- JPMorgan Chase (Rochester, NY)
- …of reading the fiduciary materials which are circulated to each Trust Officer , attending in-house and external seminars and taking required Proficiency ... through a provision in their will, it is the Trust Officer 's role to oversee the administration...investment objective is appropriate for the needs of the trust and applicable fiduciary law and that… more
- JPMorgan Chase (New York, NY)
- …to ensure that the trust 's investment objective is appropriate for the needs of the trust and applicable fiduciary law and that the trust is invested in ... fiduciary materials which are circulated to each Estate Officer , attending in-house and external seminars and taking required...Trust and Estate business; either at a corporate fiduciary or a law firm * Solid Client Relationship… more
- JPMorgan Chase (New York, NY)
- …trusts and estates, loans, mortgages and deposits. **Job Summary:** As a Settlement Officer VP in Wealth Management Solutions, Trust & Estates, you will ... with Investors. + Work with JPMC's tax department and trust counsel to resolve tax issues, including fiduciary...businesses and many of the world's most prominent corporate, institutional and government clients under the JP Morgan and… more
- Neuberger Berman (New York, NY)
- …Trust Investment Oversight Officer to join our team. The Trust Companies support the Private Wealth Management, Institutional , and Intermediary businesses ... dually to Sam Petrucci, Head of Advice, Planning & Fiduciary Services, and Shannon Saccocia, Chief Investment Officer... Fiduciary Services, and Shannon Saccocia, Chief Investment Officer - Wealth. The Trust Investment Oversight… more