- Comerica (New York, NY)
- Job Description Trust Advisor II Comerica Advisor SolutionsOur strategic alliance is a professional collaboration between two great financial firms. Our alliance ... trust administration capabilities, as well as the services of their Financial Advisor , delivered through a customized, service-driven model. The Trust Advisor … more
- Truist (New York, NY)
- …review the following job description:** Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as ... from time to time. + Engage with the Wealth Advisor and Investment Manager as a team to provide...+ Understand and provide interpretation as related to complex fiduciary documents and strategies + Conduct client and prospect… more
- Comerica (New York, NY)
- Job Description Trust Advisor I - Special Needs SolutionsThe Trust Advisor I role serves as a relationship manager to more routine and standard relationships for ... completing all other organization required compliance training. Stays current on fiduciary /tax/legal changes that effect a client's wealth plan or administration of… 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...other advisors (attorney, accountant); highly respected by external professional advisor community + Develop, retain and deepen trust account… 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 ... trust's investment objective is appropriate for the needs of the trust and applicable fiduciary law and that the trust is invested in accordance with its investment… more
- S&P Global (New York, NY)
- …framework and is a fundamental moment that matters. This role will serve as an advisor and subject matter expert for all areas related to global payroll. You will ... payroll vendors across 40+ countries. + Responsible for compliance, reporting and fiduciary oversight of approximately: 1M transactions, $1B USD in salary wages and… more
- Raymond James Financial, Inc. (New York, NY)
- …relationships through communication and personal meetings with the client the Financial Advisor and the client's professional legal and tax advisors. + Supplies ... tax and estate planning information in response to Financial Advisor and client inquiries. + Reviews trusts, wills and...to determine whether the company can serve in a fiduciary capacity. + Plans and executes an efficient and… more
- Anywhere Real Estate (Buffalo, NY)
- …of accounts monthly and/or on an as needed basis. Exercises sound fiduciary judgment in recommending settlements, write off and negotiating partial payments with ... expertise, network, and unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction. **We pursue talent** -… more
- JPMorgan Chase (New York, NY)
- …webcasts and industry events. + Travel is essential to effectively partner with client advisor teams, enabling the delivery of insights to a wide variety of clients. ... travel and deliver content in the field across various client settings. + Fiduciary and client-focused mindset. + Expert knowledge of retirement plan vehicles, rules… more