- DA Davidson Companies (Lincoln, NE)
- …benefits and privileges of employment. Please contact us to request accommodation. Keyword: Vice President, Trust & Fiduciary Advisor From: DA Davidson Companies ... current developments in estate planning and trust administration.*Effectively administer fiduciary accounts and related agency accounts. Analyze and interpret legal… more
- DA Davidson Companies (Portland, OR)
- …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 administration of an account and provide… 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 ... 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… more
- Truist (Coral Gables, FL)
- …1. Undergraduate degree 2. Trust School graduate 3. Certified Trust and Fiduciary Advisor (CTFA) **General Description of Available Benefits for Eligible ... 2. Lead with special projects for Wealth Region Support Leader/ Fiduciary Group Support Leader 3. Contribute to a positive...functions. 1. Seven years in the role as a Fiduciary Support Specialist, trust experience, investment, banking or financial… 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 ensuring ... are highly engaged in new business acceptance for Personal Trust, Advisor Solutions, and Estate Administration. Responsibilities: New Business Review: * Review… more
- Regions Bank (Mobile, AL)
- …of Taxation) + Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment ... of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust, Estate, IRA and… more
- Huntington National Bank (Grand Rapids, MI)
- …Administration experience Preferred Qualifications: + Juris Doctor, Certified Trust and Fiduciary Advisor (CFTA) designation + Demonstrated success working with ... Description Summary: The Trust Advisor II, as part of Huntington's Private Client Group (PCG) assesses and profiles the high net worth customer's total financial… more
- PNC (St. Louis, MO)
- …takes a team approach to servicing clients. The team of advisors includes Banking Advisor , Fiduciary Advisor , Investment Advisor , Wealth Strategist, and ... Relationship Strategist. **Institutional Asset Management (IAM) track:** For over 75 years, PNC Institutional Asset Management has been managing investment portfolios, providing sound advice as an Outsourced Chief Investment Officer (OCIO), Fixed Income… more
- Fifth Third Bank, NA (Louisville, KY)
- …fiduciary opportunities and solutions + Work with Private Bank Team to implement fiduciary strategies + Serve as a Trusted Advisor by developing close, ... Fifth Third Bank. GENERAL FUNCTION: + Serve as Trust Advisor for clients with more than $5MM in investable...of Fifth Third Bank as Trustee understand and administer fiduciary accounts in accordance with the governing documents for… 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...You'll be:** + Partnering with our client's Private Wealth, Advisor Solutions, and Estate Settlement Trust Advisors to open… more
- Comerica (Wilmington, DE)
- Director Personal Fiduciary Services Manage and effectively service personal clients, including providing strategic advisory services. Responsible for serving ... key / major clients, acting as a trusted strategic advisor . Build relationships with key partners and serve as...* Manage all accounts / relationships and work with fiduciary strategy team to drive staffing normalization across population… more
- PNC (Fort Lauderdale, FL)
- …have an opportunity to contribute to the company's success. As an Estate Settlement Advisor , you will work within the PNC Private Bank organization. You will be ... tax and legal matters. When PNC Bank, NA is a named corporate fiduciary or agent, our experienced estate settlement officers offer a skillset to professionally… more
- NBT Bank (West Hartford, CT)
- …relationships with clients and their children, and functioning as the clients' trusted advisor . A primary fiduciary contact that delivers high quality client ... the areas of trust and estate administration and all fiduciary matters. Fills in for Chief Trust Officer as...legal documents. + Significant working knowledge of personal income, fiduciary income and transfer taxation. + Strong mentoring and… more
- PNC (Louisville, KY)
- …have an opportunity to contribute to the company's success. As an Estate Settlement Advisor Sr. within PNC Private Bank organization, you will be based in our ... appropriate tax returns (income, gift, estate and inheritance, and fiduciary ) and court or other state- required filings for...expertise and problem solving escalation for the Estate Settlement Advisor team. + Engages in the most complex estate… more
- Truist (Richmond, VA)
- …within the geography of Truist. JOB SUMMARY Directly administers and provides fiduciary advice and oversight for all types of Wealth trust accounts including ... and is able to understand and interpret legal and fiduciary documents. Uses this expertise to help deliver ...of files in the iWork document imaging system and Advisor Desktop systems. 5. Coordinates annual Reg-9 administrative review… more
- Robert Half Finance & Accounting (Concord, MA)
- Description We are offering an exciting opportunity for a Tax Advisor in the Investment Management industry. This role is based in the Metro-West area, and involves ... Customer Service. * Handling Estate Tax Return, Estate Tax, Fiduciary Income Tax Return, and Fiduciary Tax...Estate Tax, Fiduciary Income Tax Return, and Fiduciary Tax tasks. * Monitoring and managing customer inquiries… more
- Truist (Charlotte, NC)
- …review the following job description:** Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as ... from time to time. + Engage with the Wealth Advisor and Investment Manager as a team to provide...+ Understand and provide interpretation as related to complex fiduciary documents and strategies + Conduct client and prospect… more
- Commerce Bank (St. Louis, MO)
- …As a fiduciary and Wealth Management expert the Private Client Advisor Associate's primary responsibility is the support of our Private Client Relationship ... trust document review and interpretation, fund transfers, discretionary actions within fiduciary engagements, and coordination of documents for tax preparation +… more
- PNC (Houston, TX)
- …an opportunity to contribute to the company's success. As a Retirement Plan Advisor Sr within PNC's Institutional Asset Management organization, you will be based in ... the manager's discretion. In this position, you will deliver FIS ( Fiduciary Investment Services) solutions to sponsors of participant directed defined contribution… more
- M&T Bank (York, PA)
- …primarily Retail and Business Banking. Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth/WISD and Mortgage to deliver advice-based ... products and services catered to the needs of the individual client to meet fiduciary standards. + Increase assets under management by meeting with high net worth… more
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