- KeyBank (Pepper Pike, OH)
- …Blvd - Pepper Pike, Ohio 44124 ABOUT THE JOB (JOB BRIEF): Fulfills fiduciary responsibilities of KeyBank by providing expert trust administration and counsel ... and reputation - Advises Relationship Managers (RMs) and other partners on internal fiduciary issues. Trust Administration - Administers complex fiduciary … more
- KeyBank (Toledo, OH)
- **Location:** 300 Madison Avenue - Toledo, Ohio 43604 Fulfills fiduciary responsibilities of KeyBank by providing expert trust administration and counsel to ... reputation + Advises Relationship Managers (RMs) and other partners on internal fiduciary issues. ** Trust Administration** + Administers complex fiduciary … more
- 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
- Huntington National Bank (Columbus, OH)
- …Preferred Qualifications: + Juris Doctor with practice experience in the areas of trust and estate administration and fiduciary litigation or other advanced ... Description Summary: The Fiduciary Governance Director manages risk and compliance of...personal wealth business lines (presently including Investment Management, Personal Trust , Specialty Trust , and Corporate Trust… more
- KeyBank (Brooklyn, OH)
- …ensuring retention of business and reputation + Advises partners on internal fiduciary issues ** Trust Administration** + Guides and influences the administration ... to prevent and resolve fiduciary issues. + Applies sound fiduciary judgment to trust matters + Provides guidance to staff on complex issues **Client… more
- KeyBank (Brooklyn, OH)
- …- 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
- Huntington National Bank (Fairlawn, OH)
- … Trust Administration experience Preferred Qualifications: + Juris Doctor, Certified Trust and Fiduciary Advisor (CFTA) designation + Demonstrated success ... Description Summary: The Trust Advisor III, as part of Huntington's Private...and agencies. + Provides operating instructions and procedures to Trust support staff to ensure appropriate handling of 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
- JPMorgan Chase (Columbus, OH)
- …offer to clients. With over 160 years of experience in serving as a corporate fiduciary for families, our Trust and Estate services are delivered by highly ... holding recommendations, and ensure compliance with banking regulations and fiduciary standards. **Job Responsibilities:** + **Business Development:** Help drive… more