- JPMorgan Chase (Dallas, TX)
- …is an integral part of Wealth Management's product offerings, delivering enduring fiduciary expertise and comprehensive oversight to protect the legacy of our ... wealthiest families as wealth advisor, trustee and investor. We have over 500 fiduciary professionals, located in 19 states and 4 countries, administering over $150… more
- KeyBank (Brooklyn, OH)
- …44144-2302 The Trust Analyst provides trust administration support and fulfills fiduciary responsibilities by providing basic trust administration for KPB clients ... and procedures, to a high professional standard while managing fiduciary risk. Responsible for onboarding new accounts across IA...Keeps current on the latest developments in trust law, tax law, and other issues related to the trust… more
- Regions Bank (Knoxville, TN)
- …custody, trust, and estate, ensuring account administration follows the fiduciary procedures. **Primary Responsibilities** + Conducts Initial and Annual ... the assigned Trust or Wealth Advisor + Supplies Portfolio Manager with documentation of non-standard asset reviews for Annual...up, and daily cash management + Completes Generation Skipping Tax (GST) worksheet and determines GST coding for new… 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
- Robert Half Management Resources (Dallas, TX)
- Description We are looking for an experienced Trust Audit Manager to join our team on a contract basis in Dallas, Texas. This role requires a detail-oriented ... expertise in trust audits and examinations, as well as a Certified Fiduciary & Investment Risk Specialist (CFIRS) certification. The selected candidate will play… more
- BMO Financial Group (Barrington, IL)
- …participates in meetings with prospects/clients. + Provides investment management, fiduciary expertise and strategic leadership for business, products, and policies ... principles and asset mix determination. + In-depth / expert understanding of fiduciary law and applicability to trust investment accounts. + In-depth / expert… more
- PNC (Pittsburgh, PA)
- …to the company's success. As a Trust Real Estate Advisor I within PNC's Fiduciary organization, you will be based in Pittsburgh, PA. The position is primarily based ... on a regular basis. Some responsibilities may be performed remotely, at the manager 's discretion. **Job Description** + Manages all assigned trust owned real estate… more
- Robert Half Finance & Accounting (Sioux City, IA)
- … preparations, and special projects. * Review and prepare individual, business, and fiduciary income tax returns with accuracy and compliance. * Offer strategic ... Description We are looking for an experienced Senior Manager to join our client's team in Sioux...client's firm is committed to delivering high-quality accounting and tax solutions that empower our clients to achieve their… more
- Truist (Raleigh, NC)
- …review the following job description:** Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as ... time. 1. Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions...4. Understand and provide interpretation as related to complex fiduciary documents and strategies 5. Conduct client and prospect… more
- City National Bank (Irvine, CA)
- …* Serve as a senior internal advisor on ESOP-related matters including tax structuring, fiduciary dynamics, and long-term ownership planning. * Thought ... *RELATIONSHIP MANAGER SR ESOP* *WHAT IS THE OPPORTUNITY?* Experienced,...with credit approvers. * Deep knowledge of ESOP regulations, tax implications, legal structures, and capital strategy considerations. *… more