• Estate Support Specialist II

    Truist (Charlotte, NC)
    …the essential functions. 1. 3+ years in the role as an Estate Support Specialist , trust experience, investment, banking or financial planning-related client ... for supporting the coordinated delivery of estate and trust administration. Provide support to Estate Advisors in the administration of Estate and Trusts for… more
    Truist (09/04/25)
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  • Audit Manager II -Wealth Management

    City National Bank (Charlotte, NC)
    …Public Accountant Or * CIA - Certified Internal Auditor Or * CFIRS - Certified Fiduciary and Investment Risk Specialist Or * CFA - Charter Financial Analyst Or ... *AUDIT MANAGER II - WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The...presentations, and/or written reports and memorandums. The position will support City National Bank's Internal Audit in providing independent,… more
    City National Bank (09/24/25)
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