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Ability to manage all aspects of client engagements. Demonstrates support of management and decisions and build a positive culture.... - Indeed
Thorough knowledge of a variety of software programs. Relieves management of administrative details; Usually relieves management of administrative details;... - Indeed
Thorough knowledge of a variety of software programs. Usually relieves management of administrative details;... - Indeed
Active member of national tax committee(s); A minimum of 7 years fiduciary tax experience required.... - Indeed
A minimum of 7 years charitable fiduciary tax experience required. Advise clients on tax treatment of transactions and technical tax matters.... - Indeed
Responsible for providing administrative and analytical support to portfolio managers, including completing required paperwork, updating databases, - Indeed
Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA's.... - Indeed
Actively participating in targeted conferences and networks to raise community awareness of Bank of America trust capabilities.... - Indeed
Requires thorough knowledge of the BD and regulatory requirements including the variety of products and services offered.... - Indeed
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