The Forge Companies Jobs in United States

The Trust Administrator will support a Trust Officer in the administration of trust accounts including Special Needs Trusts and Settlement Protection Trusts. · ...

Advocacy Trust is looking for an experienced client service focused Special Needs Trust Officer II to join the team. · ...

A financial services provider based in Brentwood, TN is seeking a Senior Trust Manager to oversee the administration of trust accounts. This role involves managing Trust Officers, ensuring compliance with fiduciary policies, and promoting strong client relationships. The ideal ca ...

A Financial Advisor II at Advocacy Wealth Management is responsible for providing continuous fiduciary-level financial planning and investment services to our clients. · Serve as the Financial Advisor and primary contact within the firm to provide fiduciary-level financial guidan ...

A Financial Advisor II at Advocacy Wealth Management is responsible for providing continuous fiduciary-level financial planning and investment services to our clients. · This role requires a FINRA Series 65 license and a Life & Health Insurance license or the ability to obtain bo ...

The Senior Trust Manager is responsible for working for the Trust Leader and managing the day-to-day administration of Trust Officers and Senior Trust Officers. · ...

The Associate Fiduciary Counsel for Advocacy Trust LLC ("AT") will support AT's Chief Fiduciary Counsel by assisting with the management of legal matters impacting the trust company. · This position entails identifying and analyzing fiduciary legal issues that arise during the co ...

Overview · The Senior Trust Manager is responsible for working for the Trust Leader and managing the day-to-day administration of Trust Officers and Senior Trust Officers. This persons focus will be directed towards ensuring the adequacy of support for trust accounts, providing ...

The Operations Specialist I - Wealth will provide support to Investment Officers and Client Support Teams in the daily administration and management of our advisory accounts. · ...

The Trust Administrator will support a Trust Officer in the administration of trust accounts including Special Needs Trusts and Settlement Protection Trusts. · ...

At The Forge Companies, our team emphasizes collaboration and ethics while providing mentorship to junior staff. · Key Responsibilities: · Serve as primary contact for clients. · Oversee account openings and closures. · ...

The Trust Officer 2 is a fiduciary professional and subject matter expert who is responsible for managing all phases of trust administration across a diverse portfolio of complex trust accounts. · ...

Overview · The Senior Trust Manager's focus will be directed towards ensuring the adequacy of support for trust accounts by providing exceptional client service. · Supervisory Responsibilities: · Provide guidance regarding client service... · ...

The Associate Fiduciary Counsel for Advocacy Trust LLC will support AT's Chief Fiduciary Counsel by assisting with the management of legal matters impacting the trust company. · This position entails identifying and analyzing fiduciary legal issues that arise during the course of ...

The Operations Specialist I - Wealth will provide support to Investment Officers and Client Support Teams in the daily administration and management of our advisory accounts. · Account Opening: review and process new/existing client account paperwork with Fidelity. · ...

An established financial services firm in Brentwood, Tennessee is seeking an Associate Fiduciary Counsel to support its Chief Fiduciary Counsel. This role involves managing legal matters related to trust accounts, providing oversight on fiduciary tax issues, and collaborating wit ...

The Trust Officer 2 is a fiduciary professional responsible for managing all phases of trust administration across a diverse portfolio of complex trust accounts. · Bachelor's degree or higherMinimum of 3 years of experience in trust administration or related fields. · ...

Senior Trust Manager Role Overview · As a Senior Trust Manager at our company, you will oversee the administration of trust accounts while ensuring compliance with fiduciary policies. · Manage team members to achieve optimal performance · Promote strong relationships with clients ...

The Senior Trust Manager is responsible for working for the Trust Leader and managing the day-to-day administration of Trust Officers and Senior Trust Officers. · This person's focus will be directed towards ensuring the adequacy of support for trust accounts, providing exception ...

Overview · A Financial Advisor II at Advocacy Wealth Management is responsible for providing continuous fiduciary-level financial planning and investment services to our clients. The Financial Advisor II must understand the Advocacy Wealth, Forge Consulting, and Advocacy Trust pl ...