- 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 ... These colleagues are highly engaged in new business acceptance for Personal Trust , Advisor Solutions, and Estate Administration. Responsibilities: New Business… more
- Comerica (Charlotte, NC)
- …ensuring client satisfaction. Operational / Risk Responsibilities * Work closely with trust advisor management team to ensure seamless support and coordination ... Personal Fiduciary Services Support Manager The Manager, National Personal...relationship management and transactional client assistant teams. * Provide guidance to the trust client assistants on… more
- Truist (Charlotte, NC)
- …review the following job description:** Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as ... from time to time. + Engage with the Wealth Advisor and Investment Manager as a team to provide...Utilize other specialist where appropriate. + Provide financial planning guidance in the areas of estate planning, estate administration,… more