- Truist (Atlanta, GA)
- …all operational competencies and processes including banking, credit, investments, trust , new client on-boarding/welcome program, client servicing and advisor ... support a superior client experience. 14. Continually render responsive and professional personal service to Wealth clients 15. Can attend client events/meetings, as… more
- Truist (Miami, FL)
- …all operational competencies and processes including banking, credit, investments, trust , new client on-boarding/welcome program, client servicing and advisor ... support a superior client experience + Continually render responsive and professional personal service to Wealth clients + Can attend client events/meetings, as… more
- Edward Jones (Tempe, AZ)
- …charitable organizations, and private foundations. **What You Will Do:** The Senior Trust Tax Officer is responsible for fiduciary tax return preparation, ... trust officers and portfolio managers and mentoring Tax Specialist to solve tax problems and identify tax savings...**What Experience You Need:** + 5+ years' experience in trust , fiduciary or financial services experience including… more
- North Carolina Central University (Durham, NC)
- …projections and fiscal planning), work order coordination, inventory and fiduciary responsibilities, and university chargebacks. Additionally, this position will ... Resources and organizational management experience. + Demonstrated ability to perform fiduciary duties. + Demonstrated ability to work independently to gather,… more
- KeyBank (Brooklyn, OH)
- …Regulation 9, SEC, DOL, and ERISA requirements. **Preferred Qualification** + Certified Fiduciary & Investment Risk Specialist (CFIRS) **Tactical Skills** + ... KeyBank's Asset Management business, including wealth management, investment advisory, and fiduciary services. The Audit Manager will be responsible for the… more
- UMB Bank (Kansas City, MO)
- …an industry certification (ie Certified Internal Auditor, Certified Public Accountant, Certified Fiduciary and Investment Risk Specialist ). + You have knowledge ... phases of audits within areas such as Private Wealth Management, Corporate Trust , Fund Services, Investment Banking, and Corporate Strategy. This role will also… more
- First Horizon Bank (Tampa, FL)
- …client service and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner ... retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to… more
- Truist (Charlotte, NC)
- …client service and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner ... comprehensive wealth management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to provide an… more
- Truist (Atlanta, GA)
- …to relationship building as well as banking, investments, insurance, financial planning, and trust and fiduciary services. Commits to an ongoing development and ... Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist , Certified Trust and Financial Advisor, Chartered Life… more
- UMB Bank (Kansas City, MO)
- …an industry certification (ie Certified Internal Auditor, Certified Public Accountant, Certified Fiduciary and Investment Risk Specialist ). + You have knowledge ... one or more of the following areas: + Private Wealth Management + Corporate Trust + Fund Services + Investment Banking + Corporate Treasury + Corporate Accounting… more