- PNC (Philadelphia, PA)
- …valued and have an opportunity to contribute to the company's success. As a Fiduciary Advisor III within the PNC Private Bank organization, you will be ... document in which PNC serves as trustee, guardian or agent. Administers more complex fiduciary accounts and ensures compliance with all legal and fiduciary … more
- Comerica (Wilmington, DE)
- Senior Trust Advocacy Advisor The Trust Advisor in Comerica's Trust Advocacy group responsible for reviewing legal documentation for new business and ... are highly engaged in new business acceptance for Personal Trust, Advisor Solutions, and Estate Administration. Responsibilities: New Business Review: * Review… more
- M&T Bank (Radnor, PA)
- …attribution. Manage book of accounts, comprised of significant and complex fiduciary relationships, consistent with all applicable laws, regulations and standards. ... informational meetings maintaining market, process and platform. Complete all compliance requirements including annual account reviews. Complete annual Regulation 9… more
- Truist (Philadelphia, PA)
- …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . * Advanced and proven working knowledge of deposit, credit ... America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.… more
- Vanguard (Malvern, PA)
- …on a variety of topics, including plan design, legal and regulatory changes, and fiduciary best practices. + Inform senior executives of the legal and regulatory ... and fiduciary matters. + Assess retirement plan administration and compliance related risk areas and identify opportunities to mitigate those risks. +… more
- Deloitte (Philadelphia, PA)
- …knowledge across multiple areas of taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family ... Private Wealth practice! What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will...will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers… more
- Deloitte (Philadelphia, PA)
- …knowledge across multiple areas of taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family ... with Deloitte's growing Private Wealth practice! What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level reviews… more
- Comerica (Wilmington, DE)
- …* Administratively monitors and tracks tax reporting activities, coordinating with more senior Trust Administrators COMPLIANCE * Meets all compliance ... routine accounts under the direct supervision of a Trust Advisor in accordance with the terms of the various... compliance training, completing all other organization required compliance training. * Stays current on fiduciary /tax/legal… more