42 fiduciary services officer jobs found

Burke & Herbert Bank & Trust Provide ongoing service to clients and beneficiaries for a variety of account types including trust under wills, grantor trusts and retirement accounts.   Essential Functions   Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Assist in development of new business to include designation of the bank in testamentary documents and as trustee in revocable grantor documents Provide liaison between investment unit and client Prepare annual court accountings and respond to inquiries from the various Commissioners of Accounts Coordinate with leadership to complete the filing of fiduciary income tax returns. Prepare trust, agency and estate receipts and disbursements using Trust Accounting System Research and solve routine account problems  Research and coordinate fiduciary solutions with assistance of leadership Ensure timely mailing of Trust Committee...

Burke & Herbert Bank & Trust Provide ongoing service to clients and beneficiaries for a variety of account types including trust under wills, grantor trusts and retirement accounts.   Essential Functions   Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Assist in development of new business to include designation of the bank in testamentary documents and as trustee in revocable grantor documents Provide liaison between investment unit and client Prepare annual court accountings and respond to inquiries from the various Commissioners of Accounts Coordinate with leadership to complete the filing of fiduciary income tax returns. Prepare trust, agency and estate receipts and disbursements using Trust Accounting System Research and solve routine account problems  Research and coordinate fiduciary solutions with assistance of leadership Ensure timely mailing of Trust Committee...

Burke & Herbert Bank & Trust Provide ongoing service to clients and beneficiaries for a variety of account types including trust under wills, grantor trusts and retirement accounts.   Essential Functions   Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Assist in development of new business to include designation of the bank in testamentary documents and as trustee in revocable grantor documents Provide liaison between investment unit and client Prepare annual court accountings and respond to inquiries from the various Commissioners of Accounts Coordinate with leadership to complete the filing of fiduciary income tax returns. Prepare trust, agency and estate receipts and disbursements using Trust Accounting System Research and solve routine account problems  Research and coordinate fiduciary solutions with assistance of leadership Ensure timely mailing of Trust Committee...

Burke & Herbert Bank & Trust Provide ongoing service to clients and beneficiaries for a variety of account types including trust under wills, grantor trusts and retirement accounts.   Essential Functions   Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Assist in development of new business to include designation of the bank in testamentary documents and as trustee in revocable grantor documents Provide liaison between investment unit and client Prepare annual court accountings and respond to inquiries from the various Commissioners of Accounts Coordinate with leadership to complete the filing of fiduciary income tax returns. Prepare trust, agency and estate receipts and disbursements using Trust Accounting System Research and solve routine account problems  Research and coordinate fiduciary solutions with assistance of leadership Ensure timely mailing of Trust Committee...

Burke & Herbert Bank & Trust Provide ongoing service to clients and beneficiaries for a variety of account types including trust under wills, grantor trusts and retirement accounts.   Essential Functions   Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Assist in development of new business to include designation of the bank in testamentary documents and as trustee in revocable grantor documents Provide liaison between investment unit and client Prepare annual court accountings and respond to inquiries from the various Commissioners of Accounts Coordinate with leadership to complete the filing of fiduciary income tax returns. Prepare trust, agency and estate receipts and disbursements using Trust Accounting System Research and solve routine account problems  Research and coordinate fiduciary solutions with assistance of leadership Ensure timely mailing of Trust Committee...

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Trust Administrator to work in Merrimack, NH or Smithfield, RI! The Role The Trust Administrator role is an integral member of the Personal Trust Administration team which provides trust services to advisors on the Fidelity Institutional platform and individual trust clients across the U.S. The Trust Administrator is responsible for the day-to-day administrative functions for trusts. The role works with and may act on behalf of the Trust Officer for matters relating to trust administration The Expertise and Skills You Bring Assisting Trust Officers by engaging in all facets of administration for assigned trust relationships Processing money movement and other administrative services Assisting with managing client expectations Collaborating with team members to meet the financial needs of trust beneficiaries Managing risk by monitoring trust...

CAQH Position Summary: CAQH is seeking a visionary and highly accomplished General Counsel to lead its legal function and serve as a key member of the senior leadership team. This individual will act as a trusted advisor providing high-level strategic guidance on legal, regulatory, compliance, and risk matters affecting the organization. The General Counsel will be instrumental in safeguarding the company’s reputation, supporting innovation and growth, and ensuring legal and ethical integrity across all business operations. The ideal candidate is a proactive, solutions-oriented legal executive with deep experience in corporate governance, commercial transactions, enterprise risk management, and regulatory compliance. This role requires exceptional judgment, business acumen, and the ability to navigate complex legal landscapes while supporting the organization’s mission and strategic goals. This role is a full-time, remote, exempt position  and reports to the Chief...

