- JPMorgan Chase (Chicago, IL)
- …the fiduciary materials which are circulated to each Estate Officer , attending in-house and external seminars and taking required Proficiency Training courses ... As a Wealth Management Solutions. Trust & Estates- Estate Officer - VP within the Global Trusts & Estates...170 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts… more
- Opportunity International (Chicago, IL)
- …to ensure compliance. + Review contracts in partnership with the Chief Financial Officer . + Implement and maintain proper procedures and policies that are compliant ... company bank accounts, investment portfolios, and loans. + Serve as ERISA Fiduciary of Opportunity's 403b plan, ensuring diversification of plan assets, reasonable… more