- Unknown (Long Island City, NY)
- …values both independence and partnership within a top-tier firm. A client-first, fiduciary approach that prioritizes long-term trust and transparency is ... essential, as is the ability to work with internal teams to ensure seamless onboarding, portfolio management, and ongoing relationship servicing. Travel Percent Less than 10% Functions Finance more
- TD Bank (New York, NY)
- …such as Certified Fiduciary & Investment Risk Specialist (CFIRS) or Certified Trust and Fiduciary Advisor (CTFA).** + **Familiarity with Office of the ... bank subsidiary, a focus on securities investment management and fiduciary activities, state insurance regulatory requirements and securities regulatory requirements… more
- 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 IV - Ultra High Net WorthOur 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...related activity and responding quickly to requests. Works with Fiduciary Strategists to develop new business through our partners.… 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
- Comerica (New York, NY)
- Job Description Trust Advisor III 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 (Tarrytown, NY)
- …the annual client wealth plan and actively participates in the execution. ** Fiduciary Expertise and Trust Administration** + Demonstrates experience working ... relationship managers and all other partners on all internal fiduciary issues. + Work closely with Regional Trust... fiduciary issues. + Work closely with Regional Trust Director and applicable Family Wealth team members on… more
- UMB Bank (Albany, NY)
- …applicable experience or Juris Doctorate + Basic investment knowledge + Certified Trust and Fiduciary Advisor (CTFA) designation obtained within 12 months ... ** Trust Advisor I** Builds long-term client relationships through...meetings, and meeting client service level standards. Provides proper fiduciary administration for all aspects of assigned accounts, including… 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
- M&T Bank (Buffalo, NY)
- …Life/Variable Insurance (LAH) licenses **Education and Experience Preferred:** Previous trust / fiduciary product, Financial Planning, Managed Accounts or ... insurance experience CFP (Certified Financial Planner), CLU (Chartered Life Underwriter) and/or ChFC (Chartered Financial Consultant) designation M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this… more
