- PINE Advisor Solutions (Denver, CO)
- Position Overview PINE Advisor Solutions is seeking an Associate Director to join our Principal Financial Officer (PFO) Services team. This individual will support ... role, you will work closely with and perform oversight of the fund administration and fund accounting teams on behalf of our clients, ensuring high-quality execution… more
- Municipal Employees' Retirement System of MI (MERS) (Lansing, MI)
- …management, including supervising outside counsel Support all areas of MERS administration and our strategic plan Draft and present legal reports, memoranda ... our legal strategy, apply today to join a team that values expertise, trust , and excellence! General Description The Deputy General Counsel provides legal and policy… more
- Truist (Atlanta, GA)
- …Private Wealth, or Institutional Investment Management industry with 5+ years in Trust Administration . 2. Strong knowledge of estate planning, fiduciary and ... and provides fiduciary advice and oversight for all types of Wealth trust accounts including personal trusts, special needs trusts, investment management, custodial… more
- Comerica (Raleigh, NC)
- Job Description Trust Advisor I The Trust Advisor I (Specialty) serves as a relationship manager to a book of business comprised solely of specialty ... administration accounts including Private Foundation Trusts, Charitable Trusts or...administration accounts by ensuring IRS requirements are met; trust requirements such as annuity payments occur as required;… more
- Comerica (New York, NY)
- Job Description Trust Advisor III Comerica Advisor SolutionsOur Strategic Alliance is a professional collaboration between two great financial firms. Our ... allows clients to take advantage of Comerica Bank & Trust , NA's professional trust administration ...Advisor , delivered through a customized, service-driven model. The Trust Advisor III in our Comerica … more
- Comerica (New York, NY)
- Job Description Trust Advisor II Comerica Advisor SolutionsOur strategic alliance is a professional collaboration between two great financial firms. Our ... allows clients to take advantage of Comerica Bank - Trust , NA's professional trust administration ...Advisor , delivered through a customized, service-driven model. The Trust Advisor I is responsible for serving… more
- Regions Bank (Little Rock, AR)
- …section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust ... accounting or related field + Three (3) years of Trust Administration , Estate/Tax Law, Financial Planning or...Master of Taxation) + Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial… more
- Regions Bank (Houston, TX)
- …section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust ... accounting or related field + Eight (8) years of Trust Administration , Estate/Tax Law, Financial Planning or...Master of Taxation) + Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial… more
- Comerica (New York, NY)
- Job Description Trust Advisor IV - Ultra High...allows clients to take advantage of Comerica Bank & Trust , NA's professional trust administration ... Advisor , delivered through a customized, service-driven model. The Trust Advisor IV in our Advisor...accredited university + CTFA or ATFA designation + Personal trust administration experience + Experience with partnering… more
- Regions Bank (Houston, TX)
- …section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust ... incentive eligible. **Requirements** + Bachelor's degree + Twelve (12) years of Trust Administration , Estate/Tax Law, Financial Planning or relevant experience +… more
- Regions Bank (Nashville, TN)
- …to further their advancement to an advisor role. The Associate Trust Advisor will focus on the administration and client servicing of an assigned book of ... of the system. **Job Description:** At Regions, the Associate Trust Advisor , through the mentorship of a...**Requirements** + Bachelor's degree + One (1) year of Trust Administration , Estate/Tax Law, Financial Planning or… more
- Fifth Third Bank, NA (Tampa, FL)
- …a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Senior Trust Advisor will provide expertise and fiduciary thought leadership, delivering ... and fostering strong existing fiduciary client relationships. The Senior Trust Advisor partners closely with the Private...meetings , and best practice advice. + Oversee the administration of complex trust accounts, ensuring compliance… more
- Commerce Bank (St. Louis, MO)
- …financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means ... skills, and competencies.) For more than a century, Commerce Trust has been a leading provider of wealth management...This Job The main purpose of the Estate Settlement Advisor (ESA) is to serve our clients and partner… more
- UMB Bank (Boston, MA)
- ** Trust Advisor I** Builds long-term client relationships through quality customer service, including anticipating client needs, clear communications, effective ... applicable experience or Juris Doctorate + Basic investment knowledge + Certified Trust and Fiduciary Advisor (CTFA) designation obtained within 12 months… more
- Truist (Williamsburg, VA)
- …essential functions. 1. Four Year College degree in Accounting, Finance, Business Management, Trust Administration or Law 2. 10 + years of fiduciary experience, ... client and prospect meetings, individually when necessary, providing advice regarding trust and state administration , discretionary actions, modification or… more
- Regions Bank (Tampa, FL)
- …the system. **Job Description:** At Regions, the Philanthropic Solutions (PS) Advisor advises individuals, families and institutions to achieve their charitable ... mission. The PS Advisor acquires clients, retains and develops relationships and associated...**Requirements** + Bachelor's degree with six (6) years of Trust or related experience, preferably in Endowments, Foundations, or… more
- Comerica (Farmington Hills, MI)
- Job Description The Trust Advisor III is responsible for serving as a relationship manager to more routine client relationships by providing wealth management ... trust account administrator experience or legal equivalent Required + Personal trust administration experience (SNT, estate settlement, etc., will be updated… more
- UMB Bank (Kansas City, MO)
- This role reports directly to the Director of Trust Administration and will provide leadership, supervision, coaching, and long-term training for a team of ... changing regulations and laws + Manage the workload of trust advisor associates, performing regular capacity planning...Ensures compliance with the Bank's fiduciary duties in the administration of estate, trust , IRA and custody… more
- Commerce Bank (Columbia, MO)
- …financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means ... skills, and competencies.) For more than a century, Commerce Trust has been a leading provider of wealth management...a fiduciary and Wealth Management expert the Private Client Advisor Associate's primary responsibility is the support of our… more
- KeyBank (Portland, ME)
- …plan and actively participates in the execution. **Fiduciary Expertise and Trust Administration ** + Demonstrates experience working directly and independently ... **Location:** 127 Public Square, Cleveland Ohio The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank by… more
