- Comerica (New York, NY)
- …Description Special Needs Trust Advisor IIThe Special Needs Trust Advisor II will be dedicated to the Special Needs Solutions Team. The ... degree from an accredited university + CTFA or ATFA designation + Special needs trust administration experience + Experience with partnering with internal and or… more
- Comerica (New York, NY)
- Job Description Trust Advisor II Comerica Advisor SolutionsOur strategic alliance is a professional collaboration between two great financial firms. Our ... of their Financial Advisor , delivered through a customized, service-driven model. The Trust Advisor I is responsible for serving as a relationship manager… more
- Comerica (New York, NY)
- …Responsibilities:ADMINISTRATION Manages most routine accounts under the direct supervision of a Trust Advisor in accordance with the terms of the various ... Job Description Trust Administrator IIThe Trust Administrator II role will be...investment programs. Works under the direct supervision of a Trust Advisor in developing solutions to most… more
- BankOnBuffalo (Buffalo, NY)
- …act in a way that is honest, ethical, and responsible, building trust and fostering a positive work environment. + Collaboration- Exhibit a team-oriented ... team and the organization's overall success, building a reputation for trust , excellence and reliability. POSITION LEVEL(S) EXPECTATIONS (if applicable) Portfolio… more
- WMCHealth (Valhalla, NY)
- …General Counsel ("DGC") provides specialized legal services as a trusted and strategic advisor who understands the business, operations and mission of WCHCC and its ... and offering insights that inform significant business decisions and strategic direction; ( ii ) assist the CLO in developing and implementing the OGC's strategic and… more