- Lincoln Financial (Springfield, IL)
- …and third-party administrator as needed. * Serve as a member of the fiduciary investment committee that monitors the investment funds used to track deferred ... regulations. * Experience working with or participating in investment or fiduciary committees is preferred. * Strong analytical, project management, and… more
- KeyBank (Chicago, IL)
- …+ Has the knowledge and ability to manage investment portfolios within a fiduciary framework. + Assists the relationship management team in the development of ... client aspirations and further position Key as the client's trust advisor. + Interfaces with other Wealth Segment advisors...+ May advise a portfolio of Investment Management and Trust clients. Fosters a culture of accountability by continually… more
- UMB Bank (Rockford, IL)
- …**Private Wealth Management team** serves to manage, protect and grow. As a fiduciary , we deliver financial outcomes for our clients through team-based advice. We ... is one of the many reasons why our clients trust us. We get to know them - we...closely with the Financial Planner, Private Banker, Portfolio Manager, Trust Advisor and Service Administrator to build the wealth… more
- Robert Half Legal (Countryside, IL)
- …other interested parties. * Aid in the preparation and filing of estate, fiduciary income, and inheritance tax returns when required. * Maintain organized and ... alignment with firm policies and legal standards. * Provide support with trust administration tasks, including trust funding and beneficiary distributions.… more
- CIBC (Chicago, IL)
- …while building an appropriate balance between high-touch client service and our fiduciary responsibility to protect CIBC, our clients, and our shareholders from ... self to work, and you live our values - trust , teamwork, and accountability. California residents - your privacy...driven by a business culture based on common values: Trust , Teamwork and Accountability. Working with CIBC makes you… more
- PNC (Chicago, IL)
- …financial solutions ranging from investment management and wealth planning to trust administration and private foundation management. AMG draws individuals who ... solutions and strategies, including lending, investment management, estate/retirement planning and trust administration. PNC Private Bank takes a team approach to… more
- CIBC (Chicago, IL)
- …while building an appropriate balance between high-touch client service and our fiduciary responsibility to protect CIBC, our clients, and our shareholders from ... for all CIBC stakeholders is driven by a business culture based on common values: Trust , Teamwork and Accountability. Working with CIBC makes you a part of a work… more
- Deloitte (Chicago, IL)
- …practice, you will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers and tax ... or other business-related field + Experience reviewing partnership and/or trust documents + Experience managing projects including scheduling, budgeting, client… more
- Deloitte (Chicago, IL)
- …practice, you will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers and tax ... in accounting, finance, or other business-related field + Experience reviewing trust documents + Excellent technology (ie, Microsoft Excel and compliance software),… more
- US Bank (Chicago, IL)
- …estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration. In addition, PWM has specialized capabilities in ... a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships. The PWA is responsible… more