- PNC (Akron, OH)
- …an opportunity to contribute to the company's success. As a Trust Real Estate Advisor II within PNC's Fiduciary organization, you may be based in Cleveland, ... retain or sell assets. Conducts annual reviews. Presents recommendations to Real Estate Trust Investment Committee and/or Special Assets Committee, according to… more
- KeyBank (Toledo, OH)
- …duties and responsibilities of bank. + Identifies and resolves potential trust and estate tax- related issues. + Applies sound fiduciary judgment to trust ... **Location:** 300 Madison Avenue - Toledo, Ohio 43604 Fulfills fiduciary responsibilities of KeyBank by providing expert trust administration and counsel to… more
- KeyBank (Pepper Pike, OH)
- …duties and responsibilities of bank. - Identifies and resolves potential trust and estate tax- related issues. - Applies sound fiduciary judgment to trust ... Pike, Ohio 44124 ABOUT THE JOB (JOB BRIEF): Fulfills fiduciary responsibilities of KeyBank by providing expert trust...retain and expand existing client relationships. - Reviews client estate planning and trust documents and advises… more
- JPMorgan Chase (Columbus, OH)
- …years of experience in serving as a corporate fiduciary for families, our Trust and Estate services are delivered by highly skilled professionals who possess ... strategically growing and managing closely held business assets owned in trusts and estate accounts of Private Banking clients. Reporting to the CHAM Practice Lead,… more
- US Tech Solutions (Brooklyn, OH)
- …to enable Trust Officer(s) to effectively manage the administration of fiduciary accounts while maintaining an optimal level of client service. Provide sales ... as Trust Operations, Trust Tax, Trust Revenue and Real Estate to ensure...to ensure high quality and timely administration of assigned fiduciary accounts. + Keep current on the latest developments… more
- US Bank (Cincinnati, OH)
- …for the administration, risk management and servicing of assigned fiduciary and investment management accounts. May include Relationship Management responsibilities ... degree, or equivalent work experience - 10 or more years of experience in Trust administration - Professional Designation is required and may include, but is not… more
- US Bank (Seven Hills, OH)
- …with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain ... financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and … more
- Deloitte (Dayton, OH)
- …practice, you will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate , and gift work papers and ... needs, family legacy, and charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services. Qualifications… more
- Deloitte (Dayton, OH)
- …practice, you will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate , and gift work papers and ... needs, family legacy, and charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services. Qualifications… more