- Trust Counsel PL (Coral Gables, FL)
- …activities, real estate holdings, and ensuring tax compliance. Prepare trust / fiduciary accountings for Attorney-Trustees, manage financial statements, income, ... level of skill and knowledge in this area of law. Analyze sophisticated trust and estate planning matters to develop effective strategies and solutions for clients.… more
- Wells Fargo (Charlotte, NC)
- …aspirations. BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty ... this role:** Wells Fargo is seeking an Associate Estate Trust Officer - Associate Fiduciary Specialist focused on Estate Services within the Banking, Lending,… more
- TD Bank (Portland, ME)
- …such as Certified Fiduciary & Investment Risk Specialist (CFIRS) or Certified Trust and Fiduciary Advisor (CTFA).** + **Familiarity with Office of the ... bank subsidiary, a focus on securities investment management and fiduciary activities, state insurance regulatory requirements and securities regulatory requirements… more
- Tompkins Community Bank (Ithaca, NY)
- …and tax software applications, including Wall Street Concepts software and ONESOURCE (TM) Trust Tax, and ONESOURCE (TM) Fiduciary Accounting Software + Good ... . Position Summary: As a member of the TFA Fiduciary Team, the individual in this role will prepare...Certificate preferred + A minimum of three (3) years' trust and estate-related experience is preferred + Proficient in… more
- Wells Fargo (Austin, TX)
- …aspirations. BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty ... fiduciary principles and applicable law + Demonstrate proficient understanding of fiduciary concepts and principles, including trust accounting and elements… more
- Wells Fargo (Austin, TX)
- …aspirations. BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty ... of fiduciary relationships within a team-based environment, including analyzing trust and estate documents, implementing client estate plans, and ensuring client… more
- Wells Fargo (Austin, TX)
- …aspirations. BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty ... law. + Develop and maintain a proficient understanding of basic fiduciary concepts and principles, including trust accounting and elements of a trust . +… more
- Comerica (New York, NY)
- Job Description Trust Advisor IV - Ultra High Net WorthOur Strategic Alliance is a professional collaboration between two great financial firms. Our alliance allows ... clients to take advantage of Comerica Bank & Trust , NA's professional trust administration capabilities, as...related activity and responding quickly to requests. Works with Fiduciary Strategists to develop new business through our partners.… more
- Comerica (New York, NY)
- Job Description Trust Advisor II Comerica Advisor SolutionsOur strategic alliance is a professional collaboration between two great financial firms. Our alliance ... allows clients to take advantage of Comerica Bank - Trust , NA's professional trust administration capabilities, as well as the services of their Financial… more
- Comerica (New York, NY)
- Job Description Trust Advisor III Comerica Advisor SolutionsOur Strategic Alliance is a professional collaboration between two great financial firms. Our alliance ... allows clients to take advantage of Comerica Bank & Trust , NA's professional trust administration capabilities, as well as the services of their Financial… more
- Commerce Bank (St. Louis, MO)
- …and financial planning required + Certified Financial Planner (CFP) and/or Certified Trust Fiduciary Advisor (CTFA) designation preferred (or commitment to work ... $123,500.00 (Amount based on relevant experience, skills, and competencies.) Since 1906, Commerce Trust , a division of Commerce Bank, has been a leading provider of… more
- KeyBank (Brooklyn, OH)
- …testing. The ideal candidate has a functional knowledge of wealth management, trust / fiduciary compliance laws and regulations, risks and supporting operational ... degree, + Minimum 3 years of wealth management related (eg - trust / fiduciary , asset management, private banking, securities, etc.) compliance, risk management,… more
- KeyBank (Brooklyn, OH)
- …a corporate fiduciary for the administration and post-death settlement of fiduciary accounts by providing expert trust and estate administration and counsel ... team member and individually to meet production goals. **ESSENTIAL JOB FUNCTIONS** ** Fiduciary Expertise and Trust Administration** + Maintains deep expertise in… more
- Regions Bank (Little Rock, AR)
- …policies, procedures, compliance and legal requirements; may receive guidance from senior trust advisors and Fiduciary Support managers on more complex accounts ... and services, including legal, tax and regulatory requirements applicable to fiduciary relationships and the administration of trust accounts **Preferences**… more
- Regions Bank (Houston, TX)
- … 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
- Commerce Bank (St. Louis, MO)
- … fiduciary perspective preferred + Certified Financial Planner (CFP) and/or Certified Trust Fiduciary Advisory (CTFA) designation preferred **Level of role is ... relevant experience, skills, and competencies.) For more than a century, Commerce Trust has been a leading provider of wealth management services including financial… more
- KeyBank (Hartford, CT)
- …of the annual client plan and actively participates in the execution ** Fiduciary Expertise and Trust Administration** + Demonstrates experience working directly ... 1910 - Hartford, Connecticut 06103 **JOB BRIEF (PURPOSE)** The ** Fiduciary Strategist** is responsible for fulfilling the fiduciary...whether Key serves as trustee + Identifies a potential trust and estate tax-related issues and works with the… 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 ... clients with additional offices in Las Vegas, Wyoming, and Colorado. The DTC Trust Officer is responsible for the coordination of services and administration of … more
- KeyBank (Portland, ME)
- …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
- Charles Schwab (Wilmington, DE)
- …+ Document directed distributions for the administrative file and for the Personal Trust Fiduciary Committee. + Manage volume of new accounts through completion ... the United States on a full-time basis without employer sponsorship.** The Trust Officer is responsible for developing and maintaining relationships with registered… more
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