- 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, custody, ... tax , specialty assets, regulatory, privacy, ecommerce, deposit relationship and...seeking a Senior Real Estate Management Associate - Senior Fiduciary Coordinator in Real Estate Services as part of… more
- Truist (Atlanta, GA)
- …but we can review other locations as needed. JOB SUMMARY Reports to the Fiduciary Director and is responsible for the successful day to day execution and leadership ... Client (or Client Team) Delivery commitments for their respective segment(s). The Fiduciary Team Leader is accountable for the performance of Trust Administration… more
- Lilly (Indianapolis, IN)
- …financial statement generation, external financial reporting, audits, regulatory reporting, and tax filings for the nine benefit plans managed by the team. ... meetings and annual Board presentations + **Ensure regulatory compliance** and fiduciary excellence across ERISA, DOL, and SEC requirements, maintaining robust… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …for personal trust, estate, and custody accounts. Fulfills the duties as a fiduciary or custodian in accordance with the terms of the governing instruments, local ... law, and sound fiduciary principles. Achieves the objectives as stated in the...accounts. . Knows and utilizes applicable local law and tax law in the administration of revocable and irrevocable… 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 ... Associate is responsible for managing client relations, exercising certain fiduciary decision-making powers, safekeeping assets, and maintaining account records.… more
- Regions Bank (Knoxville, TN)
- …custody, trust, and estate, ensuring account administration follows the fiduciary procedures. **Primary Responsibilities** + Conducts Initial and Annual ... + Supports fee set up, and daily cash management + Completes Generation Skipping Tax (GST) worksheet and determines GST coding for new trust accounts + Supports… more
- Access Dubuque (Dubuque, IA)
- …in our Waverly branch** and play a vital role in managing and growing our fiduciary services across Eastern Iowa. **What You'll Do:** As a Trust Officer, you will ... manage a diverse portfolio of IRAs, Investment Agencies, and Trust accounts-ensuring all fiduciary and legal obligations are met with care and precision. You'll be… more
- Fifth Third Bank, NA (Chicago, IL)
- …and growth, and compliance with all policies and procedures governing fiduciary relationships. Primary responsibility for the fiduciary team's interface ... the trust accounting system, the IA Workflow System, the Unique Assets Team, Tax Department and all trust operations functions. Responsible and accountable for risk… more
- Edward Jones (St. Louis, MO)
- …+ Providing expert advice, information and specialized training on complex fiduciary , compliance and risk management issues to the Chief Compliance Officer ... and senior leadership to advise of the projected impact of changes in fiduciary laws, regulations and industry best practices, as well as recommend and implement… more
- Truist (Philadelphia, PA)
- …review the following job description:** Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as ... their goals. + Understand and provide interpretation as related to complex fiduciary documents and strategies + Conduct client and prospect meetings, individually… more