Average salary: $126,456 /yearly
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- ...information to create financial plans Review and understand estate documents (entity structures, estate plan, wills, beneficiaries, trustees) and tax returns; collaborate with other internal teams (Wealth Planning, Wealth Strategy, Tax) and external providers as needed...SuggestedFull timeTemporary workInternshipWork at officeLocal area
- ...incentive fee calculations Coordinate data flow and reconciliation process between JPMAAM, clients, custodians, administrators and trustees Reconcile cash, portfolios holdings and trade activity (subscriptions, redemptions, transfers, side pocket activity)...Suggested
$5,910 - $6,528 per month
...compliance with applicable laws and regulations. Reviews files for compliance with record keeping requirements. Examines bank/trustee statements and other financial records. Reviews and evaluates trust investments of regulated entities to ensure compliance with...SuggestedFull timeContract workWork experience placementWork at officeImmediate startNight shift$75k - $105k
...significant asset transfers and changes in client portfolios Work effectively with external professionals including custodians, trustees, accountants and attorneys Handle day-to-day inquiries Obtain Series 65 license within 6 months of hire Other duties as...SuggestedTemporary workWorldwideVisa sponsorshipWork visaFlexible hours- ...Prepare or review financial statements and reports for internal and external parties. Work directly with employees, clients and trustees to research and resolve conflicts/problems/issues. Assist with tasks related to the annual audit, such as the preparation and...SuggestedWork experience placementWork at officeRemote workWork from homeNight shift
- ...financial reporting including: Daily analysis of investment activity and compliance reporting. Monthly review of reconciliation with Trustee's Indenture compliance reports. Review of funds' quarterly distributions. Weekly performance reporting. Assist in...SuggestedWork experience placement
$70k - $80k
Job Description Job Description Description: West Coast Trial Lawyers is a top-ranked personal injury firm located in the heart of downtown Los Angeles. With over $1.6 billion recovered for our clients, our attorneys bring elite experience from Harvard Law and some...SuggestedWest Coast Trial Lawyers APLC
Los Angeles, CA11 days ago- ...Board Trustee About the Company Renowned independent school Industry Primary/Secondary Education Type Educational Institution Founded 2012 Employees 51-200 Specialties Best practices in gifted education Project-based...Suggested
Confidential
Jacksonville, FL3 days ago - ...Coordinate the delivery of the full scope of Corient's solutions to our clients, including tax, family office, wealth transfer, and trustee services. Serve as clients' primary relationship manager for Corient, including proactive and regular communication....SuggestedPermanent employmentTemporary workWork at officeFlexible hours
- ...Member, Board of Trustees About the Company Well-established hospital foundation Industry Hospital & Health Care Type Privately Held Employees 1-10 About the Role The Company is seeking dedicated individuals to serve as Members of...Suggested
Confidential
Jacksonville, FL22 hours ago - ...driving positive change, and shaping the future of global communities? We invite you to become part of our International Board of Trustees, a dynamic group of leaders committed to transforming lives through compassion, innovation, and strategic guidance. As a Board...Suggested
Murphy charitable foundation Uganda
New York, NY22 hours ago $40k - $55k
...Specialist, Trustee Services Are you a natural leader who loves working through people's problems to find the best solution? Are you a quick learner who is self-motivated and able to work well independently as well as on a team? Are you interested in working on a new...SuggestedTemporary workWork at officeImmediate startRemote workFlexible hoursAltisource
Baltimore, MD1 day ago- Job Description Job Description Job Summary ~ Initial point of contact for all parties, including agents and clients, for the preparation of a real estate closing. General Accountabilities Requests all the documents necessary to conduct closing according ...SuggestedContract work
Weeks & Irvine LLC
Charleston, SC18 days ago - ...enter final budget information into accounting software and update as required. Reconcile and record monthly bank statements and trustee activity. Review weekly payable reports for accuracy and monitor payment selections based on cash availability. Inform...SuggestedFull timeWork at office
- Job Description Job Description Position Title: Portfolio Director of Culinary (60% Travel Required) Salary: 135,000-160,000 Other Forms of Compensation: Our Passion is Food! At Bon Appetit Management Company we are committed to two things, great...SuggestedContract workLocal areaImmediate startRemote workFlexible hours
Bon Appetit
Mountain View, CA3 days ago - ...Trustee, Board Member About the Company Renowned independent school. Industry Primary/Secondary Education Type Educational Institution Founded 2012 Employees 51-200 Specialties best practices in gifted education project...
