Senior Trust & Fiduciary Advisor
Habitat for Humanity of Durham
Habitat For Humanity Of Durham seeks an experienced professional for Trust Administration. The successful candidate will manage Wealth trust accounts, delivering expert fiduciary advice and oversight. Candidates should have at least 10 years of experience in Fiduciary Services or Trust Administration, with strong analytical skills and knowledge of estate planning and tax laws. Excellent communication and organizational skills are essential. This role offers various benefits including health insurance and paid time off. #J-18808-Ljbffr
- ...Truist. JOB SUMMARY Directly administers and provides fiduciary advice and oversight for all types of Wealth trust accounts including personal trusts, special needs... ...segmentation strategy, by partnering with Client Advisors, Investment Portfolio Managers, Wealth Strategists...SuggestedFull timePart timeWork at officeFlexible hoursShift workDay shift
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- ...coordinating delivery of solutions to the individuals, families, trusts, and foundations they serve. This role is responsible for... ...economy, and high net worth portfolio management. Knowledge of fiduciary standards, principles, products and applicable laws and regulations...SuggestedWork at office
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Senior Advisor, Community Partnerships & Movement Bridging, U.S. Program page is loaded## Senior Advisor, Community Partnerships & Movement... ...network to do so. The Senior Advisor is expected to cultivate deep trust-based partnerships with grassroots and community-based...SeniorFor contractorsLocal areaRemote workShift work- A financial services company is seeking an experienced fiduciary advisor to manage Wealth trust accounts and provide fiduciary advice. The ideal candidate will have over 10 years of experience in Fiduciary Services and a deep understanding of estate planning and tax laws...Senior
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...60% The Opportunity As an Oracle Cloud Finance PPM/AHCS - Senior Associate, you will specialize in consulting services for various... ...evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the...SeniorFull timeH1b$125k - $150k
1104 SUSE LLC is seeking a Solution Architect to act as a trusted advisor, ensuring SUSE's solutions align with customer needs. The role requires engaging with customers, conducting assessments, and managing technical validation processes to showcase SUSE's advantages....- ...WalkMe is seeking a Senior Solution Advisor in Raleigh, North Carolina. In this role, you will lead complex technical evaluations for SLED and Utilities customers, translating business challenges into high-impact solutions. Responsibilities include owning the solution...Senior
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...Financial Group in Raleigh, NC is seeking an experienced Financial Advisor to assist clients in achieving their financial goals. The ideal... ...aiding clients with financial recommendations, establishing trusted relationships, and providing exceptional customer service. The...- ...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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$200k - $215k
...About the Position As a Senior Solution Advisor, you will report to the Director of Solution Advisory on the Solution Advisory team. Your main goal is to lead complex technical evaluations for SLED and Utilities customers, translating mission‑critical business challenges...SeniorWork experience placementImmediate start- ...a helpful, friendly, approachable, enthusiastic, and professional disposition. Ability to demonstrate confidence and act as a trusted advisor. Ability to communicate effectively both verbally and in writing. Ability to demonstrate a team player approach, capable of thriving...SeniorWork at officeLocal areaDay shift
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...Electric Power Research Institute, Inc. is seeking a Technical Advisor II to establish client relationships and drive sales of technical solutions. The role requires a Bachelor's degree, ten years of industry experience, and strong interpersonal skills. You will manage...Senior- ...Wisepath Financial Group is seeking a Wealth Advisor who can help clients build their financial legacy. The role involves developing long-term client relationships, conducting comprehensive financial reviews, and delivering personalized planning opportunities. Successful...Senior
- Ipas is seeking a Senior MERLA Advisor to enhance monitoring and evaluation across African nodes. This role requires technical support for MERLA skills and aims to improve project quality by implementing data-driven decisions. The advisor will also lead training and capacity...SeniorRemote work
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...Senior Solution Advisor Industry leader? Well, how about an industry creator?! At WalkMe, now an SAP company, we're not just the leader in digital adoption, we started the digital adoption revolution - enabling organizations to pinpoint and resolve digital friction...SeniorWork experience placementImmediate startRemote work- ...Wake Forest University is seeking a Director/Senior Director of Philanthropy and Donor Engagement to create a dynamic engagement environment with alumni, families, and friends. This role involves managing a portfolio of major gift prospects, developing strategic engagement...SeniorFull time
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