- Comerica (Winston Salem, NC)
- Specialty Administration Trust Advisor I The Specialty Administration Trust Advisor I role will be responsible for providing advisory and administrative ... to internal and external clients for a variety of trust accounts. This role will be focused on the...of new business for both the Private Wealth and Advisor Solutions teams. Position Responsibilities: New Business and Ongoing… more
- Regions Bank (Orlando, FL)
- …Trust Advisor is responsible for the acquisition of Personal Trust , Estate, IRA and Investment Management client relationships. Responsibilities include ... (MBA) or Master of Taxation) + Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP),… more
- Comerica (Charlotte, NC)
- Senior Trust Advocacy Advisor The Trust Advisor in Comerica's Trust Advocacy group responsible for reviewing legal documentation for new business and ... These colleagues are highly engaged in new business acceptance for Personal Trust , Advisor Solutions, and Estate Administration. Responsibilities: New Business… more
- UMB Bank (Kansas City, MO)
- …it provides another opportunity for the company to have a diverse revenue stream. The Trust Advisor team is one part of the client relationship team that is ... available to our high net worth clients. The Trust Advisor team serves as subject matter...conservatorships, personal trusts (inter vivos and testamentary), custody, agency, IRA , and other assigned accounts, handling complex situations. The… more
- Regions Bank (Dallas, TX)
- …Administrative and Compliance Reviews for clients in conjunction with the assigned Trust Advisor + Supplies Portfolio Manager with documentation of non-standard ... the administration of Individually Managed Accounts (IMA), Individual Retirement Accounts ( IRA ), custody, trust , and estate, ensuring account administration… more
- CIBC (Denver, CO)
- …wealth management, investment advisory, investment management, investment counseling, trust , fiduciary, related asset management services, individual retirement ... wires, journal transfers) + Manage clients' quarterly tax payments and annual IRA contributions/RMDs. + Supervise all aspects of gifting (cash, in-kind, gift… more
- Deloitte (New York, NY)
- …target setting to enable you to act in the capacity of 'trusted advisor ' for senior client stakeholders + Holding and continuing to develop fluent knowledge ... open conversations with teams, clients and stakeholders to build trust The team Our team culture is collaborative and...Standard (RFS), tax credits under the Inflation Reduction Act ( IRA ), and similar incentives/regulatory requirements in the EU +… more
- fusionSpan (Rockville, MD)
- …edge solutions to address functional gaps, + Serve as a mentor and advisor to other consultant team members, + Coordinate and communicate with external, client ... and AD&D insurance - 100% covered for employee + IRA with 3% matching contribution + 15 days of...to Work Certified Badge here. Our Company Values: + Trust : We believe trust is the foundation… more
- fusionSpan (Rockville, MD)
- …20% travel Responsibilities: + Work closely with prospective customers as a trusted advisor to deeply understand their unique challenges and goals. + Collaborate and ... and AD&D insurance - 100% covered for employee + IRA with 3% matching contribution + 15 days of...to Work Certified Badge here. Our Company Values: + Trust : We believe trust is the foundation… more
- fusionSpan (Rockville, MD)
- …edge solutions to address functional gaps, + Serve as a mentor and advisor to other consultant team members, + Provide insights and recommendations to company ... and AD&D insurance - 100% covered for employee + IRA with 3% matching contribution + 15 days of...to Work Certified Badge here. Our Company Values: + Trust : We believe trust is the foundation… more
- Community Hospital Corporation (Plano, TX)
- …related to CHC and its affiliates. + Serves as key lawyer/legal advisor on all major business transactions, including acquisitions, divestitures and joint ventures. ... care transactions. + Ability to earn respect and build trust . + Ability to analyze situations and devise appropriate...Plan (Medical, Dental & Vision) + Retirement Plan (401k, IRA ) + Life Insurance (Basic, Voluntary & AD&D) +… more