- Citigroup (Fountain Valley, CA)
- …and new customers of Agency & Trust . **Qualifications:** + Minimum 6-year Corporate Trust or comparable relevant experience in corporate banking; + ... experience in deal implementation and management + Demonstrated knowledge of Corporate Trust + Ability to analyze and interpret complex Corporate … more
- M&T Bank (Iselin, NJ)
- …tolerance. **Specific to Posting:** - Provide 2nd Line of Defense coverage to Wilmington Trust Corporate & Institutional Services: Corporate Trust ... following: Trust Indenture Act (TIA), FDIC Account Administration - Corporate Trust Accounts, Securities Exchange Act of 1934 - Transfer Agent Rules,… more
- US Bank (St. Paul, MN)
- …Wealth, Corporate , Commercial and Institutional Banking (WCIB) Operations - Corporate Trust - Product Operations GSF/CDO Cash Operations_** Responsible for ... cash and asset management of trust accounts including monitoring overdrafts and uninvested cash, funding...uninvested cash, funding of accounts in compliance with governing trust documents, and disbursing funds payable to certificate holders… more
- US Bank (San Francisco, CA)
- …Day One. **Job Description** Responsible for the leadership and overall management of a Corporate Trust Account Management unit or units within the business unit ... degree, or equivalent work experience - Eight or more years of Corporate Trust account management experience - Three or more years of management experience… more
- M&T Bank (Wilmington, DE)
- …to business partners, clients and bondholders. **Primary Responsibilities:** + Understand Corporate Trust Operations team's processes, procedures and system ... and business partner inquiries. + Provide support on projects impacting the Corporate Trust Operations team, including but not limited to, developing test plans,… more
- US Bank (St. Paul, MN)
- …degree, or equivalent work experience - Five to eight years of experience in corporate trust and sales activities or related field Preferred Skills/Experience - ... Thorough knowledge of account management, trust operations, and legal regulations - Strong project management and problem-solving skills - Excellent interpersonal,… more
- US Bank (St. Paul, MN)
- …Provides a broad variety of administrative and staff support services for an assigned group or manager. Other duties may include: collects and interprets data to ... At US Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition… more
- US Bank (New York, NY)
- …Law Division's Wealth Management & Investment Services legal team to support US Bank's trust and custody businesses. US Bank offers trust and custody accounts to ... those products and services, this position advises on (1) trust accounts and custody accounts for insurers, to support...or hold their statutory deposits or general assets, (2) corporate custody accounts, to hold companies' operating funds, (3)… more
- Bank OZK (Fort Lauderdale, FL)
- … trust relationships and assists in the development of retirement planning and corporate trust account new business. Essential Job Functions + Develops leads ... and trust relationships. + Partners with retirement planning and corporate trust specialists to develop and build new business. + Establishes and maintains… more
- US Bank (Chicago, IL)
- …and discover what you excel at-all from Day One. **Job Description** US Bank Global Corporate Trust Services is one of the largest providers of corporate ... Structured Finance (GSF) groups are divisions within US Bank Global Corporate Trust Services and provide services on structured finance vehicles that issue… more
- Robert Half Finance & Accounting (Wilmington, DE)
- …and client relationship management skills. Primary Responsibilities . Manage individual and corporate trust accounts . Assist with trust administrative ... company located in the Greater Delaware area seeks a Trust Administrator who can oversee the day-to-day administration of... Administrator who can oversee the day-to-day administration of trust accounts. This role will consist of: managing a… more
- Robert Half Finance & Accounting (Hockessin, DE)
- …decisions and trust execution. Primary Responsibilities . Manage individual and corporate trust accounts . Assist with trust administrative activities ... company located in the Newark Delaware area seeks a Trust Assistant with excellent organizational expertise. In this role,...this role, you be the primary point person for trust clients, managing their accounts and ensuring account administration… more
- Robert Half Finance & Accounting (Wilmington, DE)
- …investment decisions and trust execution. Primary Responsibilities . Manage individual and corporate trust accounts . Assist with IRS filing systems . Keep ... Description We are seeking a highly skilled and experienced Trust Tax Accountant for our growing client. This role...will consist of ensuring accurate and timely preparation of trust tax returns, as well as providing tax planning… more
- Zions Bancorporation (Boise, ID)
- …excellent service to their clients and business partners. As part of the Idaho Corporate Trust team you will provide support to Trust Administrators ... we bring the opportunity. We are looking for a Trust Administrator Specialist in Boise, ID. In this role,...and learn about the interesting corporate trust industry, with opportunities for career advancement. Ideal candidates… more
- M&T Bank (Wilmington, DE)
- …**Tools:** Jira, Confluence. **Financial Industry Experience:** Institutional Financial Products ( Corporate Trust Accounts, Investment Funds, Bonds, Structured ... **Overview:** The Wilmington Trust Institutional Client Services (ICS) division is experiencing...mixture of management and hands-on execution, ensures compliance with corporate or regulatory policies, and engineers well-designed, safe, secure,… more
- US Bank (Columbus, OH)
- …financial services, specifically in corporate investment services (ex. custody, corporate trust , funds services) + Experience with investment services ... digital platforms + Prior experience working with others to gather requirements, do prioritization, and story writing + Effective presentation, verbal, and written communication skills **Location Expectations** _This role is hybrid. Team members who are in a… more
- Robert Half Finance & Accounting (Reno, NV)
- …preparation and tax planning for various accounts/entities with primary responsibility for trust , corporate and partnership returns. This person will provide ... and terminating entities with changing asset holdings. . Review corporate tax workpapers and related extensions and returns, prepare...corporate taxation . Working knowledge of Individual and Trust tax rules, with Estate and Gift tax rules… more
- JPMorgan Chase (Newark, DE)
- …a variety of types of families and individuals. When JP Morgan is appointed as corporate trustee of a trust , whether created by a client during their lifetime ... + Minimum of 7 years of relevant experience focused in the Trust business; either at a corporate fiduciary or a law firm + Comprehensive knowledge of trust… more
- Citizens (Tarrytown, NY)
- …financial services required with at least 1 year of experience working for a corporate trustee as a Trust Administrator. Preferred: * Experience in (fiduciary ... Description The Trust Administration & Governance Account Specialist is responsible...account review concerns. Additional duties will include supporting various trust administration related activities and initiatives as a member… more
- Moss Adams LLP (CA)
- …Intellectual Curiosity, and Results Focus. **Responsibilities** : + Advise clients on corporate , partnership, individual and trust and estate tax services + ... **Tax Manager - Corporate Tax** **Description** At Moss Adams, we champion...years of supervising and training experience + Proficient in corporate , partnership and individual taxation + Prior experience working… more