- KeyBank (NY)
- …Tiedeman Road, Brooklyn Ohio **About the Job** The Sr. Compliance Manager - Trust & Fiduciary is responsible for leading and executing independent compliance ... 12 CFR 9 and related OCC regulatory expectations. + In-depth knowledge of fiduciary and trust risk management, including account administration best practices. +… more
- Wells Fargo (Purchase, NY)
- …aspirations. BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty ... Accounts (IRA) **About this role:** Wells Fargo is seeking a Special Needs Trust Manager - Fiduciary Manager Working at Wells Fargo | Jobs and Careers at Wells… 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 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 (New York, 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
- 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
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