- Bank of America (Chicago, IL)
- …of the Chief Fiduciary , Administrative Resource Team (ART), Audit, Compliance, Fiduciary Tax Services, Specialty Asset Management (SAM), Trust Operations, ... Settlement Assistants, monitors progress and approves completed work. Assists senior officers in coaching, developing, and mentoring assistants within...Fiduciary Tax Services ( Tax ), Portfolio Managers, etc., as… more
- PNC (Birmingham, AL)
- … fiduciary laws, uniform trust code - Specialized administration (Special Assets, fiduciary tax requirements) - Support requirements for PNC Delaware Trust ... an opportunity to contribute to the company's success. As a Compliance Program Manager Sr within PNC's Enterprise Compliance - AMG organization, you will be based… more
- Commerce Bank (Leawood, KS)
- …internal partners and expert resources to ensure integrated delivery of investment, fiduciary , tax , estate settlement, insurance, planning, credit and banking ... internal partners and expert resources to ensure integrated delivery of investment, fiduciary , tax , estate planning, insurance, lending, credit and banking… more
- Bank of America (Chicago, IL)
- …group of client accounts. Implements policies and programs approved by management. Assists senior manager with major accounts. Works under the direction of ... management or senior portfolio managers. **Job Description:** The Portfolio ...management, private banking and/or trust field. * Knowledge of fiduciary and financial products and services required through extensive… more
- City National Bank (Los Angeles, CA)
- …and settle administrative trusts, which are includible in a decedent's estate for estate tax purposes. Operate as main point of contact for all aspects of probate ... and non-probate estate and trust matters assigned by National Manager . Driver of settlement process, aligning financial advisors, attorneys, accountants, real estate… more
- Edward Jones (St. Louis, MO)
- …and sale of unique assets in partnership with the Trust Officer, Portfolio Manager , and/or third parties + Conducting periodic asset reviews as required by ... cost to associates. Edward Jones offers a 401k retirement plan, and tax -advantaged accounts: health savings account, and flexible spending account. Edward Jones… more
- Banco Popular Puerto Rico (Santurce, PR)
- …San Juan-Santurce, PR Company: Popular Workplace Type: Hybrid Executive Compensation Manager II Regular, Full Time Position General Description As Manager ... outside consultants, executives and other stakeholders, on matters related to compensation tax withholding for executives working in multiple tax jurisdictions.… more
- TIAA (Charlotte, NC)
- …and Duties** + Researches and responds to staff questions in areas such as state fiduciary law, state and federal tax law, and state gift annuity regulation. + ... The Senior Planned Giving Technical Consultant job provides expert...direction of the Director. + Monitors changes in state fiduciary law, state and federal tax law,… more
- Truist (Atlanta, GA)
- …following job description:** The Sports & Entertainment Group (SEG) Corporate Relationship Manager is responsible for partnering with the Senior Corporate ... time to time. * Reporting to the SEG Sr. Corporate Wealth Relationship Manager to ensure consistent execution of SEG Corporate Team's business strategy, revenue… more
- Bank of America (Boston, MA)
- Philanthropic Client Manager Boston, Massachusetts **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... accounts. They are responsible for providing client support and executing our fiduciary duties in compliance with all laws, regulations, policies and procedures.… more