- JPMorgan Chase (Columbus, OH)
- …Risk team is responsible for review of the first line of defense investment fiduciary and suitability activities such as acting in the client's best interest and ... This team provides risk review and deep-dive assessments of suitability and fiduciary activities, metrics, and control activities for JPM Wealth Management (JPMWM).… more
- US Bank (Charlotte, NC)
- …discover what you excel at-all from Day One. **Job Description** The Fiduciary Operational Risk Management Oversight position will provide independent operational ... fiduciary risk oversight from the second line of defense regarding the Banks's fiduciary and trust operational support functions to ensure compliance with… more
- Veterans Benefits Administration (Indianapolis, IN)
- Summary As a Supervisory Field Examiner (Assistant Fiduciary Hub Manager) you will be under the administrative supervision of the Regional Office Director, the ... Assistant Fiduciary Hub Manager has full responsibility for the operation of the Fiduciary Hub in the states of jurisdiction. The Assistant Fiduciary Hub… more
- Bank of America (Chicago, IL)
- Regional Fiduciary Officer Wilmington, Delaware;Chicago, Illinois; Conshohocken, Pennsylvania **Job Description:** At Bank of America, we are guided by a common ... and training to Private Bank account teams and centralized units on technical fiduciary issues in support of sales efforts and administration processes across a … more
- Comerica (Charlotte, NC)
- Director Fiduciary Governance Guide relationship management and operations, ensuring compliance and prudent risk management practices are followed. Interact with ... various Lines of Defense (LOD) and Regulators on fiduciary matters. Oversee complex account openings/closings. Ensure compliance with investment policies and… more
- Veterans Benefits Administration (Columbia, SC)
- Summary The Fiduciary Service Representative (FSR) is responsible for making factual quasi-legal and subjective determinations involved in the administration of all ... the award for the retroactive payment release, once a fiduciary is established, as well as other award actions...as well as other award actions needed by the Fiduciary Program. Authorizes, reviews and approves the pending award… more
- Federal Reserve Bank (St. Louis, MO)
- …Federal Reserve Bank of St. Louis Our Supervision Division is looking for a Fiduciary Risk Specialist / Trust Examiner, to join our supervision team. An examiner ... home opportunities. **Responsibilities** + Evaluate soundness of an organization's fiduciary activities, including management, operations, earnings performance, compliance, and… more
- Truist (Charlotte, NC)
- …(United States of America) **Please review the following job description:** JOB SUMMARY The Fiduciary Director role is the most senior role on the team and is ... Delivery commitments and related metrics for their respective Center location. The Fiduciary Director is accountable for the performance of all teammates (team… more
- Bank of America (Atlanta, GA)
- Specialized Fiduciary Officer II, IRA Atlanta, Georgia **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... an impact, along with the power to make a difference. Join us! **Specialized Fiduciary Officer II (SFO II), IRA, Private Bank, Atlanta, GA** - Administers Trusteed… more
- Bank OZK (Little Rock, AR)
- …Trust and Wealth client service as well as administrative support to Fiduciary Officers. Essential Job Functions + Provides support for assigned senior officer(s) ... for day-to-day administration of fiduciary accounts including, but not limited to: + opening...tracking and account maintenance and interaction with third party fiduciary tax preparation services. + Performs tasks related to… more
- Citigroup (DE)
- The Trust Fiduciary Lead is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their ... management and the ever-evolving regulatory environment. + Under supervision of a Fiduciary Services Head, this position requires administration of UNHW ongoing … more
- HUB International (Itasca, IL)
- …businesses to operate independently under distinct brands (portfolio companies). **About Euclid Fiduciary :** Encore Fiduciary is division of SPG that serves as ... a leading provider of fiduciary liability insurance for America's employee benefit plan sponsors...for America's employee benefit plan sponsors and fiduciaries. The Fiduciary team consists of best-in-class underwriters who leverage expertise,… more
- Adecco US, Inc. (Providence, RI)
- **Job Type:** Full-Time **Department:** Fiduciary Tax Services We are seeking a detail-oriented and organized Operations Support professional t in Providence, RI. ... operations, accurate tax filings, and excellent service for clients managing fiduciary responsibilities. **Key Responsibilities:** + Provide operational support for … more
- Insight Global (West Chester, OH)
- Job Description A client in the West Chester, OH area is seeking a Fiduciary Officer to join there team permanently. The Fiduciary Officer is responsible for the ... as trustee, executor, administrator, conservator, guardian, or agent for Trustee. The Fiduciary Officer will provide expert advice and counsel on estate planning and… more
- Comerica (Wilmington, DE)
- Director Personal Fiduciary Services Manage and effectively service personal clients, including providing strategic advisory services. Responsible for serving ... and responsiveness. * Manage all accounts / relationships and work with fiduciary strategy team to drive staffing normalization across population of RMs /… more
- Truist (Coral Gables, FL)
- …and training 2. Lead with special projects for Wealth Region Support Leader/ Fiduciary Group Support Leader 3. Contribute to a positive team environment that ... the essential functions. 1. Seven years in the role as a Fiduciary Support Specialist, trust experience, investment, banking or financial planning-related client… more
- DA Davidson Companies (Lincoln, NE)
- …current developments in estate planning and trust administration.*Effectively administer fiduciary accounts and related agency accounts. Analyze and interpret legal ... instruments; Apply sound fiduciary judgment to trust matters.*Identify and resolve client issues...of employment. Please contact us to request accommodation. Keyword: Vice President, Trust & Fiduciary Advisor From: DA Davidson… more
- Broadridge Financial Solutions (Denver, CO)
- …helping others along the way, come join the Broadridge team. The Fiduciary Services Specialist develops, implements and evaluates processes ensuring business goals ... dynamic team at Broadridge and contribute to our mission of delivering high-quality fiduciary reports to our clients. If you possess the necessary skills and… more
- DA Davidson Companies (Portland, OR)
- …current developments in estate planning and trust administration.* Effectively administer fiduciary accounts and related agency accounts. Analyze and interpret legal ... instruments; Apply sound fiduciary judgment to trust matters.* Identify and resolve client issues arising in the course of administration of an account and provide… more
- Fiduciary Real Estate Development (Madison, WI)
- …and general public, on and off the property in order to positively promote Fiduciary Real Estate Development, Inc. + Perform other job duties as assigned. Schedule: ... FRED - https://www.youtube.com/watch?v=WUd019zW34s Wait! Before you go, let us brag a little Fiduciary Real Estate Development is proud to be a SEVEN TIME winner of… more