Confidential
Seattle, WA1 day ago - ...Board Member, Board of Trustees About the Company Renowned independent school Industry Primary/Secondary Education Type Educational Institution Founded 2012 Employees 51-200 Specialties best practices in gifted education...
Confidential
Nashville, TN1 day ago - Job Description Job Description Overview The Title Closer is responsible for managing the end-to-end closing process for real estate transactions. This role ensures all documents, funds, and communications are handled efficiently and accurately, providing a seamless...Contract work
Rocket Title Services
Tampa, FL18 days ago - A leading mortgage services provider is seeking a Foreclosure Trustee Services Specialist in Raleigh or Charlotte, NC. This role includes overseeing appraisals, executing documents, and providing assistance to clients, along with a strong focus on customer service. Ideal...
- ...foundation with a proud history of supporting residents through grant‑making, property, and community initiatives. We are seeking new Non‑Trustee (volunteer) members to join our Grants Committee and contribute to our vision: Everyone in Richmond has opportunities to build...
$52k - $75k
Financial Analyst Analyzes and summarizes financial statements, prepares credit-related reports for presentation to loan officers. Assesses loan applicant's credit worthiness and risk to the Bank. Primarily assists and supports the Credit and Portfolio Managers, Relationship...$15 per hour
POWER Youth Summer Employment Program Job Description Company Information Company Name: Metro Trustee Company Address: 700 President Ronald Reagan Way, Ste220 Site Address: Same as above Company Website: Company Description: The Office of the Trustee is a Constitutional...Summer workInternshipSummer internshipWork at officeLocal area- A registered charity and social enterprise is seeking experienced individuals energized by their mission to join the Board in Houston, Texas. The role requires organisational leadership skills, particularly in financial management and policy formulation. Board members will...
- ...Trustee About the Company International manufacturer & retailer of luxury lighting, jewelry & accessories Industry Luxury Goods & Jewelry Type Privately Held Founded 1895 Employees 10,001+ Categories Service Industry Language Learning...Worldwide
- ...of Ireland’s older adults, those living with physical or intellectual disabilities. The board of directors of the company are also trustees of the charity. To help us grow we need experienced individuals who are energised by our mission to join our Board. We are...
- Board of Trustees - Pharos Academy Charter School Contract Pharos AcademyCharter School is a K-12 urban public education institution that prepares Bronx students for success in college and the innovation economy. A Pharos Academy Charter School (PHACS) Board Member’s primary...Contract work
- A local charity organization is seeking a Treasurer to join its Board of Trustees. As Treasurer, you will oversee the charity's financial management, ensuring compliance and good governance while supporting strategic planning. The role requires strong financial knowledge...Local area
- Board Opportunity: Governance and/or Legal Expertise Location: Meetings held online (open to candidates across Ireland) Time Commitment: Approximately 6 hours per month. (7 Board meetings and 6/7 Committee Meetings) Term: 3 years, renewable once by invitation About ...Work at office
- A multi-academy trust in West Yorkshire is seeking individuals to join its board as trustees, focusing on finance and strategic leadership. This role requires a commitment of eight hours per month, attending board meetings and ensuring operational transparency and accountability...
- A charitable organization is seeking a Board member to enhance strategic direction and governance. The ideal candidate should have substantial experience in fundraising and marketing along with solid leadership skills. Responsibilities include participating in the charity...Work from home
