- TD Bank (Charlotte, NC)
- …+ **Relevant certifications preferred such as Certified Fiduciary & Investment Risk Specialist (CFIRS) or Certified Trust and Fiduciary Advisor (CTFA).** ... bank subsidiary, a focus on securities investment management and fiduciary activities, state insurance regulatory requirements and securities regulatory requirements… more
- Comerica (Raleigh, NC)
- …related activity and responding quickly to requests. Works with Advisor Solutions Trust Specialist 's to develop new business through our partners. Develops ... degree from an accredited university + CTFA or ATFA designation + Personal trust administration experience + Experience with partnering with internal and or… more
- Truist (Raleigh, NC)
- …to perform the essential functions. 1. Seven years in the role as a Fiduciary Support Specialist , trust experience, investment, banking or financial ... to the real estate, closely held business, and mineral/oil/gas portfolio of trust owned assets. Provide administrative and operational support to Privately Held… more
- North Carolina Central University (Durham, NC)
- …projections and fiscal planning), work order coordination, inventory and fiduciary responsibilities, and university chargebacks. Additionally, this position will ... Resources and organizational management experience. + Demonstrated ability to perform fiduciary duties. + Demonstrated ability to work independently to gather,… more
- Truist (Charlotte, NC)
- …client service and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner ... comprehensive wealth management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to provide an… more