Company Description
Ohana Fiduciary Corporation, based in Seattle, WA, is a Washington State chartered Trust Company and Certified Professional Guardianship Agency. The company excels in various fiduciary roles, including trust administration, estate administration, agency services, and conservatorships.
Role Description
This is a full-time, on-site role for an Account Manager at Ohana Fiduciary Corporation. The Account Manager will be responsible for managing various fiduciary roles, including trustee appointments, estate executor appointments, agencies, and court ordered conservatorships. Key responsibilities include managing client budgets, overseeing investments, processing annual reports, conducting annual reviews, managing client relationships, as well as providing trust services to a variety of high net worth and other clients. The right candidate for this position will be well versed in these fiduciary relationships and able to manage a book of clients in a professional yet personal manner.
Responsibilities
Qualifications
Desired Skills
...the top research laboratories, and Big Tech companies in applying cutting-edge machine... ...finance. And, no prior quant finance experience is required! We believe that quantitative... ...Optimization Natural Language Processing LLMs Artificial Intelligence Mathematics...
...of managed supplier quality services for audits, assessments, remote surveillance assessments, corrective actions, remediation, inspections... ...you! Responsibilities Conduct incoming inspections of products or services from external providers, including processing such...
Full Time 2 Car Hauler: We have an immediate opening for a full time, qualified 2 car hauler. Benefits Package available:* Health... ...and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics...
...KM & Gateway Residential Special Education Teacher Help Others, Make a Difference, Save a Life. Do you want to make a difference in people's lives every day? Or help people navigate the tough spots in their life? And do it all while working where your hard work...
...a company thats leading the foodservice industry? Heres HOW we help YOU make it! $10,000 RETENTION BONUS! CDL A Delivery Drivers start at$28.80/hour!(annual increases). Top drivers can earn $100k+ annually. Weekly Pay! Home Daily! Current schedule...