Trust Administrator Salary at Ams Financial Group BETA

Job Purpose & Scope: Responsible for utilizing knowledge of banking products and services to build professional relationships with customers and engaging in meaningful conversations regarding their financial needs and goals. Promote a positive, helpful, and friendly team environment and provide exceptional customer service at all times Essential Job Functions: Cultivate professional relationships with customers, utilizing assessment tools and engaging customers in meaningful conversations to uncover needs, make appropriate recommendations, and submit referrals to banking center team members or line of business partners. Utilize assessment tools to maintain detailed notes regarding customer conversations and interactions. Open and service deposit accounts. Facilitate and process account transactions accurately and efficiently to minimize errors and reduce fraud. Actively participate in morning huddles, calling efforts, business development, and constructive coaching conversations with l

We Are: We are Technology Strategy and Advisory and we design and execute industry-relevant reinventions that allow organizations to realize exceptional business value from technology. Our vision is to become the worlds leading advisors in harnessing technology and innovation as a force to reinvent and improve every business. Our mission is to architect and realize exceptional value from technology for our clients. Technology Strategy leverages deep technology expertise, empowering clients to be more competitive by leading initiatives that develop pioneering, technology-enabled strategies that unlock value and drive growth. To stay agile in a world dominated by change, the C-suite must build new business architectures that break away from old ways of doing things, giving them the agility to compete and grow in the new.?Accenture Technology Strategy enables leaders to act quickly and confidently as they pivot to the future. Known for our ability to execute at speed, we develop new capab

Finance Consulting - Oracle FCCS & ARCS Focused Manager Finance & Performance - Unlocking financial performance and enterprise value We work as trusted advisors to CFO's, COO's, CIO's and other key executives to advise, implement, and deliver as-a service solutions, improving finance, shared service and real estate operations, and helping clients develop strategies to support enterprise-wide decision making. Recruiting for this role ends on 10/01/2024 Work you'll do As a Manager, you will lead and deliver small engagements, or components of larger more complex engagements, that identify, design, and implement creative business and technology solutions for large companies. Manager level responsibilities include: + Provide service excellence by identifying key client business issues + Determine client needs by supplementing the standard assessment techniques and tools with innovative approaches + Evaluate and validate analysis and developing recommendations for the client in the context

Entry Level Account Representative - Sales Ready to make a difference? Our clients are looking for viable alternatives to their current benefit programs and as a result of current economic conditions, the demand for our products and services has never been higher! Our Entry Level Account Reps can make a real difference in people's lives. You'll work directly with Americas self-employed, small business owners and individuals to help them access a product suite of affordable benefits and business services. Our trusted advisors planning and guidance can impact, and protect, families for generations. We pride ourselves on being a diverse and unified company who share our values of commitment and dedication with our clients. Career Benefits: Fast Track Career Advancement Based on Your Hard Work (less than 1 year) State-Of-The-Art Training Platforms (we'll train you) Extensive Product Portfolio - Multiple Product Lines Industry Leading Compensation and Rewards Programs $60k - $95k First Year

Description We are seeking a Sr. Attorney with substantial experience designing, managing, drafting, and implementing estate plans, trust administration, probate, and entity formation. A portable book of business is a plus but not required. This is primarily an in-office position with an opportunity for a hybrid schedule for the right candidate. This role offers an exciting opportunity for your personal and professional growth within our organization. We're committed to investing in our growing team and it starts with providing the training, resources, and growth opportunities for our attorneys and professional staff needed to advance their legal careers. Benefits include PTO, Holidays, health, dental, and 401(k) Plan, paid bar membership, malpractice insurance, CLE training, and travel expenses as needed. Responsibilities Essential Duties: Case Management •Manage probate administration files and staff from beginning to end (Guardianship experience is a plus) •Lead and oversee the esta

Deloitte Global is the engine of the Deloitte network. Our professionals reach across disciplines and borders to develop and lead global initiatives. We deliver strategic programs and services that unite our organization. Work you'll do The Deloitte Technology Vendor Management Office Leader is responsible for end-to-end technology vendor management, and accountable for the total health of the Global VMO. The VMO Leader will be responsible for a combination of IT vendor contract, performance, relationship, risk management. This role is a senior leadership position, reporting directly to the Deloitte Technology COO, and will lead the technology Vendor Management Office across a global organization. The role will define, facilitate and drive enforcement of policy and processes associated with vendor management functions, including collaboration with businesses, member firms and stakeholders across the globe necessary to get things done. Strategic + Provide leadership and set the strategi

We Are: We are Technology Strategy and Advisory and we design and execute industry-relevant reinventions that allow organizations to realize exceptional business value from technology. Our vision is to become the worlds leading advisors in harnessing technology and innovation as a force to reinvent and improve every business. Our mission is to architect and realize exceptional value from technology for our clients. Technology Strategy leverages deep technology expertise, empowering clients to be more competitive by leading initiatives that develop pioneering, technology-enabled strategies that unlock value and drive growth. To stay agile in a world dominated by change, the C-suite must build new business architectures that break away from old ways of doing things, giving them the agility to compete and grow in the new.?Accenture Technology Strategy enables leaders to act quickly and confidently as they pivot to the future. Known for our ability to execute at speed, we develop new capab

Our Story At Strata, we are blazing a trail with the 1st purpose built agentic AI solution that is transforming productivity and client satisfaction within the legal industry. While AI has attracted a huge amount of attention (and hype) the last 2 years; the winners will be those companies that can move beyond theoretical benefits, driven by generalized capabilities to specific verticalized use cases that are ‘ready to go’ and deliver immediate value and financial savings that hit the bottom line for their clients; Strata is one of these winners. Strata is purpose built for the legal industry, automating the busy work that is labor intensive, wasteful, and ultimately undignified for the people performing the tasks. The Strata technology applies proprietary cutting edge agentive AI that thinks and acts like actual humans; reasoning, negotiating, and performing the actual work to create real financial value for clients. Initial use cases focus on billing and time management freeing lawye