- KeyBank (Brooklyn, OH)
- …(eg - trust /fiduciary, asset management, private banking, securities, etc.) compliance , risk management, and/or internal or external audit experience with ... (eg - trust , private banking, securities/investment management) as well as trust /fiduciary related compliance , operations, and risk management strategies… more
- 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 ... talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products...on building strong customer relationships balanced with a strong risk mitigating and compliance -driven culture which firmly… more
- Wells Fargo (Winston Salem, NC)
- …Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Officer (Senior Fiduciary Specialist) on the Personal Market Service Team ... talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products...on building strong customer relationships balanced with a strong risk mitigating and compliance -driven culture which firmly… more
- Wells Fargo (Austin, TX)
- …* Managed Individual Retirement Accounts (IRA). Wells Fargo is seeking a Estate Trust Officer - Fiduciary Specialist focused on estate services within the ... talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products...on building strong customer relationships balanced with a strong risk mitigating and compliance -driven culture which firmly… more
- First Horizon Bank (Jonesboro, AR)
- …CCPA, HIPAA). + ** Risk Assessments:** Performs initial and periodic privacy risk assessments and conducts related ongoing compliance monitoring activities in ... (4-year college) degree and 4-6 years of Financial Institution experience required. Risk management and/or compliance background required (2-4 years). Background… more
- City National Bank (Wilmington, DE)
- * TRUST OFFICER * *WHAT IS THE OPPORTUNITY?* Administer estate and personal trust accounts including testamentary and intervivos trusts, Charitable Trusts, ... etc.) to ensure proposed new relationships are within CNB's risk appetite and can be managed without issue. *WHAT...forms, codes, review payments and transactions for accuracy. Review Trust Document to ensure documents are in compliance… more
- Louisiana Department of State Civil Service (Baton Rouge, LA)
- Finance Officer (Natural Resource Trust Authority) Print (https://www.governmentjobs.com/careers/louisiana/jobs/newprint/5159725) Apply Finance Officer ... administrative, and external stakeholders. Job Duties and Other Information The Finance Officer supports the Natural Resources Trust Authority in managing the… more
- M&T Bank (Washington, DC)
- …matters and responsible for overall trust administration management for complex trust relationships. + Assess and manage risk , exercise fiduciary discretion ... Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** + Apply deep… more
- Enterprise Bank & Trust (St. Louis, MO)
- **Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that ... **Together, there's no stopping you!** **Job Title:** VP, Deputy BSA Officer **Job Description:** **Summary:** Responsible for assisting with the implementation of… more
- Dunham & Associates Investment Counsel, Inc. (Las Vegas, NV)
- TRUST OFFICER Dunham Trust ...payments distributed among multiple family members, while managing financial risk ; + Execute the terms of any estate plan ... offices in Las Vegas, Wyoming, and Colorado. The DTC Trust Officer is responsible for the coordination...to ensure proper tax planning; + Ensure all internal compliance and proper documentation requirements are met, consistent with… more
- Heritage Financial Credit Union (Middletown, NY)
- Chief Risk Officer - Middletown, NY Middletown, NY (http://maps.google.com/maps?q=25+Rykowski+Lane+Middletown+NY+USA+10941) Job Type Full-time Description Come ... Heritage Financial Credit Union's Executive Team as the Chief Risk Officer We're seeking a visionary leader...role oversees Finance, Information Technology, Strategic Business Operations, and Risk / Compliance , serving as a central force in… more
- KeyBank (Brooklyn, OH)
- …for the administration and post-death settlement of fiduciary accounts by providing expert trust and estate administration and counsel to High Net Worth clients and ... their beneficiaries. Actively manages trust administration and settlement, in accordance with established policies...as a resource for the team on projects needed ** Compliance ** + Fulfills Key's fiduciary responsibilities with utmost adherence… more
- Enterprise Bank & Trust (San Jose, CA)
- **Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that ... there's no stopping you!** **Job Title:** SVP, SBA Business Development Officer **Job Description:** **Summary:** The SBA Business Development Officer … more
- US Bank (Seattle, WA)
- …of fiduciary law, tax implications and practices in multiple jurisdictions, trust accounting/reporting, and other regulatory compliance requirements + Strong ... reside in the state of Washington.** Responsible for the administration, risk management and servicing of assigned fiduciary and investment management accounts.… more
- Bloomberg (New York, NY)
- Risk Officer - Enterprise Products ( Risk ... Risk Office Location New York Business Area Legal, Compliance , and Risk Ref # 10046060 **Description & ... are looking to grow our team, seeking highly experienced Risk professionals. **We'll trust you to:** +...risk industry and educational/development opportunities + Use Governance Risk and Compliance (GRC) tools to evidence… more
- Enterprise Bank & Trust (San Diego, CA)
- **Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that ... communities.** **Together, there's no stopping you!** **Job Title:** SBA Servicing Officer **Job Description:** **SUMMARY** The position of SBA Servicing Officer… more
- US Bank (Cincinnati, OH)
- …of fiduciary law, tax implications and practices in multiple jurisdictions, trust accounting/reporting, and other regulatory compliance requirements + Ability ... at-all from Day One. **Job Description** Responsible for the administration, risk management and servicing of assigned fiduciary and investment management accounts.… more
- Enterprise Bank & Trust (Olathe, KS)
- …to bank's credit policies, maintain required documents; clear exceptions, monitor covenant compliance , recommend risk rating changes, loan loss recognition and ... **Enterprise Bank & Trust was founded in the spirit of entrepreneurship...**Together, there's no stopping you!** **Job Title:** Resolution Management Officer **Job Description:** **Summary:** This individual is responsible for… more
- AON (St. Peter, MN)
- …: Manage and maintain compliance databases, registers and act in place of Risk and Compliance Officer when needed. Keeping apprised with regulatory ... the world. As an organization, we are united through trust as one inclusive team and we are passionate...compliance databases, registers and act in place of Risk and Compliance Officer when… more
- Berkshire Bank (Boston, MA)
- …This position will provide leadership and strategy for the compliance and risk management of the Wealth Management ( Trust department) business and the ... Boston, MA - 60 State St Purpose/Objective: The VP, Compliance Officer Asset Management will develop, strengthen,...operational risk , investment risk , regulatory risk , and related areas. + Knowledge of trust… more
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