Reputable, Triad Trust company providing premier investment, wealth management and fiduciary services seeks Trust Compliance Officer with minimum 5 years of experience assessing, developing, and implementing a comprehensive compliance program. Work closely with the Audit Committee as well as the Client Service Team to ensure proper procedures are in line with State and Federal Laws. Primarily responsible for the State annual review and external audits. Maintain and update company policies and procedures manual, provide presentations and training regarding new and revised procedures. Conduct annual reviews of key service providers. Experience with Risk Assessment of Life Insurance Trust Administration and Irrevocable Life Insurance Trust (ILIT). Superior work environment, Full Benefits, Competitive Salary range! Send resume in strict confidence!!!View All Job Listings
I began working with The Human Resource Agency in the Spring of 2013. I was not referred but happened to come across the agency thru a job posting website. What a wonderful surprise to come in contact with such Professional and Considerate people. Through my journey of seeking employment they have been a great support, make sure to keep in contact and look for the positions that are the best fit for me and the growth I am looking to achieve. I would very much recommend working with Lisa and Aust…
Lisa Rouchard helped me transition to the workforce after being a stay at home mom for many years. Years later I contacted Lisa again, when I was caught up in a downsizing, and she was able to help me again! I’ve had a job I love for over three years with a wonderful company. While working with The Human Resource, I was always treated with the same respect I saw Lisa give to her clients. I would recommend The Human Resource to both employees and employers!
My interaction with THR was seamless, from start to finish. When I met with Lisa and advised I was searching for a new opportunity, she took great care to ensure we were both clear on what I was looking for. Within 7 days, from meeting with Lisa, I had interviewed and accepted an offer for a higher salary, better benefits and a much closer commute. The level of professionalism, urgency and accuracy she and her team provides is nothing more than stellar.