Senior Wealth Trust Administrator
Truist
A financial services firm in Atlanta seeks an experienced fiduciary advisor to manage Wealth trust accounts and provide fiduciary advice. The role requires a deep understanding of financial and estate planning as well as strong relationship management skills. Candidates should have over 10 years of experience in Fiduciary Services and be capable of mentoring team members. The position offers comprehensive benefits including medical, dental, and retirement plans, promoting a strong work-life balance. #J-18808-Ljbffr Truist
- Morgan Stanley Wealth Management is seeking a senior service team member to support Financial Advisor(s)/ Private Wealth Advisor(s) and teams in delivering an exceptional client experience. You will build trusted relationships and assist in areas like digital marketing,...Senior
$55k - $70k
Senior Client Service Associate - Wealth Management (P) Overview We are a retirement and financial planning firm based in Atlanta. As a registered investment... ...not only know the differences between accounts such as trusts, IRA vs ROTH, and qualified vs nonqualified, but you...SeniorFull timeWork at office- ...Onboarding Analyst to oversee complex account setup from start to finish, including coding on SEI/Trust 3000 and setup of statements and fees. You will act as a central contact for wealth management openings, monitor progress, and guide teams on proper procedures. The role...Senior
- Chase Wealth Management in Atlanta, GA seeks an Executive Director, Wealth Planner with deep tax and trusts & estate knowledge to educate clients and advisors in complex planning opportunities. You will collaborate with field leadership to devise regional strategies and...Senior
- ...years of experience in Atlanta to support their Taxation and Wealth Planning Department. Candidates must have a Juris Doctorate... ...estate planning documents, and collaborating with fiduciaries on trust administration. This role is ideal for a professional focused on creating...Senior
- A leading financial services firm in Atlanta is seeking a Senior Client Service Associate to provide exceptional service to ultra-high-... ...Microsoft Office and CRM systems. A culture of collaboration and trust is emphasized, along with competitive compensation and...SeniorWork at office
$115k - $135k
A prestigious legal firm in Atlanta is seeking an experienced Trust & Estate Planning Attorney. The ideal candidate will have at least... ..., significant knowledge in estate planning and probate administration, and a Juris Doctorate. Responsibilities include providing legal...Senior- Bank of America is seeking a Private Client Advisor in Atlanta, Georgia, to enhance client relationships, acquire new clients, and manage comprehensive client needs. The role emphasizes strong interpersonal skills, an ability to drive new business, and the expertise in ...Senior
$55k - $70k
A financial planning firm in Atlanta is seeking a Senior Client Service Associate to support both advisors and clients. The ideal candidate will have over a year of experience in the financial services industry, a strong command of relevant software like Schwab and Microsoft...SeniorFull timeWork at office- ...The Senior Client Service Associate (CSA) will support advisors... ...operational excellence, and efficient administrative handling of all account-... .... Strong understanding of wealth management, investment accounts... .... Expect a culture built on trust, service, and shared success...SeniorWork at office
$22.02 - $33.08 per hour
Cox is seeking a Sr Client Service Rep in Atlanta, Georgia. The role involves managing high volumes of tasks, ensuring customer satisfaction by leveraging various resources, and building lasting client relationships. You should have at least 4 years of customer service ...SeniorHourly pay- Fox Rothschild LLP is looking for a Trust & Estate Associate based in Atlanta, GA. The... ...experience supporting our Taxation and Wealth Planning Department. Responsibilities include... ...with fiduciaries in trust and estate administration. Candidates must have a Juris Doctorate...Senior
- ...& Experience 5+ years of experience in investment advisory or wealth management Proven, transferable book of business with high-net-... ...environment with evolving priorities Responsibilities Serve as a trusted advisor to high-net-worth individuals and families, managing...Senior
- Northern Trust Corp in Atlanta is seeking a Senior Banking Advisor responsible for developing and managing client relationships for high-net-worth individuals... ...team members, and acting as a trusted advisor on wealth management strategies. The ideal candidate has over 5 years...Senior
$60k - $82k
