- 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 (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 (Albany, NY)
- …a corporate fiduciary for the administration and post-death settlement of fiduciary accounts by providing expert trust and estate administration and counsel ... team member and individually to meet production goals. **ESSENTIAL JOB FUNCTIONS** ** Fiduciary Expertise and Trust Administration** + Maintains deep expertise in… 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