- M&T Bank (Washington, DC)
- …the phone or in person with clients, advisors, and business partners. + Serve as fiduciary resource to Wealth Advisors and other internal partners. + Support the ... **Overview:** Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** +… more
- Truist (Williamsburg, VA)
- …review the following job description:** Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as ... part of the broader client facing wealth team to expand existing relationships and capture new...4. Understand and provide interpretation as related to complex fiduciary documents and strategies 5. Conduct client and prospect… more
- M&T Bank (Burlington, VT)
- **Overview:** Provides comprehensive investment management services to Wealth Advisory Services clients. Operates within a professional team environment supporting ... the delivery of an integrated wealth management offering consistent with the individual financial goals...Manage book of accounts, comprised of significant and complex fiduciary relationships, consistent with all applicable laws, regulations and… more
- JPMorgan Chase (Dallas, TX)
- …and all applicable laws. + Help lead business development with Trust Officers, Bankers, Wealth Advisors, and external legal and tax advisors to grow revenue and ... to clients. With over 160 years of experience in serving as a corporate fiduciary for families, our Trust and Estate services are delivered by highly skilled… more
- Commerce Bank (Columbia, MO)
- … wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our ... Trust is a division of Commerce Bank. As a fiduciary and Wealth Management expert the Private...document review, fund transfers, discretionary actions and coordination for tax preparations with minimal supervision + Maintain a professional… more
- Commerce Bank (Kansas City, MO)
- … wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our ... Trust is a division of Commerce Bank. As a fiduciary and Wealth Management expert the Private...confidently communicate the business roadmap vision and status to senior leaders and stakeholders + Serve as the primary… more
- S&P Global (Centreville, VA)
- …improvements. + **Strong compliance knowledge:** Expertise in global payroll compliance, tax regulations, statutory reporting, and fiduciary obligations. + ... the long-term design of the team. This role reports directly to senior leadership and partners closely with Finance, People, Technology, and divisional business… more
- Comerica (New York, NY)
- …all other organization required compliance training. Stays current on fiduciary / tax /legal changes that effect a client's wealth plan or administration ... and account administration codes are accurate. Administratively monitors and tracks tax reporting activities, coordinating with more senior Trust Administrators.… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …a Financial Planner to deepen client relationships and deliver comprehensive wealth management solutions. This role combines technical expertise, leadership, and ... exceptional client service. You will work closely with senior advisors, guide team members, and ensure clients receive personalized, high-quality strategies aligned… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …strengthen client relationships and deliver comprehensive financial planning and wealth management solutions. This position blends technical expertise, leadership, ... and exceptional client service. You'll collaborate with senior advisors, mentor team members, and ensure clients receive personalized, high-quality advice tailored… more