Trust Officer
2 weeks ago
We are seeking an experienced Trust Officer to provide investment management and trust administration services to high-net-worth clientele.
Responsibilities:- Administer personal, estate, and charitable trust accounts
- Act as fiduciary to make and implement investment decisions per the terms of trusts
- Prepare detailed asset allocation recommendations and implement investment strategy
- Analyze trusts and provide creative solutions to help minimize taxes and transfer costs
- Communicate regularly with grantors, beneficiaries, attorneys, CPAs, and brokers
- Ensure compliance with all state and federal laws/regulations related to trust administration
- 5+ years of trust operations and investment portfolio management experience
- CFP or CTFA designation preferred
- Series 65 license required
- Excellent client service orientation and communication skills
- Strong aptitude for analyzing complex trust structures and tax implications
- Proficiency with financial planning and portfolio modeling software
This is an opportunity to play a key role in providing the highest level of trust services and customized wealth management to high-net-worth clients.
GPAC is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are committed to delivering the right solutions at the right time.
We are an equal opportunity employer and welcome applications from all qualified candidates 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.
-
Security Officer
2 weeks ago
Dublin, Ohio, United States Securitas Inc. Full timeJob Title: Multi-Site Security OfficerWe are seeking a highly skilled and reliable Multi-Site Security Officer to join our team at Securitas Inc. As a Multi-Site Security Officer, you will be responsible for monitoring and patrolling various client sites on a variety of schedules. Your primary goal will be to maintain a safe and secure environment by...
-
Financial Planner
2 days ago
Dublin, Ohio, United States Law Office of DuPont and Blumenstiel Full timeFinancial Advisor OpportunityWe are seeking a skilled Financial Advisor to join our team at the Law Office of DuPont and Blumenstiel. As a Financial Advisor, you will play a crucial role in helping our clients achieve their financial goals.Key Responsibilities:Develop tailored financial plans that cater to clients' unique needs and circumstances.Identify and...
-
Financial Planner
3 weeks ago
Dublin, Ohio, United States Law Office of DuPont and Blumenstiel Full timeFinancial Advisor OpportunityOur firm, Law Office of DuPont and Blumenstiel, is seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will play a crucial role in helping our clients achieve their financial goals.Key Responsibilities:Develop tailored financial plans that cater to clients' unique needs and circumstances.Identify and...
-
Industrial Clerk
4 weeks ago
Dublin, Ohio, United States SilverLinx Full timeAbout SilverLinxSilverLinx specializes in supplying manufacturers in the tool, saw, and knife industry. As a globally recognized partner, we supply manufacturers in over 45 countries worldwide. Our product range includes traditional products such as hot and cold rolled steel, tool steel, and HSS sheets, as well as rust and acid-resistant products and flat...
-
Financial Advisor
2 weeks ago
Dublin, Ohio, United States Law Office of DuPont and Blumenstiel Full timeFinancial Advisor Job DescriptionOur firm, Law Office of DuPont and Blumenstiel, is seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will play a crucial role in helping our clients achieve their financial goals.Key Responsibilities:Develop tailored financial plans for clients based on their life stage, professional...
-
Estate Planning and Probate Paralegal Specialist
4 weeks ago
Dublin, Ohio, United States Law Office of DuPont and Blumenstiel Full timeJob OpportunityWe are seeking a detail-oriented and experienced Probate and Estate Planning Paralegal to join our team at the Law Office of DuPont and Blumenstiel. The ideal candidate will have a solid background in estate planning and probate law, with excellent organizational and communication skills.Key ResponsibilitiesDraft and review estate planning...
-
Workday Integrations and Reporting Specialist
7 hours ago
Dublin, Ohio, United States OCLC Full timeAbout the RoleWe're seeking a highly skilled Functional Consultant to join our team at OCLC. As a key member of our Workday implementation team, you'll be responsible for translating business needs into technical solutions, working closely with stakeholders to understand their requirements and design seamless solutions.Key Responsibilities:Drive success in...
-
Mental Health Therapist
2 days ago
Dublin, Ohio, United States LifeStance Health Full timeAbout LifeStance HealthWe are a national provider of mental healthcare services focused on evidenced-based, medically driven treatment services for children, adolescents and adults suffering from a variety of mental health issues in an outpatient care setting, both in-person at our clinics nationwide and through our digital health telemedicine offering.Our...
-
Healthcare Sales Representative
11 hours ago
Dublin, Ohio, United States Amedisys Full timeAbout AmedisysAmedisys is one of the largest and most trusted home health and hospice companies in the U.S.Job SummaryWe are seeking an experienced Account Executive to join our team. The ideal candidate will have a strong background in outside sales and business development in the healthcare industry.ResponsibilitiesEducate healthcare professionals,...
