- KeyBank (Portland, ME)
- …the knowledge and ability to manage investment portfolios within a fiduciary framework. **Support** + Focus on trading, rebalancing, portfolio construction, asset ... establishes and maintains effective relationships with and gains their trust and respect. **Business Acumen** - Know how businesses...as a team player and is cooperative; easily gains trust and support of peers; encourages collaboration; can be… more
- UMB Bank (Dubuque, IA)
- …**Private Wealth Management team** serves to manage, protect and grow. As a fiduciary , we deliver financial outcomes for our clients through team-based advice. We ... is one of the many reasons why our clients trust us. We get to know them - we...closely with the Financial Planner, Private Banker, Portfolio Manager, Trust Advisor and Service Administrator to build the wealth… more
- KeyBank (Pepper Pike, OH)
- …+ Has the knowledge and ability to manage investment portfolios within a fiduciary framework. + Assists the relationship management team in the development of ... client aspirations and further position Key as the client's trust advisor. + Interfaces with other Wealth Segment advisors...+ May advise a portfolio of Investment Management and Trust clients. Fosters a culture of accountability by continually… more
- TIAA (Charlotte, NC)
- …and business processes are efficient, scalable, and aligned with regulatory and fiduciary obligations in PAM and IMG, while delivering value through operational ... 5+ years of risk management experience in wealth management, trust and/or brokerage as well as product development and...degree + Significant risk management experience within a wealth, trust and/or brokerage business as a senior risk leader… more
- Robert Half Legal (St. Louis, MO)
- …Assist in the preparation of Gift Tax Returns, Estate Tax Returns, and Fiduciary Income Tax Returns, ensuring accuracy and efficiency. * Oversee the financial ... records of trusts, conduct trust accounting, and audit accounts. * Handle General Ledger...are up to date. * Administer revocable and irrevocable trust funding and administration, both pre and post death.… more
- UMB Bank (Rockford, IL)
- …**Private Wealth Management team** serves to manage, protect and grow. As a fiduciary , we deliver financial outcomes for our clients through team-based advice. We ... is one of the many reasons why our clients trust us. We get to know them - we...closely with the Financial Planner, Private Banker, Portfolio Manager, Trust Advisor and Service Administrator to build the wealth… more
- TD Bank (New York, NY)
- …Distribution teams are both securities-registered and insurance-licensed. Additionally, the Trust Advisors support both personal and corporate trust . ... the Wealth Banking, TD Wealth Management Services, Inc and Investment & Trust business lines ensuring employees are following procedures and complying with… more
- Emory Healthcare/Emory University (Atlanta, GA)
- …with the University's policies and in accordance with its institutional fiduciary responsibilities. Operational Oversight: + Provides leadership and participates in ... a collegial group environment. + Exhibit strong interpersonal skills (eg: integrity trust , diplomacy, negotiation skills). + Foster an environment of mutual trust… more
- Robert Half Finance & Accounting (Syracuse, NY)
- …estates. This role involves direct client interaction, document preparation, and estate/ trust accounting. In addition to their many other company benefits, this ... and organizing financial records + Prepare estate tax and fiduciary income tax returns + Assemble and review estate...income tax returns + Assemble and review estate and trust accountings + Support attorneys in estate settlements and… more
- Beth Israel Lahey Health (Plymouth, MA)
- …clinicians. + Demonstrated experience of collaborating and working with advisory and fiduciary boards. Successful track record of establishing trust and ... all healthcare services provided to patients. + Foster an environment of trust , teamwork, accountability, transparency, innovation, and excellence. + Drive a high… more