- PNC (Philadelphia, PA)
- …may be performed remotely, at the manager's discretion. **Job Description** + Oversees fiduciary services for an assigned team. Ensures the consistent execution ... fiduciary professionals. Supports the overall mission and vision of the business . Ensures consistent execution of fiduciary activities in compliance with… more
- PNC (Lexington, KY)
- …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
- Bank of America (Jersey City, NJ)
- …responsible for the management and development of Bank of America's industry-leading fiduciary business , including the Merrill Lynch Investment Advisory Program ... client communications. **Key Responsibilities:** + Providing bespoke strategic input to Fiduciary business projects, initiatives and strategic developments +… more
- AON (Bloomington, MN)
- Assistant Director, Fiduciary Cash Are you a meticulous accounting professional who wants to have a greater impact? Do you enjoy supporting several books of ... business , valued at multi-million dollars in revenue? If so,...so, explore joining Aon as an Assistant Director of Fiduciary Cash! This is a hybrid role with the… 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 (Wilmington, DE)
- …guidance with other stakeholders on new and evolving business products and services from a fiduciary and regulatory compliance risk perspective + Perform ... and capital risks + Interact with numerous risk and executive management, lines of Business , and support organizations such as Internal Audit and Legal on an… more
- Bank of America (Boca Raton, FL)
- Specialized Fiduciary Administrator II - Estate Settlement Services Boca Raton, Florida **Job Description:** At Bank of America, we are guided by a common ... impact, along with the power to make a difference. Join us! **Specialized Fiduciary Administrator II, Estate Settlement Services ** **-** This job is responsible… more
- Bank of America (Jacksonville, FL)
- …to achieve client service standards. + Prepares complex federal and state fiduciary tax returns and gift tax returns. + Complies with bank standards and ... Fiduciary Tax Accountant II (FTA II) Providence, Rhode...teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of… more
- Wells Fargo (Salt Lake City, UT)
- **About this role:** Wells Fargo is seeking several Senior Fiduciary Specialists as part of the Trust Account Opening and Maintenance team within Wealth and ... and reporting and meeting compliance standards set by regulators. The Senior Fiduciary Specialists will field requests from the onboarding team to open new… more
- Federal Reserve System (Kansas City, MO)
- …or state banking regulatory agency. Graduate or advanced degree in business , management, accounting, finance, or economics. Fiduciary -related industry ... peers by proactively sharing knowledge and regularly providing peer level feedback in support of the KC Fed's focus on employee growth. **Key Activities:** + Leads… more
- US Bank (Chicago, IL)
- …our growing team of audit professionals supporting the Wealth Management and Investment Services team. This role will support development and implementation of ... Trust and Institutional Investment Services products and services , key risk and regulatory themes spanning fiduciary...business changes. The audits conducted by the candidate support execution of the Audit Committee's approved plan and… more
- KPMG (Tempe, AZ)
- ** Business Title:** Senior Associate, Fiduciary Tax **Requisition Number:** 113105 - 5 **Function:** Tax Services **Area of Interest:** **State:** AZ ... place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important industries. Our growth is driven by… more
- Bank of America (Savannah, GA)
- …impact, along with the power to make a difference. Join us! **Job Summary:** Provides fiduciary support and expertise to meet the needs of clients in support ... tax, special assets, estate settlement, both internally and externally to grow our fiduciary business and actively participates in the sales process. +… more
- M&T Bank (Syracuse, NY)
- …ensure timely delivery of quality service and expand client relationships. + Support market efforts to develop new trust business ; participate in client ... of 7 years' experience administering fiduciary accounts or related legal/ business experience in the financial services industry including technical trust… more
- M&T Bank (Buffalo, NY)
- …ensure timely delivery of quality service and expand client relationships. + Support market efforts to develop new trust business ; participate in client ... of 3 years' experience administering fiduciary accounts or related legal/ business experience in the financial services industry including technical trust… more
- Bank of America (Florham Park, NJ)
- …In addition, the MTD will participate in the review and approval of new fiduciary business as well as discretionary requests. The MTD will provide mentorship ... administrative activities by partnering with internal groups, such as Office of Chief Fiduciary , Portfolio Oversight Group, Tax Services and others. + Meet with… more
- JPMorgan Chase (Newark, DE)
- …most senior Fiduciary Committees on behalf of the Wealth Management Solutions Business + Promote an environment where fiduciary risk and control issues are ... and trends are anticipated, identified and remediated + Provide fiduciary subject matter expertise to assist business ...required + 7+ years of work experience related to fiduciary processes or institutional financial services , and… more
- Regions Bank (Birmingham, AL)
- …compliance and legal requirements; may receive guidance from senior trust advisors and Fiduciary Support managers on more complex accounts or products This ... Planning or relevant experience including direct client interaction to deliver fiduciary services (financial, tax, philanthropic and estate planning and… more
- Bank of America (Atlanta, GA)
- …teams, Market Executives and Merrill Wealth Strategists to pursue opportunities for trust services , as well as provide fiduciary oversight and administration to ... complex and sensitive client relationships. **Responsibilities:** * Provides fiduciary administration support including the review of trust instruments,… more
- Commerce Bank (Kansas City, MO)
- …3+ years legal experience required + Law firm or in-house experience for a fiduciary services company preferred + Active status bar license from Florida, ... client trust administration and institutional trust administration. Position will provide support to advisors and trust professionals on estate planning, tax and… more