, Illinois, is seeking a dedicated Fiduciary Advisor to manage fiduciary relationships and ensure client objectives align with governing documents. In this role, you will build lasting relationships with clients and provide high-level service while administering fiduciary accounts. The ideal candidate will have a bachelor’s degree or equivalent experience in fiduciary administration, alongside strong communication and sales skills. Busey offers a comprehensive benefits package and a competitive salary range of $104,000 to $128,000 annually. #J-18808-Ljbffr
$104k - $128k
...Position Summary The Fiduciary Advisor (FA) is responsible for the administration of fiduciary... ...systems, including but not limited to, Trust Accounting systems, Microsoft Office... ...for those Advisors managing larger more complex books of business that bring in...SuggestedTemporary workWork at officeLocal areaFlexible hours$164.6k - $288k
...Senior Portfolio Advisor II, Wealth Management Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been... ...relationships and individual investors with complex investment needs requiring a high level of technical...SeniorWork experience placementLocal areaFlexible hours$105k - $115k
...We are currently seeking a Senior Tax Accountant with a specialization in Estate and Trust to join our talented team.... ...multi-state business returns, complex pass-through entities, and complex... ...Experience preparing Form 1041 Fiduciary Income tax returns. • Experience...Senior- ...At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some... ...How you’ll make an impact The Financial Advisor position is accountable for building and... ...experience, education, pay market/geography, complexity or scope, specialized skill set, lines...SeniorFull timeLive outWork at officeLocal areaFlexible hours
$300k
...Senior Financial Advisor AFIN Family Wealth Management is a firm specializing in holistic financial planning for individuals and businesses... ...skills, with the ability to build rapport and trust with clients. Job Duties and Responsibilities Conduct...SeniorFull timeWork at officeLocal area$98k - $150k
...a fewFamily-friendly work hoursPromote from within cultureThe Senior Portfolio Manager, Commercial supports the Middle Market Commercial... ...reviews and criticized asset reviewsStructure and underwrite complex commercial loan transactions in an assigned portfolio and new...SeniorTemporary workWork at officeFlexible hours$119k - $215.6k
...Services ( practice, an opportunity has been created for a Senior Manager to lead complex client engagements focused on internal audit, risk... ...focused outcomes across multiple industries Serve as a trusted advisor to clients by understanding business risks, operational...SeniorWork experience placementWork at officeLocal areaRemote work$96.5k - $110.1k
...Senior Associate Risk Manager- Global Payments Network Risk Are you ready to lead... ...Strategic Risk Consulting: Serve as a trusted advisor to core business areas, providing... ...flawless documentation that aligns with complex regulatory and internal expectations....SeniorFull timePart timeLocal area$74.2k - $126.2k
...Northern Trust Corp is seeking a Sr. Account Manager in Winnetka, IL to coordinate account administration for complex client relationships. The ideal candidate will manage service requests... ...with clients, and support Trust Advisors. Applicants should have excellent communication...Senior$104k - $128k
...A financial services company in Glenview, IL is seeking a Fiduciary Advisor responsible for managing fiduciary accounts and ensuring compliance with governing documents. The role involves proactive communication with clients, administering accounts, and extensive relationship...Senior- ...Personal Trust Officer GENERAL PURPOSE A Personal Trust... ...to serve as a trusted advisor to GreatBanc's clients and as... ...# Effectively administer fiduciary accounts including trusts, estates... ...guardianships. Coordinate with Senior Vice President to analyze and...Work at officeFlexible hours
$18.34 - $27.51 per hour
...certified company! Consumers Credit Union is recruiting for a Senior Branch Specialist (Personal Banker) at our Kildeer and Northbrook... ...! Processing a wide array of requests for specialized and/or complex accounts and consumer loan applications for members. Being a...SeniorHourly payTemporary workWork experience placementWork at officeLocal area$18.34 - $27.51 per hour
Senior Branch Specialist (Personal Banker) Job Category: Branches/Retail Requisition Number: SENIO002327 Type: Full-Time, On-site Location... ...interest. Process a wide array of requests for specialized/complex accounts and consumer loan applications. Support Branch...SeniorHourly payFull timeTemporary workWork at officeLocal area$145k
