- JPMorgan Chase (Columbus, OH)
- …Risk team is responsible for review of the first line of defense investment fiduciary and suitability activities such as acting in the client's best interest and ... This team provides risk review and deep-dive assessments of suitability and fiduciary activities, metrics, and control activities for JPM Wealth Management (JPMWM).… more
- US Bank (Charlotte, NC)
- …discover what you excel at-all from Day One. **Job Description** The Fiduciary Operational Risk Management Oversight position will provide independent operational ... fiduciary risk oversight from the second line of defense regarding the Banks's fiduciary and trust operational support functions to ensure compliance with… more
- Bank of America (Chicago, IL)
- Regional Fiduciary Officer Wilmington, Delaware;Chicago, Illinois; Conshohocken, Pennsylvania **Job Description:** At Bank of America, we are guided by a common ... and training to Private Bank account teams and centralized units on technical fiduciary issues in support of sales efforts and administration processes across a … more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …through education and experience to provide advice and guidance on technical fiduciary issues in support of sales efforts and the Pre-Acceptance Committee ("PAC") ... **Essential Duties and Responsibilities:** * Responsible for assisting the Chief Fiduciary Officer in providing early intervention on fiduciary problems… more
- Veterans Benefits Administration (Columbia, SC)
- Summary The Supervisory Field Examiner (Coach) position is located within the Fiduciary Hub under the Columbia, SC Regional Benefits Office. Responsibilities This ... position is in the Fiduciary Hub. The Fiduciary Coach is an integral part of the Fiduciary Hub supervisory team and supervises one of the teams within the … more
- Federal Reserve Bank (St. Louis, MO)
- …Federal Reserve Bank of St. Louis Our Supervision Division is looking for a Fiduciary Risk Specialist / Trust Examiner, to join our supervision team. An examiner ... home opportunities. **Responsibilities** + Evaluate soundness of an organization's fiduciary activities, including management, operations, earnings performance, compliance, and… more
- Truist (Charlotte, NC)
- …(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 ... Delivery commitments and related metrics for their respective Center location. The Fiduciary Director is accountable for the performance of all teammates (team… more
- Bank of America (Atlanta, GA)
- Specialized Fiduciary Officer II, IRA Atlanta, Georgia **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... an impact, along with the power to make a difference. Join us! **Specialized Fiduciary Officer II (SFO II), IRA, Private Bank, Atlanta, GA** - Administers Trusteed… more
- Wells Fargo (Minneapolis, MN)
- …Fargo is seeking a Senior Securities Operations Specialist as part of the Fiduciary Tax Services unit of Wealth and Investment Management Operations. Learn more ... (https://www.wellsfargojobs.com/career-areas/) . This tax technical Senior Specialist will support Fiduciary Tax Services as an individual contributor to ensure… more
- Bank OZK (Little Rock, AR)
- …Trust and Wealth client service as well as administrative support to Fiduciary Officers. Essential Job Functions + Provides support for assigned senior officer(s) ... for day-to-day administration of fiduciary accounts including, but not limited to: + opening...tracking and account maintenance and interaction with third party fiduciary tax preparation services. + Performs tasks related to… more
- Kelly Services (Farmington Hills, MI)
- …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. With us, ... **Why you should apply to be a Senior Trust Fiduciary Analyst:** + Work with a premier financial institution...excellence. **What's a typical day as a Senior Trust Fiduciary Analyst? You'll be:** + Partnering with our client's… more
- Robert Half Legal (New York, NY)
- …in New York, New York, United States, and are currently looking for a Fiduciary Administrator. In this position, you will be charged with the responsibility of ... of experience in the legal industry. * Deep knowledge and experience in Fiduciary Tax is a mandatory requirement. * Comprehensive understanding and expertise in… 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 their ... management and the ever-evolving regulatory environment. + Under supervision of a Fiduciary Services Head, this position requires administration of UNHW ongoing … more
- HUB International (Itasca, IL)
- …businesses to operate independently under distinct brands (portfolio companies). **About Euclid Fiduciary :** Encore Fiduciary is division of SPG that serves as ... a leading provider of fiduciary liability insurance for America's employee benefit plan sponsors...for America's employee benefit plan sponsors and fiduciaries. The Fiduciary team consists of best-in-class underwriters who leverage expertise,… more
- Wells Fargo (Philadelphia, PA)
- …It all begins with you. **About this role:** Wells Fargo is seeking a Senior Fiduciary Advisory Specialist Working at Wells Fargo | Jobs and Careers at Wells Fargo ... + Administer large and complex trust portfolio initiatives and deliverables within Fiduciary functional area and contribute to large scale planning + Coordinate with… more
- Adecco US, Inc. (Providence, RI)
- **Job Type:** Full-Time **Department:** Fiduciary Tax Services We are seeking a detail-oriented and organized Operations Support professional t in Providence, RI. ... operations, accurate tax filings, and excellent service for clients managing fiduciary responsibilities. **Key Responsibilities:** + Provide operational support for … more
- Comerica (Wilmington, DE)
- Director Personal Fiduciary Services Manage and effectively service personal clients, including providing strategic advisory services. Responsible for serving ... and responsiveness. * Manage all accounts / relationships and work with fiduciary strategy team to drive staffing normalization across population of RMs /… more
- Truist (Coral Gables, FL)
- …and training 2. Lead with special projects for Wealth Region Support Leader/ Fiduciary Group Support Leader 3. Contribute to a positive team environment that ... the essential functions. 1. Seven years in the role as a Fiduciary Support Specialist, trust experience, investment, banking or financial planning-related client… more
- DA Davidson Companies (Lincoln, NE)
- …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...of employment. Please contact us to request accommodation. Keyword: Vice President, Trust & Fiduciary Advisor From: DA Davidson… more
- Broadridge Financial Solutions (Denver, CO)
- …helping others along the way, come join the Broadridge team. The Fiduciary Services Specialist develops, implements and evaluates processes ensuring business goals ... dynamic team at Broadridge and contribute to our mission of delivering high-quality fiduciary reports to our clients. If you possess the necessary skills and… more
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