- KeyBank (Syracuse, NY)
- …66 South Pearl Street - Albany, New York 12207-1501 Fiduciary Expertise and Trust Administration + Knowledge of and demonstrates capability to meet with clients of ... high net worth + Administers complex trust (ex: Special/Supplemental Needs Trust , Private Foundations, Scholarship Trusts, Trust Under Agreement, Trust … more
- City National Bank (New York, NY)
- * TRUST ADMINISTRATION OFFICER II* WHAT IS THE OPPORTUNITY? This is an entry level Personal Trust Officer position, responsible for administering personal ... agency accounts in accordance with terms specified in the trust instrument. Under general guidance from the trust... trust instrument. Under general guidance from the trust team, opens and maintains estates, trusts, agency accounts… more
- City of New York (New York, NY)
- …June 16, 2022, Governor Kathy Hochul signed the NYC Public Housing Preservation Trust Act, which authorized creation of the NYC Public Housing Preservation Trust ... and enters into a long-term ground lease with the Trust to secure Section 8 vouchers, a subsidy worth...other government entities raise revenue for capital improvements, the Trust will issue bonds that fund comprehensive building renovations.… more
- Comerica (New York, NY)
- Job Description Trust Administrator IIThe Trust Administrator II role will be responsible for serving as a relationship manager to most routine and standard ... This role will participate in the proper management and administration for assigned trust accounts adhering to applicable laws and regulations as well as complying… more
- KeyBank (Amherst, NY)
- …functional activities. In this role, the Sr. Data Analyst - Wealth Management and Trust Testing and Analytics, serves in the critical role of execution of testing ... (ie - retrieving, combining, and analyzing data specific to wealth management, trust , private banking, and related securities and banking transactions) and a passion… more
- KeyBank (Amherst, NY)
- …execution of compliance monitoring and testing across Key's Wealth Management and Trust lines of business, products, and functional activities. Individuals lead the ... Compliance Manager must have in-depth knowledge of wealth and trust risk management as well as a strong understanding...have experience managing a team of wealth management and trust testing or compliance professionals, strong knowledge of the… more
- KeyBank (Amherst, NY)
- …The ideal candidate has a functional knowledge of wealth management, trust /fiduciary compliance laws and regulations, risks and supporting operational processes, ... evaluation by focusing on current, high impact wealth management and trust -related compliance and operational risks, developing assessments, and providing input over… more
- JPMorgan Chase (Rochester, NY)
- …families and individuals. When JP Morgan is appointed as corporate trustee of a trust , whether created by a client during their lifetime or upon their death through ... a provision in their will, it is the Trust Officer's role to oversee the administration of the... Officer's role to oversee the administration of the trust . Through collaboration, intellectual curiosity and creativity, you can… more
- JPMorgan Chase (New York, NY)
- …and individuals. When JPMorgan is appointed as corporate executor or trustee of a trust includable in the gross estate of the decedent for estate tax purposes. JP ... and we have been specifically recognized for our succession planning, advice and trust services. **Job Responsibilities:** * Analyze Wills and trust documents… more
- UMB Bank (New York, NY)
- UMB's Corporate Trust Compliance team supports the Corporate Trust group by performing account review, monitoring and ensuring compliance with regulations, and ... losses that could be incurred by UMB The Corporate Trust Compliance Specialist II role is responsible for the...every piece of new business closed by the Corporate Trust team. This role ensures each account is properly… more