Manages the most complex and largest institutional
trust accounts. Increases account profit through building sales and cross
selling other business products to existing customer base and external
sourcing of related professional networks. Ensures customer satisfaction
through designing Institutional Trust plans that meet customer needs.
Ensures plan designs meet compliance requirements. Coordinates all fund
transfer securities movements and requests. Monitors transactions, cash
flows and account activity. Delivers statements and coordinates benefit
payments. Reviews with management all capital changes, receipt of
notification for voluntary offerings and cash and trade activity. Collects
fee delinquencies. Ensures the accurate establishment, administration and
operation of the accounts. May act as a team lead for Inst Trust Account
Managers and Trust Assistants.
Qualifications: Qualified candidates will have
proven excellent customer service skills, be well organized and will
collaborate well with partner groups to best serve the customers.
This position is located in Los Angeles, California.
* * * * * * * * * *
Staff Attorney
Strong, stable, division of publicly traded company
located in Los Angeles County is seeking Employment Law and ERISA attorney
for its growing legal department. Position offers challenging work in a
dynamic and collegial environment.
Qualified candidates please forward resume ASAP in
strict confidence to
Sharon E. Gerber, Esq. by email: seg@jzsearch.com or
by fax to (323) 655-1530.
PLEASE REFERENCE "IN-HOUSE ERISA ATTORNEY" IN
SUBJECT LINE OF SUBMISSION. We will contact you if your background is a
fit prior to submitting your resume.
No Phone Calls Please.
1-6 years experience. Employee Benefits. Background
in tax or corporate governance is also helpful.
Advise client organizations in identifying and
resolving legal, business, and strategic issues related to qualified and
non-qualified employee benefit plans.
Draft benefit plan amendments and Employee Benefit
Committee resolutions. Review summary plan descriptions, notices of
material modification, and other benefits-related communications. Ensure
compliance with ERISA and other laws governing employee benefits.
Draft plan restatements and secure positive IRS
determination letters for qualified plans. Advise and assist during
benefit plan audits by government agencies. Advise and assist group
colleagues in employee benefit litigation.
Member of the State Bar of California, or planning
to sit for the next Bar exam. Competitive salary and comprehensive
benefits package.
We have an
exciting list of topics for this year's programs. Mark your calendars now
for the following:
“Meeting Your Fiduciary Responsibilities
Guidance from DOL
And
Other Practical Tips”
ERISA is centered on fiduciary duties. The
meaning and application of those rules continues to evolve. We are
pleased to have two outstanding speakers who will help guide us.
Mr. Billy Beaver is
the Director of the Los Angeles Regional Office of the Employee
Benefits Security Administration of the U. S. Department of Labor. The
Department has launched a nationwide “Fiduciary Education Campaign”,
to help assist plan sponsors and service providers in meeting their
obligations. In September, Mr. Beaver participated in the special DOL
seminar held in Phoenix on this topic. He will share with us his
perspectives and insights, in the context of
ERISA’s requirements and the Department’s fiduciary outreach
program.
Ms. Martha
Spano, the Western Division Practice
Leader for Investment Consulting at Watson Wyatt, will join Mr. Beaver
on the podium. She regularly consults in the area of plan governance
and fiduciary matters. She has an extensive background in helping
clients apply fiduciary concepts in real-world settings.
This program will help you
correctly apply fiduciary requirements to day-to-day problems and
issues that you encounter. We look forward to seeing you on November
9. Click here to register
2005 ANNUAL SPRING SUMMIT Tuesday
April 26th - MARK YOUR CALENDAR
2005 ANNUAL
SPRING SUMMIT - The theme of the 2005 Summit is
"A
CHECK-UP FOR YOUR PLANS"
which is
designed to provide plan sponsors with information to help keep their plans in
compliance and up to date. The day will be filled with presentations by a
variety of industry experts, including government speakers, who will provide
useful information and helpful tips regarding ongoing as well as new
requirements for employee benefit plans.
We are currently planning our webinars for the
upcoming year. Stay tuned for specific dates and topics
Past Webinar Downloads:
Webinar
Phyllis Borzi,
Assistant Secretary of Labor for the Employee Benefits Security
Administration, Speaks About DOL Priorities Download Audio of Presentation
