- Citigroup (New York, NY)
- …products and services covering capital markets, managed investments, portfolio management, trust and estate planning, investment finance and banking. By building on ... Business risks across the Investments team. The Business Risk Fiduciary and Advisory Solutions Director will help ensure a...for Citi's Investment Advisory programs. The Business Risk - Fiduciary and Advisory Solutions Director will be part of… more
- US Bank (New York, NY)
- …tax planning, multigenerational wealth planning, business succession planning, family governance, and trust and fiduciary advisory, with a special focus on Risk ... development and client acquisition success - Strong understanding of complex financials, trust and estate documents and tax returns - Specialized asset protection… more
- M&T Bank (New York, NY)
- **Overview:** Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary ... for complex trust relationships. + Assess and manage risk, exercise fiduciary discretion and judgment, and adhere to policies and procedures related to account… more
- Wells Fargo (New York, NY)
- …and ultra-high-net-worth individuals and families. WIM is also a leading provider of trust , investment, and fiduciary services, including personal trust ... & Trust Center of Excellence** Wells Fargo's Banking, Lending & Trust center of excellence is a client centric, channel-agnostic center of excellence designed… more
- NBT Bank (Syracuse, NY)
- …degree and/or CFA designation desired but not required + Graduate of Accredited Trust School, with Accredited Fiduciary Investment Manager (AFIM) or similar ... and accounts of a more complex nature within the Trust & Investment Department and assisting in business development....fixed income) and investment products. + Thorough knowledge of trust policies and procedures + Knowledge of estate inheritance… more
- JPMorgan Chase (New York, NY)
- …decisions, including working with Investors. + Work with JPMC's tax department and trust counsel to resolve tax issues, including fiduciary income taxation, ... As a Settlement Officer VP in Wealth Management Solutions, Trust & Estates, you will oversee the administration of...JD preferred + Technical Knowledge - strong understanding of fiduciary , legal, accounting, tax and investments concepts + Problem… more
- Comerica (New York, NY)
- Job Description Trust Administrator IIThe Trust Administrator II role will be responsible for serving as a relationship manager to most routine and standard ... This role will participate in the proper management and administration for assigned trust accounts adhering to applicable laws and regulations as well as complying… more
- Raymond James Financial, Inc. (New York, NY)
- …NH, ME. **Essential Duties and Responsibilities** + Manages the sale of personal trust accounts to clients of Raymond James affiliated Financial Advisors with branch ... specified geographic region. + Manages the sale of personal trust accounts to individuals who are not Raymond James...to determine whether the company can serve in a fiduciary capacity. + Plans and executes an efficient and… more
- NBT Bank (Syracuse, NY)
- Pay Range: $95,860.00 - $127,798.00 Responsible for administering trust accounts and meeting with customers to provide periodic account reviews. Constructs ... updated of the current investment climate while ensuring that customers and Trust Division Officers are kept will informed. Reviews accounts annually to warrant… more
- Ballston Spa National Bank (Ballston Spa, NY)
- …initiatives and representing BSNB at community events. + Manage the administrative and fiduciary functions in each of the accounts assigned. The nature of these ... laws, regulations and policies and in accordance with the trust documents to carry out the intent of the...years' experience in investments required, coupled with high wealth fiduciary responsibilities. Must be a self-starter and have a… more