- WSFS Bank (Berwyn, PA)
- …fiduciary knowledge and experience, a Wealth Advisor will handle all aspects of trust administration and trust planning for their clientsThey will also ... relationships with the bankJob Responsibilities: Manages a client base consisting of trust accounts and wealth relationshipsAdministers trusts according to trust … more
- WSFS Bank (Berwyn, PA)
- …will manage trust and accounting systems and maintain knowledge of trust administration , fiduciary, investment systems (First Rate and Investor's View), and ... Service Associate is responsible for providing high-level service delivery to trust and agency clients, Wealth Advisors, Investment Advisors, intermediaries, and… more
- HITT Contracting (Falls Church, VA)
- …members do amazing things in pursuit of our shared purpose to build trust with our clients, partners, subcontractors, and teammates. No matter your background, ... HR policy and procedure, federal and state compliance, and general HR administration of first-level inquiries related to recruiting, benefits, and payroll. This… more
- HITT Contracting (Falls Church, VA)
- …members do amazing things in pursuit of our shared purpose to build trust with our clients, partners, subcontractors, and teammates. No matter your background, ... and procedure, HR-related training, federal and state compliance, and general HR administration . HITT Contracting is headquartered in the Washington, DC area (Falls… more
- Amerant Bank (Coral Gables, FL)
- …to the bank's affiliated broker dealer and registered investment advisor .Responsibilities:Middle Office Liaison for the front office between Pershing, ... on all pertaining matters.Assist with daily and monthly reconciliations for the Trust department.Performs a variety of operational tasks for the AMTI TSMO area,… more
- Truist (Nashville, TN)
- …Private Wealth, or Institutional Investment Management industry with 5+ years in Trust Administration . 2. Strong knowledge of estate planning, fiduciary and ... and provides fiduciary advice and oversight for all types of Wealth trust accounts including personal trusts, special needs trusts, investment management, custodial… more
- Comerica (Farmington Hills, MI)
- …These colleagues are highly engaged in new business acceptance for Personal Trust , Advisor Solutions, and Estate Administration . Responsibilities: * ... Senior Trust Advocacy Advisor The Trust Advisor ...includes a review of state statutes, overall knowledge of trust and estate administration , an understanding of… more
- Regions Bank (Lufkin, TX)
- …section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust ... accounting or related field + Eight (8) years of Trust Administration , Estate/Tax Law, Financial Planning or...Master of Taxation) + Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial… more
- Regions Bank (Birmingham, AL)
- …section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust ... accounting or related field + Five (5) years of Trust Administration , Estate/Tax Law, Financial Planning or...Master of Taxation) + Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial… more
- Comerica (Austin, TX)
- Trust Advisor III Comerica Advisor...allows clients to take advantage of Comerica Bank & Trust , NA's professional trust administration ... Advisor , delivered through a customized, service-driven model. The Trust Advisor III in our Comerica ...income or principal, ensures all tax codes and account administration codes are accurate and oversees tax reporting activities,… more
- Regions Bank (Knoxville, TN)
- …section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust ... incentive eligible. **Requirements** + Bachelor's degree + Twelve (12) years of Trust Administration , Estate/Tax Law, Financial Planning or relevant experience +… more
- UMB Bank (Kansas City, MO)
- …it provides another opportunity for the company to have a diverse revenue stream. The Trust Advisor team is one part of the client relationship team that is ... available to our high net worth clients. The Trust Advisor team serves as subject matter...+ You have 8 or more years' experience in Trust Administration , problem solving and dispute resolution… more
- Commerce Bank (Kansas City, MO)
- …based on relevant experience, skills, and competencies.) About This Job As a Trust Investment Compliance Advisor , you'll provide compliance advice to key players ... and communicate complex legal/regulatory concepts + Knowledge of account administration , investments and investment sales practice and procedures +...roles. This compensation range is for the Investment Compliance Advisor - Trust I, II, III &… more
- Fifth Third Bank, NA (Grand Rapids, MI)
- …step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: + Serve as Trust Advisor for clients with more than $5MM in investable assets + Work ... + 10 years of demonstrated fiduciary client service/sales + Advanced knowledge of trust administration , estate planning strategies, and income and estate tax… more
- Huntington National Bank (Grand Rapids, MI)
- … Administration experience Preferred Qualifications: + Juris Doctor, Certified Trust and Fiduciary Advisor (CFTA) designation + Demonstrated success working ... Description Summary: The Trust Advisor II, as part of...opportunities. Duties and Responsibilities: + Responsible for the complete administration of assigned Wealth & Investment accounts of moderate… more
- Truist (Charlotte, NC)
- …essential functions. 1. Four Year College degree in Accounting, Finance, Business Management, Trust Administration or Law 2. 10 + years of fiduciary experience, ... client and prospect meetings, individually when necessary, providing advice regarding trust and state administration , discretionary actions, modification or… more
- Regions Bank (Clearwater, FL)
- …of the system. **Job Description:** At Regions, the Philanthropic Solutions Advisor advises individuals, families and institutions to achieve their charitable ... mission. The PS Advisor acquires clients, retains and develops relationships and associated...**Requirements** + Bachelor's Degree with three (3) years of Trust or related experience, preferably in Endowments, Foundations, or… more
- Patent and Trademark Office (Alexandria, VA)
- …Patent and Trademark Office, Office of the Deputy Commissioner for Trademark Administration , Electronic Filing and Public Web Services Division. The incumbent of ... consumer credit reports may be obtained for employment purposes. This is a Public Trust position and has a risk level designation of "moderate." Trial Period- If… more
- Commerce Bank (Leawood, KS)
- …financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means ... and fiduciary perspective required + Certified Financial Planner (CFP) and/or Certified Trust Fiduciary Advisor (CTFA) designation preferred (or commitment to… more
- CIBC (San Francisco, CA)
- …or deposit growth field. + Demonstrated knowledge of credit, lending, investment strategy, trust administration and wealth management solutions. + Series 7, 63 ... CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Private Banking Advisor 's primary purpose is identifying, cultivating and introducing new… more
