- Ascensus (Charlotte, NC)
- …Description **POSITION SUMMARY** Working in conjunction with Client Relationship Managers, the Fiduciary Operations Specialist supports our clients by being ... responsible for the administrative tasks of a plan fiduciary . The Fiduciary Operations Specialist will be measured on their ability to effectively… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Securities Operations Specialist as part of the Fiduciary Tax Services unit of Wealth and Investment ... Management Operations . Learn more about our career areas and lines...of business at wellsfargojobs.com . This tax technical Senior Specialist will support Fiduciary Tax Services as… more
- Regions Bank (Charlotte, NC)
- …Laundering Specialist (CAMS) + Certified Bank Auditor (CBA) + Certified Fiduciary and Investment Risk Specialist (CFIRS) + Certified Financial Systems ... improvements for the business based on understanding and analysis of process flows/ operations This position is exempt from timekeeping requirements under the Fair… more
- Ascensus (Charlotte, NC)
- …Serve as primary point of contact providing specialized trust and fiduciary services to high-profile institutional accounts, including qualified and non-qualified ... reconciliation processes + Works closely with Senior Management, Trust Administrators, Operations , Financial Analysts and Attorneys to perform services + Presents… more