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The Senior Wealth Management Officer directs and coordinates activities relative to administering investment management accounts, creating and administering personal trusts, court ordered guardianships, and other fiduciary accounts in accordance with the terms of the trusts, wills, court orders, or other governing documents. Acts as an advocate for clients by facilitating
Posted 13 days ago
Middlesex Savings Bank
- Acton, MA
Customer Experience Embraces the Customer Experience, including related initiatives. Develops an understanding of customers' needs and expectations and alerts branch supervisors to opportunities develop new business and grow customer relationships, as appropriate. Operational Excellence Ensures quality and accuracy of work. Demonstrates sound technical knowledge, includin
Posted Today
Responsible for residential mortgage processing by functioning as the liaison between the mortgage originators, attorneys and customers. Ensures all time sensitive disclosures and documents are delivered with accuracy and on a timely basis. Essential Duties Acts as primary liaison regarding inquiries from originators, attorneys, underwriters and customers to discuss the l
Posted 4 days ago
As a team member in our Alternative Investments practice, you will assist in providing tax compliance & consulting services to our Venture Capital, Private Equity, Hedge Fund, and Real Estate clients. Job Duties Tax Compliance Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) se
Posted 5 days ago
Work on pricing SLED, federal and EIS proposals Prepare margin and special pricing analysis in support of sales Prepare monthly reports in support of senior management Work on maintaining and updating existing contracts Responsible for proposal preparation, and government customer account analysis. Participate in competitive strategy meetings regarding contract language,
Posted 6 days ago
Are you curious, motivated, and forward thinking? At FIS you'll have the opportunity to work on some of the most challenging and relevant issues in financial services and technology. Our talented people empower us, and we believe in being part of a team that is open, collaborative, entrepreneurial, passionate and above all fun. About the role Processing customer payments
Posted 6 days ago
We are Hiring! Credit Analyst I Lowell, MA Enterprise Bank , is a growing and successful commercial bank where your talents will be recognized. Consistently being recognized both nationally and locally as a "Top Place to Work", Enterprise Bank team members are as important to us as our core values. Join our dynamic team and experience a unique workplace culture where succ
Posted 11 days ago
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You'll find an environ
Posted 11 days ago
At Franklin Templeton, we're advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that
Posted 12 days ago
Company Haemonetics is a global healthcare company dedicated to providing a suite of innovative medical products and solutions for customers to help them improve patient care, and reduce the cost of healthcare. Haemonetics' technology addresses important medical markets blood and plasma component collection, the surgical suite, and hospital transfusion services. Overview
Posted 13 days ago
ASSISTANT CITY SOLICITOR LITIGATION SUPERVISOR LAW DEPARTMENT CITY OF WORCESTER The City of Worcester is seeking qualified applicants for an Assistant City Solicitor Litigation Supervisor to join the fast paced, high volume collaborative and congenial Law Department to provide competent and timely legal services in the Litigation Division of the Law Department. Under the
Posted 4 days ago
The Mortgage Loan Closer is responsible for preparing the Closing Disclosure and closing package. He/she is responsible for completing all required documents to send to the Closing Agent to complete the settlement of the loan. Th Mortgage Loan Closer ensures that the documentation meets all government compliance standards, validates attorney funding requests and submits t
Posted 4 days ago
Are you curious, motivated, and forward thinking? At FIS you'll have the opportunity to work on some of the most challenging and relevant issues in financial services and technology. Our talented people empower us, and we believe in being part of a team that is open, collaborative, entrepreneurial, passionate and above all fun. What you will be doing Manage daily operatio
Posted 6 days ago
This position will focus on all aspects of affordable real estate acquisitions and development including financial analysis and modeling, site acquisition, due diligence, governmental agency communication and funding applications, legal document review and negotiation, and community and resident engagement. The Associate will prepare detailed financial analyses and models
Posted 10 days ago
Division Retail Banking Department Various Branch Network Reports to Financial Center Manager Status Non Exempt Grade 5 Pay Range $18.00 $25.00 Actual compensation within the pay range will be decided based on factors including, but not limited to, skills, prior relevant experience, and specific work location. Location North Adams, MA 37 Main St Purpose/Objective Identify
Posted 11 days ago
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