- Bank of America (Atlanta, GA)
- Regional Fiduciary Officer Providence, Rhode Island;Houston, Texas; Atlanta, Georgia; Conshohocken, Pennsylvania; Charlotte, North Carolina **Job Description:** ... 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
- Wells Fargo (Philadelphia, PA)
- …general administration for a book of assigned investment management and trust accounts + Perform fiduciary duties as an officer of the bank + Participate in less ... **About this role:** Wells Fargo is seeking a Trust Officer in Trust Client & Advisor Services as part...in the function, policies, procedures, and compliance requirements in Fiduciary Products functional area + Mentor and provide work… more
- Citizens (Tarrytown, NY)
- …of investment management products and services, including direct support to the Chief Fiduciary and Investment Officer of the firm. + Accomplished background in ... Senior Manager supporting our Private Wealth Management - RIA and Trust Fiduciary businesses with direct responsibility for the front-, middle-, and back-office… more
- Wells Fargo (Minneapolis, MN)
- …all begins with you. **About this role:** Wells Fargo is seeking a Senior Lead Fiduciary Advisory Specialist Working at Wells Fargo | Jobs and Careers at Wells Fargo ... job expectations below + Position requires a broad base of fiduciary knowledge, including estate administration, post-mortem planning, gift tax strategies, income… 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
- Bank of America (Atlanta, GA)
- Trust Officer I Atlanta, Georgia **Job Description:** At Bank... I (TO I), Private Bank (PB)** - Provides fiduciary support and expertise to meet the needs of ... **Job Description** **:** + Responsible for the professional administration of fiduciary accounts including compliance with all regulations, policies and procedures… 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 (North Palm Beach, FL)
- **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 his 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
- M&T Bank (Burlington, VT)
- **Overview:** Responsible for the administration and fiduciary management within client relationships. **Primary Responsibilities:** + Administer assigned book of ... client trust accounts through demonstrated proficiency and sound judgment in exercising fiduciary discretion. + Serve as primary point of contact for the client on… 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 (Providence, RI)
- Senior Trust Officer Providence, Rhode Island **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through ... 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
- 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
- MTA (Jamaica, NY)
- Agency Chief Equal Opportunity Officer - LIRR Job ID: 8793 Business Unit: MTA Headquarters Location: Jamaica, NY, United States Regular/Temporary: Regular ... 2024 Description JOB TITLE : Agency Chief Equal Opportunity Officer - LIRR SALARY RANGE : $165,000 - $175,000...compliance statistics as it relates to equal opportunity. Daily fiduciary duties of the ACEOO include the administration of… more
- HUB International (Itasca, IL)
- …by transformative digital capabilities and sophisticated data and analytics. **About Encore Fiduciary :** At Encore Fiduciary , we strive to be best-in-class ... agency acquisition is critical for developing new business opportunities for fiduciary and management liability insurance products. In addition, maximizing existing… 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
- Bank of America (Wilmington, DE)
- Delaware Trust Officer II, Private Banking Wilmington, Delaware **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... power to make a difference. Join us! **Delaware Trust Officer II (TO II), Private Banking** - The Delaware...II (Delaware TO II) maintains a trust book of fiduciary and investment management accounts. The Delaware TO II… more
- NJEDA (Trenton, NJ)
- …focused on effective execution combined with a positive market impact. The Senior Product Officer will focus their efforts on growing all aspects of the $300 million ... the nation's most diverse and inclusive innovation ecosystem, and the Senior Product Officer 's work will support these efforts. $85,680 - $107,100 Note: The NJEDA… more
- Bank of America (Dallas, TX)
- Trust Officer II (TO II) Dallas, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the ... the power to make a difference. Join us! **Trust Officer II (TO II)** - This job is responsible...This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and… more
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