- Kelly Services (Farmington Hills, MI)
- …a job that works for you. How about this one? We're seeking a **Senior Trust Fiduciary Analyst** to work for our financial client in Farmington Hills, Michigan. ... and 3/4 days in office **Why you should apply to be a Senior Trust Fiduciary Analyst:** + Work with a premier financial institution renowned for its commitment… 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 ... degree preferred **Job Family Group:** Private Client Product Services **Job Family:** Trust Fiduciary Services **Time Type:** Full time **Primary Location:**… more
- DA Davidson Companies (Lincoln, NE)
- …specific program*Knowledge of 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… more
- DA Davidson Companies (Portland, OR)
- …specific program* Knowledge of 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… more
- Federal Reserve Bank (St. Louis, MO)
- …preferred: Certified Fiduciary and Investments Risk Specialist (CFIRS) or Certified Trust Fiduciary Advisor (CTFA). + Ability to lead or participate in ... Bank of St. Louis Our Supervision Division is looking for a Fiduciary Risk Specialist / Trust Examiner, to join our supervision team. An examiner commission is a… more
- Bank of America (Chicago, IL)
- …Bank fiduciary accounts. In-depth knowledge of the following areas: general fiduciary law and principles, trust and wealth transfer techniques, and federal ... Trust Company + performing a legal, risk or fiduciary line of business function, strong understanding of Delaware...of Delaware directed trusts preferred + Experience working with trust officers/ fiduciary specialists and making fiduciary… more
- KPMG (Tempe, AZ)
- **Business Title:** Fiduciary Tax Manager, Trust Tax - Remote **Requisition Number:** 119546 - 5 **Function:** Tax Services **Area of Interest:** **State:** AZ ... Manage an account load of approximately 1,000 to 2,000 fiduciary and agency accounts + Support senior associate/management in...+ Minimum five years of recent public accounting and/or trust tax experience + Bachelor's degree from an accredited… more
- Truist (Charlotte, NC)
- …preferred emphasis on Business or Finance 2. Significant experience (over 15years) in Trust Administration , Fiduciary oversight and new business activities for ... (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… more
- Truist (Coral Gables, FL)
- …the essential functions. 1. Seven years in the role as a Fiduciary Support Specialist, trust experience, investment, banking or financial planning-related ... Undergraduate degree 2. Trust School graduate 3. Certified Trust and Fiduciary Advisor (CTFA) **General Description of Available Benefits for Eligible… more
- US Bank (Charlotte, NC)
- … risk oversight from the second line of defense regarding the Banks's fiduciary and trust operational support functions to ensure compliance with applicable ... risk management experience. **Preferred Skills/Experience** - Demonstratable knowledge of fiduciary operational risks and impacts regarding personal trust … more
- Adecco US, Inc. (Providence, RI)
- … fiduciary responsibilities. **Key Responsibilities:** + Provide operational support for fiduciary tax filings, including trust and estate tax returns. + ... manage multiple priorities in a fast-paced environment. + Familiarity with fiduciary or trust tax practices is advantageous **Pay Details:** $24.90 per hour… more
- Comerica (Wilmington, DE)
- Senior Trust Advocacy Advisor The Trust Advisor in Comerica's Trust Advocacy group responsible for reviewing legal documentation for new business and ... able to accept the appointment as trustee for a trust naming Comerica or accept its role in an...are highly engaged in new business acceptance for Personal Trust , Advisor Solutions, and Estate Administration. Responsibilities: New Business… more
- KPMG (Tempe, AZ)
- **Business Title:** Fiduciary Tax Senior Associate, Trust Tax **Requisition Number:** 117367 - 5 **Function:** Tax Services **Area of Interest:** **State:** AZ ... are, join our team. KPMG is currently seeking a Trust Tax Senior Associate or Associate to join our...our Tax (https://tax.kpmg.us/ ) practice. Responsibilities: + Focus on fiduciary , charitable and information reporting returns + Use tax… more
- Truist (Winter Park, FL)
- …Administration Team Director is accountable for the performance of all teammates ( Trust Administration Advisors and Fiduciary Specialists) in their respective ... segment(s) (Special Needs Trust and Structured Settlement Trust ). At the direction of the Fiduciary Director, the Trust Administration Team Director is… more
- Citigroup (DE)
- …processes **Job Family Group:** Private Client Product Services **Job Family:** Trust Fiduciary Services **Time Type:** **Primary Location:** Greenville Delaware ... their investment objectives and distribution needs. + Support the Trust Officer in serving as an excellent fiduciary... Trust Officer in serving as an excellent fiduciary on behalf of Citi for our clients while… more
- Regions Bank (Mobile, AL)
- … principles and regulatory and tax matters relating to the administration of trust accounts + Demonstrated knowledge of fiduciary products and services, ... including legal, tax and regulatory requirements applicable to fiduciary relationships and the administration of trust accounts **Preferences** + Advanced degree… more
- Bank of America (Atlanta, GA)
- …with wealth planning needs, and managing risk. **Responsibilities:** + Provides fiduciary administration support including the review of trust instruments, ... / competencies** **:** + Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning + Initiative/proactive… more
- Bank of America (Dallas, TX)
- …Bank associates in market. Responsible for the STO books management of fiduciary risks and trust policy adherence. Well-respected internally and externally ... trust administration and estate planning experience, preferred. + Fiduciary professional with CTFA, CFP, AEP, JD, or CPA...competencies** **:** + Technical expertise in the areas of trust administration, fiduciary law, and estate and… more
- Bank of America (Fort Worth, TX)
- …along with the power to make a difference. Join us! **Job Summary:** The Trust Officer is an experienced, well-rounded fiduciary professional who will partner ... / Competencies:** + Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning + Initiative/proactive… more
- Robert Half Finance & Accounting (Reno, NV)
- … Accountant role with a family office trust company in Nevada. The Trust Accountant is responsible for all fiduciary and general accounting activities for ... in hearing more about this opportunity, please contact me today! Requirements Trust Account, Fiduciary , General Ledger, Financial Reporting Robert Half is… more