- Raymond James Financial, Inc. (Portsmouth, NH)
- …and clients in defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to review and approve ... and procedures of income tax. + Concepts, principles and practices of Fiduciary laws and principles sufficient to administer trusteed IRAs. + Fundamental investment… more
- PNC (NJ)
- …the best experience and advice for our clients. As a Business Development Officer Sr. - Insurance Strategist within PNC Bank's Private Bank Insurance organization, ... focus on customer needs and compliance with the most stringent standards ( fiduciary ) G. Become the Internal risk management expert Core Competencies Managing Risk-… more
- KeyBank (Boise, ID)
- …the terms of the documents. + Initiates and is accountable for fiduciary responsibilities for various monetary transactions and general ledger accounting including ... advances, payments, closing fees. Expert knowledge of procedures and policy's related to all requirements for funds movement. **Essential Job Functions:** + Delivers distinctive personalized service to external and internal clients; participates in client… more
- KeyBank (Boise, ID)
- …Change Memos when required. + Initiates and is accountable for fiduciary responsibilities for various monetary transactions and general ledger accounting including ... advances, payments, closing fees. Expert knowledge of procedures and policy's related to all requirements for funds movement. + Reviews executed documents and provides authorization to fund. Responsible for inputting the funding information into the LIQ… more
- NBT Bank (Syracuse, NY)
- …in this position would be working toward or have attained Accredited Fiduciary Investment Manager (AFIM) or similar designation. Physical Requirements: + Communicate ... effectively with internal and/or external customers + Stationary 75% of time or greater + Move Objects to Maximum 10 lbs Benefits for Full-Time Employees: + Generous Paid Time Off : At least 22 days annually, prorated in the year of hire. + Parental Leave :… more
- NBT Bank (Syracuse, NY)
- …desired but not required + Graduate of Accredited Trust School, with Accredited Fiduciary Investment Manager (AFIM) or similar designation + 5 Years experience in ... developing business and managing investment accounts Skills and Abilities: + Thorough knowledge of economics, markets (both equity and fixed income) and investment products. + Thorough knowledge of trust policies and procedures + Knowledge of estate… more
- Hills Bank (Cedar Rapids, IA)
- …prepared by outside legal counsel where the bank is named in some fiduciary capacity. Business Development: (15%) + Sustain and develop relevant relationships with ... the local market area legal and accounting and professional community to enhance and garner business opportunities. + Sustain and develop relevant relationships with Hills Bank employees outside the department to garner referrals and other business… more
- Dunham & Associates Investment Counsel, Inc. (Reno, NV)
- …ASSOCIATE Dunham Trust Company (DTC) provides comprehensive trust and fiduciary services including custodial accounts, wealth management, and specialized investment ... policies and procedures, and under the supervision of a designated Trust Officer . The Trust Associate is responsible for managing client relations, exercising… more
- Lilly (Indianapolis, IN)
- …Investments Team within Global Treasury. Reporting to the Treasurer, the Chief Investment Officer leads a team of ten professionals, and is responsible for the ... meetings and annual Board presentations + **Ensure regulatory compliance** and fiduciary excellence across ERISA, DOL, and SEC requirements, maintaining robust… more
- Edward Jones (St. Louis, MO)
- …reporting. + Providing expert advice, information and specialized training on complex fiduciary , compliance and risk management issues to the Chief Compliance ... Officer (CCO), governance committees, senior leaders and associates, as...to advise of the projected impact of changes in fiduciary laws, regulations and industry best practices, as well… more