- PNC (Akron, OH)
- …valued and have an opportunity to contribute to the company's success. As a Trust Real Estate Advisor II within PNC's Fiduciary organization, you may be ... the manager's discretion. **Job Description** + Manages all assigned trust owned real estate assets, which may include very...of real estate activities in alignment with the banks fiduciary policies and procedures, to include such activities as:… more
- US Bank (Cincinnati, OH)
- …oversight and management of the administration, risk management and relationship management of fiduciary and investment accounts for two or more teams of four to ... eight Trust Administrators. Serves as a resource/coach to their ...beneficiaries, relationship managers, attorneys, accountants and advisors. Provides expert fiduciary advice, demonstrates document interpretation acumen as well as… 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 + Eight or more years of experience in Trust administration + Professional Designation is required and may include, but is not… more
- Lincoln Financial (Columbus, OH)
- …and third-party administrator as needed. * Serve as a member of the fiduciary investment committee that monitors the investment funds used to track deferred ... regulations. * Experience working with or participating in investment or fiduciary committees is preferred. * Strong analytical, project management, and… more
- Deloitte (Cincinnati, 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 (Cleveland, 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
- US Bank (Seven Hills, OH)
- …estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration. In addition, PWM has specialized capabilities in ... a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships. The PWA is responsible… more