Legal - Trust Administrative Professional (Level II)

1 month ago


Pennington, United States ICONMA Full time

Our Client, a Financial/Banking company, is looking for Legal - Trust Administrative Professional (Level II) for their Pennington, NJ location

Responsibilities:

  • PB IRA line of business. Provides Trusteed Individual Retirement Account (TIRA) administrative support to Private Bank Specialized Fiduciary Officers and National Trust Services Managers.
  • In addition, works independently, but closely with client facing Trust Officers and Administrators to ensure accurate and efficient delivery of IRA account level services.
  • Responsible for routine administrative duties, such as performing TIRA money movement and tax related transactions.
  • Provides administrative support to Specialized Fiduciary Officers. Team Leaders, Group Manager and National Executive.
  • Works independently, but closely with Officers and Team Leaders to ensure accurate and efficient delivery of services.
  • Coordinates information and activities with external business partners (Attorneys, CPAs, Fiduciary Accountants, third party vendors, etc.) and with internal support partners (FAs, Sales, Tax, Compliance, SAM, ART, Operations, Technology Groups and Trust Administration, etc.) as needed.
  • May be accountable for managing the smaller, less complex situations that require a lesser degree of technical expertise and knowledge
  • Responsible for routine administrative duties, such as performing account maintenance, account opening processes, money movement and tax related transactions, file retrieval, optical imaging, filing, copying, ordering supplies, making and answering telephone calls, writing routine letters/e-mails and other tasks as required to administer accounts and serve client needs.
  • May be asked to participate in projects, prepare reports and conduct research.
  • May act as a point of contact for clients and internal/external partners and as a backup for the Officers.
  • The SFA II is supervised and supported by a team.


  • Pennington, NJ, United States ICONMA Full time

    Our Client, a Financial/Banking company, is looking for Legal - Trust Administrative Professional (Level II) for their Pennington, NJ location Responsibilities: PB IRA line of business. Provides Trusteed Individual Retirement Account (TIRA) administrative support to Private Bank Specialized Fiduciary Officers and National Trust Services Managers. In...


  • Pennington, United States Axelon Full time

    Location- Pennington, NJ Position Summary Performs diverse, advanced, and confidential administrative support functions for the Business Management and Controls Leaders as well as the Pennington team. Usually relieves management of administrative details; gathers, compiles and reports information relevant to/for department; may manage a number of different...


  • Pennington, United States Capital Health Full time

    QualificationsMust be a graduate of an accredited School of Medicine (MD/DO)Completion of an accredited Advanced Heart Failure fellowshipUnrestricted license to practice medicine in the State of New Jersey (or the ability to obtain before appointment);Board-certified or board-eligible in CardiologyBoard Certified or Board Eligible in Advanced Heart...


  • Pennington, United States Allied Universal Security Full time

    Allied Universal, North America's leading security and facility services company, provides rewarding careers that give you a sense of purpose. While working in a dynamic, diverse and inclusive workplace, you will be part of a team that fuels a culture that will reflect in our communities and customers we serve. We offer medical, dental and vision coverage,...


  • Pennington, United States Capital Health Full time

    Capital Health is seeking a hematology and oncology physician to join their team. Job Requirements: Medical SchoolResidency in internal medicineBoard Certified or Board Eligible in Hematology and OncologyEligible to obtain licensure in New Jersey and PennsylvaniaReporting RelationshipsDoes this position formally supervise employees? YesESSENTIAL...


  • Pennington, New Jersey, United States Capital Health Full time

    Capital Health Neurology Department is seeking a skilled Neurologist to join our team.The ideal candidate will provide outpatient general Neurology services at our Institute's office practice, working collaboratively with our neurology, neurosurgery, and neuropsychology team, as well as providers in our healthcare system's primary care network and...


  • Pennington, New Jersey, United States Capital Health Services Full time

    Capital Health Medical Group Seeks Board-Certified OB/GYNCapital Health Medical Group, a leading multispecialty group, is seeking a full-time board-certified OB/GYN to join our team. As a Regional Perinatal Center with a Level III NICU, we provide comprehensive care to women and infants.We offer a collaborative and supportive work environment, with 23...


  • Pennington, United States Capital Health Full time

    The trauma fellowship trained orthopedic surgeon provides surgical and non-surgical care to complex orthopedic trauma patients including those with pelvic fractures, complex, intra-articular fractures, bone defect surgery, treatment of osteomyelitis, non-unions and other complex pathologies requiring advanced knowledge and skill. The individual will provide...

