- Comerica (Farmington Hills, MI)
- Job Description Trust Fiduciary Analyst SrThis role is responsible for operational setup, maintenance, and/or closure of Comerica Trust accounts. This Senior ... Trust Advisors in the Personal Trust, Institutional Trust, and Comerica Advisor Solutions teams. Communication with external clients or external financial advisors… more
- UMB Bank (Rust, MI)
- …another opportunity for the company to have a diverse revenue stream. The Trust Advisor team is one part of the client relationship team that is available to ... our high net worth clients. The Trust Advisor team serves as subject matter expert on probate...meetings and meeting client service level standards. Provides proper fiduciary administration for all aspects of assigned accounts, including… more
- Comerica (Farmington Hills, MI)
- Job Description Senior Trust Advocacy AdvisorThe Trust Advisor in Comerica's Trust Advocacy group responsible for reviewing legal documentation for new business ... highly engaged in new business acceptance for Personal Trust, Advisor Solutions, and Estate Administration.Responsibilities: New Business Review: Review governing… more
- Deloitte (Grand Rapids, MI)
- …Recruiting for this role ends on May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax research ... of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred +… more
- Wipfli LLP (Detroit, MI)
- …in continuing professional education programs + Serve as a trusted business advisor for clients and associates + Proactively identify improvement opportunities in ... provide support in recommendations Tax Specific: + Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional… more