- Wells Fargo (Charlotte, NC)
- …Accounts (IRA). About this role: Wells Fargo is seeking an Associate Estate Trust Officer - Associate Fiduciary Specialist focused on Estate Services within the ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… more
- Fifth Third Bank, NA (Birmingham, MI)
- …expertise in estate planning documents, probate procedures, tax implications, and fiduciary responsibilities. The Senior Officer leads estate strategy, manages ... in banking at Fifth Third Bank. ABOUT THE ROLE: The Senior Estate Settlement Officer serves as a senior subject matter expert in the administration and settlement of… more
- Edward Jones (St. Louis, MO)
- …organizations, and private foundations. What You Will Do: The Senior Trust Tax Officer is responsible for fiduciary tax return preparation, under the direction ... ensuring continued regulatory and statutory compliance in all aspects of fiduciary duties, responding to branch team, client, and professional questions; Providing… more
- Edward Jones (St. Louis, MO)
- …professionals including attorneys and CPAs. What You Will Do: The Trust Officer is responsible for the management of trusts, estates and investment management ... relationship), Edward Jones Trust Company guidelines, and federal and state fiduciary standards Deep discovery for asset identification, asset gathering and analysis… more
- US Bank (Cincinnati, OH)
- …for the administration, risk management and servicing of assigned fiduciary and investment management accounts. May include Relationship Management responsibilities ... income, estate and multi-generational taxation and trusts Working knowledge of fiduciary law, tax implications and practices in multiple jurisdictions, trust… more
- US Tech Solutions (Cleveland, OH)
- …About The Job (Job Brief): Provide trust administration support to enable Trust Officer (s) to effectively manage the administration of fiduciary accounts while ... of client service. Provide sales support to the Trust Officer . Essential job functions: Provide support to assigned Trust...to ensure high quality and timely administration of assigned fiduciary accounts. Keep current on the latest developments in… more
- Wells Fargo (Charlotte, NC)
- …(IRA). **About this role:** Wells Fargo is seeking an Associate Estate Trust Officer - Associate Fiduciary Specialist focused on Estate Services within the ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… 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
- 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, ... (IRA). **About this role:** Wells Fargo is seeking a Fiduciary Specialist Working at Wells Fargo | Jobs and...this role, you will:** + Administer a book of fiduciary relationships within a team-based environment, including analyzing trust… more
- City National Bank (New York, NY)
- …Business Control Officer ("BCO") and Business Control Managers ("BCM"s) for Fiduciary and Wealth Management and will partner with the Risk Framework leadership ... *SENIOR FIDUCIARY BUSINESS CONTROLS ANALYST * WHAT IS THE OPPORTUNITY? This position will work directly with the City National Bank's ("CNB")… more
- Edward Jones (Tempe, AZ)
- …organizations, and private foundations. **What You Will Do:** The Senior Trust Tax Officer is responsible for fiduciary tax return preparation, under the ... in ensuring continued regulatory and statutory compliance in all aspects of fiduciary duties, responding to branch team, client, and professional questions; +… more
- Stanford University (Stanford, CA)
- …addition to overseeing the school's operational enterprise, the Chief Operations & Financial Officer serves as fiduciary for the Stanford GSB Business School ... Chief Operations & Financial Officer **Graduate School of Business, Stanford, California, United...to shape institution-wide administrative initiatives and share best practices. Fiduciary & Investment Stewardship + Serve as fiduciary… more
- KeyBank (Brooklyn, OH)
- **Location:** 4900 Tiedeman Road, Brooklyn Ohio **ABOUT THE JOB (JOB BRIEF)** Fulfills fiduciary responsibilities of KeyBank as a corporate fiduciary for the ... team member and individually to meet production goals. **ESSENTIAL JOB FUNCTIONS** ** Fiduciary Expertise and Trust Administration** + Maintains deep expertise in … more
- KeyBank (Brooklyn, OH)
- …Tiedeman Road - Brooklyn, Ohio 44144-2302 **ABOUT THE JOB (JOB BRIEF):** Fulfills fiduciary responsibilities of KeyBank as a corporate fiduciary for the ... team member and individually to meet production goals. **ESSENTIAL JOB FUNCTIONS:** ** Fiduciary Expertise:** - Maintains deep expertise in fiduciary , investment,… more
- M&T Bank (Falls Church, VA)
- **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
- State of Colorado (Denver, CO)
- Vice President and Chief Human Resources Officer Print (https://www.governmentjobs.com/careers/colorado/jobs/newprint/5168759) Vice President and Chief Human ... Resources Officer Salary $320,000.00 - $347,000.00 Annually Location Denver, CO...aligns with broader university goals while maintaining regulatory and fiduciary boundaries defined by the Trust and Plan documents.… more
- KeyBank (Brooklyn, OH)
- …The ideal candidate has a functional knowledge of wealth management, trust/ fiduciary compliance laws and regulations, risks and supporting operational processes, ... + Minimum 3 years of wealth management related (eg - trust/ fiduciary , asset management, private banking, securities, etc.) compliance, risk management, and/or… more
- Dunham & Associates Investment Counsel, Inc. (Las Vegas, NV)
- TRUST OFFICER Dunham Trust Company (DTC) provides comprehensive trust and fiduciary services including custodial accounts, wealth management, and specialized ... with additional offices in Las Vegas, Wyoming, and Colorado. The DTC Trust Officer is responsible for the coordination of services and administration of trust and… more
- Tompkins Community Bank (Plymouth Meeting, PA)
- Overview The Chief Investment Officer (CIO) provides executive leadership and serves as the senior TFA Investment executive and a member of the TFA executive ... Expertise - Serve as the senior investment executive and fiduciary for Tompkins Financial Advisors (TFA). Advise the TFA...Expertise + Act as the senior investment executive and fiduciary for TFA. + Advise the TFA CEO and… more
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