SMD Fiduciary Services - Stamford

This role provides strategic oversight and leadership for Webster Private Bank's Trust and Fiduciary Services providing vision direction for fiduciary platform ensuring alignment with bank's overall private wealth strategy driving revenue retention new business development by enh ...

We are seeking a Fiduciary Services Leader to join our team at Webster. This role provides strategic oversight and leadership for our Trust and Fiduciary Services. · ...

We are looking for a leader to oversee our Private Bank's Trust and Fiduciary Services. The ideal candidate will have experience in managing high-net-worth clients and teams of professionals. They should be able to drive revenue growth and foster cross-business collaboration. · ...

This is an exciting opportunity for a Legal Secretary to support a team of Fiduciary Accountants in a highly organized detail-driven environment. · You'll be responsible for managing essential legal tax and probate documentation while keeping operations running smoothly. ...

Join a well respected, long‑established private‑client law firm as the key Legal Secretary supporting a team of Fiduciary Accountants. In this highly involved role, you'll be responsible for keeping complex legal, tax, and probate documents moving smoothly and ensure the team ope ...

This Legal Secretary provdies comprehensive administrative and secretarial support to fiduciary accountants within a well renowned Trust and Estates firm. The ideal candidate will bring experience in the legal sector, ideally specializing in tax law. · Client Details · This Trust ...

The opportunity to work at a prominent and well-established law firm. · A competitive salary and comprehensive benefits package. · About Our Client · Our client is a respected, long‑established law practice known for its excellence in estate planning, fiduciary services, and high ...

Join a Trust and Estates firm that has been in operation for over 100 years. · Partner with a team of fidutiary accountants and tenured legal secretaries · About Our Client · This Trust and Estates firm has been in operation for over 100 years and is well known for their white gl ...

This is an exciting opportunity for a Legal Secretary to support a team of Fiduciary Accountants in a highly organized environment. · ...

We are looking for a full-time intern to team up with our portfolio management and research groups. · ...

About PKF O'Connor Davies · PKF O'Connor Davies is a top-ranked accounting, tax, and advisory firm with offices across the U.S. and internationally through our PKF global network. For over a century, we have built our reputation on deep industry expertise, a personalized approach ...

NCAM is looking for a full-time intern to team up with our portfolio management and research groups. · ...

Position Summary · NorthCoast Asset Management, a Division of Kovitz Investment Group, is looking for a Billing Specialist to join our team in Stamford, CT office. The Billing Specialist is responsible for NCAM operational billing and financial reporting functions. · This role ...

We are looking for an Investment Analytics Associate to join our team in our Stamford office. · Proactively research and resolve account-specific issues across systems · Be responsible for the system that calculates account performance monthly in accordance with Global Investment ...

NorthCoast Asset Management is looking for an Investment Analytics Associate to join our team in our Stamford, CT office. · ...

Position Summary · NorthCoast Asset Management, a Division of Kovitz Investment Group, is looking for a Billing Specialist to join our team in Stamford, CT office. The Billing Specialist is responsible for NCAM operational billing and financial reporting functions. · This role wi ...

Position Summary · NorthCoast Asset Management is a data-driven investment firm specializing in dynamic, risk-managed equity and income strategies for high-net-worth investors and financial advisors. With more than two decades of applied research and market experience, the firm c ...

NorthCoast Asset Management is looking for an Operations Associate to join their team in Stamford, CT office. · ...

On behalf of our client, we are conducting a search for a Lead Financial Advisor to anchor and grow an emerging presence in the Stamford or Greenwich area. · This opportunity is designed for a CFP or CFA who wants to deliver sophisticated planning and relationship leadership with ...

· Firm Description · Chilton Investment Company, along with its affiliates Chilton Trust, is an independent, privately owned, wealth management company providing wealth management services and investment solutions to high-net-worth individuals, families, foundations, endowments, ...