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
- ...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- Cox Enterprises in Atlanta is seeking a highly motivated Senior Accountant to join the Individual & Trust Accounting team. This role involves supporting the financial administration of high-net-worth individuals and multi-generational family assets. The ideal candidate...SeniorWork at office
- 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
$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
- 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
- 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
- World 50 Group is seeking a Senior Associate to join their Member Services team in Atlanta. In this role, you will engage with C-suite... ...member journeys, organizing events, and driving growth through trusted partnerships. Ideal candidates will have 1-3 years of relevant...Senior
$22 - $29 per hour
...6 (or 63/65 combo) * Experience in an administrative or customer service role * Strong time... ...retirement plans across the country through trusted financial advisors and financial... ...offered through Cetera include award-winning wealth management and advisory platforms,...SeniorFull timeWork at officeFlexible hours- ...assets as of December 31, 2025. Position A Senior Wealth Planner is a dedicated tax and estate... ...) certification, Master of Business Administration (MBA) considered 10+ years of experience... ...Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust...SeniorWork at officeLocal area
$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... ...savings.We are looking for a Master Scheduler Inventory Optimization Senior Consultant with manufacturing operations experience who can...SeniorLocal areaWorldwide$174.32k - $261.48k
...Investment Counselor Senior Lead The Investment Counselor Senior Lead is a strategic... ...investment strategies, banking and lending, trust and specialized services. The Private... ...traditional and alternative investments with wealth planning and private banking services to...SeniorFull timeLocal area$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- ...ideal candidate will demonstrate strong organizational skills and a commitment to confidentiality. Responsibilities include managing trust account activity and communicating with various stakeholders. The firm offers opportunities for growth, generous PTO, and a...Work at office
- ...high-net-worth clients and collaborate with firm leadership. The ideal candidate will have over 10 years of experience in the RIA or wealth management space, excelling in client relationship management and portfolio oversight. This role involves mentoring Wealth Managers...Senior
- ...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
- ...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
- Mercer-Advisors in Atlanta is looking for a Wealth Advisor to deepen relationships with clients and drive practice growth through referrals. As a fiduciary, you will provide tailored financial solutions supported by a team of experts. The ideal candidate is committed to...Senior
$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...SeniorShift work- ...seeking an Advanced Planning Attorney and Manager in Atlanta. This role offers a unique blend of autonomy and collaboration, focused on trusts and estates. Ideal candidates will have a minimum of 5 years of experience, complemented by an LLM in Taxation, and an established...SeniorFlexible hours
- A leading financial institution is seeking a Senior Regional Wealth Advisor with at least ten years of wealth management experience. The ideal... ...expert financial advice. Responsibilities include administration of client accounts and detailed financial planning processes...Senior
- ...Atlanta, Georgia, is seeking a Financial Consultant. In this role, you will provide financial guidance to clients, helping them navigate wealth management and achieve their financial goals. The ideal candidate will have an active FINRA Series 7 license and the ability to...Senior
- Honeywell International, Inc. is hiring a Master Scheduler - Sr. PP&C Analyst in Atlanta, GA. The role involves program analysis, process improvement, and scheduling metrics, working in a hybrid model after an initial onsite period. Candidates should have over 7 years ...Senior
- UBS is looking for a Senior Wealth Strategy Associate in Atlanta. This role involves assisting financial advisors in developing tailored wealth management strategies and client relationship-building. The ideal candidate will have 3+ years of client service experience in...SeniorFull time
- ...for an SVP, Field Technology Solutions in Atlanta. This role focuses on leading technology solutions to enhance client engagement in wealth management. The ideal candidate has over 10 years in wealth management technology and will play a crucial role in onboarding and...Senior
$155k - $170k
Mohr Talent is seeking a Senior Portfolio Manager in the Atlanta area to support complex private client relationships. You will manage... ...support. The ideal candidate has over 12 years of experience in wealth management, strong analytical skills, and the ability to simplify...Senior$76k - $125.3k
...s Financial Services EY EDGE Wealth and Asset Management (WAM) practice... ...Your key responsibilities A senior analyst in FSO EDGE WAM will... ..., Finance, Business Administration, Tax, Law, or Economics A minimum... ...your experience and status as a trusted advisor to maintain and...SeniorSummer holidayWork at officeLocal areaFlexible hours- Google Inc. is looking for a Senior Manager for Trust and Safety Analysis in Atlanta, GA. This role involves leading analytics, mentoring teams, and using data to guide business strategy and influence high-level discussions. The ideal candidate has extensive experience...Senior
$145k - $170k
...profitability. The ideal candidate has 10+ years in financial planning and a Bachelor's degree in a related field, with strong experience in wealth management. The position offers a competitive salary range of $145,000 - $170,000 per year, and a flexible benefits program. #J-18...SeniorFlexible hours
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