- KeyBank (Brooklyn, OH)
- …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 (Brooklyn, OH)
- …(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 (Toledo, OH)
- …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
- PNC (OH)
- …of your start date. As a Senior Tax Liaison, you will work within the Fiduciary liaison team ( trust tax) and the Estate Liaison team (estate settlement). You ... success. As a Senior Tax Liaison (C) within PNC's Trust Tax Compliance organization, you will be based remotely...tax preparers from an outside accounting firm and PNC Fiduciary Advisors who manage those accounts, serving as the… more
- UMB Bank (Columbus, OH)
- …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
- KeyBank (Brooklyn, OH)
- …a corporate fiduciary for the administration and post-death settlement of fiduciary accounts by providing expert trust and estate administration and counsel ... fiduciary responsibilities, ensuring retention of business and reputation ** Trust and Estate Administration:** - Serve as a ...Trust and Estate Administration:** - Serve as a Fiduciary for Trust administration and post-death activities… more
- PNC (Cleveland, OH)
- …(trusts, estates, investment management, IRAs, etc.) - Knowledge of 12 CFR 9, state trust and fiduciary laws, uniform trust code - Specialized administration ... tax requirements) - Support requirements for PNC Delaware Trust Company and PNC Ohio Trust Company * Manage aspects of program including - Independent… more
- KeyBank (Brooklyn, OH)
- …Qualifications** + A minimum of 3 years client support experience in trust administration or fiduciary advisory services or equivalent work experience. ... 44144-2302 **Job Summary** The Administrator facilitates the execution of the trust administration life cycle process. Handles the daily administration and account… more
- US Tech Solutions (Brooklyn, OH)
- …is to support company's Wealth Management business with a focus on the bank's Fiduciary Trust systems. + The position will support the people, products, ... General maintenance and system messaging. + Communicate orally and in writing with Trust Officers, Portfolio Managers and Associates nationally as well as Trust … more
- KeyBank (Brooklyn, OH)
- …overseeing and coordinating the delivery of all fiduciary services. Apply sound fiduciary judgment to trust matters in order to fulfill KeyBank's ... focused on the professional delivery of client advice and coordination of fiduciary service to nonprofit, public, corporate, government, and Tribal Nation clients.… more