BancFirst Corporation   Trust Compliance/Legal Officer Oklahoma City, OK     Onsite Position BancFirst Tower Downtown Oklahoma:  100 N. Broadway, Oklahoma City 73102 Full Time:  M-F ESSENTIAL DUTIES AND RESPONSIBILITIES Maintain and monitor the “trust compliance program” for compliance with regulatory requirements and internal policies for trust and investment management accounts.   Work with Trust business-line units to interpret and execute various regulatory and compliance issues / projects, including Trust compliance program Internal policies and procedures for trust and investment management accounts.   Monitor account administration, investment, and operational compliance for: Corporate trust Personal trust Retirement services Investment management   Responsible for the coordination, monitoring, and follow-up reporting on: Federal and State regulatory examinations,...

Utah Transit Authority At Utah Transit Authority (UTA), we share a passion for community in our work. We help keep Utah connected and understand that people are at the center of the UTA Way.We are looking for a Director of Total Rewards to lead UTAs Total Rewards department. Under the direction of the Chief People Officer, the Director of Total Rewards plays a pivotal role in designing and executing the strategic direction of UTAs Total Rewards programs to align with organizational objectives and enhance employee wellbeing. The Director of Total Rewards is responsible for the following functions: Oversees the design, strategy, and execution of comprehensive benefit programs. Leads efforts to boost employee engagement and satisfaction through innovative benefit offerings and wellness program initiatives. Manages Total Rewards program offerings, including self-funded and fully insured benefit plans (medical, dental, vision, life, disability, FSA, HSA,...

Department PHYSICAL THERAPY I/P - 207091 Worker Sub Type Per Diem Work Shift Weekend Shift (United States of America) Pay Grade 182 Job Description As a per diem Therapist, the employee supports the overall Mission and Vision of Valley Health by providing the highest quality and best-practice service to its customers. The per diem therapist may be employed in any one of the rehab settings, is an active member of the interdisciplinary team, is responsive to physician referrals, determines the skilled and medically necessary needs of the patient and provides discipline specific interventions to improve the safety and functional independence of its clients through the rehab process. Feedback from the per diem therapist is critical to determine and recommend the patient's progression through the continuum of care. The per diem therapist is responsible for establishing and maintaining professional competence, identifying educational needs and seeking out learning opportunities from...

JOIN OUR TEAM AND MAKE A DIFFERENCE! At Community Health Centers (CHC), we are committed to delivering compassionate, affordable, and high-quality health care to all, regardless of their financial status or life circumstances. We are currently seeking a Licensed Clinical Social Worker (LCSW) to be part of our dynamic team, contributing to the well-being of our community and making a tangible difference in people’s lives. CHC allows you to live your dream while working for an organization that enables you to be a care provider that delivers quality care. Why Join Us? As a Clinical Social Worker at CHC, you’ll be a critical member of a multidisciplinary team providing essential mental health and social support services. Your role will be diverse and impactful, including conducting rapid assessments, offering brief counseling, and providing longer-term psychotherapy to patients in need. You’ll also collaborate with the medical team to assess mental health and substance abuse...

Job Description As a per diem Therapist, the employee supports the overall Mission and Vision of Valley Health by providing the highest quality and best-practice service to its customers. The per diem therapist may be employed in any one of the rehab settings, is an active member of the interdisciplinary team, is responsive to physician referrals, determines the skilled and medically necessary needs of the patient and provides discipline specific interventions to improve the safety and functional independence of its clients through the rehab process. Feedback from the per diem therapist is critical to determine and recommend the patient's progression through the continuum of care. The per diem therapist is responsible for establishing and maintaining professional competence, identifying educational needs and seeking out learning opportunities from more advanced clinicians and specific continuing education, and in providing mentorship to less experienced therapists. The per diem...

Department PHYSICAL THERAPY O/P - 207090 Worker Sub Type Regular Work Shift Pay Grade 183 Job Description New hires may be eligible for relocation assistance. They may also be eligible for a sign-on bonus of $15k or $25k dependent on experience, OR up to $30k in student loan reimbursement. As a Therapist I, the employee supports the overall Mission and Vision of Valley Health by providing the highest quality and best-practice service to its customers. The Therapist I may be employed in any one of the rehab settings, is an active member of the interdisciplinary team, is responsive to physician referrals, determines the skilled and medically necessary needs of the patient and provides discipline specific interventions to improve the safety and functional independence of its clients through the rehab process. Feedback from the Therapist I is critical to determine and recommend the patient's progression through the continuum of care. The Therapist I is responsible for establishing...

