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Trust Officer
4 weeks ago
Job Description We are seeking an experienced Trust Officer to join our team managing client trusts and estates. As a trust officer, you will work directly with high net worth clients to manage assets placed in trust, administer estate plans, and provide personalized advice around wealth transfer plans. Responsibilities - Administer various types of trusts and estates - Provide clients clear explanations and guidance on trust accounts and estate planning strategies - Review and interpret trust agreements and wills - Determine trust beneficiaries and distributions; execute investment and payout decisions - Manage communications with beneficiaries, executors, attorneys and other related parties - Work closely with investment advisors on developing and implementing investment plans - Stay current on trust, tax, and probate laws and regulation Requirements - Bachelor's degree in Finance, Accounting or related field; JD degree a plus - At least 5 years of experience in trust or estate administration - In-depth knowledge of fiduciary and trust activities - Strong analytical thinker with excellent communication skills - CFP (Certified Financial Planner) or CTFA (Certified Trust & Fiduciary Advisor) preferred As a trust officer with our firm, you will have the opportunity to work directly with affluent clients to preserve and continue their wealth transfer legacy plans. This is an excellent position if you are looking to advance your career in wealth management and trust services. Qualified professionals should apply directly for consideration or email resume to crystal.ramoutar@gogpac.com. All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations. GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.
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Office Assistant
3 weeks ago
Fredericksburg, United States Earth Crafters, Inc. Full time**Responsibilities** - Organize office and assist employees in ways that optimize procedures. - Verify & enter employee time on a daily basis. - Verify & enter vendor bills as they are received; verify monthly vendor statements for accuracy. - Cut payroll and vendor checks on a weekly basis for Office Manager to sign. - Sort and distribute communications in...
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Administrative Specialist
3 weeks ago
Fredericksburg, United States Security State Bank & Trust Full timeJob DescriptionJob DescriptionDescription:Administrative Specialists support executives, managers and other employees as they perform their daily tasks and clerical responsibilities. They provide a diverse range of office support, with a significant portion of their work involving composing and preparing materials, coordinating schedules, handling...
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Office Administrator
1 week ago
Fredericksburg, United States Pediatric Dentistry of Fredericksburg Full time**About us** Pediatric Dentistry of Fredericksburg provides specialized care for children and teens in a warm, caring, and friendly environment. Our patients receive exceptional care as we give our very best, earning our patients trust and allowing them to look forward to their visits. We attract good people who value building relationships around oral...
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Business Office Manager
2 weeks ago
Fredericksburg, United States Berea Health and Rehabilitation Full time**On Demand Pay-get paid tomorrow for work done today!** Caring is at the heart of everything! Working in long term care offers many rewards you can’t find anywhere else. From the relationships you develop to the sense of pride you feel when you help others, you can find it here! Come work for a team that goes the extra mile to make a difference in the...
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Business Office Manager
3 weeks ago
Fredericksburg, United States Berea Health and Rehabilitation Full timeOn Demand Pay-get paid tomorrow for work done today!Caring is at the heart of everything! Working in long term care offers many rewards you can’t find anywhere else. From the relationships you develop to the sense of pride you feel when you help others, you can find it here! Come work for a team that goes the extra mile to make a difference in the lives of...
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Accounting Specialist
1 month ago
Fredericksburg, United States Security State Bank & Trust Full timeJob DescriptionJob DescriptionDescription:Position Summary:The Accounting Specialist will provide accounting support to major financial accounting areas, including general ledger accounting and account reconciliations. Other responsibilities include backup withholding calculations and federal reporting.Responsibilities:· Emulate SSB&T Core Values·...
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Bank Systems Specialist
4 weeks ago
Fredericksburg, United States Security State Bank & Trust Full timeJob DescriptionJob DescriptionDescription:Position Summary:The Bank Systems Specialist is responsible for supporting the Bank Systems Department with multiple Core and Operational functions.Responsibilities:Emulate SSB&T Core ValuesAssist with setting up security access for multiple banking systemsSet up users in H360 Reporting SystemSetup, manage and assist...
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Business Office Manager
3 weeks ago
Fredericksburg, United States Berea Health and Rehabilitation Full timeOn Demand Pay-get paid tomorrow for work done today!Caring is at the heart of everything! Working in long term care offers many rewards you can’t find anywhere else. From the relationships you develop to the sense of pride you feel when you help others, you can find it here! Come work for a team that goes the extra mile to make a difference in the...
