- Raymond James Financial, Inc. (Denver, CO)
- …responsibilities as assigned. **Knowledge, Skills, and Abilities** **Advanced knowledge of:** + Fiduciary rules and regulations of the OCC; and/or the New Hampshire ... Banking Department. + Compliance and legal procedures in trust and asset management. + Concepts, practices, and procedures of trust and asset management… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …with client agreements as well as profitability goals balanced with fiduciary expectations. + Establish and monitor robust internal control frameworks tailored ... to fiduciary operations, ensuring audit readiness and regulatory compliance. +...with accounting policies. + Direct tax compliance for tax-exempt trust clients, ensuring timely filings, minimizing risk, and aligning… more
- Columbia Bank (Scottsdale, AZ)
- Trust Officer Wealth Management Henderson, Nevada Scottsdale, Arizona Phoenix, Arizona **Description** **About Us:** At Columbia, we create a great place to work by ... can only achieve this through the dedication of ourassociates. We value Trust , Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are… more
- Hills Bank (Cedar Rapids, IA)
- …of existing and new business opportunities, administration and retention of personal trust business and estate administration with the objective of profit for the ... and their families, with the expectation of supporting other Trust and Wealth Management Officers with trust ...legal counsel where the bank is named in some fiduciary capacity. Business Development: (15%) + Sustain and develop… more
- Comerica (New York, NY)
- Job Description Trust Administrator IIThe Trust Administrator II role will be responsible for serving as a relationship manager to most routine and standard ... This role will participate in the proper management and administration for assigned trust accounts adhering to applicable laws and regulations as well as complying… more
- Comerica (Dallas, TX)
- Job Description National Trust Sales Manager The Trust Sales Manager is responsible for new client acquisition results across multiple businesses and client ... develop strategies for achieving the targeted sales results for Trust . S/he is expected to collaborate with other members...refine the process of handing new accounts to the Fiduciary Guidance organization as well as the account opening… more
- Robert Half Finance & Accounting (Wilmington, DE)
- …will also oversee a team of trust professionals, review and analyze trust documents, coordinate with management on key fiduciary findings, and assist with ... Description We are seeking a highly skilled and experienced Trust Tax Accountant for our growing client. This role...will consist of ensuring accurate and timely preparation of trust tax returns, as well as providing tax planning… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …May participate as a voting member of various committees. + Exercises discretionary trust administrative authority as may be allowed by the Policies and Procedures. ... and support. + Answers general Financial Advisor inquiries regarding estate planning, trust services, estate taxes and other relevant topics. + Develops and… more
- Raymond James Financial, Inc. (Boston, MA)
- …NH, ME. **Essential Duties and Responsibilities** + Manages the sale of personal trust accounts to clients of Raymond James affiliated Financial Advisors with branch ... specified geographic region. + Manages the sale of personal trust accounts to individuals who are not Raymond James...to determine whether the company can serve in a fiduciary capacity. + Plans and executes an efficient and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …skills obtained through experience, specialized training or certification to administer personal trust accounts. Leads defined work or projects of broad scope and ... * Interacts with beneficiaries, their advisors and Financial Advisors in the personal trust administration process. * May participate as a voting member of the… more
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