Fiduciary Officer I
2 weeks ago
Overview:
Provides ongoing fiduciary monitoring and administration of accounts to achieve full compliance and identify potential risks. Responsible for relationship management and administration of assigned accounts. Serves as the administrative partner to the relationship management team. Tracks distributions, fees, discretionary requests, and other activities associated with account activity. Leads in account acceptance review, onboarding, and asset transition. Ensures accounts are properly documented and adhere to regulatory standards. This position may administer and manage smaller trust accounts across the entire bank footprint, which may limit client interaction to virtual.
Responsibilities:- Fiduciary Management - Administers, services, and monitors personal trust accounts. Ensures accounts comply with all applicable regulations as well as trust document directives. Assists audits and annual reviews.
- Relationship Management - Maintains open and effective communication with grantors, beneficiaries, and other interested parties. Provides direct client contact for issues, concerns, and updates. Ensures client satisfaction and retention.
- Collaboration - Works closely with expansion market associates to service assigned accounts.
- Bachelor's Degree and 4 years of experience in Trust Administration, Estate Planning, or Financial Planning OR High School Diploma or GED and 8 years of experience in Trust Administration, Estate Planning, or Financial Planning
- Preferred Area of Experience: Financial Institution
- License or Certification Type: National Trust School or other certifications specific to Personal Trust Fiduciary such as CTFA Preferred
- Skill(s): Knowledge of trust systems, risk mitigation, and various types of Fiduciary accounts
-
IRS Jobs
4 weeks ago
Raleigh, United States Internal Revenue Service Full timeJob Description: An Internal Revenue Agent (IRA) conducts examinations of entities of varying complexity, including corporations, partnerships, foreign entities, individuals, and fiduciaries. [ads1] Job Responsibilities: Utilize standard accounting methods and techniques during the course of examinations in order to develop information regarding the income...
-
Risk Officer I/II Regulatory Relations
2 weeks ago
Raleigh, United States First Citizens Bank Full timeOverview: This Second Line of Defense role is responsible for assessment and oversight of risks taken by the Bank at an advanced level of ability. Oversees First Line of Defense activities through objective risk assessment, effective challenge, monitoring, and reporting of the Bank's Risk Profile, including top and emerging risks. Provides leadership,...
-
Compliance Officer I
5 days ago
Raleigh, United States First Citizens Bancshares, Inc. Full timeThis position is responsible for executing the Compliance Risk Management Program of the Bank. Maintains knowledge of new and existing laws that impact enterprise payment activities in order to recommend necessary changes to mitigate compliance risk. Compliance Officer, Payment, Officer, Compliance, Compliance Manager, Remote, Business Services
-
Contracts Administrator
5 days ago
Raleigh, United States I Xl Full timeIXL Learning, a leading EdTech company with products used by 15 million students worldwide, is seeking a Contracts Administrator to join our growing team. The ideal candidate would have a paralegal background with prior experience in contract administration, including tracking and organizing contracts, coordinating contract review and communications, and...
-
Plumbing Engineer in Training I
3 weeks ago
Raleigh, United States EwingCole Full timeJob Type Full-timeDescriptionEwingCole is a nationally recognized architecture, engineering, interior design and planning firm with offices across the country. Our multi-disciplinary practice is built on the core values of professional excellence, design quality and collaboration. We are seeking a Plumbing Engineer in Training I to join our team in the...
-
Compliance Officer I
5 days ago
Raleigh, United States First Citizens Bancshares, Inc. Full timeThe Records Management Compliance Program establishes the framework to support records management, oversight and compliance across the Bank. It describes how FCB establishes and adheres to records disposition requirements to support compliance with a Compliance Officer, Management, Records, Compliance, Business Operations, Officer, Business Services
-
IT Support Specialist
5 hours ago
Raleigh, United States I Xl Full timeIXL Learning, a leading EdTech company with products used by 15 million students worldwide, is seeking an up-and-coming IT professional to join our team. As an IT Support Specialist, you will join a team focused on making the lives of our coworkers easier by providing them with the technology they need to do their jobs. You'll troubleshoot laptop issues, be...
-
Senior Human Resources Business Partner
3 weeks ago
Raleigh, United States I Xl Full timeIXL Learning, a leading EdTech company with products used by 15 million students worldwide, has an exciting opportunity available for a Senior Human Resources Business Partner to grow with us as our 1300+ person company continues to expand. This position will be responsible for the implementation and administration of HR programs, and at the professional...
