- US Bank (New York, NY)
- …trust and custody accounts to consumers, businesses, governments, financial -services institutions, endowments and foundations, benefits plans, investment funds, ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...seeking an attorney to join the Law Division's Wealth Management & Investment Services legal team to support US… more
- US Bank (St. Paul, MN)
- …Wealth, Corporate , Commercial and Institutional Banking (WCIB) Operations - Corporate Trust - Product Operations GSF/CDO Cash Operations_** Responsible for ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...cash and asset management of trust accounts including monitoring overdrafts… more
- US Bank (San Francisco, CA)
- …you excel at-all from Day One. **Job Description** Responsible for the leadership and overall management of a Corporate Trust Account Management unit or ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...equivalent work experience - Eight or more years of Corporate Trust account management experience… 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 - ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...Thorough knowledge of account management , trust operations, and legal regulations -… more
- M&T Bank (Wilmington, DE)
- …to business partners, clients and bondholders. **Primary Responsibilities:** + Understand Corporate Trust Operations team's processes, procedures and system ... bondholder and business partner inquiries. + Provide support on projects impacting the Corporate Trust Operations team, including but not limited to, developing… 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 ... of the trust . **Job Summary** As a Trust Officer VP in Wealth Management Solutions,...crucial in maintaining our reputation as a leading global financial services firm. **Job Responsibilities** + Analyze trust… more
- JPMorgan Chase (Newark, DE)
- …+ Advanced degree such as JD, industry certification such as Certified Trust and Financial Advisor (CTFA) or paralegal certificate, with paralegal ... experience in trust and estate practice JP Morgan Wealth ...investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management . We… more
- CACI International (Reston, VA)
- Corporate Financial Analyst Job Category: Finance and Accounting Time Type: Full time Minimum Clearance Required to Start: None Employee Type: Regular Percentage ... Type of Travel: None * * * **The Opportunity:** CACI is seeking a Corporate Financial Analyst. The selected candidate will primarily be responsible for… more
- JPMorgan Chase (New York, NY)
- …mortgages and deposits. **Job Summary:** As a Settlement Officer VP in Wealth Management Solutions, Trust & Estates, you will oversee the administration of ... + Communicate with interested parties. Address questions raised by remaindermen, co-trustees, trust counsel, counsel for remaindermen, and financial advisors for… more
- Enterprise Bank & Trust (Santa Fe, NM)
- **Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that ... our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional...and usually works closely with the relationship managers, treasury management representative, and their own client relationships. As a… more
- Enterprise Bank & Trust (Santa Fe, NM)
- **Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that ... our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional...license for consumer real estate loans. Work with treasury management and commercial lenders to service commercial clients. +… more
- JPMorgan Chase (Columbus, OH)
- …leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a ... JPMorgan Asset & Wealth Management , with client assets of $2.8 trillion, is...for the CHAM and RPAM teams, in collaboration with Trust Officers, Bankers, and Wealth Advisors. + Serve as… more
- Armstrong McGuire (Chapel Hill, NC)
- …+ Oversees employee benefit enrollment and renewals with outside vendor Financial Management and Reporting: + Oversees organizational budgeting, accounting, ... NC? Are you the future Comptroller of Community Home Trust ? Why? Community Home Trust (CHT), a...Financial statement preparation and reporting + Cash flow management + Account reconciliations + Accounts payable + Banking… 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 ... investment and trust relationships. + Partners with retirement planning and corporate trust specialists to develop and build new business. + Establishes… more
- Citigroup (DE)
- …transparency. **Qualifications:** + 6-10 years of experience + Experience in estate or trust management and administration. MBA or JD desired + Strong knowledge ... entity for Citi, providing products and services to consumers, financial institutions and corporate clients around the...and accurate responses to inquiries. + Additional: Oversight and management of Assistant Trust Officers in all… more
- AON (New York, NY)
- Aon is looking for a Corporate Planning Data Analytics, Vice President who will be responsible for supporting the execution of the firm's strategic objectives ... through the management of the planning process and firmwide reporting and...committed as one firm to our purpose, united through trust as one inclusive, diverse team and we are… more
- CIBC (Houston, TX)
- …well and excel in a team environment + Thorough understanding of Corporate Finance theories and practices, well-developed financial analysis skills, including ... other units of CIBC, CIBC Wholesale Banking and Risk Management in preparing credit reviews and proposals for clients'...excel in a team environment + Thorough understanding of Corporate Finance theories and practices, well-developed financial … more
- Robert Half Finance & Accounting (Hockessin, DE)
- …client relationship management skills. Primary Responsibilities . Manage individual and corporate trust accounts . Assist with trust administrative ... This role will consist of: managing a portfolio of trust accounts, assisting with asset management , maintaining... Administrator for this role should be proficient in financial management and accounting principles, and possess… 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 ... well as providing tax planning and advisory services, reviewing trust documents and financial statements, providing tax...team of trust professionals, review and analyze trust documents, coordinate with management on key… more
- Charles Schwab (Wilmington, DE)
- …cover the full fiduciary, agency, and custody spectrum, including fiduciary trust administration and investment management , directed trustee, trusteed IRA, ... compliance with all trust company policies and procedures, Schwab's enterprise risk management program, as well as all applicable state and federal banking and … more