- Tompkins Community Bank (Ithaca, NY)
- …and tax software applications, including Wall Street Concepts software and ONESOURCE (TM) Trust Tax, and ONESOURCE (TM) Fiduciary Accounting Software + Good ... . Position Summary: As a member of the TFA Fiduciary Team, the individual in this role will prepare...Certificate preferred + A minimum of three (3) years' trust and estate-related experience is preferred + Proficient in… 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 well as the services of their Financial… more
- KeyBank (Amherst, NY)
- …testing. The ideal candidate has a functional knowledge of wealth management, trust / fiduciary compliance laws and regulations, risks and supporting operational ... degree, + Minimum 3 years of wealth management related (eg - trust / fiduciary , asset management, private banking, securities, etc.) compliance, risk management,… more
- KeyBank (Amherst, NY)
- …(eg - trust , private banking, securities/investment management) as well trust / fiduciary related compliance, operations, and risk management strategies with ... maintains relevant professional and/or industry sponsored certifications in wealth management, trust , and/or fiduciary risk management and/or compliance (eg -… more
- KeyBank (Amherst, NY)
- …- trust , private banking, securities/investment management) as well as trust / fiduciary related compliance, operations, and risk management strategies to ... 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… more
- JPMorgan Chase (Rochester, NY)
- …to ensure that the trust 's investment objective is appropriate for the needs of the trust and applicable fiduciary law and that the trust is invested in ... training + Training at JPMorgan consists of reading the fiduciary materials which are circulated to each Trust... fiduciary materials which are circulated to each Trust Officer, attending in-house and external seminars and taking… more
- JPMorgan Chase (New York, NY)
- …to ensure that the trust 's investment objective is appropriate for the needs of the trust and applicable fiduciary law and that the trust is invested in ... 170 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts...Trust and Estate business; either at a corporate fiduciary or a law firm * Solid Client Relationship… more
- Neuberger Berman (New York, NY)
- …hands-on trust and estate administration experience preferably at a bank or trust company. + Strong technical skills in fiduciary administration and good ... **Summary:** Neuberger Berman Trust Company NA seeks a highly qualified and...qualified and motivated individual to handle all aspects of fiduciary account administration. The individual should have strong technical… more
- KeyBank (Syracuse, NY)
- **Location:** 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… more
- Robert Half Finance & Accounting (New York, NY)
- Description International Law Firm is looking to hire a Fiduciary Tax Accountant. There is a hybrid in office work schedule, so seeking locally based candidates ... only. Responsibilities: + Preparation of fiduciary income tax returns and maintenance of accounts and...to payment dates + Coordination of distributions to various trust beneficiaries + Arrange for payment of estimated taxes… more