- DA Davidson Companies (Lincoln, NE)
- …and privileges of employment. Please contact us to request accommodation. Keyword: Vice President , Trust & Fiduciary Advisor From: DA Davidson Companies ... specific program*Knowledge of current developments in estate planning and trust administration.*Effectively administer fiduciary accounts and related agency… more
- DA Davidson Companies (Portland, OR)
- …other benefits and privileges of employment. Please contact us to request accommodation. Keyword: Vice President , Trust Officer From: DA Davidson Companies ... specific program* Knowledge of current developments in estate planning and trust administration.* Effectively administer fiduciary accounts and related agency… more
- JPMorgan Chase (Newark, DE)
- …to ensure that the trust 's investment objective is appropriate for the needs of the trust and applicable fiduciary law and that the trust is invested in ... + Minimum of 7 years of relevant experience focused in the Trust business; either at a corporate fiduciary or a law firm + Comprehensive knowledge of trust … more
- JPMorgan Chase (New York, NY)
- …decisions, including working with Investors. + Work with JPMC's tax department and trust counsel to resolve tax issues, including fiduciary income taxation, ... and deposits. **Job Summary:** As a Settlement Officer VP in Wealth Management Solutions, Trust & Estates, you will oversee the administration of the trust . You… more
- JPMorgan Chase (Fort Worth, TX)
- …**Job Summary:** As a Wealth Management Solutions, Mineral Asset Property Manager Vice President within JP Morgan's Global Trusts & Estates practice, ... you will be responsible for managing clients' mineral interests as fiduciary for Trust , Agency, and Foundation accounts holding oil, gas, and minerals. This… more
- AON (New York, NY)
- …Services Group Currently we have an exciting career opportunity for an Assistant Vice President / Vice President within Aon Commercial Risk ... the world. As an organization, we are united through trust as one inclusive, diverse team, and we are...we have an exciting career opportunity for an Assistant Vice President / Vice President … more
- JPMorgan Chase (Chicago, IL)
- …tax, generation-skipping transfer tax, and estate tax + Relevant experience in the Trust business, either at a corporate fiduciary or public accounting firm ... clients. You will collaborate closely with various internal T&E groups, including trust settlements, estate settlements, and regional trust practice groups. You… more
- JPMorgan Chase (New York, NY)
- …financial solutions that integrate sophisticated investment management, capital markets, trust and banking capabilities. JPMorgan Private Bank was recognized in ... + Clear understanding of the investment management industry from both a fiduciary and strategic perspective + Bachelor's or Master's degree + CFA **Preferred… more
- Robert Half Finance & Accounting (Reno, NV)
- …income tax returns and to ensure accurate books and records. 6. Work closely with the Vice President of Finance, Tax and Accounting of the IFO Group, LLC and the ... a family office trust company in Nevada. The Trust Accountant is responsible for all fiduciary and general accounting activities for trusts of which the… more
- M&T Bank (Iselin, NJ)
- **Overview:** This Vice President level role provides guidance on complex compliance risk management activities within the Institutional Client Services ... department of Wilmington Trust . Execute the 2nd Line of Defense compliance risk...Market Solutions - Supports the 2nd Line of Defense Fiduciary Risk Oversight program through execution of the CRM… more
- Comerica (Bloomfield Hills, MI)
- Senior Investment Strategist, Vice President , Wealth Management Senior Investment Strategist role will be responsible for structuring the portfolios of high net ... maintaining meaningful client contact. The successful applicant will thrive in team-based fiduciary environment, working closely with the trust officer, wealth… more