- KeyBank (Seattle, WA)
- **Location:** 1301 5th Avenue, Seattle Washington **Job Summary** The Sr Fiduciary Strategist is responsible for fulfilling the fiduciary responsibilities of ... delivery for clients with appropriate revenue and advisory needs. The Sr Fiduciary Strategist proactively collaborates in person with team members to build insights… more
- PNC (Pittsburgh, PA)
- …valued and have an opportunity to contribute to the company's success. As a Fiduciary Advisor Senior within PNC's Private Bank organization, you will be based in ... The ideal candidate will meet the following qualifications: - Fiduciary experience with revocable and irrevocable trusts - Legal...OPT for this position. **Job Description** + Engages in fiduciary decision-making by executing the terms of any plan… more
- Tompkins Community Bank (Ithaca, NY)
- …three (3) days per week . Position Summary: As a member of the TFA Fiduciary Team, the individual in this role will prepare detailed fiduciary accounting and ... and industry software are essential for this role. Position Goals: + Fiduciary Accounting Excellence - Independently prepare detailed fiduciary accountings for… more
- Wells Fargo (Austin, TX)
- …BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, ... Wells Fargo is seeking a Estate Trust Officer - Fiduciary Specialist focused on estate services within the Banking,...this role, you will:** + Administer a book of fiduciary relationships within a team-based environment, including analyzing trust… more
- Wells Fargo (Charlotte, NC)
- …BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, ... is seeking an Associate Estate Trust Officer - Associate Fiduciary Specialist focused on Estate Services within the Banking,...Wells Fargo (wellsfargojobs.com) + Work with a team of fiduciary professionals to administer a book of fiduciary… more
- KeyBank (Hartford, CT)
- …Suite 1910 - Hartford, Connecticut 06103 **JOB BRIEF (PURPOSE)** The ** Fiduciary Strategist** is responsible for fulfilling the fiduciary responsibilities ... market delivery for clients with appropriate revenue and advisory needs. The Fiduciary Strategist proactively collaborates with team members to build insights and… more
- KeyBank (Portland, ME)
- **Location:** 127 Public Square, Cleveland Ohio The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank by ... Wealth standard in ensuring consistent, sophisticated advisory delivery, while managing fiduciary risk. For Family Wealth legacy relationships, the Fiduciary … more
- Wells Fargo (New York, NY)
- …BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, ... (IRA) **About this role:** Wells Fargo is seeking a Fiduciary Director to oversee the delivery of its Trust...its Trust Services offering in the Northeast region. The Fiduciary Senior Manager will be responsible for the management… more
- Wells Fargo (Winston Salem, NC)
- …BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, ... Wells Fargo is seeking a Senior Trust Officer (Senior Fiduciary Specialist) on the Personal Market Service Team in...this role, you will:** + Administer a book of fiduciary relationships within a team-based environment, including analyzing trust… more
- Wells Fargo (Winston Salem, NC)
- …BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, ... **About this role:** Wells Fargo is seeking a Senior Fiduciary Coordinator in of Wealth and Investment Management. Learn...this role, you will:** + Lead operational support for fiduciary professionals to administer a book of complex … more
- Wells Fargo (Winston Salem, NC)
- …BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, ... Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Senior Fiduciary Coordinator in Estate Services as part of Wealth and Investment Management.… more
- Wells Fargo (San Diego, CA)
- …BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, ... Fargo is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Estate Services as part of Wealth...this role, you will:** + Support a team of fiduciary professionals to administer a book of fiduciary… more
- Robert Half Legal (Philadelphia, PA)
- Description Job Title: Tax & Fiduciary Paralegal Overview: A large, multi-practice law firm seeks a highly driven, organized, and detail-oriented Tax & Fiduciary ... estates and trusts Prepare and file state and federal fiduciary income tax returns and death tax returns, ensuring...effective case management Requirements: 2-5 years of experience in fiduciary tax management and trusts and estates law Proficiency… more
- Robert Half Finance & Accounting (Denver, CO)
- …with a growing startup in the insurance industry seeking a Sr. Fiduciary Analyst and Portfolio Manager. Responsibilities includes + trend analysis + portfolio ... and externally + and more Benefits for the Sr. Fiduciary Analyst and Portfolio Manager includes remote work flexibility,...and 401k with company match! Requirements The ideal Sr. Fiduciary Analyst and Portfolio Manager comes with + Bachelor's… more
- Citigroup (Charlotte, NC)
- …of Citi's risk and control environments in coordination with the Wealth and Fiduciary Audit team. The overall objective is to utilize in-depth subject matter ... team in managing Internal Audit engagements. + Assist the Fiduciary SME team in fiduciary audit plan monitoring, review, and reporting. **Qualifications** : +… more
- Citigroup (Charlotte, NC)
- …of Citi's risk and control environments in coordination with the Wealth and Fiduciary Audit team. The overall objective is to utilize in-depth subject matter ... and reporting control issues with transparency. + Assist the Fiduciary SME team in fiduciary audit plan...+ Assist the Fiduciary SME team in fiduciary audit plan monitoring, review, and reporting. **Qualifications:** +… more
- Neuberger Berman (New York, NY)
- …a highly qualified and motivated individual to handle all aspects of fiduciary account administration. The individual should have strong technical knowledge of gift, ... estate, and fiduciary income tax, ability to prioritize and complete tasks...**Responsibilities:** + Direct administrative and management oversight responsibility for fiduciary relationships for trusts, estates and investment management clients.… more
- Truist (Atlanta, GA)
- …follow-up telephone calls, and client meeting preparation 6. Prioritizing fiduciary activities that enable quality client interaction 7. Continually render ... teammates and training 9. Assist with special projects for Fiduciary Group Support Leader 10. Contribute to a positive...functions. 1. 3+ years in the role as a Fiduciary Support Specialist, trust experience, investment, banking or financial… more
- Axis (New York, NY)
- …About the Team AXIS is hiring a Senior Claims Specialist - EPL and Fiduciary Claims for its North America Claim Team. This role involves managing primary and ... have the opportunity to develop knowledge and expertise in Fiduciary Claims. What Will You Do In This Role?...strategies and ensure adherence to company policies. Experience with Fiduciary claims is a plus. Attending mediations and monitoring… more
- City of New York (New York, NY)
- …Administration (FISA-OPA) seeks to hire an Administrative Accountant (NM) for the Fiduciary Accounting Unit that is responsible for remitting Federal, State and ... Management Benefit Fund, etc. tax payments on an annual basis; - Document Fiduciary processes and write/update procedures for the unit and; - Perform miscellaneous… more
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