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 Habitat For Humanity Of Durham
- ...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
- Job Description - Accounting Senior Advisor Position Title: Accounting Temporary Resource Duration: 06+ Months Work Arrangement... ...schedule Additional Information This position includes fiduciary duty or access to financial systems: Yes Primary Responsibilities...SeniorTemporary workWork experience placementWork at officeRemote workMonday to Friday
$105.1k - $150.1k
...policies, standards and metrics that ensure the effective and efficient use of trusted data and statistical models to support regulatory and business goals. Responsibilities The Senior Advisor, Data Governance & Platform Enablement plays a critical role in advancing...SeniorHourly payFull timeTemporary workLocal areaImmediate startRemote workMonday to FridayFlexible hoursShift 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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...the client's perspective, and deliver solutions specific to the client's needs. Create a team approach by leveraging the culture of trust and openness, educating associates on each discipline and their role in supporting the organization, aligning responsibilities with...SeniorFull timeWork at office- ...divh2(Senior) Management Consultant in Finance and Risk/h2pAre you driven by strengthening finance and risk functions that enable organizations... ...transformation/li/ulpBeyond delivery, you will:/pulliBuild trusted senior client relationships/liliContribute to business...SeniorTemporary work
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- ...into business risk language that enables informed decisions by senior leaders and business owners.Prepare materials for audit, regulatory... ....Knowledge of NIST CSF 2.0, NIST SP 800-161, ISO 27001, SOC 2 Trust Services Criteria, PCI DSS, SOX, GDPR/CCPA, and SEC cybersecurity...SeniorContract workFor contractorsFor subcontractorWork at officeLocal areaWork from home
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...Association has a professional fundraising opportunity for a National Senior Advisor, Institutional Foundations Relations within the Mission... ...Heart Association's 2028 Goal: Building on over 100 years of trusted leadership in cardiovascular and brain health, by 2028 the...SeniorFull timeWork experience placementLocal areaRemote workWork from homeFlexible hoursNight shift- Ancora Education is looking for a Senior Admissions Representative in Raleigh, NC, to engage with prospective students and help them through their admissions journey. This role includes evaluating performance standards and maintaining communication with students throughout...Senior
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- ...prep services and advisory services to a wide range of businesses, High Net Worth clients, and various business entities including trusts, estates, and partnerships -Oversee multiple tax engagements as well as work with the office in a team environment -Complete all...SeniorFull timeWork at officeLocal areaMonday to FridayFlexible hours
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