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Associate Attorney
4 weeks ago
Fredericksburg, United States Carrell Blanton Ferris & Associates, PLC Full timeCarrell Blanton Ferris and Associates specializes in trust and estate law for their clients with a strong presence in Fredericksburg, Virginia, and surrounding areas. We pride ourselves on fostering a supportive and inclusive environment where talent and ambition thrive. With a team of 14 attorneys across four offices, we deliver exceptional legal services...
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Associate Attorney
4 weeks ago
Fredericksburg, United States Carrell Blanton Ferris & Associates, PLC Full timeCarrell Blanton Ferris and Associates specializes in trust and estate law for their clients with a strong presence in Fredericksburg, Virginia, and surrounding areas. We pride ourselves on fostering a supportive and inclusive environment where talent and ambition thrive. With a team of 14 attorneys across four offices, we deliver exceptional legal services...
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Legal Assistant
4 days ago
Fredericksburg, United States Allen Allen Allen & Allen Full timeJob DescriptionJob DescriptionAre you looking to work with a legal team that values relationships both with clients and employees? Would you like to work in a firm that believes in work life balance and offers outstanding benefits, including employer paid healthcare, generous compensation, a 401K plan with match, flex time, parental leave, and tuition...
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Legal Assistant
4 weeks ago
Fredericksburg, United States Allen Allen Allen & Allen Full timeJob DescriptionJob DescriptionAre you looking to work with a legal team that values relationships both with clients and employees? Would you like to work in a firm that believes in work life balance and offers outstanding benefits, including employer paid healthcare, generous compensation, a 401K plan with match, flex time, parental leave, and tuition...
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Dentist
3 weeks ago
Fredericksburg, United States Heresi Dental Full time**General Dentist, 3 - 4 Days per week.** **$180,000- $350,000 Unlimited earning, you are paid a guananteed daily rate to start and then switch to % of your work.** You will be a key clinical leader in a general dentistry family-oriented practice. You will be responsible for delivering superior service to patients and leading a team within the practice...
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Member Service Representative
2 weeks ago
Fredericksburg, United States Navy Federal Credit Union Full timeTo provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificate IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision. Provide...
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Full-Time Center Associate
4 weeks ago
Fredericksburg, United States THE UPS STORE Full timeJob DescriptionJob DescriptionTHE UPS STORE, INC. together comprise approximately 4,800 independently owned locations in the U.S., Puerto Rico, and Canada, providing convenient and value-added business services to the small-office/home-office market, corporate "road warriors," and consumers. Our centers offer a variety of shipping, freight, postal, digital...
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Full-Time Center Associate
4 weeks ago
Fredericksburg, United States The UPS Store Full timeTHE UPS STORE, INC. together comprise approximately 4,800 independently owned locations in the U.S., Puerto Rico, and Canada, providing convenient and value-added business services to the small-office/home-office market, corporate "road warriors," and consumers. Our centers offer a variety of shipping, freight, postal, digital online printing, document, and...
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Full-Time Center Associate
2 weeks ago
Fredericksburg, United States THE UPS STORE Full timeJob DescriptionJob DescriptionTHE UPS STORE, INC. together comprise approximately 4,800 independently owned locations in the U.S., Puerto Rico, and Canada, providing convenient and value-added business services to the small-office/home-office market, corporate "road warriors," and consumers. Our centers offer a variety of shipping, freight, postal, digital...
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Analyst
2 weeks ago
Fredericksburg, United States Syms Strategic Group, LLC (SSG) Full timeJob DescriptionJob DescriptionSyms Strategic Group (SSG) is seeking a talented AnalystDepartment: Veterans Affairs (VA)Type: Full TimeMin. Experience: ExperiencedSecurity Clearance Level: Public TrustMilitary Veterans are highly encouraged to apply! Essential Duties and ResponsibilitiesSupport other project team members.Perform analytical tasks designed...
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Analyst
2 weeks ago
Fredericksburg, United States Syms Strategic Group, LLC (SSG) Full timeJob DescriptionJob DescriptionSyms Strategic Group (SSG) is seeking a talented AnalystDepartment: Veterans Affairs (VA)Type: Full TimeMin. Experience: ExperiencedSecurity Clearance Level: Public TrustMilitary Veterans are highly encouraged to apply! Essential Duties and ResponsibilitiesSupport other project team members.Perform analytical tasks designed...
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Ministry Administrator
4 weeks ago
Fredericksburg, United States Micah Ecumenical Ministries Full timeThe Ministry Administrator is responsible to the Executive Servant-Leader for the financial and human resource aspects of Micah’s ministry. Work includes bookkeeping, basic office management and human resources. **Accounting/Finance** - Provide strategic oversight of ministry financial operations. - Manage agency finances, including accounts payable,...