- Dunham & Associates Investment Counsel, Inc. (Reno, NV)
- …Associate is responsible for managing client relations, exercising certain fiduciary decision-making powers, safekeeping assets, and maintaining account records. ... professional relationships with parties related to assigned accounts and coordinate fiduciary and administrative services for those accounts in a timely, efficient… 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
- M&T Bank (Bridgeport, CT)
- …and other trust administration tasks. Supports the administration and fiduciary management within client relationships. **Primary Responsibilities:** + Support the ... within assigned book through demonstrated proficiency and sound judgment in exercising fiduciary discretion. + Serve as primary point of contact for the client… more
- Truist (Greenwich, CT)
- …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
- Truist (Mclean, VA)
- …job description:** Serve as a key front-office point of contact to our affluent fiduciary clients a centers of influence. Provide essential fiduciary support in ... and training. + Assist with special projects for the Fiduciary Group Support Leader. **Qualifications** **Required Qualifications:** The requirements listed… more
- Commerce Bank (Wichita, KS)
- …administration, document review and interpretation, fund transfers, discretionary actions within fiduciary engagements, and coordination of documents for tax ... of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services.… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and custody accounts. Fulfills the duties of Raymond James Trust (RJT) as a fiduciary or custodian in accordance with the terms of the governing instruments, local ... law, and sound fiduciary principles. Achieves the objectives of RJT as stated...accounts. . Knows and utilizes applicable local law and tax law in the administration of revocable and irrevocable… more
- Dunham & Associates Investment Counsel, Inc. (Las Vegas, NV)
- …trusted advisor, anticipating their wealth planning needs; + Coordinate fiduciary and administrative services for clients; + Administer multi-generational trusts, ... serves as trustee, executor, personal representative, guardian, or agent for fiduciary , often exercising broad discretion for beneficiaries with competing interests;… more
- Truist (Philadelphia, PA)
- …and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client ... of relationships. Work closely with specialized areas of support ( fiduciary administration, credit administration and compliance) to implement the company's… more
- Raymond James Financial, Inc. (FL)
- …trusts in accordance with statutes and regulations. * Participates in the income tax planning and preparation process, performs such tax planning functions as ... may be appropriate and effectively communicates tax matters to beneficiaries, Financial Advisors and other relevant...via mentoring and/or policies within the bounds of good fiduciary practice. * Interacts with Financial Advisors and clients… more