- PNC (Fort Lauderdale, FL)
- …respected, valued and have an opportunity to contribute to the company's success. As an Estate Settlement Advisor , you will work within the PNC Private Bank ... Influence. Serves as a point of technical expertise and problem-solving escalation for the Estate Settlement Advisor team. Works with external entities to… more
- PNC (Louisville, KY)
- …respected, valued and have an opportunity to contribute to the company's success. As an Estate Settlement Advisor Sr . within PNC Private Bank ... Serves as a point of technical expertise and problem solving escalation for the Estate Settlement Advisor team. + Engages in the most complex estate … more
- Anywhere Real Estate (San Jose, CA)
- …in conformance with department's standards, budget, and deadlines. In this role as a Senior Auditor, you will: + Focus primarily on advisory work (75% advisory, 25% ... collaborate to identify/create solutions. + Work as a trusted advisor to those performing company transformation initiatives - participating...(≤ 10%) in future. **The job requirements of a Senior Auditor are as follows:** + Minimum of a… more
- Kelly Services (Farmington Hills, MI)
- … Trust Fiduciary Analyst? You'll be:** + Partnering with our client's Private Wealth, Advisor Solutions, and Estate Settlement Trust Advisors to open and ... for you. How about this one? We're seeking a ** Senior Trust Fiduciary Analyst** to work for our financial...in office **Why you should apply to be a Senior Trust Fiduciary Analyst:** + Work with a premier… more
- NBT Bank (West Hartford, CT)
- …relates to the administration of assigned accounts. + 10% Effective and efficient Estate Settlement . Administers complex and high profile estate ... subject matter expert in the areas of trust and estate administration and all fiduciary matters. Fills in for...and their children, and functioning as the clients' trusted advisor . A primary fiduciary contact that delivers high quality… more
- Wells Fargo (Salt Lake City, UT)
- **About this role:** Wells Fargo is seeking a Senior Securities Operations Specialist as part of the Trust Account Opening and Maintenance team within Wealth and ... governance and reporting and meeting compliance standards set by regulators. The Senior Securities Operations Specialist will field requests from the onboarding team… more
- Bank of America (Stamford, CT)
- …Sales, Licensed Supervision, Registration & Licensing, Data Management, Trust and Estate Settlement Services, Philanthropic Solutions, among other Wealth ... Senior Auditor, Wealth Management Charlotte, North Carolina;Stamford, Connecticut; Providence, Rhode Island; Wilmington, Delaware **Job Description:** At Bank of… more
- Anywhere Real Estate (Minneapolis, MN)
- …expertise, network - and unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction. You'll do work ... of Microsoft PowerPoint, Excel, Visio required Experience in relocation / real estate helpful Experience in creative writing styles (story board, brochures, etc.)… more
- Thrivent Financial (Salt Lake City, UT)
- …Mortgage Disclosure Act, Equal Credit Opportunity Act, Fair Housing Act, Real Estate Settlement Procedures Act, Electronic Funds Transfer Act, Community ... organizational effectiveness and efficiency. This role serves as a trusted business advisor and will bring a balanced and pragmatic risk-reward perspective that… more