- Bank of America (Pennington, NJ)
- Specialized Fiduciary Officer II (SFO II ), IRA Pennington, New Jersey **To proceed with your application, you must be at least 18 years of age.** ... successful career with opportunities to learn, grow, and make an impact. Join us! ** Specialized Fiduciary Officer II (SFO II ), IRA, Private Banking,… more
- Bank of America (Chicago, IL)
- … rules and regulations in a fast-paced, high-volume environment. + The Settlement Officer Assigns tasks to Specialized Fiduciary Administrators, monitors ... Estate Settlement Officer II (ESO II ),...and activities with external business partners (Attorneys, CPAs, and Fiduciary Accountants), and internal support partners (Tax, Compliance, SAM,… more
- Edward Jones (St. Louis, MO)
- …activity monitoring and reporting. + Providing expert advice, information and specialized training on complex fiduciary , compliance and risk management ... to foster meaningful and deep relationships across the organization; ( ii ) the ability to prioritize and timely address numerous...issues to the Chief Compliance Officer (CCO), governance committees, senior leaders and associates, as… more