- Truist (Atlanta, GA)
- …essential functions. 1. Seven years in the role as a Wealth Support Specialist II/I or equivalent work-related experience 2. Five years of experience working with ... Qualifications: 1. Undergraduate Degree 2. Demonstrate knowledge of Estate, Fiduciary and Investment concepts **General Description of Available Benefits for… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Trust Administration Committee data. * Prepare reports and presentations to Senior Management. * Oversee compliance exception reporting processes and take ... used in the banking industry. * Basic concepts, principals, and practices of Fiduciary laws and principles sufficient to administer personal trusts. **Skill in** : *… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …a career in banking at Fifth Third Bank. GENERAL FUNCTION: + Partner with the Senior Trust Officers and Trust Officers in every aspect of servicing their client base ... with all policies and procedures governingfiduciaryrelationships.Primary responsibility for the fiduciary team's interface with the trust accounting system, the IA… more
- BMO Financial Group (Woodstock, IL)
- …ethical requirements. + Operates at a group/enterprise-wide level and serves as a senior specialist resource across BMO. + Influences how teams/groups work ... participates in meetings with prospects/clients. + Provides investment management, fiduciary expertise and strategic leadership for business, products, and policies… more
- Regions Bank (Hoover, AL)
- …Laundering Specialist (CAMS) + Certified Bank Auditor (CBA) + Certified Fiduciary and Investment Risk Specialist (CFIRS) + Certified Financial Systems ... into the careers section of the system. **Job Description:** At Regions, the Senior Auditor conducts internal audit activities in accordance with the Standards for… more
- Truist (Atlanta, GA)
- …and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client ... retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to… more
- BlackRock (New York, NY)
- …activities in relation to our active investment strategies, consistent with our fiduciary duties as an asset manager to seek the best risk-adjusted returns ... **About our team:** BlackRock Active Investment Stewardship (BAIS) is a specialist team within the active investing business which manages BlackRock's stewardship… more
- BMO Financial Group (Chicago, IL)
- …regulatory risk. + Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. + Applies expertise and ... regulations and related marketing and advertising guidelines. + Serves as a specialist resource to senior leaders and stakeholders with advanced knowledge… more
- Trinity Health (Livonia, MI)
- …position will support compliance investigations and audits and regularly interface with senior leaders and outside counsel. This position will report to Trinity ... in coordination with the needs of the System Office and assigned Ministries' senior management teams and consistent with the strategies and priorities of the… more
- University of Virginia (Charlottesville, VA)
- …on teams + Facilitates two-way communication between front-line APPs and managers to senior leadership in the medical center + Partners with other UVA Health leaders ... to ensure fiduciary obligations are met and proper fiscal management is...Master's or Doctorate in Nursing (Nurse Practitioner, Clinical Nurse Specialist , Certified Registered Nurse Anesthetist and Certified Nurse Midwife);… more
- Ascensus (Kingman, AZ)
- …Serve as primary point of contact providing specialized trust and fiduciary services to high-profile institutional accounts, including qualified and non-qualified ... sub accounting, and various reconciliation processes + Works closely with Senior Management, Trust Administrators, Operations, Financial Analysts and Attorneys to… more
- Truist (Charlotte, NC)
- …and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client ... retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to… more
- Truist (Greenwich, CT)
- …and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client ... retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to… more