- 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)
- …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 (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
- 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
- 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
- US Tech Solutions (Brooklyn, OH)
- …to enable Trust Officer(s) to effectively manage the administration of fiduciary accounts while maintaining an optimal level of client service. Provide sales ... support to the Trust Officer. **Essential job functions:** + Provide support to...to ensure high quality and timely administration of assigned fiduciary accounts. + Keep current on the latest developments… more
- US Bank (Cincinnati, OH)
- …for the administration, risk management and servicing of assigned fiduciary and investment management accounts. May include Relationship Management responsibilities ... degree, or equivalent work experience + Seven or more years of experience in Trust administration + An advanced degree may be considered towards years of experience… more
- KeyBank (Brooklyn, OH)
- …outside RIA's, etc. + Read and understand standard institutional client trust /custody agreements and documents for administrative and fiduciary purposes. ... legal, reporting aspects and client issues/resolution involving the following: trust /custody, benefit disbursements, investment management, and commercial bank account… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …basic understanding of the specific product or process with a general understanding of Fiduciary Risk, Responsibility, and Law as it pertains to Trust Account ... + Depending on job assignment, additional knowledge on the Trust side + Leverage knowledge base in IRA and...IRA and ERISA plans, may participate in the DOL Fiduciary Rule review process. The main responsibility is to… more