- Unknown (Fargo, ND)
- …role is pivotal in overseeing the legal and compliance framework for fiduciary administration, including trust and estate services, qualified plans, IRAs, ... estate planning opportunities, and requires a strong background in fiduciary law, trust and estate administration, and...requires a strong background in fiduciary law, trust and estate administration, and wealth management legal support.… more
- Unknown (Michigan City, IN)
- …management skills. The ideal candidate will have a comprehensive knowledge of trust administration and fiduciary standards, and a proven track record ... President of Wealth and Senior Trust Officer About the Company Prominent financial institution...Role The Company is seeking a President & Senior Trust Officer to lead its Wealth Management Division. This… more
- Unknown (Winchester, VA)
- …Banking Type Privately Held About the Role The Company is in search of a VP Trust Officer with a passion for fiduciary excellence and a talent for building real ... Vice President, Trust Officer About the Company Prominent regional bank...This role is dynamic, with responsibilities ranging from reviewing fiduciary accounting to engaging in the hands-on aspects of… more
- Unknown (Baton Rouge, LA)
- …the Role The Company is seeking an Executive Director for its Natural Resources Trust Authority, a pivotal role in the management of financial security systems for ... demands a deep understanding of public finance, energy sector regulation, and fiduciary management. The Executive Director will be tasked with maintaining the… more
- Unknown (Long Island City, NY)
- …values both independence and partnership within a top-tier firm. A client-first, fiduciary approach that prioritizes long-term trust and transparency is ... essential, as is the ability to work with internal teams to ensure seamless onboarding, portfolio management, and ongoing relationship servicing. Travel Percent Less than 10% Functions Finance more
- Wells Fargo (New York, NY)
- …**BL&T** further provides legal guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty ... Accounts (IRA) **About this role:** Wells Fargo is seeking a Senior Lead Trust and Fiduciary Strategist (LO) Working at Wells Fargo | Jobs and Careers at Wells… more
- Wells Fargo (Walnut Creek, CA)
- **About this role:** Wells Fargo is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Trust Client & Advisor Services as part of Wealth and ... aspirations. BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty… 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
- Wells Fargo (Philadelphia, PA)
- …aspirations. BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty ... Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Officer (Senior Fiduciary Specialist) on the Personal Trust Market Service Team in… more
- TD Bank (Charlotte, NC)
- …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 (Irving, 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
- KeyBank (Seattle, WA)
- …advisory experience to ultra-affluent business owners; tax or legal services to clients regarding trust and fiduciary matters, and in trust administration or ... 1301 5th Avenue, Seattle Washington **Job Summary** The Sr Fiduciary Strategist is responsible for fulfilling the fiduciary...whether Key serves as trustee. + Identifies any potential trust and estate tax-related issues and works with the… more
- Wells Fargo (Palm Beach, FL)
- …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
- Robert Half Finance & Accounting (Denver, CO)
- …Finance or Actuarial Science + 7-10+ years of experience in benefits finance, fiduciary trust management or high-volume risk analysis One of the following ... with a growing startup in the insurance industry seeking a Sr. Fiduciary Analyst and Portfolio Manager. Responsibilities includes + trend analysis + portfolio… 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)
- …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
- Bank of America (Wilmington, DE)
- …- The Delaware Trust Administrative Officer II teams with the Delaware Trust Officers, who manage a book of fiduciary / trust relationships, to ... Officers. Performs servicing and account maintenance activities, which are primarily trust / fiduciary -related that include PACE/ Trust Web accounting… more
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