- Citizens (PA)
- Description The Fiduciary Business Support Manager I is responsible for management and execution of key fiduciary services governance activities ... the governance activities of each committee associated with Citizens' fiduciary services business and strategy....Primary Responsibilities + Serving as secretariat to the various fiduciary service governance committees that support… more
- PNC (Pittsburgh, PA)
- …the full breadth of the fiduciary platform in order to grow the fiduciary business and assure the highest level of client experience. Administers assigned ... Assessments **Competencies** Account Management, Accuracy and Attention to Detail, Business Development, Effective Communications, Fiduciary Responsibilities, Problem… more
- M&T Bank (Radnor, PA)
- …strategies to address client needs. + Partner with local market leaders to ensure fiduciary services are consistent with business line objectives. + Ensure ... of 9 years' experience administering fiduciary accounts or related legal\ business experience in the financial services industry including technical trust… more
- PNC (Ligonier, PA)
- … platform and systems in order to support the investment management and fiduciary business and assure the highest level of risk management control and ... book of business . **Job Description** + Engages in investment and fiduciary administrative activities under the direction and oversight of an Investment Advisor… more
- Ascensus (Dresher, PA)
- …deliver investment consulting services to institutional clients. Investment and Fiduciary Consulting provides governance and investment support to qualified ... more secure financial future through retirement plans, insurance and consulting services . Newport offers comprehensive plan solutions and consulting expertise to… more
- M&T Bank (York, PA)
- …and insurance from high net worth customer segment, primarily Retail and Business Banking. Works with Investment Advisors, Fiduciary Advisors, Community ... of solutions and full scope of investment products and services catered to the needs of the individual client...Business Banking staff to ensure quality referrals. + Support partnerships/relationships with Retail and Business Banking,… more
- PNC (Pittsburgh, PA)
- …or trust. The ITO conducts administrative reviews, communicates administrative and fiduciary issues to clients, beneficiaries and to appropriate committees within ... to client and beneficiary inquiries. The ITO ensures that regulatory and fiduciary obligations are met, including tax and distribution requirements for charitable… more
- Bank of America (Philadelphia, PA)
- …in a wealth management, private banking and/or trust field. + Knowledge of fiduciary and financial products and services required through extensive related work ... Broad-based technical knowledge of investments, tax, legal and operations necessary to service clients. + Knowledge of fiduciary standards, principles and… more
- PNC (Pittsburgh, PA)
- …we want to inspire new and innovative ideas on how to provide "best in class" service to our customers. As a Loan Support Analyst Sr Specialist within PNC's ... and/or commercial loan transactions. May have responsibility for fulfilling key fiduciary obligations associated with the Banks Agent role; validating construction… more
- HUB International (Blue Bell, PA)
- … Representative, you will be responsible for managing a block of existing business while applying exceptional service standards resulting in strong retention. ... retirement plans. **Responsibilities:** + Provide consulting and investment advisory services for a specified block of company-sponsored retirement plans +… more
- Bank of America (Pittsburgh, PA)
- …integrated service to the client. **Job Description:** + Actively support Client Teams in delivering consistently high-quality banking, credit, trust, ... teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of...fiduciary , and investment services to the most… more
- JS Held LLC (Chadds Ford, PA)
- …We have diverse practice areas, most notably providing interim executive, fiduciary , investor, operational and investment banking services . In addition, ... providing financial, operational, investment banking, technical, scientific, and litigation support expertise across all industries and situations. Our professionals… more
- Truist (Philadelphia, PA)
- …sources; effectively work with various specialists and IRM partners who are designated to support client service and business development efforts (eg credit, ... and client retention goals by acquiring new clients through business development and expanding services and marketing...mortgage, planning, investment, trust and fiduciary services , and insurance services )… more
- Pennsylvania State University (Lemont Furnace, PA)
- …as needed. + Support all endowment and grant administration for the business area. + Supervise, evaluate and train assigned staff. + Oversee regular financial ... to recruit, develop and retain outstanding people who efficiently provide exceptional service in support of Penn State's teaching, research and public… more
- Highmark Health (Harrisburg, PA)
- …(CISO) to develop and implement department strategic plans and action steps that support the corporate strategic objectives. Defines service levels and monitors ... This job directs and manages Information Security and Risk Management (ISRM) services for the enterprise. This technical leader provides leadership to the… more
- PNC (Pittsburgh, PA)
- …assist the core activities of the group by applying knowledge learned to drive business results (eg, deal, sales, or process support , internal or external ... program you will have the opportunity to gain exposure to a specific line of business , expand the tools you need to launch your career, and complement your education… more
- PNC (Pittsburgh, PA)
- …Management's Compliance organization supporting the Asset Management Group (AMG) line of business . This position is primarily based in a PNC location. Preferred ... * Previous experience within the Wealth Management industry or working with Fiduciary accounts. *Expertise in securities movement and control, including security set… more
- Pennsylvania State University (University Park, PA)
- …to recruit, develop and retain outstanding people who efficiently provide exceptional service in support of Penn State's teaching, research and public ... APPLICATION INSTRUCTIONS: + CURRENT PENN STATE EMPLOYEE (faculty, staff, technical service , or student), please login to Workday to complete the internal application… more
- M&T Bank (Harrisburg, PA)
- …to execute certain administrative functions. + Communicate with internal and external business partners and related service partners as required. Serve as ... matter expert for key administrative activities completed within the team or business line. Applies practical experience and industry expertise to execute a specific… more
- Ascensus (Philadelphia, PA)
- …Summary** Serve as primary point of contact providing specialized trust and fiduciary services to high-profile institutional accounts, including qualified and ... records and responding to audit inquiries + Identifies cross-selling opportunities to support business development within the **Supervision** + N/A **Section 3:… more