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
- ...Fiduciary Services Manager to provide fiduciary advice for Wealth trust accounts. This role requires managing a complex portfolio and... ...strategy. The ideal candidate has extensive experience in trust administration, a strong understanding of estate planning laws, 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
$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
- Marsh McLennan Agency is seeking a Senior Client Advisor in Atlanta, Georgia, to provide exceptional service to High-Net-Worth clients. In this role, you will analyze client risks, present tailored solutions, and ensure high client retention. The ideal candidate has over...Senior
$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- ...Canadian Imperial Bank of Commerce is seeking a seasoned Wealth Management Advisor in Atlanta, Georgia. The role demands over 15 years... ...benefits, and opportunities for professional growth within a culture that values trust, teamwork, and accountability. #J-18808-Ljbffr...Senior
- 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
$108k - $145k
...Senior Scheduler As a Senior Scheduler at Linesight, you will work with highly experienced, culturally diverse, and passionate teams... ...take charge of your career progression with us. For us lasting trusted relationships are everything, both with our teams and our...SeniorWork experience placement- ...Senior Scheduler - Data Center Construction Turner & Townsend is a global professional services company with over 22,000 people in... ...scale capital programs. Interface with project stakeholders as trusted advisors to provide guidance and recommendations for the...SeniorFor contractorsFlexible 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
- Northern Trust Corp is seeking a Private Wealth Director in Atlanta, GA. The role involves cultivating long-term client relationships, advising on complex financial needs, and driving organic growth through client retention and expansion. The ideal candidate will have...SeniorFlexible hours
- ...integrated banking, investment, insurance, and wealth solutions designed to support clients at... ...organization focused on relationships, trust, and long-term impact. The Wealth... ...financial services. Knowledge of Trust Administration Benefits are an integral part of...Work at office
$70k - $130k
...Senior Associate Wealth Strategist Our team continues to grow! The Senior Associate Wealth Strategist position supports a holistic focus on... ...for tax and estate planning, business succession planning, trust and charitable planning issues affecting HNW and UHNW clients...SeniorTemporary workFlexible hours$95k - $147k
...With real flexibility to balance work with life moments, you're trusted to deliver results and make an impact. We embrace you for who... ...We are looking for a Master Scheduler Inventory Optimization Senior Consultant with manufacturing operations experience who can successfully...SeniorLocal areaWorldwide$60k - $80k
...management. Demonstrated professionalism in all aspects of the role. Experience with financial services systems (i.e. recordkeeping, trust, trading); and experience with plan recordkeeping and trust reconciliation. Proficiency in Microsoft Office software applications...SeniorWork experience placementWork at officeLocal areaRemote work- First Citizens Bank is seeking a Wealth Client Specialist in Atlanta, Georgia, to support Fiduciary Officers within the Wealth... ...include prior experience in wealth management and knowledge of Trust Administration. Join a team committed to relationships and long-term client...
- ...Coordinator / Client Service Associate provides administrative, operational, and client service support within a professional wealth management environment. This role serves as... ...and courteously. · Serve as a trusted point of contact for clients, maintaining strong...Work experience placementWork at office
$112.6k - $212.7k
...realization—not treated as a standalone initiative. Your Role As a Senior Consultant, you will play a key role within the Global Business... ...countries. With its strong over 55-year heritage, Capgemini is trusted by its clients to unlock the value of technology to address the...SeniorFull timeLocal area$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- ...Corient, we help high‑ and ultra‑high‑net‑worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations and provide for the people, causes, and communities they care about. We focus on exceeding expectations,...SeniorPermanent employmentTemporary workWork at officeFlexible hours
- Managing Director & Senior Wealth Strategist full-time Georgia, Atlanta, GA, US 8 days ago Requisition... ...Wealth Strategist in oversight of the administration of various family entities and... ...and tax planning and/or fiduciary and trust planning and administration. Must possess...SeniorFull timeWork at office
$124k - $335k
...Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel... ...Wealth Management - Renewable Energy Tax Senior Manager, you will play a pivotal role in... ...in stakeholder management and building trust Innovating processes to enhance operational...SeniorFull timeH1bLocal area$49.3k - $88.33k
...-solving abilities and emotional intelligence when establishing trust with people * Understanding of customer support principles, approaches... ...and patience * Travel is sometimes requested in the role of a Senior Customer Support Associate at Autodesk. Attendance is mandatory...SeniorFor contractorsFor subcontractorWork at officeShift work$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$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$91.95k - $196.68k
...PE, real estate, interval/tender funds as well as accounting, administration, investor record keeping, distribution and bank custody functions... ...and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And,...SeniorLocal areaRemote workRelocationFlexible hours$100k - $172.4k
...the world. Progress starts with you. Job Description The Senior Client Care Consultant is a key member of Visa's white-glove... ...to-end, delivers a high-touch client experience, and acts as a trusted advisor across client and internal stakeholder groups. As a...SeniorWork experience placementWork at officeLocal area$76k - $125.3k
...Banking and Capital Markets, Wealth and Asset Management and Insurance... ...financial institutions are trusted and flourish, and the global... ...key responsibilities A senior analyst in FSO EDGE WAM will... ...Accounting, Finance, Business Administration, Tax, Law, or Economics ~...SeniorSummer holidayWork at officeLocal areaFlexible hours- ...contributionHealth & wellbeing benefitsParental Leave benefitsEmployee stock purchase planJob DescriptionAbout the Department:The role of Trust Administrator is with Invesco Trust Company ("ITC"). ITC exists to offer Invesco's investment strategies through collective investment...Full timeWork at officeHome officeFlexible hours
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