- Neuberger Berman (New York, NY)
- …a highly qualified and motivated individual to handle all aspects of fiduciary account administration. The individual should have strong technical knowledge of gift, ... estate, and fiduciary income tax, ability to prioritize and complete tasks...any documents governing client accounts and address them with senior trust company officers if necessary. + Implement asset… more
- M&T Bank (New York, NY)
- **Overview:** Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** + ... of client trust accounts through demonstrated proficiency and sound judgment in exercising fiduciary discretion. + Serve as the primary point of contact for the… more
- BMO Financial Group (New York, NY)
- …("FICC") LOBs and other internal business partners to ensure regulatory, corporate and fiduciary obligations are met. You will have a specific focus on compliance ... with business/group and internal partners to ensure regulatory, corporate and fiduciary obligations are met. Advise business/group on implications of new regulatory… more
- KeyBank (NY)
- …line of defense Compliance Risk Management function, the Complaint's Management Compliance Officer is responsible for helping to execute a robust and effective ... etc. Moreover, partnering with the LOB while balancing the fiduciary oversight role is important. This role is expected...collaborative relationships with all lines of business, mid to senior level management, other internal clients and peers, and… more
- NBT Bank (Norwich, NY)
- …methods and procedures to make daily operations more efficient. Acts as a the senior operations person (within Trust Operations) with regard to sign off on daily ... vendor meeting. + 30% Coordinate with WM Director of Fiduciary Services to provide support to the WM Trust,...Trust, Retirement and Investment departments. Coordinate with WM Compliance Officer to ensure adherence to policies and procedures and… more