- 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
- Wells Fargo (Purchase, NY)
- …BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, ... and control development + Serve as a subject-matter expert on fiduciary administration for moderately complex accounts, and Provide guidance on interpreting… more
- Citigroup (New York, NY)
- …approach to Business risks across the Investments team. The Business Risk Fiduciary and Advisory Solutions Director will help ensure a continuous improvement mindset ... plans specifically for Citi's Investment Advisory programs. The Business Risk - Fiduciary and Advisory Solutions Director will be part of the Investment Solutions… 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)
- …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
- Citigroup (New York, NY)
- …+ Consistently develop, execute and deliver audit reports in a timely manner, in accordance with Internal Audit and Regulatory standards + Review and approve the ... Business Monitoring Quarterly summary and serve as lead reviewer for all reviews + Collaborate with teams across the business and determine impact on overall control environment and audit approach + Manage audit activities for a component of a product line,… more
- M&T Bank (New York, NY)
- **Overview:** Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** + ... of client trust accounts through demonstrated proficiency and sound judgment in exercising fiduciary discretion. + Serve as the primary point of contact for the… more
- JPMorgan Chase (Rochester, NY)
- …to clients. With over 170 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts and Estates services are delivered ... appropriate for the needs of the trust and applicable fiduciary law and that the trust is invested in...circumstances in order to prudently carry out the firm's fiduciary duties and to provide superior client service. +… more
- JPMorgan Chase (New York, NY)
- …to clients. With over 170 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts and Estates services are delivered ... appropriate for the needs of the trust and applicable fiduciary law and that the trust is invested in...circumstances in order to prudently carry out the firm's fiduciary duties and to provide superior client service. *… more
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