...may include, but are not limited to managing office administrator responsibilities, preparing client paperwork, initiating... ...centric approach. For nearly 40 years, Savant Wealth Management has served as a trusted advisor to established individuals, families, and businesses...SeniorFull timeTemporary workWork experience placementSummer workWork at officeImmediate startWork visaMonday to FridayFlexible hours- ...for you, share yourresume with us! POSITION SUMMARY: The Senior Scheduler leads the planning andscheduling efforts for major... ...ownership andheadquartered in Oklahoma, Manhattan focuses on building trust and buildingexcellence. We pride ourselves on our uncompromising...SeniorFor contractorsWork at office
- A leading financial services firm in Atlanta seeks a Vice President, Wealth Planner to provide comprehensive wealth planning for clients. This position requires a deep understanding of tax and trusts, focusing on personalized financial strategies. The ideal candidate will...Senior
- DMI is seeking an experienced Active Directory Administrator to manage enterprise directory services across a geographically dispersed workforce... ...services while ensuring security alignment with Zero Trust and ITIL practices. This Atlanta-based role requires strong troubleshooting...Senior
- ...drive stronger outcomes. Whether you're starting out, growing your expertise, or leading the way, you'll find a culture grounded in trust, driven by excellence, and built to support your goals. Here, you'll have the opportunity, flexibility, and sense of belonging to grow...SeniorLocal areaFlexible hours
- ...Description Turner & Townsend is seeking an experienced Senior Scheduler to join our team to support scheduling as a project... ...scale capital programs. Interface with project stakeholders as trusted advisors to provide guidance and recommendations for the...SeniorFor contractorsFlexible hours
$77k - $214k
...Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel... ...and increased efficiencies. As a Senior Associate you shall analyze complex problems... ...factors thoughtfully to establish a secure and trusted workplace for all. Applications will...SeniorFull timeH1b$80.5k - $159.3k
...With real flexibility to balance work with life moments, you're trusted to deliver results and make an impact. We embrace you for who... ...the future of our industry. Job Description: Crowe is seeking a Senior Associate for Healthcare Transactions to join our dynamic Transaction...SeniorLocal areaRelocation$102.5k - $187.9k
...strategy to life. Join our dynamic team as a Technology Analysis Senior, where you will bridge the gap between business needs and... ...value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology...SeniorSummer holidayFlexible hours$98k - $162.5k
...monitoring portfolio performance. The Senior Credit Underwriter (SCU)... ...relationships with strategic wealth clients. This role supports... ...individuals, family offices, trusts, and specialized wealth... ...Bachelor's degree in business administration, finance, accounting or economics...SeniorWork at officeShift workDay shift$174.32k - $261.48k
The Investment Counselor Senior Lead is a strategic professional who closely follows the... ...will possess the credibility to cultivate trusting relationships with existing ultra‑high net... ...and alternative investments with wealth planning and private banking services to...SeniorLocal area$77k - $214k
...Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel... ...implement creative tax solutions. As a Senior Associate you will analyze complex... ...factors thoughtfully to establish a secure and trusted workplace for all. Applications will be...SeniorFull timeH1b- SHR Talent is partnering with a leading trust and wealth management firm in Atlanta, GA, seeking a Trust Officer to manage trust accounts and develop client relationships. This pivotal role requires strong fiduciary guidance skills and excellent communication abilities...
$124k - $335k
...Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel... ...careers, now and in the future. As a Senior Manager, you'll work as part of a team of... ...teams, clients and stakeholders to build trust. Uphold the firm's code of ethics and...SeniorFull timeH1bLocal areaOverseas- ...Senior Credit Underwriter - Custom Lending - Global Wealth & Investment Management Charlotte, North Carolina;Chicago,... ...including individuals, family offices, trusts, and specialized wealth... ...Bachelor's degree in business administration, finance, accounting or economics...SeniorWork at officeShift workDay shift
$74k - $84k
AIR Communities is a Real Estate Investment Trust headquartered in Denver, CO. This position is eligible to sit in Denver or Atlanta, GA. We are one of the country’s largest owners and operators of multifamily housing, managing high-quality properties in most major markets...SeniorTemporary workLocal area
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