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
- ...Atlanta, GA is seeking a Client Service Associate or Senior Client Service Associate for our wealth management client. This on-site/hybrid role supports Advisors... ...Senior level duties include complex asset transfers, trust and estate coordination, and proactive advisor support...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- ...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$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- CyberCoders in Atlanta, GA seeks a Tax Manager specializing in Trusts, Estates & Gift Tax in a hybrid role. You will oversee tax compliance... ...advisory, and staying ahead of evolving tax laws to deliver comprehensive wealth-transfer strategies. #J-18808-Ljbffr CyberCodersSenior
- ...Experience ~5+ years of experience in investment advisory or wealth management ~ Proven, transferable book of business with high-... ...evolving priorities Responsibilities Serve as a trusted advisor to high-net-worth individuals and families, managing...SeniorWork at office
- ...Senior Registered Client Service Associate Senior Registered... ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a... ...in this role build trusted relationships. Leading with a... ...directed by local management Administrative Support Answering inbound...SeniorWork at officeLocal area
$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$77k - $202k
...assigned Epic system applications. As a Senior Associate, you will analyze complex problems... ...You Apart- Master's Degree in Health Administration, Business Administration/Management... ...thoughtfully to establish a secure and trusted workplace for all.SummaryLocation: TX-Houston...SeniorFull timeH1b- ...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
$116.2k - $229.1k
...organization and real estate function? As trusted advisors to CFOs, COOs, CIOs, and other... ...ends on 8/11/2026.Work you’ll do As a Senior Consultant on the Real Estate Technology... ...interfaces (APIs) ServiceNow Certified System Administrator (CSA) certification and experience with...SeniorLocal area$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...and increased efficiencies. As a Senior Associate you shall analyze complex problems... ...thoughtfully to establish a secure and trusted workplace for all.Applications will be accepted...SeniorFull timeSecond jobH1b- FinTrust Connect is seeking a Senior Private Client Relationship Manager in Atlanta, GA to... ...relationships and deliver holistic wealth solutions. The role focuses on growing assets... ...while coordinating a team of investment, trust, mortgage, and treasury professionals. The...SeniorLocal area
$89k - $175k
...monitoring portfolio performance.The Senior Credit Underwriter/Credit... ...relationships with strategic wealth clients. This role supports... ...individuals, family offices, trusts, and specialized wealth... ...preferredBachelor’s degree in business administration, finance, accounting or...SeniorFull timeWork at officeFlexible hoursDay shift$174.32k - $261.48k
...WealthCompany: CitiThe Investment Counselor Senior Lead is a strategic professional who... ...investment strategies, banking and lending, trust and specialized services.The Private Bank... ...and alternative investments with wealth planning and private banking services to...SeniorFull timeLocal area- Overview As a Senior Scheduler at Linesight, you will work with highly experienced, culturally diverse, and passionate teams nurturing... ...take charge of your career progression with us. For us lasting trusted relationships are everything, both with our teams and our...SeniorWork experience placement
- ...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
$128k - $252.5k
...Business Services (GBS) team serves as a trusted advisor and thought partner to CFOs,... ...are seeking a motivated and analytical Senior Consultant to join our Global Business Services... ...corporate functionsMaster of Business Administration or other advanced degree in business,...SeniorLocal area- ...Senior Client Service Associate This Senior Client Service Associate will primarily assist Wealth Advisor(s). High integrity, attention to detail, excellent communication and... ...Degree 5+ years of customer service or administrative experience Industry or Industry related...SeniorWork at office
- ...clients achieve what matters most.Schwab Wealth Advisory is a fee‑based, non‑discretionary investment advisory solution built on trust, personalized service, and a fiduciary commitment... ...outcomes.Coachability: Demonstrates a senior learning mindset by seeking input from...SeniorFull timeWork at office
- ...review the following job description:The Wealth Sales & Service Consultant provides in-... ...Wealth Support Specialists, Wealth Advisors, Trust Advisors, Investment Strategists,... ...and may take the lead on operational / administrative projects, including team specific initiatives...Full timePart timeWork at officeLocal areaFlexible hoursShift workDay shift
- 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...
- ...Senior Vice President, Relationship Management (Wealth) About the Company Leading provider of business management solutions for independent financial advisors Industry Financial Services Type Privately Held About the Role The Company is seeking...Senior
- Balentine, a leading wealth management firm in Atlanta, is seeking a Client Services Manager to enhance the firm’s client service platform. The role focuses on driving service excellence, operational scalability, and client retention while leading a dedicated team. Candidates...Senior
- A federal construction consulting firm is seeking a Scheduler for projects at Tyndall AFB. The ideal candidate will have a Bachelor's Degree and a minimum of 7 years of scheduling experience specifically in large federal government construction projects. Responsibilities...Senior
- Bank of America Merrill Wealth Management is seeking a Financial Advisor to deliver comprehensive, goals-based financial planning and wealth strategies for clients, from individuals to institutions. You will leverage the Merrill investment platform along with Bank of America...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
- Thomas B. Reynolds in Atlanta seeks an experienced Trusts & Estates Paralegal to support a high-net-worth practice with autonomy and... ...to work closely with the attorney on sophisticated estate planning and trust administration matters. #J-18808-Ljbffr Thomas B. ReynoldsSeniorFull timeWork at officeFlexible hours
- Invesco Ltd. in Atlanta seeks a Client Portfolio Manager for Wealth Channels to act as the primary interface between client-facing resources and the investment team, delivering insights on portfolio positioning, performance attribution, and market themes. The role requires...Senior
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