A boutique talent acquisition firm is seeking a VP Commercial Portfolio Manager in the Glenview, IL area. The role focuses on commercial loan origination, managing client relationships, and requires a strong background in banking and business development. Candidates should...Senior- ...Geneva Search Partners, LLC is searching for a highly motivated Senior Accountant for a global manufacturing organization in Buffalo... ...preferably in manufacturing. This position offers exposure to complex operations and opportunities for career growth within a collaborative...Senior
$70k - $75k
...rules and regulations. While this academic advisor role serves a diverse portfolio of SESP... ...enhance advising effectiveness; addresses complex student issues, including retention,... ...pay for quality, affordable childcare and senior/adult care. Visit us at to learn more....SeniorWork at officeTrial periodAfternoon shift- ...GENERAL JOB DESCRIPTION The Senior Wealth Advisor serves as the primary advisor and relationship manager for an assigned book of clients... ...referral flow. Client Relationship Management Serve as the trusted advisor and main point of contact for a defined set of...Senior
- Bank of Montreal seeks a primary relationship manager to deliver comprehensive wealth management for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. The role involves driving growth through strategic initiatives and delivering tailored banking and investment...Senior
$124k - $280k
...careers, now and in the future. As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution.... ...with teams, clients and stakeholders to build trust. Uphold the firm's code of ethics and...SeniorFull timeH1b- ...Wintrust Financial Corporation is seeking a Senior Portfolio Manager, Commercial in Northfield Township, Illinois. In this role, you will manage a portfolio of commercial customers and support reporting for portfolio management, ensuring compliance with financial requirements...Senior
$57.5k - $106.5k
...BMO U.S. is seeking a licensed financial advisor in Park Ridge, Illinois. In this role, you will act as the primary contact for clients, uncovering financial needs while providing holistic banking and investment solutions. A major focus will be on client acquisition and...Senior- Zebra Technologies Corporation is looking for a Senior Investment Associate in Lincolnshire, Illinois. In this role, you will focus on... ..., 5+ years of relevant experience, and the ability to distill complex information. The position offers a hybrid work environment and...SeniorFlexible hours
$125k - $175k
...in doing the right thing, always. As a fiduciary practice, putting our clients’ best... ...Wealth family. Who We Want The Senior Wealth Advisor position is the backbone of the practice... .... They can handle the largest, most complex and demanding clients. This individual...SeniorTemporary workWork at officeFlexible hours$116k - $174k
Medline Industries, Inc. is looking for a Scrum Master to lead agile teams and facilitate their adoption of Scrum practices. You will be responsible for enhancing team performance, ensuring effective Scrum implementation, and fostering a collaborative environment. The ...Senior$55.8k - $89.4k
Northern Trust in Winnetka, Illinois is seeking a Personal/Universal Banker. This role focuses on delivering exceptional client service while managing a full range of banking products. Responsibilities include executing transactions, mentoring team members, and maintaining...Senior$96.8k - $145.2k
...by investing in new technologies, businesses, and talent. The Senior Investment Associate works across deal sourcing, evaluation, and... ...interpersonal communication skills with the ability to distill complex information for executive consumption. Strong analytical and quantitative...SeniorSummer workFlexible hours- ...BCG Attorney Search seeks a Senior Family Law Attorney located in Arlington Heights, Illinois. The ideal candidate will have 5-10+ years... ...litigation background. The successful applicant will manage complex law matters, appear in court, and advise clients on various legal...Senior
- Myconsumers is seeking a Senior Branch Specialist (Personal Banker) at our Northbrook branch. In this role, you’ll build member relationships, educate them on financial products, and assist with account management. This position combines banking and teller responsibilities...Senior
- ...Service Technician to perform essential home repair tasks in Northbrook, Illinois. This role is vital for providing safety solutions for seniors and supporting busy families. Candidates should have over 5 years of home repair experience and must be reliable and courteous....SeniorFlexible hours
- ...Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the...SeniorWork experience placementLocal areaImmediate startRelocation
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