- Creative Financial Staffing (Boston, MA)
- …federal and state fiduciary income tax returns and related documents for trust accounts with our client's trusteesHighlights of the Fiduciary Tax Manager ... with a well-known Boston law firm to identify a Fiduciary Tax Manager to join their team. This person...to join their team. This person will manage the fiduciary income tax administration process, ensuring accurate and timely… more
- WSFS Bank (Wilmington, DE)
- …is more than part of our name, it's our mission and our purposeThe Trust Officer will be responsible for daily administration of personal trust accounts ... and/or volume; providing high level service delivery to Delaware Advantage trust and agency clients, advisors, intermediaries and other qualified referral sources… more
- Creative Financial Staffing (Parsippany-Troy Hills, NJ)
- …would include: Be a leader within the Private Client Service / Estate and Trust practice of the Firm Develop, supervise and mentor members of the Private Client ... Service / Estate and Trust team Coordinating tax compliance and planning responsibilities for...extensive tax compliance, research, consulting and planning for individual, fiduciary , not for profit (private foundation), gift and estate… more
- WSFS Bank (Berwyn, PA)
- …to trust documents and manages client relationships ensuring that fiduciary standards and BMT's policies are observedAssumes responsibility for overall client ... delivery of wealth management services to the clientsWith their fiduciary knowledge and experience, a Wealth Advisor will handle...experience, a Wealth Advisor will handle all aspects of trust administration and trust planning for their… more
- Everence (Goshen, IN)
- …and assistance for client tax reporting within Everence Foundation and Everence Trust Company, including the following tax forms or tax concepts: Fiduciary ... and EFTPS knowledgeWash sales, cost basis adjustments, and taxation of trust assets Prepare trust tax returns as well as perform in-depth and cursory reviews… more
- WSFS Bank (Berwyn, PA)
- …and charitable wealth relationships Manages client relationships ensuring that fiduciary standards and BMT's policies are observedAssumes responsibility for overall ... primary subsidiary, WSFS Bank, is the oldest and largest locally-headquartered bank and trust company in the Greater Philadelphia and Delaware regionAs of March 31,… more
- Creative Financial Staffing (Winter Garden, FL)
- …review a variety of tax returns, including individual, corporate, partnership, and fiduciary tax returns, ensuring compliance with all relevant laws and regulations. ... and client communication. Develop and nurture strong client relationships, fostering trust and understanding to become a trusted advisor for their financial… more
- Citizens (Fort Washington, PA)
- …Citizens is looking for a growth and problem-solving attorney to serve as a Trust and Fiduciary Assistant General Counsel in the legal department supporting the ... General Counsel, Wealth Management in providing comprehensive legal guidance to the trust and fiduciary business unit and will also be a member of the legal… more
- US Bank (Chicago, IL)
- …and regulatory trends that impact Wealth Management and Investment Services. Knowledge of trust , fiduciary , and investment services key topics and industry best ... support development and implementation of an audit coverage strategy for Personal Trust and Institutional Investment Services products and services, key risk and… more
- Bank of America (Wilmington, DE)
- …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
- Wells Fargo (San Francisco, CA)
- …pursue their financial goals with confidence. WIM is also a leading provider of trust and fiduciary services, including a number of specialized wealth services ... About this role: Wells Fargo is seeking a Senior Fiduciary Specialty Asset Manage to support Real Estate Asset...develop advanced level use of software systems utilized by Trust and Real Estate Asset Management Services **Job Expectations:**… more
- Truist (Atlanta, GA)
- …the essential functions. 1. Seven years in the role as a Fiduciary Support Specialist, trust experience, investment, banking or financial planning-related ... Undergraduate degree 2. Trust School graduate 3. Certified Trust and Fiduciary Advisor (CTFA) **General Description of Available Benefits for Eligible… more
- Wells Fargo (Atlanta, GA)
- …professionals in growing and supporting the Estates Services process by integrating fiduciary principles and knowledge ( trust , taxes, estates, and wealth ... wealth transfer + Knowledge and understanding of wealth planning, trust and estate settlement, fiduciary law, taxation...of wealth planning, trust and estate settlement, fiduciary law, taxation and investments + Knowledge of complex… more
- Bank of America (Florham Park, NJ)
- …Description: Market Trust Director (MTD) is an experienced and skilled fiduciary professional. This position is a MTD role serving clients of Merrill Advisors ... Wealth Advisor (PWA) teams, Market Executives and Wealth Strategists to provide fiduciary oversight and trust administration to complex and sensitive client… more
- Bank of America (Norfolk, VA)
- …delivery of trust services through the appropriate channels within the Fiduciary Services and/or Trust Operations groups. Additionally, TAs will seek out ... Administrative Review (IM&T) + Transaction Processing and Management + Money Movement ( Trust ) + Specialized Fiduciary Transactions + Discretionary and action… more
- Regions Bank (Birmingham, AL)
- …policies, procedures, compliance and legal requirements; may receive guidance from senior trust advisors and Fiduciary Support managers on more complex accounts ... services, including legal, tax and regulatory requirements applicable to fiduciary relationships and the administration of trust ...to fiduciary relationships and the administration of trust accounts + High School Diploma or GED and… more
- Bank of America (Baltimore, MD)
- …+ Actively support Client Teams in delivering consistently high-quality banking credit, trust , fiduciary , and/or investment services to Private Bank clients + ... Works with Trust Officer(s), responsible for managing a book of fiduciary / trust relationships, to meet client needs and expectations + Performs servicing and… more
- Regions Bank (Nashville, TN)
- … 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 (Florham Park, NJ)
- …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
- 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
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