- Bank of America (Dallas, TX)
- Regional Fiduciary Officer Kansas City, Missouri;Fort Lauderdale, Florida; Atlanta, Georgia; Dallas, Texas; Fort Worth, Texas; Clayton, Missouri; Charlotte, North ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Kansas-City/Regional- Fiduciary -Officer\_25029784-2) **Job Description:** At Bank of America, we are… more
- Wells Fargo (Austin, TX)
- …and families. WIM is also a leading provider of trust, investment, and fiduciary services, including personal trust services. **Banking, Lending & Trust COE** As ... planning and apply deep knowledge and skills relating to trusts, estates, tax, and fiduciary law in reviewing charitable trusts that name Wells Fargo Bank as initial… more
- Bank of America (Dallas, TX)
- Tax Accountant II (TA II), Fiduciary Tax Providence, Rhode Island;Chicago, Illinois; Dallas, Texas; Waltham, Massachusetts; Jacksonville, Florida **To proceed with ... be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Providence/Tax-Accountant-II--TA-II Fiduciary -Tax\_25033420) **Job Description:** At Bank of America, we are… more
- Wells Fargo (Austin, TX)
- …BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, ... Jobs and Careers at Wells Fargo (wellsfargojobs.com) + Support a team of fiduciary professionals to administer a book of fiduciary relationships, including… more
- Wells Fargo (Dallas, TX)
- …**BL&T** further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, ... is seeking a Senior Philanthropic Advisor - Senior Lead Fiduciary Advisory Specialist (LO) Working at Wells Fargo |...+ This Philanthropic Senior Advisory Specialist is a specialty fiduciary expert with a focus on Philanthropic and Charitable… more
- Wells Fargo (Austin, TX)
- …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
- JPMorgan Chase (Dallas, TX)
- …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 (Dallas, TX)
- …is an integral part of Wealth Management's product offerings, delivering enduring fiduciary expertise and comprehensive oversight to protect the legacy of our ... wealth advisor, trustee and investor. We have over 500 fiduciary professionals, located in 19 states and 4 countries,...states and 4 countries, administering over $150 billion in fiduciary assets in the US, Europe, Asia and Latin… more
- Bank OZK (Dallas, TX)
- Job Purpose & Scope Manages and leads all fiduciary officers and associates in applicable region/territory, overseeing the administration and business growth of all ... fiduciary accounts managed by Trust and Wealth Division. Essential...leadership, effective coaching, and ongoing talent development for regional fiduciary team. + Provides management and guidance through effective… more
- Robert Half (Dallas, TX)
- …Demonstrated experience with : + Conducting risk-based audits of trust accounts, fiduciary activities, and internal controls to ensure compliance with federal and ... trust-related regulations, including: + 12 CFR Part 9 - Fiduciary Activities of National Banks + Regulation 9 (Reg...- Office of the Comptroller of the Currency (OCC) fiduciary standards + Bank Secrecy Act (BSA) & Anti-Money… more