- Bank of America (Dallas, TX)
- Regional Fiduciary Officer Kansas City, Missouri;Fort Lauderdale, Florida; Atlanta, Georgia; Dallas, Texas; Fort Worth, Texas; Clayton, Missouri; Charlotte, ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Kansas-City/Regional- Fiduciary - Officer \_25029784-2) **Job Description:** At Bank of America,… more
- US Bank (Milwaukee, WI)
- …**Job Description** The **_Fiduciary Risk Officer_** is responsible for assessing fiduciary risk within the Institutional Trust and/or Global Corporate Trust ... policies and procedures, applicable state law and Federal regulations; ensures fiduciary activities meet regulatory requirements. Provides support in responding to… more
- Neuberger Berman (New York, NY)
- …a highly qualified and motivated individual to handle all aspects of fiduciary account administration. The individual should have strong technical knowledge of gift, ... estate, and fiduciary income tax, ability to prioritize and complete tasks...**Responsibilities:** + Direct administrative and management oversight responsibility for fiduciary relationships for trusts, estates and investment management clients.… more
- Wells Fargo (Minneapolis, MN)
- …BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, ... **About this role:** Wells Fargo is seeking a Senior Fiduciary Specialist Working at Wells Fargo | Jobs and...this role, you will:** + Administer a book of fiduciary relationships within a team-based environment, including analyzing trust… more
- Wells Fargo (Purchase, NY)
- …BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, ... (IRA). **About this role:** Wells Fargo is seeking a Senior Special Needs Trust Officer as part of Wealth and Investment Management. Working at Wells Fargo | Jobs… more
- First Horizon Bank (Knoxville, TN)
- …manages complex wealth management client relationships and delivers high quality fiduciary services. Officer assumes primary responsibility for overall client ... team and appropriate FH partners to ensure timely delivery of high-quality fiduciary service, issue resolution, effective communication of client needs to identify… more
- Wells Fargo (San Francisco, CA)
- …**BL&T** further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, ... this role:** Wells Fargo is seeking a Senior Lead Fiduciary Advisory Specialist - Estate Services Working at Wells...and deceased grantor trusts as an attorney or trust officer + Knowledge of complex estate planning strategies including… more
- City National Bank (Los Angeles, CA)
- *SENIOR FIDUCIARY BUSINESS CONTROLS ANALYST* WHAT IS THE OPPORTUNITY? This position will work directly with the City National Bank's ("CNB") Business Control ... Officer ("BCO") and Business Control Managers ("BCM"s) for Fidciary and Wealth Management and will partner with the Risk Framework leadership team. Responsibilities… more
- Comerica (Palo Alto, CA)
- …Description Alliance Trust Business Development OfficerThe Alliance Trust Business Development Officer (BDO) III role will be responsible for developing, conducting ... and effectively hand off the relationship to a Comerica Personal Trust Officer for administration. Qualifications Position Qualifications + Bachelor's degree from an… more
- Bank of America (Chicago, IL)
- …rules and regulations in a fast-paced, high-volume environment. + The Settlement Officer Assigns tasks to Specialized Fiduciary Administrators, monitors progress ... Estate Settlement Officer II (ESO II), Estate Settlement Services (ESS)...and activities with external business partners (Attorneys, CPAs, and Fiduciary Accountants), and internal support partners (Tax, Compliance, SAM,… more
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