- Citigroup (Sioux Falls, SD)
- The Trust Fiduciary Lead is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering ... degree. **Job Family Group:** Private Client Product Services **Job Family:** Trust Fiduciary Services **Time Type:** Full time **Primary Location:**… more
- Bank OZK (Dallas, TX)
- Job Purpose & Scope Responsible for the oversight of the fiduciary administration of personal trust accounts performed by Bank employees as well as maintaining ... trust accounts to ensure proper handling. + Serves as fiduciary counsel to Trust Department and Division in pre-litigation situations and matters, identifying… more
- Federal Reserve Bank (St. Louis, MO)
- …preferred: Certified Fiduciary and Investments Risk Specialist (CFIRS) or Certified Trust Fiduciary Advisor (CTFA). + Ability to lead or participate in ... Bank of St. Louis Our Supervision Division is looking for a Fiduciary Risk Specialist / Trust Examiner, to join our supervision team. An examiner commission is a… more
- US Bank (Charlotte, NC)
- …laws, regulations, financial services, and regulatory trends that impact the fiduciary business (eg Personal Trust /Wealth Management) + Considerable ... of the Trust and Wealth Management industry (eg, personal trust , institutional trust , fiduciary asset management, etc.), and applicable fiduciary … more
- Bank of America (Chicago, IL)
- …Bank fiduciary accounts. In-depth knowledge of the following areas: general fiduciary law and principles, trust and wealth transfer techniques, and federal ... Trust Company + performing a legal, risk or fiduciary line of business function, strong understanding of Delaware...of Delaware directed trusts preferred + Experience working with trust officers/ fiduciary specialists and making fiduciary… more
- Bank OZK (Clearwater, FL)
- …client relationships. + Develops and maintains knowledge relevant to the position regarding state trust law, fiduciary income tax, basic estate tax and gift tax, ... Job Purpose & Scope Manages assigned fiduciary accounts and the day-to-day administration for assigned...trust administration and/or investment management role in a fiduciary environment, required; and/or 6+ years' experience in estate… more
- Truist (Charlotte, NC)
- …preferred emphasis on Business or Finance 2. Significant experience (over 15years) in Trust Administration , Fiduciary oversight and new business activities for ... (United States of America) **Please review the following job description:** JOB SUMMARY The Fiduciary Director role is the most senior role on the team and is… more
- Regions Bank (Hoover, AL)
- …LLC's and Partnerships, Decantings or Modifications, and 5/5 Powers + Experience with Trust and Fiduciary principles + Experience in Trust Accounting ... section of the system. **Job Description:** At Regions, the Fiduciary Review Analyst has the primary function of reviewing...on the disposition of assets and cash from assigned trust accounts + For asset transfers, maintains advanced investment… more
- KeyBank (Seattle, WA)
- …5th Avenue - Seattle, Washington 98101 ABOUT THE JOB (JOB BRIEF): Fulfills fiduciary responsibilities of KeyBank by providing expert trust administration and ... and reputation Advises Relationship Managers (RMs) and other partners on internal fiduciary issues. Trust Administration Administers complex fiduciary … 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 ... able to accept the appointment as trustee for a trust naming Comerica or accept its role in an...are highly engaged in new business acceptance for Personal Trust , Advisor Solutions, and Estate Administration. Responsibilities: New Business… more
- Regions Bank (Orlando, FL)
- … principles and regulatory and tax matters relating to the administration of trust accounts + Demonstrated knowledge of fiduciary products and services, ... including legal, tax and regulatory requirements applicable to fiduciary relationships and the administration of trust accounts **Preferences** + Advanced degree… more
- KeyBank (Westlake, OH)
- …the annual client wealth plan and actively participates in the execution. ** Fiduciary Expertise and Trust Administration** + Demonstrates experience working ... relationship managers and all other partners on all internal fiduciary issues. + Work closely with Regional Trust... fiduciary issues. + Work closely with Regional Trust Director and applicable Family Wealth team members on… more
- Bank of America (Wichita, KS)
- …with wealth planning needs, and managing risk. **Responsibilities:** + Provides fiduciary administration support including the review of trust instruments, ... / competencies** **:** + Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning + Initiative/proactive… more
- Regions Bank (Dallas, TX)
- … trust , and estate, ensuring account administration follows the fiduciary program and procedures. **Primary Responsibilities** + Conducts Annual Administrative ... risk management and fiduciary principles and processes + Strong knowledge of trust principles and regulatory and tax matters relating to the administration of … more
- Bank of America (Dallas, TX)
- …Bank associates in market. Responsible for the STO books management of fiduciary risks and trust policy adherence. Well-respected internally and externally ... trust administration and estate planning experience, preferred. + Fiduciary professional with CTFA, CFP, AEP, JD, or CPA...competencies** **:** + Technical expertise in the areas of trust administration, fiduciary law, and estate and… more
- Bank of America (Fort Worth, TX)
- …along with the power to make a difference. Join us! **Job Summary:** The Trust Officer is an experienced, well-rounded fiduciary professional who will partner ... / Competencies:** + Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning + Initiative/proactive… more
- Truist (Baltimore, MD)
- …the essential functions. 1. Seven years in the role as a Fiduciary Support Specialist, trust experience, investment, banking or financial planning-related ... job description:** Responsible for supporting the coordinated delivery of personal trust administration to a challenging and sensitive portfolio of affluent and… more
- BankFinancial (Downers Grove, IL)
- …account reviews and resolves breaches by the review deadline. + Make recommendations for fiduciary approval by the SVP Trust and Investment Services Manager or ... and estates industry. + Experience in the administration and support of trust and estates including general understanding of fiduciary products including grasp… more
- Citigroup (Jersey City, NJ)
- …of relevant experience in the financial services industry. Knowledge of trust / fiduciary administration, portfolio management experience, or experience in Risk, ... Under the supervision of the head of Investment Management Oversight for Citi Trust NAM, the Investment Analyst will help oversee discretionary investments in … more
- JPMorgan Chase (Newark, DE)
- …to ensure that the trust 's investment objective is appropriate for the needs of the trust and applicable fiduciary law and that the trust is invested in ... + Minimum of 7 years of relevant experience focused in the Trust business; either at a corporate fiduciary or a law firm + Comprehensive knowledge of trust … more
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