- Robert Half Legal (San Jose, CA)
- …gift tax returns, asset valuation, and the preparation of fiduciary accountings. Responsibilities: * Work on intricate probate and trust administrations, from ... asset allocation/distribution. * Review and prepare estate and gift tax returns. * Review and prepare fiduciary ...gift tax returns. * Review and prepare fiduciary accountings. * Organize and maintain files diligently. *… more
- Edward Jones (St. Louis, MO)
- …our Edward Jones Trust Company provides personalized investment management and fiduciary services. **What You Will Do:** The Estate Settlement Trust Officer ... trust administration in accordance with Edward Jones Trust Company guidelines, fiduciary standards, trust agreements, wills, powers of attorney and all contracts… more
- Bank of America (Melville, NY)
- …planning topics such as trust and estate planning, income and wealth transfer tax planning, investments, retirement planning and cash flow modeling, sale of business ... trust, estate/wealth transfer and financial planning, while following current and proposed tax legislation and understanding the impact on clients. + Engages Merrill… more
- BMO Financial Group (West Palm Beach, FL)
- …, Trust Accounting and Investment Management + In-depth / expert knowledge of fiduciary laws including estate planning techniques, relevant tax regulations. + ... needs. + Provides day to day technical support team members responsible for fiduciary account management. + Manages trust, agency or probate accounts in the role… more
- Bank of America (Chicago, IL)
- …a wealth management, private banking and/or trust field. * Knowledge of fiduciary and financial products and services required through extensive related work ... experience. * Broad-based technical knowledge of investments, tax , legal and operations necessary to service clients. * Knowledge of fiduciary standards,… more
- Bank of America (Winter Park, FL)
- …a wealth management, private banking and/or trust field. + Knowledge of fiduciary and financial products and services required through extensive related work ... experience. + Broad-based technical knowledge of investments, tax , legal and operations necessary to service clients. + Knowledge of fiduciary standards,… more
- Regions Bank (Hoover, AL)
- …administration of trusts, IRAs, and IMAs, ensuring account administration follows fiduciary principles + Conducts Annual Administrative and Compliance Reviews for ... discretionary distribution process, communicating with partners when necessary + Handles annual tax coordination, fee set up, and daily cash management + Ensures all… more
- ADP (NY)
- …on experience and need. Heavy focus on investment analysis and review of fiduciary responsibilities. This position is the face of Strategic Plan Services "SPS" to ... effectively develop and deliver investment training to sales, client service and fiduciary training to client investment committees. + Additionally, track dates of… more
- PNC (Pittsburgh, PA)
- …or retirement plan. The ITO conducts administrative reviews, communicates administrative and fiduciary issues to the client and to appropriate committees within PNC, ... other obligations by providing updated documents and/or amendments (if applicable), tax information and other materials, depending upon PNC's responsibilities and… more
- Comerica (Wilmington, DE)
- …direct administration, as well as directly administer accounts.Position Responsibilities: Fiduciary Administration, Oversight & GovernanceServe as a subject matter ... administration to ensure regulatory compliance, including adherence to legal and tax requirements associated with charitable trusts, IRA's and ILITs. Qualifications… more