- KeyBank (Brooklyn, OH)
- **Location:** 4900 Tiedeman Road, Brooklyn Ohio **ABOUT THE JOB (JOB BRIEF)** Fulfills fiduciary responsibilities of KeyBank as a corporate fiduciary for the ... team member and individually to meet production goals. **ESSENTIAL JOB FUNCTIONS** ** Fiduciary Expertise and Trust Administration** + Maintains deep expertise in … more
- KeyBank (Brooklyn, OH)
- …The ideal candidate has a functional knowledge of wealth management, trust/ fiduciary compliance laws and regulations, risks and supporting operational processes, ... + Minimum 3 years of wealth management related (eg - trust/ fiduciary , asset management, private banking, securities, etc.) compliance, risk management, and/or… more
- US Bank (Cincinnati, OH)
- …for the administration, risk management and servicing of assigned fiduciary and investment management accounts. May include Relationship Management responsibilities ... estate and multi-generational taxation and trusts + Working knowledge of fiduciary law, tax implications and practices in multiple jurisdictions, trust… more
- US Tech Solutions (Brooklyn, OH)
- …The Job (Job Brief):** + Provide trust administration support to enable Trust Officer (s) to effectively manage the administration of fiduciary accounts while ... of client service. Provide sales support to the Trust Officer . **Essential job functions:** + Provide support to assigned...to ensure high quality and timely administration of assigned fiduciary accounts. + Keep current on the latest developments… more
- KeyBank (Akron, OH)
- …the Client Relationship Associates. Enlist assistance from KPB Relationship Manager, Fiduciary Strategist or Portfolio Strategist as needed to service client ... information from the client and consult with the KPB Officer . + Remain knowledgeable about products, pricing, and features,...to ensure high quality and timely administration of assigned fiduciary accounts and a seamless delivery of the client… more