- KeyBank (Brooklyn, OH)
- …KeyBank's Asset Management business, including wealth management, investment advisory, and fiduciary services. The Audit Manager will be responsible for the ... 7+ years Audit or Related Experience (preferred) + Knowledge of wealth management, trust and estate planning, investment management and advisory, and fiduciary … more
- UMB Bank (Columbus, OH)
- …will manage accounts with a focus on client experience, the governing instruments, fiduciary laws, and bank policies and procedures. + You will work collaboratively ... + You will help identify value-added services that Personal Trust and Custody can provide. + You will ensure...professional real estate designation. + You have knowledge of fiduciary responsibilities. + You have proficiency in UMB custody… more
- KeyBank (Brooklyn, OH)
- …outside RIA's, etc. + Read and understand standard institutional client trust /custody agreements and documents for administrative and fiduciary purposes. ... ERISA, reporting aspects and client issues/resolution involving the following: trust /custody, benefit disbursements, investment management, and commercial bank account… more
- KeyBank (Cleveland, OH)
- …+ Has the knowledge and ability to manage investment portfolios within a fiduciary framework. + Assists the relationship management team in the development of ... client aspirations and further position Key as the client's trust advisor. + Interfaces with other Wealth Segment advisors...+ May advise a portfolio of Investment Management and Trust clients. + Fosters a culture of accountability by… more
- PNC (Cleveland, OH)
- …support the Estate Settlement Advisor/s in all aspects of estate and trust administration and the delivery of an exceptional client experience including inventory ... of estate assets, estate distribution, and use of client management, workflow, trust accounting and tax systems. Frequent communication with clients, internal team… more
- Highmark Health (Columbus, OH)
- …cyber security framework + Experience supporting SSAE 16 or SOC 2 Security Trust Principle audits + Experience establishing budgets and meeting fiduciary goals ... + Security industry organization participation/leadership (HITRUST, ISACA, InfraGard, ISC2, ISSA, etc.) **LICENSES AND CERTIFICATIONS** **Required** + None **Preferred** + Certified Information Systems Security Professional (CISSP) **OR** + Certified… more
- Deloitte (Dayton, OH)
- …practice, you will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers and tax ... or other business-related field + Experience reviewing partnership and/or trust documents + Experience managing projects including scheduling, budgeting, client… more
- Deloitte (Dayton, OH)
- …practice, you will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers and tax ... in accounting, finance, or other business-related field + Experience reviewing trust documents + Excellent technology (ie, Microsoft Excel and compliance software),… more