- KeyBank (Tarrytown, NY)
- …Plymouth Road - Plymouth Meeting, Pennsylvania 19462 Job Description The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary ... Wealth standard in ensuring consistent, sophisticated advisory delivery, while managing fiduciary risk. For Family Wealth legacy relationships, the Fiduciary … more
- Tompkins Community Bank (Ithaca, NY)
- …three (3) days per week . Position Summary: As a member of the TFA Fiduciary Team, the individual in this role will prepare detailed fiduciary accounting and ... and industry software are essential for this role. Position Goals: + Fiduciary Accounting Excellence - Independently prepare detailed fiduciary accountings for… more
- Neuberger Berman (New York, NY)
- …a highly qualified and motivated individual to handle all aspects of fiduciary account administration. The individual should have strong technical knowledge of gift, ... estate, and fiduciary income tax, ability to prioritize and complete tasks...**Responsibilities:** + Direct administrative and management oversight responsibility for fiduciary relationships for trusts, estates and investment management clients.… more
- TD Bank (New York, NY)
- …bank subsidiary, a focus on securities investment management and fiduciary activities, state insurance regulatory requirements and securities regulatory requirements ... bank customers is preferred.** + **Relevant certifications preferred such as Certified Fiduciary & Investment Risk Specialist (CFIRS) or Certified Trust and … more
- Axis (New York, NY)
- …About the Team AXIS is hiring a Senior Claims Specialist - EPL and Fiduciary Claims for its North America Claim Team. This role involves managing primary and ... have the opportunity to develop knowledge and expertise in Fiduciary Claims. What Will You Do In This Role?...strategies and ensure adherence to company policies. Experience with Fiduciary claims is a plus. Attending mediations and monitoring… more
- City of New York (New York, NY)
- …Administration (FISA-OPA) seeks to hire an Administrative Accountant (NM) for the Fiduciary Accounting Unit that is responsible for remitting Federal, State and ... Management Benefit Fund, etc. tax payments on an annual basis; - Document Fiduciary processes and write/update procedures for the unit and; - Perform miscellaneous… more
- City of New York (New York, NY)
- …Payroll Administration (FISA-OPA) seeks to hire an Accountant Level 1 for the Fiduciary Accounting Unit that is responsible for remitting Federal, State and Local ... Management Benefit Fund, etc. tax payments on an annual basis - Document Fiduciary processes and write/update procedures for the unit - Perform miscellaneous tasks… more
- Comerica (New York, NY)
- …all account related activity and responding quickly to requests. Works with Fiduciary Strategists to develop new business through our partners. Develops referrals ... through their centers of influence. Qualifications Position Qualifications: + 8 years of direct trust account administrator experience Preferred Qualifications: + Bachelor's degree from an accredited university + CTFA or ATFA designation + Personal trust… more
- Comerica (New York, NY)
- …Trust Advisor III Comerica Advisor SolutionsOur Strategic Alliance is a professional collaboration between two great financial firms. Our alliance allows clients to ... take advantage of Comerica Bank & Trust, NA's professional trust administration capabilities, as well as the services of their Financial Advisor, delivered through a customized, service-driven model. The Trust Advisor III in our Comerica Advisor Solutions… more
- Comerica (New York, NY)
- …Trust Advisor II Comerica Advisor SolutionsOur strategic alliance is a professional collaboration between two great financial firms. Our alliance allows clients to ... take advantage of Comerica Bank - Trust, NA's professional trust administration capabilities, as well as the services of their Financial Advisor, delivered through a customized, service-driven model. The Trust Advisor I is responsible for serving as a… more