- US Bank (Charlotte, NC)
- …regulations. Responsibilities will include: + Working with business lines and support partners to identify, document and mitigate fiduciary operational risks ... from the second line of defense regarding the Banks's fiduciary and trust operational support functions to...trends, and risks and how they impact the Bank's fiduciary business lines. + Maintaining relationships and… more
- JPMorgan Chase (New York, NY)
- …Risk & Analytics (IR&A) is responsible for review of Global Wealth Management business . IR&A's Client Risk team is responsible for review of the first line ... of defense investment fiduciary and suitability activities such as acting in the...will work closely with other Risk Management colleagues, the Business , and key control functions including Legal, Compliance, Audit,… more
- Comerica (Charlotte, NC)
- …with internal and external auditors and regulators to ensure compliance with fiduciary standards and account management practices. * Support regular audits ... regulatory changes and lead efforts to tailor / update service offerings as needed to ensure the fiduciary...support to trust advisors and operational staff on fiduciary responsibilities, account opening, and account closing processes. *… more
- Bank of America (Atlanta, GA)
- … service . Coordinates information and activities with all external and internal support business partners, as needed. May be accountable for managing ... Specialized Fiduciary Officer II, IRA Atlanta, Georgia **Job Description:**...teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of… 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 ... commission, regulatory, wealth management, banking, or related experience in the financial services industry will be considered. This position can be in one of… more
- Bank OZK (Little Rock, AR)
- …Scope Provides direct Trust and Wealth client service as well as administrative support to Fiduciary Officers. Essential Job Functions + Provides support ... tracking and account maintenance and interaction with third party fiduciary tax preparation services . + Performs tasks...and other tax filing and reporting activities. + Provides support for Trust and Wealth team business … more
- Comerica (Wilmington, DE)
- Director Personal Fiduciary Services Manage and effectively service personal clients, including providing strategic advisory services . Responsible for ... enhance service delivery and operational efficiency. * Ensure the Personal Fiduciary Services administration team is well-trained and knowledgeable about the… more
- Truist (Coral Gables, FL)
- …the essential functions. 1. Seven years in the role as a Fiduciary Support Specialist, trust experience, investment, banking or financial planning-related ... Planners, etc.) to render an extraordinarily high level of service to our Wealth Clients. ESSENTIAL DUTIES AND RESPONSIBILITIES...training 2. Lead with special projects for Wealth Region Support Leader/ Fiduciary Group Support Leader… more
- Broadridge Financial Solutions (Denver, CO)
- …while helping others along the way, come join the Broadridge team. The Fiduciary Services Specialist develops, implements and evaluates processes ensuring ... software and internet applications including performance issues, maintenance, system resources, and service and support internet sites. Join our dynamic team at… more
- DA Davidson Companies (Lincoln, NE)
- …delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and ... community affairs and professional associations to facilitate the acquisition of new business and promote Davidson Trust Co. services .*Identify client needs… more
- DA Davidson Companies (Portland, OR)
- …delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and ... in community affairs and professional associations to facilitate the acquisition of new business and promote Davidson Trust Co. services .* Identify client needs… more
- Comerica (Wilmington, DE)
- …requirements. Team Responsibilities: * Participates in projects which affect the broader business and improves efficiency of delivery of services to clients. ... in Comerica's Trust Advocacy group responsible for reviewing legal documentation for new business and ensuring Comerica is willing and able to accept the appointment… more
- City National Bank (Newark, DE)
- …data accuracy and completeness, including data provided by applicable advisers/sub-advisers. * Support annual review of the Fiduciary committee charters, RNDIP ... *INVESTMENT MANAGEMENT GOVERNANCE OFFICE BUSINESS MANAGER* WHAT IS THE OPPORTUNITY? Working within... programs. * Design and implement reporting associated with Fiduciary activities to appropriate governance committees. * Support… more
- M&T Bank (Wilmington, DE)
- …strategies to address client needs. + Partner with local market leaders to ensure fiduciary services are consistent with business line objectives. + Ensure ... of 9 years' experience administering fiduciary accounts or related legal\ business experience in the financial services industry including technical trust… more
- PNC (Louisville, KY)
- …administration and related relationship management services to an assigned book of business and serves as a specialized fiduciary expert for estates in those ... accounting degree, business degree, and/or experience with estate or other fiduciary administration strongly preferred. The position is primarily based in a PNC… more
- M&T Bank (Boston, MA)
- …ensure timely delivery of quality service and expand client relationships. + Support market efforts to develop new trust business ; participate in client ... of 7 years' experience administering fiduciary accounts or related legal/ business experience in the financial services industry including technical trust… more
- JPMorgan Chase (Miami, FL)
- …their changing needs and circumstances in order to prudently carry out the firm's fiduciary duties and to provide superior client service . + Ability to partner ... assets, and the client's expectations + Cross-selling of JPM products/ services ; maintain and develop strategies for increasing business...a plus; JD preferred + In-depth knowledge of all fiduciary products and services , including all legal,… more
- Bank of America (Los Angeles, CA)
- …and activities with external business partners (Attorneys, CPAs, and Fiduciary Accountants), and internal support partners (Tax, Compliance, SAM, ART), ... of the Chief Fiduciary , Administrative Resource Team (ART), Audit, Compliance, Fiduciary Tax Services , Specialty Asset Management (SAM), Trust Operations, … more
- UKG (Ultimate Kronos Group) (Atlanta, GA)
- …activity. The President will lead the initiative to develop and/or implement a business plan and organizational framework to support the day-to-day management of ... resource groups, and caring leaders value every voice and support you in doing the best work of your...the world, across all industries. Our solutions include payment services , managing on behalf of our clients payments due… more
- AON (Chicago, IL)
- …of private and nonprofit management liability insurance marketplace, products and services , developing productive business relationships with key insurance ... client contacts and internal Aon clients. + Provide broking status and continuous support and service to clients during entire broking process and entire… more