Trust Accountant

Job Title: Trust AccountantCompany: Truity PartnersJob Type: PermanentLocation: Remote/HybridJob Description:We are seeking a highly skilled and experienced Trust Accountant to join our team at Truity Partners. As a Trust Accountant, you will be responsible for processing recurring payments, coordinating and paying 65-day and liability distributions, and...

About Truity PartnersWe are a leading organization in the Greater Milwaukee area, specializing in trust services and financial operations. Our team is dedicated to providing exceptional support to our clients, and we are seeking a highly skilled and experienced Trust Accountant to join our team.Job SummaryWe are looking for a Trust Accountant with 3+ years...

About the RoleWe are seeking a highly skilled Trust Officer to join our team at Wintrust Financial. As a Trust Officer, you will be responsible for the administration of personal trust accounts, including estates, trusts, guardianships, agencies, and escrow. You will work closely with clients, beneficiaries, and other professionals to ensure the smooth...

About the Role:We are seeking a highly skilled and experienced Trust Officer to join our team at Wintrust Financial. As a Trust Officer, you will be responsible for the administration of personal trust accounts, including estates, trusts, guardianships, agencies, and escrow.Key Responsibilities:Administer assigned accounts, studying and analyzing the trust...

About the RoleHSA Bank is seeking a highly skilled Strategic Account Executive to join our team. As a key member of our organization, you will be responsible for implementing, maintaining, and expanding relationships with assigned strategic clients.Key ResponsibilitiesDevelop and execute customized business plans to drive growth and increase profitability on...

Position Overview:We are seeking a dedicated and detail-oriented Fund Accounting Specialist to join our dynamic team. This role involves managing the financial records and general ledger of various mutual funds, ensuring accuracy and compliance with regulatory standards.Key Responsibilities:- Maintain comprehensive records for mutual funds of diverse...

Company OverviewJohnson Brothers is a family-owned distributor specializing in wine, spirits, and beer, committed to delivering exceptional service since its inception.Position SummaryThe Head of Chain Accounts in Wisconsin is a visionary leader responsible for steering the key account sales team to achieve the annual operating plan and supplier objectives....

Global Manufacturing Firm with Exceptional LeadershipThis opportunity is presented by Jobot, a trusted partner in the recruitment of top talent.About Us:Jobot collaborates with a prominent Global Manufacturing firm that is expanding its team due to internal advancements. This organization boasts a strong culture of promoting from within and offers...

Job OverviewPosition: Regional Account ManagerLocation: RemoteDLRdmvTM specializes in the development and implementation of cutting-edge Title & Registration technology along with Government Compliance solutions tailored for the Automotive Sector. Our organization fosters a dynamic and entrepreneurial atmosphere for those eager to contribute to a rapidly...

About HSA BankHSA Bank is a leading provider of healthcare savings solutions, dedicated to empowering individuals to save for a healthy future. Our innovative offerings drive down healthcare costs, increase access, and assist with decision-making for consumers, health plans, partners, and advisors.Job Function:The Strategic Account Executive plays a critical...

About the RoleThe UMB Registered Fund team, which manages the daily accounting, tax, audit, administration, and operational tasks for mutual fund and collective trust clients, is seeking a highly skilled Financial Accountant I, II, or III to join our team.Key ResponsibilitiesOversee general ledger accounting functions for multiple funds, ensuring accurate...

Job SummaryThe UMB Registered Fund team is seeking a highly skilled Financial Accountant I, II, or III to manage the daily accounting, tax, audit, administration, and operational tasks for mutual fund and collective trust clients.Key ResponsibilitiesOversee general ledger accounting functions for multiple fundsPrepare and review preliminary trial balance and...

About Wipfli LLPAt Wipfli LLP, we value diversity and inclusion in the workplace. Our company culture is built on the principles of respect, empathy, and open communication. We strive to create a work environment where everyone feels welcome and empowered to contribute their unique perspectives and skills.Job SummaryWe are seeking a highly motivated and...

About Wipfli LLPAt Wipfli LLP, we value diversity and inclusion in the workplace. Our company culture is built on the principles of respect, empathy, and open communication. We strive to create a work environment where everyone feels welcome and empowered to contribute their unique perspectives and skills.Job SummaryWe are seeking a highly motivated and...

Job SummaryU.S. Bank is seeking a highly skilled and experienced Fund Custody Account Manager to join our team. As a Fund Custody Account Manager, you will be responsible for managing the administration of Fund Custody accounts of various sizes with a high level of expertise consistent with governing document requirements, regulatory guidelines, and policies...

Position Summary:Direct Supply is building the future of healthcare technology with industry-leading products, solutions and platforms to help improve the lives of millions of seniors and those who care for them.In the Strategic Account Manager position, you'll establish new relationships and expand Direct Supply Brands into new markets, primarily focusing...

Job DescriptionWho we are:Brady makes products that make the world a safer and more productive place. We are a global leader in safety, identification and compliance solutions for a diverse range of workplaces. From the depths of the ocean to outer space, from the factory floor to the delivery room - we're just about everywhere you look. Companies around the...

Job Summary: We are seeking a highly skilled Fund Accountant I, II, or III to join our UMB Registered Fund team. As a key member of our financial operations team, you will be responsible for ensuring the accuracy and integrity of our mutual fund and collective trust clients' financial data.Key Responsibilities:Financial Statement Preparation: Prepare and...

Paralegal - Estate Planning DivisionBecome a vital member of our team at Reinhart Boerner Van Deuren s.c. (RBVD) in Milwaukee as a Paralegal within our Estate Planning division. Our practice is dedicated to assisting clients in safeguarding and managing their assets for the benefit of future generations. In collaboration with attorneys, financial...

Job OverviewRTA US is currently looking for a Tax Compliance Specialist to join our team. This role presents a fantastic opportunity to collaborate with a vibrant group and acquire significant experience in the financial services sector.Position: Tax Compliance SpecialistLocation: Milwaukee, WI (onsite)Duration: 6+ months with potential for...