- JPMorgan Chase (Columbus, OH)
- …compliance with banking regulations, policies, and JP Morgan standards. Implement effective risk management and mitigation for assigned assets and accounts. + ... in serving as a corporate fiduciary for families, our Trust and Estate services are delivered by...and tax advisors to grow revenue and assets under management for the Trusts & Estates practice.… more
- JPMorgan Chase (New York, NY)
- …loans, mortgages and deposits. **Job Summary:** As a Settlement Officer VP in Wealth Management Solutions, Trust & Estates , you will oversee the ... with a diverse team and engage in problem-solving and risk management activities. **Job Responsibilities:** + Oversee...Bankers and Investors. + Participate on projects relating to Trust & Estates internal practices and procedures.… more
- JPMorgan Chase (Chicago, IL)
- Join our Wealth Management team as the Trusts and Estates...JD or CPA in any jurisdiction + Expertise in trust and estate taxation, including Forms 1041 ... practice and WM Banking teams. The Trusts & Estates and Tax Operations team within Wealth Management...in sub-specialty areas including state taxation of trusts, GST, estate tax, tax-exempt trusts, foreign tax reporting obligations (UK,… more
- JPMorgan Chase (Chicago, IL)
- The Trusts & Estates and Tax Operations team within Wealth Management (WM) supports the Global Trusts & Estates practice and WM Banking teams by coordinating ... tax reporting for foreign trusts. As a Trusts and Estates Tax Operations Vice President you will be part...law firm. + BA/BS or equivalent. + Expertise in trust and estate taxation, including Forms 1041… more
- JPMorgan Chase (Dallas, TX)
- …on staff full teams of professionals experienced in, and dedicated to, estate administration, trust administration, investment management , tax compliance ... Manages a book of accounts + Maintains appropriate fiduciary risk management processes with the appropriate level...in class" client service + Demonstrated understanding of wealth management , trust and estate administration,… more
- JPMorgan Chase (Chicago, IL)
- …vendors. As a Trusts & Estates Tax Operations Analyst within the global trust and estate teams, you will conduct comprehensive reviews related to tax ... Are you ready to make a difference in Wealth Management ? As a Trusts & Estates Tax...Analyst, you will play a vital role in supporting trust and estate professionals in managing fiduciary… more
- Fifth Third Bank, NA (Houston, TX)
- …steams of highly credentialed specialists to provide wealth planning, investments, private banking, risk management , and trust services. Ensures delivery and ... spot client needs that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning. + Acts as the...are met based on needs, segmentation, asset allocation, and risk management . + Identifies and refers opportunities… more
- PNC (Akron, OH)
- …necessary. Assesses risk of transaction. Presents recommendations to Real Estate Trust Investment Committee or and/or Special Assets Committee. Coordinates ... retain or sell assets. Conducts annual reviews. Presents recommendations to Real Estate Trust Investment Committee and/or Special Assets Committee, according to… more
- Wells Fargo (Irvine, CA)
- …advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held ... estate services within the Banking, Lending, and Trust division of Wealth and Investment Management ....to deliver a high-touch client experience within a strong risk management framework. + Build and maintain… more
- Truist (Charlotte, NC)
- …following job description:** This position will support the Servicing and Asset Management department and serves as the primary resource for insurance monitoring and ... of property and liability insurance policies for commercial real estate loans to ensure compliance with loan documents, investor...and internal policies and procedures + Work closely with management and staff to ensure compliance with policies and… more