- BankFinancial (Downers Grove, IL)
- …the administration and support of trust and estates including general understanding of fiduciary products including grasp of legal, tax and investment concepts. ... breaches by the review deadline. + Make recommendations for fiduciary approval by the SVP Trust and Investment Services...discuss their needs and the benefits of using our Wealth Management Services. + Maintains knowledge of the Onesource… more
- Truist (Atlanta, GA)
- …Group (SEG) Corporate Relationship Manager is responsible for partnering with the Senior Corporate Relationship Manager for growth of the national Sports & ... change from time to time. * Reporting to the SEG Sr. Corporate Wealth Relationship Manager to ensure consistent execution of SEG Corporate Team's business strategy,… more
- S&P Global (New York, NY)
- …over 44 countries. Your remit will involve partnering and collaborating across senior leadership in People, Finance, Technology, and divisional business lines. You ... payroll vendors across 40+ countries. + Responsible for compliance, reporting and fiduciary oversight of approximately: 1M transactions, $1B USD in salary wages and… more
- Umpqua Bank (Walnut Creek, CA)
- …in trust administration,required + 10+ years'thorough understanding of trust administration, fiduciary law and federal estate and state tax requirements ... Trust Market Manager Wealth Management South Jordan, Utah Greenwood Village, Colorado...Reports on the activities of the assigned office to senior management of the trust company. + Responsible for… more
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