-
Administrative Shipping Coordinator
1 day ago
Dublin, Ohio, United States Diamond Cellar Full timeJob Title: Administrative ShippingWe are seeking a highly organized and detail-oriented Shipping and Receiving Clerk to join our team at Diamond Cellar. This is a full-time position at our Sawmill Road location.Key Responsibilities:Open and process incoming packages, match merchandise to purchase orders and job envelopes.Route packages to appropriate...
-
Physical Security Specialist
3 weeks ago
Dublin, Ohio, United States Presidio Full timeAbout the RoleWe are seeking a highly skilled Physical Security Technician to join our team at Presidio. As a Physical Security Technician, you will be responsible for installing, inspecting, and repairing electronic security systems to ensure they meet industry-approved guidelines and quality expectations.Key ResponsibilitiesInstallation of integrated...
-
Optical Sales Manager
4 weeks ago
Dublin, Ohio, United States U.S. Vision Full timeOptical Sales Manager Job Description **About U.S. Vision** U.S. Vision is a leading provider of eye care services with over 100 years of heritage. Our commitment to quality and customer satisfaction has earned us a reputation as a trusted partner in the industry. **Job Summary** We are seeking a highly motivated and experienced Optical Sales Manager to...
-
Senior Accounts Payable Manager
7 hours ago
Dublin, Ohio, United States Creative Financial Staffing Full timeSenior Accounts Payable ManagerCreative Financial Staffing is seeking a seasoned Senior Accounts Payable Manager to lead their accounts payable functions and contribute to their finance team. With a commitment to excellence and innovation, our client has become a trusted leader in their industry.Key Responsibilities:Oversee and optimize the accounts payable...
-
Construction Project Manager
3 weeks ago
Dublin, Ohio, United States CT Consultants Full timeJob OverviewCT Consultants, a Verdantas Company, is seeking a highly skilled Construction Project Manager to join our team in the Dublin, OH office. As a key member of our construction management team, you will be responsible for overseeing the planning, execution, and delivery of construction projects.Key ResponsibilitiesManage construction projects from...
-
Sales Representative
2 weeks ago
Dublin, Ohio, United States AmeriPro Roofing Full timeAbout the RoleAmeriPro Roofing, a leading residential roofing contractor, is seeking an Outside Sales Representative to join our team in the Columbus metro area. As a key member of our sales team, you will play a crucial role in educating and informing homeowners about their entitlements related to storm damage, roofing, siding, and gutter projects.Key...
-
Regional Sales Director
2 weeks ago
Dublin, Ohio, United States Title One Agency, Inc. Full timeJob Title: Regional Sales ManagerWe are seeking a highly motivated and experienced Regional Sales Manager to join our team at Title One Agency, Inc. This is a unique opportunity to drive revenue growth and lead our sales efforts in the Columbus Market.Job Summary:The Regional Sales Manager will be responsible for generating new leads, building relationships...
-
Business Development Representative
4 weeks ago
Dublin, Ohio, United States Remarkable Hospice Companies Full timeRemarkable Hospice RepresentativeAt Remarkable Hospice Companies, we are dedicated to delivering exceptional care to patients and their families. We are seeking a skilled Business Development Representative to join our team and help us expand our services.About the RoleThe Remarkable Hospice Representative will work closely with patients, families,...
-
Generator Service Technician
1 day ago
Dublin, Ohio, United States W.W. Williams Full timeJob Summary:The Generator Service Technician is responsible for ensuring the reliable operation of standby power generators and fire pump drivers. This role involves troubleshooting, repairing, and diagnosing routine maintenance and emergency services, as well as making customer repair recommendations.Key Responsibilities:Service, repair, modify, diagnose,...
-
Controller Assistant
1 day ago
Dublin, Ohio, United States W.W. Williams Full timeAssistant Controller Opportunity SummaryAs an Assistant Controller at W.W. Williams, you will be responsible for assisting the Corporate Controller in all facets of accounting and treasury functions as directed. This role offers a unique opportunity to work alongside innovative professionals and contribute to the company's success.Key Responsibilities:Assist...
-
Professional Services Engineer III
1 day ago
Dublin, Ohio, United States Logically Full timeJob OverviewLogically is seeking a highly skilled Professional Services Engineer III to join our team. As a trusted partner for over 20 years, we offer cyber-first solutions and services that infuse security across technology infrastructures to reduce risk and empower teams to focus on their business.As a key member of our team, you will be responsible for...