- Wells Fargo (San Francisco, CA)
- …Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Estate Trust Officer - Senior Fiduciary Specialist in Estate Services as ... further provides guidance on a variety of banking and fiduciary topics including investment management, general trust ...advice and wealth and asset management services, including: * Personal trust services. * Estate services. *… more
- Wells Fargo (Minneapolis, MN)
- …Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Officer (Senior Fiduciary Specialist ) on the Estate Settlement ... further provides guidance on a variety of banking and fiduciary topics including investment management, general trust ...advice and wealth and asset management services, including: * Personal trust services. * Estate services. *… more
- Wells Fargo (Minneapolis, MN)
- …and provide personalized advice and wealth and asset management services, including: * Personal trust services * Estate services * Philanthropic services * ... further provides guidance on a variety of banking and fiduciary topics including investment management, general trust ...this role:** Wells Fargo is seeking a Senior Lead Fiduciary Specialist Working at Wells Fargo |… more
- Truist (Dallas, TX)
- …to perform the essential functions. 1. 3+ years in the role as a Fiduciary Support Specialist , trust experience, investment, banking or financial ... onsite 4 days a week* Responsible for supporting the coordinated delivery of personal trust administration to a challenging and sensitive portfolio of affluent… more
- TD Bank (Charlotte, NC)
- …+ **Relevant certifications preferred such as Certified Fiduciary & Investment Risk Specialist (CFIRS) or Certified Trust and Fiduciary Advisor (CTFA).** ... bank subsidiary, a focus on securities investment management and fiduciary activities, state insurance regulatory requirements and securities regulatory requirements… more
- Comerica (New York, NY)
- …improves efficiency of delivery of services to clients. Works with Advisor Solutions Trust Specialist 's to develop new business through our partners. Develops ... Job Description Trust Advisor II Comerica Advisor SolutionsOur strategic alliance...allows clients to take advantage of Comerica Bank - Trust , NA's professional trust administration capabilities, as… more
- UMB Bank (Kansas City, MO)
- …or federal regulatory agency Currently hold or actively pursuing Certified Fiduciary and Investment Risk Specialist (CFIRS) designation **Compensation Range:** ... Compliance Management System, with an emphasis on the bank's fiduciary activities relating to both wealth management and corporate-institutional...encouraged to support causes you care about. Expect more trust . We want you to do the right thing,… more
- Charles Schwab (Wilmington, DE)
- …in the United States on a** **full-time basis without employer sponsorship.** Schwab's Personal Trust Services ("PTS") organization provides personal ... full fiduciary , agency, and custody spectrum, including fiduciary trust administration and investment management, directed...work experience required + CTFA desired + Understanding of personal trust products and trust … more
- Regions Bank (St. Petersburg, FL)
- …Management Trust Advisor is responsible for the acquisition of Personal Trust , Estate, IRA and Investment Management client relationships. Responsibilities ... ensure prudent administration and investment management + Partners with Trust Administrator and Trust Specialist ...compliance and legal requirements; may receive guidance from senior trust advisors and Fiduciary Support managers on… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …and external business partners and clients via letters, phone, e-mail, or personal interaction. o Support the Trust Officer to administer multigenerational ... Fifth Third Bank. GENERAL FUNCTION: Performs a wide range of administrative and fiduciary duties of a highly responsible and complex nature for a centralized group… more