Trust Officer - Atlanta

Arden Trust Company provides industry-leading personal trust services designed to support families and preserve relationships for generations. · Bachelor's degree in business administration or other related discipline or the equivalent combination of education training or work ex ...

The Trust Manager is both a leader and an individual contributor who not only administers trust accounts but oversees less experienced team members engaged in trust administration. The core of the role is to oversee and coach the team of Trust Officers and Trust Associates, with ...

This job is responsible for providing administrative and account servicing activities for fiduciary and trust client relationships. Key responsibilities include serving as a trust product expert, helping to identify opportunities for expanded product penetration in existing books ...

The Trust Manager is a leader and an individual contributor who administers trust accounts and oversees less experienced team members engaged in trust administration. The role involves supervising and coaching the team of Trust Officers and Trust Associates to advance talent and ...

The VP of Investments will lead the Family Office investment and portfolio management platform to preserve and grow multi-generational wealth. · ...

We are seeking a highly polished Firm Administrator to serve as the operational and administrative anchor for a boutique trust and estates litigation practice serving a sophisticated clientele. · This is a visible, hands-on role for a professional who takes pride in running a sea ...

We are seeking a highly skilled Lead Accountant with deep tax expertise to join our team and oversee the accounting, tax compliance, and strategic planning across the family's complex financial ecosystem. · Bachelor's degree in Accounting, Finance, or related field; Master's in T ...

Cresset es una firma construida por clientes para clientes. Como oficina multi-familia independiente y empresa privada de inversiones, estamos reimaginando la forma como se experimenta la riqueza. · Nuestro propósito es asegurarse de que tanto la riqueza como los aspectos persona ...

This job is responsible for providing administrative and account servicing activities for fiduciary and trust client relationships. · ...

The Cox Family is a multi-generational family based in Atlanta with a diverse portfolio of operating companies and family investments across various sectors and asset classes. The VP of Investments will be responsible for leadership of the Family Office investment platform. · Res ...

This is a high-impact hands-on role for someone who loves variety organization and takes pride in execution. · You will work closely with our Senior Vice President of Operations to support multiple departments across the company including managing client projects marketing logist ...

The Director, Wealth Strategist (DWS) is a member of the wealth strategy team and will work independently with Cresset clients and advisors as well as supporting senior wealth strategists.The DWS will also serve as an internal resource for advisors and collaborate on substantive ...

A highly experienced tax professional with specialized fiduciary, trust, and estate expertise leads preparation and review of trust and estate returns. · Prepare and conduct initial reviews of 1041 trust and estate income tax returns. · Prepare fiduciary accountings with working ...

This role exists to support the Family Enterprise by combining expertise in tax strategy compliance and reporting often requiring an understanding of complex family structures trusts and wealth management. · ...

The Sales Executive Assistant serves as a trusted extension and enablement partner to the Chief Sales Officer, · Serve as a trusted execution partner and in-office point of connection, · Manage client and team gifting, ...

This role exists to support the Family Enterprise combining expertise in tax strategy compliance reporting often requiring an understanding of complex family structures trusts wealth management. · A successful candidate must be comfortable giving advice to both Owners Senior Lead ...

+The Atlanta office is looking for a Tax Associate to serve our clients' tax and family office service needs in a timely and accurate manner. · + · ...

+This is not a traditional administrative role; it's a high-visibility, strategic position where you'll act as a trusted partner to the senior leaders in Atlanta. · +Provide direct, high-level support to the senior leaders to ensure office logistics and operations are achieved an ...

A private family office based in the Metro Atlanta area is seeking a Personal Assistant to support a high-performing principal and family across business, household, and lifestyle operations. The role goes far beyond calendar management and requires exceptional organizational ski ...

++A private family office based in Metro Atlanta seeks an Executive Personal Assistant to support a high-performing principal across business, · household, and lifestyle operations.+ · +* Own and protect the executive's calendar,+priorities,+and time+* Coordinate meetings,+commun ...