- NYSTRS (Albany, NY)
- …Summary** With a long-term investment horizon and a commitment to prudent fiduciary management our investment team oversees a diversified portfolio across internally ... Effective communication skills + High degree of integrity and commitment to fiduciary responsibility **Work Modality** Currently we have a hybrid work schedule which… more
- M&T Bank (Wilmington, DE)
- …**Department Description:** Wilmington Trust is a nationally recognized leader in fiduciary services. Wealth Management Trust Services is entrusted to administer ... procedures, are an integral part of Wilmington Trust's heritage of fiduciary responsibility. **Primary Responsibilities:** + Complete duties and responsibilities of… more
- Robert Half Legal (Walnut Creek, CA)
- …* Develop and implement case strategies tailored to estate planning conflicts, fiduciary disputes, and elder law matters. * Draft and file legal documents ... and analytical skills. * Proven experience handling disputes involving wills, trusts, fiduciary obligations, and elder law. * Ability to effectively manage multiple… more
- First National Bank of Omaha (Dekalb, IL)
- …affluent clients through multiple delivery channels of investment management, fiduciary advice, specialized asset management, full service financial planning and ... to provide basic investment advice and guidance to customers adhering to all fiduciary standards. + Ability to work collaboratively and cohesively within a team… more
- Robert Half Accountemps (Lake Geneva, WI)
- …contract basis. This role is ideal for someone with experience in preparing complex fiduciary and partnership income tax returns, who is eager to contribute to a ... tax returns with attention to detail. * Demonstrate expertise in handling complex fiduciary and partnership income tax returns. * Be proficient in ProSystem fx tax… more
- PNC (Phoenix, AZ)
- …across all PNC Private Bank products and services (Banking, Investment and Fiduciary ). As the owner of the service experience, the Client Service Associate ... Policies, Standards and Procedures, Decision Making and Critical Thinking, Fiduciary Responsibilities, Investment Management, Managing Multiple Priorities, Products and… more
- M&T Bank (Buffalo, NY)
- …primarily Retail and Business Banking. Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth/WISD and Mortgage to deliver advice-based ... Life/Variable Insurance (LAH) licenses **Education and Experience Preferred:** Previous trust/ fiduciary product, Financial Planning, Managed Accounts, or insurance experience… more
- Robert Half Legal (Coconut Grove, FL)
- …you will handle contested legal matters, including will and trust disputes, fiduciary concerns, and guardianship cases, while also managing estate planning and ... * Represent clients in probate and guardianship disputes, including will/trust contests, fiduciary duty claims, and incapacity hearings. * Draft and argue motions,… more
- US Bank (Cincinnati, OH)
- …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 + Working knowledge of fiduciary law, tax implications and practices in multiple jurisdictions, trust… more
- KeyBank (Akron, OH)
- …the Client Relationship Associates. Enlist assistance from KPB Relationship Manager, Fiduciary Strategist or Portfolio Strategist as needed to service client ... support areas to ensure high quality and timely administration of assigned fiduciary accounts and a seamless delivery of the client experience. + Performs… more