- 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 ... and testing. The Senior Compliance Manager must have in-depth knowledge of wealth and trust risk management as well as a strong understanding of audit and/or testing… 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...a high value on diversity and inclusion at our company . We do not discriminate on the basis of… 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 ... been specifically recognized for our succession planning, advice and trust services. **Job Responsibilities:** * Analyze Wills and ...a high value on diversity and inclusion at our company . We do not discriminate on the basis of… more
- JPMorgan Chase (New York, NY)
- …and deposits. **Job Summary:** As a Settlement Officer VP in Wealth Management Solutions, Trust & Estates, you will oversee the administration of the trust . You ... assume the primary responsibility for the settlement of a trust including daily interaction with clients, internal partners, and...a high value on diversity and inclusion at our company . We do not discriminate on the basis of… more
- UMB Bank (Albany, NY)
- UMB's Corporate Trust and Escrow Services is a nationally recognized and ranked provider of bond trustee and agency services to the corporate and municipal ... marketplaces. Our trust services reach beyond traditional offerings to servicing ABS,...matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and… 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 alliance ... allows clients to take advantage of Comerica Bank - Trust , NA's professional trust administration capabilities, as...("RAP Back") service, which provides ongoing notification to the Company of any updates to your criminal history. NMLS… more
- Raymond James Financial, Inc. (New York, NY)
- …NH, ME. **Essential Duties and Responsibilities** + Manages the sale of personal trust accounts to clients of Raymond James affiliated Financial Advisors with branch ... specified geographic region. + Manages the sale of personal trust accounts to individuals who are not Raymond James...trusts, wills and other documents to determine whether the company can serve in a fiduciary capacity. + Plans… more
- Deloitte (New York, NY)
- …banking, investment banking or capital markets, investment management, wealth management, trust company , insurance provider, or related service provider + ... Strong relationship management skills, particularly the ability to build constructive and productive working relationships with clients and among Deloitte practitioners + Experience with business transformation, regulatory remediation or change management… more