- PNC (Louisville, KY)
- …the manager's discretion. In this position, you will deliver FIS ( Fiduciary Investment Services) solutions to sponsors of participant directed defined contribution ... of contact to provide: 3(21) investment advice or 3(38) investment management, fiduciary education and compliance support, and vendor fee and service benchmarking.… more
- US Bank (Los Angeles, CA)
- …legal reviews. This role requires exceptional leadership skills, deep knowledge of fiduciary and regulatory requirements, and the ability to review and validate ... and corporate compliance standards, including KYC, Beneficial Owner Rule, and fiduciary requirements. + Monitor risk indicators and escalate issues as needed.… more
- Aegon Asset Management (Cedar Rapids, IA)
- …Summary Supports Transamerica's retirement compliance program for record-keeping and fiduciary administration services provided to our qualified retirement plan ... + Perform risk-based independent compliance testing for the record-keeping and fiduciary administration affiliates. + Maintain and update assigned compliance risk… more
- Commerce Bank (St. Louis, MO)
- …their goals. Commerce Trust is a division of Commerce Bank. As a fiduciary and Wealth Management expert the Private Client Advisor Associate's primary responsibility ... trust document review and interpretation, fund transfers, discretionary actions within fiduciary engagements, and coordination of documents for tax preparation +… more
- JPMorgan Chase (Summit, NJ)
- …to clients. With over 160 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts and Estates services are delivered ... in the administration and support of trusts including general understanding of fiduciary products and concepts, including legal, tax and investments knowledge +… more
- KeyBank (Brooklyn, OH)
- …KeyBank's Asset Management business, including wealth management, investment advisory, and fiduciary services. The Audit Manager will be responsible for the ... management, trust and estate planning, investment management and advisory, and fiduciary services (preferred) + Knowledge of regulations and standards applicable to… more
- The MITRE Corporation (Bedford, MA)
- …a positive relationship with customer stakeholders. They should take a fiduciary perspective towards their work with their customer, prioritizing good financial ... outcomes for the customer and for MITRE. + As part of that fiduciary perspective, the Finance Manager must ensure strong operating financial controls and adherence… more
- Fairleigh Dickinson University (Teaneck, NJ)
- …Board and committee meetings, offers advice and resources for discharging the Board's fiduciary duties, serves as a confidante and resource to the board and senior ... Board and committee meetings, offers advice and resources for discharging the Board's fiduciary duties, serves as a confidant(e) and resource to the Board and senior… more
- US Bank (Las Vegas, NV)
- …for the administration, risk management and servicing of assigned fiduciary and investment management accounts. May include Relationship Management responsibilities ... estate and multi-generational taxation and trusts + Thorough knowledge of fiduciary law, tax implications and practices in multiple jurisdictions, trust… more
- Robert Half Accountemps (Chicago, IL)
- …operational inquiries. * Monitor trust activities to ensure adherence to fiduciary standards and regulatory requirements. * Identify opportunities for workflow ... and ability to work effectively within a team. * Solid knowledge of fiduciary standards and regulatory requirements. * Analytical mindset with a proactive approach… more
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