-
Unarmed Security Officer
3 weeks ago
Raleigh, United States The Renfrow Group Full timeJob DescriptionJob DescriptionSalary: $15-$16 an hourUnarmed Security Officer – The Renfrow GroupWho is The Renfrow Group? Why do I want to work there? We are The Renfrow Group, a growing private security corporation that strives to provide the best private security services to the public. We work with major corporations throughout North Carolina,...
-
Structural Engineer I
3 weeks ago
Raleigh, United States NV5 Full timeOverview: At NV5, we value our team members and are seeking an Entry Level Structural Engineer I for our downtown Raleigh office. NV5 is a provider of engineering and consulting services to public and private sector clients, delivering solutions through six business verticals: Testing, Inspection & Consulting; Infrastructure; Utility Services; Environmental...
-
Housekeeper I
4 weeks ago
Raleigh, United States Meredith College Full timeHousekeeper I - Second ShiftJob no: 202205-02 Work type: Staff Full-time Location: Raleigh, NC Categories: Custodial ServicesNotice: If you are seeing this position posted on a job board other than the official Meredith College career posting page, please know that any pay range included is not authorized or approved by Meredith College and may not reflect...
-
Housekeeper I
3 weeks ago
Raleigh, United States Meredith College Full timeHousekeeper I - Second ShiftJob no: 202205-02 Work type: Staff Full-time Location: Raleigh, NC Categories: Custodial ServicesNotice: If you are seeing this position posted on a job board other than the official Meredith College career posting page, please know that any pay range included is not authorized or approved by Meredith College and may not reflect...
-
Housekeeper I, Part-time
3 weeks ago
Raleigh, United States Meredith College Full timeHousekeeper I, Part-timeJob no: 202401-02 Work type: Staff Part-time Location: Raleigh, NC Categories: Custodial ServicesNotice: If you are seeing this position posted on a job board other than the official Meredith College career posting page, please know that any pay range included is not authorized or approved by Meredith College and may not reflect the...
-
Housekeeper I, Part-time
4 weeks ago
Raleigh, United States Meredith College Full timeHousekeeper I, Part-timeJob no: 202401-02 Work type: Staff Part-time Location: Raleigh, NC Categories: Custodial ServicesNotice: If you are seeing this position posted on a job board other than the official Meredith College career posting page, please know that any pay range included is not authorized or approved by Meredith College and may not reflect the...
-
Distribution Technician I
1 week ago
Raleigh, United States TRC Companies Full timeAbout Us: Groundbreaker. Game changer. Pioneer. TRC has long set the bar for clients who require more than just engineering, combining science with the latest technology to devise innovative solutions that stand the test of time. From pipelines to power plants, roadways to reservoirs, schoolyards to security solutions, clients look to TRC for breakthrough...
-
Project Engineer I
3 weeks ago
Raleigh, United States Booth & Associates LLC Full timeJob DescriptionJob DescriptionDescription:Opportunity to join a Growing and Dynamic Full-Service Consulting Engineering firm that has been making a positive impact to the power utility industry for over 60 years! Looking for stability and long-term growth opportunities? Look no further. B&A is seeking an entry-level electrical engineering professional to...
-
Project Engineer I
2 weeks ago
Raleigh, United States Booth & Associates LLC Full timeJob DescriptionJob DescriptionDescription:Opportunity to join a Growing and Dynamic Full-Service Consulting Engineering firm that has been making a positive impact to the power utility industry for over 60 years! Looking for stability and long-term growth opportunities? Look no further. B&A is seeking an entry-level electrical engineering professional to...
-
Operations Specialist I
4 days ago
Raleigh, United States First Citizens Bank Full timeOverviewThis Operations Specialist I position on the Loan Doc Review team reviews loan documentation for accuracy for both Commercial and Consumer loans. Maintains Service Level Agreements for both Commercial and Consumer Loans. Handles verbal and written communication with internal loan officers. Facilitates processes and associate workflow while ensuring...
-
Commercial Resolution Officer I
3 weeks ago
Raleigh, United States CareerBuilder Full timeOverview This position is responsible for managing a small portfolio of problem loans. Evaluates credit risk, restructures loans, and resolves problems credits while minimizing losses. Works closely with borrowers, local bankers, and attorneys to facilitate resolution. Prepares and presents reporting to Bank management as appropriate. Responsibilities...
-
Housekeeper I
18 minutes ago
Raleigh, United States Meredith College Full timeHousekeeper I - Temporary / Summer HelpJob no: 202303-04 Work type: Staff Part-time Temporary Location: Raleigh, NC Categories: Custodial ServicesNotice: If you are seeing this position posted on a job board other than the official Meredith College career posting page, please know that any pay range included is not authorized or approved by Meredith College...