- Wells Fargo (Wilmington, DE)
- …Individual Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Fiduciary Director to oversee the delivery of its Trust Services offering ... further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty...in the Northeast region. The Fiduciary Senior Manager will be responsible for the management… more
- KeyBank (Plymouth Meeting, PA)
- …all internal fiduciary issues. + Work closely with Regional Trust Director and applicable Family Wealth team members on pricing, client service, compliance, and ... Plymouth Road - Plymouth Meeting, Pennsylvania 19462 Job Description The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary … more
- Robert Half Finance & Accounting (Hockessin, DE)
- …up to date * Develop and manage the company's interactions with primary fiduciary income tax return preparers while also liaising with secondary preparers chosen by ... updates to Trust Officers and senior management * Collaborate closely with the Director of Partnership Financial Reporting & Tax to identify and address issues and… more