- Bank of America (Conshohocken, PA)
- Regional Fiduciary Officer Wilmington, Delaware;Conshohocken, Pennsylvania **Job Description:** At Bank of America, we are guided by a common purpose to help ... 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
- 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 ... 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
- First Horizon Bank (Memphis, TN)
- …manages complex wealth management client relationships and delivers high quality fiduciary services. Officer assumes primary responsibility for overall client ... team and appropriate FH partners to ensure timely delivery of high-quality fiduciary service, issue resolution, effective communication of client needs to identify… more
- Bank OZK (Little Rock, AR)
- … Officers. Essential Job Functions + Provides support for assigned senior officer (s) for day-to-day administration of fiduciary accounts including, but not ... requirements including tracking and account maintenance and interaction with third party fiduciary tax preparation services. + Performs tasks related to annual … more
- Wells Fargo (Denver, CO)
- …begins with you. **About this role:** Wells Fargo is seeking a Senior Lead Fiduciary Advisory Specialist (LO) - Special Needs Trusts Working at Wells Fargo | Jobs ... (ie care managers), knowledge of state and federal benefit programs, review fiduciary tax returns as needed, deliver outstanding client service via proactive… 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...and privileges of employment. Please contact us to request accommodation. Keyword: Vice President, Trust Officer From: DA Davidson… more
- HCA Healthcare (Nashville, TN)
- …+ Maximize claims' recovery on insurance lines (ie property, auto, director's & officer 's, fiduciary , crime, cyber, etc.). + Perform evaluations on legal matters ... and/or demands to determine if insurance is applicable. + Up to 25% travel. Qualifications you will need: + Bachelor Degree required + 10 years of relevant work experience Insurance + Excellent Communication, Negotiation & Presentation skills + Insurance… more
- JPMorgan Chase (Miami, FL)
- …the fiduciary materials which are circulated to each Trust Officer , attending in-house and external seminars and taking required Proficiency Training courses ... 170 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts...a provision in their will, it is the Trust Officer 's role to oversee the administration of the trusts.… more
- M&T Bank (Boston, MA)
- **Overview:** Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** + ... of client trust accounts through demonstrated proficiency and sound judgment in exercising fiduciary discretion. + Serve as the primary point of contact for the… more
- JPMorgan Chase (Newark, DE)
- …to clients. With over 170 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts and Estates services are delivered ... a provision in their will, it is the Trust Officer 's role to oversee the administration of the trust....appropriate for the needs of the trust and applicable fiduciary law and that the trust is invested in… more
- Bank of America (Atlanta, GA)
- Senior Trust Officer Atlanta, Georgia **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the ... This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and...This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and… more
- Bank of America (Dallas, TX)
- Senior Trust Officer Dallas, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power ... a difference. Join us! **Job Description:** The Senior Trust Officer (STO) maintains a trust book and is a...in market. Responsible for the STO books management of fiduciary risks and trust policy adherence. Well-respected internally and… more
- Bank of America (Dallas, TX)
- …with the power to make a difference. Join us! **Job Summary:** The Trust Officer is an experienced, well-rounded fiduciary professional who will partner with ... Trust Officer II Dallas, Texas **Job Description:** At Bank...best meet client needs (wealth strategists, Office of Chief Fiduciary , etc.) + Proactively identify and resolve client issues… more
- ASM Global (Detroit, MI)
- …Mayor Albert E. Cobo (1950-1957). Reporting to the CEO, the Chief Financial Officer (CFO) is a senior executive for the Detroit Regional Convention Facility ... procurement policies, HR practices, and IT governance. Additionally, the CFO holds fiduciary responsibility for the organization's 401k and 457b plans in conjunction… 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
- US Tech Solutions (New York, NY)
- …perm - Hybrid Schedule: 3 days in office, 2 days WFH The Tax Officer prepares all necessary tax authority filing requirements for clients of Private Wealth ... this role, you will review federal and state estate, fiduciary , individual and other tax returns. You will also...and income taxes, with support from the Senior Tax Officer . Analyze tax matters and drive appropriate business decisions… more
- Citigroup (DE)
- …solutions, and meet their investment objectives and distribution needs. + Support the Trust Officer in serving as an excellent fiduciary on behalf of Citi for ... **Assistant Trust Officer ** Partner with and provide overall support to...financial services experience in a client service capacity. Direct fiduciary or trust related experience a plus. + Outstanding… more
- City National Bank (Phoenix, AZ)
- **TRUST OFFICER ** **WHAT IS THE OPPORTUNITY?** This position supports RBC Delaware Trust by administering personal trust accounts with a focus on Special Needs Trust ... and other Agency accounts. **What you will do** + Administer and interpret fiduciary accounts in accordance with applicable laws and regulations and the stipulations… more
- Bank of America (Dallas, TX)
- Estate Settlement Officer III Dallas, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through ... maintains relationships with external business partners (Attorneys, CPAs, and Fiduciary Accountants), and coordinates communication with internal support partners… more
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