- 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
- 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 ... 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
- 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 ... trustee, executor, administrator, conservator, guardian, or agent for Trustee. The Fiduciary Officer will provide expert advice and counsel on estate planning… more
- First Horizon Bank (Memphis, TN)
- …manages complex wealth management client relationships and delivers high quality fiduciary services. Officer assumes primary responsibility for overall client ... team and appropriate FH partners to ensure timely delivery of high-quality fiduciary service, issue resolution, effective communication of client needs to identify… more
- Bank OZK (Little Rock, AR)
- … Officers. Essential Job Functions + Provides support for assigned senior officer (s) for day-to-day administration of fiduciary accounts including, but not ... requirements including tracking and account maintenance and interaction with third party fiduciary tax preparation services. + Performs tasks related to annual … 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.../Management Liability will report to the Encore Chief Underwriting Officer .. **Job Description** + Draft a business plan to… 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...and privileges of employment. Please contact us to request accommodation. Keyword: Vice President, Trust Officer From: DA Davidson… more
- HCA Healthcare (Nashville, TN)
- …+ Maximize claims' recovery on insurance lines (ie property, auto, director's & officer 's, fiduciary , crime, cyber, etc.). + Perform evaluations on legal matters ... and/or demands to determine if insurance is applicable. + Up to 25% travel. Qualifications you will need: + Bachelor Degree required + 10 years of relevant work experience Insurance + Excellent Communication, Negotiation & Presentation skills + Insurance… more
- Zurich NA (Addison, TX)
- …Claims Professional will under limited supervision handle public company Director's and Officer 's (D&O), Fiduciary and transactional risk claims of moderate to ... high value and complexity. The ideal candidate will have experience reviewing complaints and all other legal pleadings and discovery, arbitration demands, coverage analysis, determining exposure and setting appropriate reserves. They will resolve claims… more
- Bank of America (Los Angeles, CA)
- …rules and regulations in a fast-paced, high-volume environment. + The Settlement Officer Assigns tasks to Specialized Fiduciary Administrators, monitors progress ... Estate Settlement Officer II, Private Banking Los Angeles, California **Job...and activities with external business partners (Attorneys, CPAs, and Fiduciary Accountants), and internal support partners (Tax, Compliance, SAM,… more
- JPMorgan Chase (Miami, FL)
- …the fiduciary materials which are circulated to each Trust Officer , attending in-house and external seminars and taking required Proficiency Training courses ... 170 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts...a provision in their will, it is the Trust Officer 's role to oversee the administration of the trusts.… more
- M&T Bank (Boston, MA)
- **Overview:** Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** + ... of client trust accounts through demonstrated proficiency and sound judgment in exercising fiduciary discretion. + Serve as the primary point of contact for the… more
- JPMorgan Chase (Newark, DE)
- …to clients. With over 170 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts and Estates services are delivered ... a provision in their will, it is the Trust Officer 's role to oversee the administration of the trust....appropriate for the needs of the trust and applicable fiduciary law and that the trust is invested in… more
- Bank of America (Atlanta, GA)
- Senior Trust Officer Atlanta, Georgia **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the ... This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and...This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and… more
- Bank of America (Dallas, TX)
- Senior Trust Officer Dallas, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power ... a difference. Join us! **Job Description:** The Senior Trust Officer (STO) maintains a trust book and is a...in market. Responsible for the STO books management of fiduciary risks and trust policy adherence. Well-respected internally and… more
- Bank of America (Fort Worth, TX)
- …with the power to make a difference. Join us! **Job Summary:** The Trust Officer is an experienced, well-rounded fiduciary professional who will partner with ... Trust Officer II Dallas, Texas;Fort Worth, Texas **Job Description:**...best meet client needs (wealth strategists, Office of Chief Fiduciary , etc.) + Proactively identify and resolve client issues… more
- ASM Global (Detroit, MI)
- …Mayor Albert E. Cobo (1950-1957). Reporting to the CEO, the Chief Financial Officer (CFO) is a senior executive for the Detroit Regional Convention Facility ... procurement policies, HR practices, and IT governance. Additionally, the CFO holds fiduciary responsibility for the organization's 401k and 457b plans in conjunction… more
- NBT Bank (West Hartford, CT)
- …a subject matter expert in the areas of trust and estate administration and all fiduciary matters. Fills in for Chief Trust Officer as needed and provides ... complex legal documents. + Significant working knowledge of personal income, fiduciary income and transfer taxation. + Strong mentoring and problem resolution… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and custody accounts. Fulfills the duties of Raymond James Trust (RJT) as a fiduciary or custodian in accordance with the terms of the governing instruments, local ... law, and sound fiduciary principles. Achieves the objectives of RJT as stated...some cases, may be assigned to a more senior officer as an Associate Trust Officer /Trust Administrator… 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