Department HOME HEALTH - 207151 Worker Sub Type Regular Work Shift First Shift (United States of America) Pay Grade 181 Job Description As a Licensed Physical Therapy Assistant (PTA), the employee supports the overall Mission and Vision of Valley Health by providing the highest quality and best-practice service to its customers. The LPTA may be employed in the Home Health setting, and under the direction of the supervising Physical or Occupational Therapist, is an active member of the interdisciplinary team, supports treatment for addressing the skilled and medically necessary needs of the patient and provides discipline, therapist guided interventions to improve the safety and functional independence of its clients through the rehab process. Feedback from the LPTA is critical to determine and recommend the patient's progression through the continuum of care. The LPTA is responsible for establishing and maintaining discipline specific competence, identifying educational needs and...

Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 160 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards. Salary Range $87,400.00 -...

Department HOME HEALTH - 207151 Worker Sub Type Regular Work Shift First Shift (United States of America) Pay Grade Job Description New hires may be eligible for relocation assistance. They may also be eligible for a sign-on bonus of up to $5k. As a Licensed Physical Therapy Assistant (PTA), the employee supports the overall Mission and Vision of Valley Health by providing the highest quality and best-practice service to its customers. The LPTA may be employed in the Home Health setting, and under the direction of the supervising Physical or Occupational Therapist, is an active member of the interdisciplinary team, supports treatment for addressing the skilled and medically necessary needs of the patient and provides discipline, therapist guided interventions to improve the safety and functional independence of its clients through the rehab process. Feedback from the LPTA is critical to determine and recommend the patient's progression through the continuum of care. The LPTA is...

Department OUTPATIENT REHAB CORK ST - 207100 Worker Sub Type Regular Work Shift Pay Grade Job Description New hires may be eligible for relocation assistance. They may also be eligible for a sign-on bonus of $15k or $25k dependent on experience, OR up to $30k in student loan reimbursement. As a Therapist II, the employee supports the overall Mission and Vision of Valley Health by providing the highest quality and best-practice service to its customers. The Therapist II may be employed in any one of the rehab settings, is an active member of the interdisciplinary team, is responsive to physician referrals, determines the skilled and medically necessary needs of the patient and provides discipline specific interventions to improve the safety and functional independence of its clients through the rehab process. Feedback from the Therapist II is critical to determine and recommend the patient's progression through the continuum of care. The Therapist II is responsible for...

Department PHYSICAL THERAPY O/P - 307090 Worker Sub Type Per Diem Work Shift Pay Grade Job Description As a Therapist I, the employee supports the overall Mission and Vision of Valley Health by providing the highest quality and best-practice service to its customers. The Therapist I may be employed in any one of the rehab settings, is an active member of the interdisciplinary team, is responsive to physician referrals, determines the skilled and medically necessary needs of the patient and provides discipline specific interventions to improve the safety and functional independence of its clients through the rehab process. Feedback from the Therapist I is critical to determine and recommend the patient's progression through the continuum of care. The Therapist I is responsible for establishing and maintaining professional competence, identifying educational needs and seeking out learning opportunities from more advanced clinicians and specific continuing education. The Therapist I...

Department PHYSICAL THERAPY O/P - 307090 Worker Sub Type Per Diem Work Shift Pay Grade Job Description As a Therapist I, the employee supports the overall Mission and Vision of Valley Health by providing the highest quality and best-practice service to its customers. The Therapist I may be employed in any one of the rehab settings, is an active member of the interdisciplinary team, is responsive to physician referrals, determines the skilled and medically necessary needs of the patient and provides discipline specific interventions to improve the safety and functional independence of its clients through the rehab process. Feedback from the Therapist I is critical to determine and recommend the patient's progression through the continuum of care. The Therapist I is responsible for establishing and maintaining professional competence, identifying educational needs and seeking out learning opportunities from more advanced clinicians and specific continuing education. The Therapist I...

Department PHYSICAL THERAPY I/P - 557091 Worker Sub Type Regular Work Shift Pay Grade Job Description New hires may be eligible for relocation assistance. They may also be eligible for a sign-on bonus of $15k or $25k dependent on experience, OR up to $30k in student loan reimbursement. As a Therapist I, the employee supports the overall Mission and Vision of Valley Health by providing the highest quality and best-practice service to its customers. The Therapist I may be employed in any one of the rehab settings, is an active member of the interdisciplinary team, is responsive to physician referrals, determines the skilled and medically necessary needs of the patient and provides discipline specific interventions to improve the safety and functional independence of its clients through the rehab process. Feedback from the Therapist I is critical to determine and recommend the patient's progression through the continuum of care. The Therapist I is responsible for establishing and...