- Raymond James Financial, Inc. (Columbus, GA)
- …that exceed our clients' expectations. In some cases may be assigned to a more senior officer as an Associate Trust Officer/ Trust Administrator during the ... of the investment goals and requirements for the achievement of trust objectives, the establishment of an appropriate asset allocation, and the selection of… more
- Iowa Department of Administrative Services (State Of Iowa, IA)
- …procedures. + Provides summaries, both oral and written, of examination findings to trust and senior bank management as appropriate. + Makes visits to ... Financial Services Examiner- Trust Print (https://www.governmentjobs.com/careers/iowa/jobs/newprint/5054254) Financial Services Examiner- Trust Salary $72,238.40… more
- Comerica (New York, NY)
- …Administratively monitors and tracks tax reporting activities, coordinating with more senior Trust Administrators COMPLIANCE Meets all compliance requirements ... Job Description Trust Administrator IIThe Trust Administrator II...of clients, and observes the implementation and review of investment programs. Works under the direct supervision of a… more
- AON (New York, NY)
- … Director position is a strategic and high-impact role with direct engagement with senior leadership and the investment community. The role will focus on ... articulating Aon's long-term sustainable growth strategy to the investment community. The Senior Director will work...the world. As an organization, we are united through trust as one inclusive team and we are passionate… more
- Citigroup (New York, NY)
- …Clients Group (ICG) and offers a wide range of products and solutions, from investment strategies, to banking and lending, to trust and specialized services. CGW ... of products and services covering capital markets, managed investments, portfolio management, trust and estate planning, investment finance and banking. The CIO… more
- JPMorgan Chase (Columbus, OH)
- …years of experience in serving as a corporate fiduciary for families, our Trust and Estate services are delivered by highly skilled professionals who possess both ... involve strategic planning, business development, asset due diligence, and collaboration with senior management to drive initiatives to completion. You will manage a… more
- Vanguard (Charlotte, NC)
- … success by providing financial planning solutions using our time-tested research and investment methodology. Senior Wealth Advisors work in a collaborative team ... internal Trust Administrators As experts in the advice space, Senior Wealth Advisors promote continuous professional development by maintaining an advanced… more
- Wells Fargo (Dallas, TX)
- …provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax, ... (IRA) **About this role:** Wells Fargo is seeking a Senior Philanthropic Advisor - Senior Lead Fiduciary...applies deep knowledge and skills in the area of trust and estate matters, investment management, wealth… more
- KeyBank (Tarrytown, NY)
- …- Tarrytown, New York 10591 **JOB BRIEF** Advises clients on appropriate investment strategies and constructs and customizes portfolios according to client needs or ... Maintains a high level of collaboration with relationship team to ensure that investment advice is integrated with all aspects of clients' planning and personal… more
- City National Bank (New York, NY)
- *COMPLIANCE OFFICER SENIOR -REGISTERED INVESTMENT ADVISOR* *WHAT IS THE OPPORTUNITY?* The Senior Compliance Officer will act in a compliance oversight and ... as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange… more