  • Outpatient Neurologist

    5 months ago


    Pennington, United States Capital Health Full time

    The Department of Neurology at Capital Health is recruiting candidates for a full-time Neurologist role. Physician will provide outpatient general Neurology services at the Institute’s office practice as part of our team. The physician will work collaboratively with the other members of the neurology, neurosurgery and neuropsychology team, as well as...

  • Rheumatologist

    2 weeks ago


    Pennington, United States Capital Health Full time

    Capital Health is seeking a Rheumatologist Qualifications:  MD/DO Degree NJ & PA licenses Board certified/eligible in Rheumatology 3+ years of specialty training from an accredited rheumatology program 3+ yrs. of experience practicing as a Rheumatologist preferred Overview Examine and diagnose patients with arthritis, joint pain and other...


  • Pennington, United States Planet Pharma Full time

    -6 month contract-pay based on experience, $23-51/hrGeneral Description:The Purification Manufacturing Technician I / II position will directly enable the initial start-up phase of the manufacturing facility and then shift focus to hands-on execution and support of cGMP manufacturing operations.1) Facility Start-Up: Focused on cell culture related activities...


  • Pennington, United States Capital Health Full time

    Opportunity:Capital Health Medical Center is seeking board-certified physicians to join our Occupational Health Center. At the Occupational Health Center, we offer comprehensive occupational medicine services, including work-related injury evaluation and follow-up care, pre-placement physical exams, DOT exams and substance abuse testing, as well as...

  • Kafka Admin

    4 months ago


    Pennington, United States The Dignify Solutions LLC Full time

    Locations : Pennington, NJ / Charlotte, NC / Dallas, TX This position involves end to end platform administration & support tasks in Kafka. The role may include: - configuration of Kafka Software, Coordinate/Plan & Execution activities related to platform maintenance, Disaster Recovery and Software release management - L3+ escalation for Platform Issue...


  • Pennington, United States Capital Health (US) Full time

    Job DescriptionWork ShiftCapital Health is the region's leader in providing progressive, quality patient care with significant investments in our exceptional physicians, nurses and staff, as well as advance technology. Capital Health is a five-time Magnet-Recognized health system for nursing excellence and is comprised of 2 hospitals. Capital Health...


  • Pennington, United States Genesis Corp dba Genesis10 Full time

    Genesis10 is currently seeking a Middleware Engineer/Admin with our client in the financial industry located in Pennington, NJ. This is a 12 + month contract position. Responsibilities: Provide middleware administration duties for critical banking platforms, end-to-end, including WebSphere, jBoss, Tomcat, Apache, IBM HTTP Server, and WXS (extreme scale...

  • Genesys Developer

    6 months ago


    Pennington, United States Diverse Lynx Full time

    Job Description Skill: Genesys Developer In depth knowledge of Genesys outbound framework. Experience with configuration and options as it relates to OCS, specifically versions 8.1.5xx.x. Experience with composer development for Genesys Orchestration Server and Client. Experience with administration and management of outbound campaigns through GAX....


  • Pennington, United States Randstad Full time

    job summary: Support QA/QC processes within the tech org through ongoing monitoring and assessment of controls. Acts as an ambassador of the risk culture. Incumbents typically have over 5+ years of risk management and LOB/ECF experience. We're looking for an individual to provide governance, apply internal control discipline and operational excellence...


  • Pennington, New Jersey, United States Compass Group, North America Full time

    Job Summary:Culinary Operations Manager at Compass Group, North America, responsible for delivering exceptional food service management and culinary operations within a prestigious independent school in Pennington, NJ.Key Responsibilities:• Establish and review standards and work procedures for all staff in accordance with policies and practices• Direct...


  • Pennington, United States Randstad Full time

    job summary: Support QA/QC processes within the tech org through ongoing monitoring and assessment of controls. Acts as an ambassador of the risk culture. Incumbents typically have over 5+ years of risk management and LOB/ECF experience. We're looking for an individual to provide governance, apply internal control discipline and operational excellence...


  • Pennington, United States Randstad Full time

    Join Our Team as a Banking Call Center Representative! Are you ready to be the friendly voice of our bank? We're looking for enthusiastic and customer-focused individuals to join our Banking Call Center team! As the first point of contact, you'll assist customers with their banking needs, answer inquiries, and resolve issues with care and expertise. If...