- KeyBank (Brooklyn, OH)
- …testing. The ideal candidate has a functional knowledge of wealth management, trust / fiduciary compliance laws and regulations, risks and supporting operational ... degree, + Minimum 3 years of wealth management related (eg - trust / fiduciary , asset management, private banking, securities, etc.) compliance, risk management,… more
- KeyBank (Brooklyn, OH)
- …a corporate fiduciary for the administration and post-death settlement of fiduciary accounts by providing expert trust and estate administration and counsel ... team member and individually to meet production goals. **ESSENTIAL JOB FUNCTIONS** ** Fiduciary Expertise and Trust Administration** + Maintains deep expertise in… more
- Regions Bank (Little Rock, AR)
- …policies, procedures, compliance and legal requirements; may receive guidance from senior trust advisors and Fiduciary Support managers on more complex accounts ... and services, including legal, tax and regulatory requirements applicable to fiduciary relationships and the administration of trust accounts **Preferences**… more
- Regions Bank (Houston, TX)
- … principles and regulatory and tax matters relating to the administration of trust accounts + Demonstrated knowledge of fiduciary products and services, ... including legal, tax and regulatory requirements applicable to fiduciary relationships and the administration of trust accounts **Preferences** + Advanced degree… more
- Commerce Bank (St. Louis, MO)
- … fiduciary perspective preferred + Certified Financial Planner (CFP) and/or Certified Trust Fiduciary Advisory (CTFA) designation preferred **Level of role is ... relevant experience, skills, and competencies.) For more than a century, Commerce Trust has been a leading provider of wealth management services including financial… more
- KeyBank (Hartford, CT)
- …of the annual client plan and actively participates in the execution ** Fiduciary Expertise and Trust Administration** + Demonstrates experience working directly ... 1910 - Hartford, Connecticut 06103 **JOB BRIEF (PURPOSE)** The ** Fiduciary Strategist** is responsible for fulfilling the fiduciary...whether Key serves as trustee + Identifies a potential trust and estate tax-related issues and works with the… more
- KeyBank (Portland, ME)
- …the annual client wealth plan and actively participates in the execution. ** Fiduciary Expertise and Trust Administration** + Demonstrates experience working ... relationship managers and all other partners on all internal fiduciary issues. + Work closely with Regional Trust... fiduciary issues. + Work closely with Regional Trust Director and applicable Family Wealth team members on… more
- Dunham & Associates Investment Counsel, Inc. (Las Vegas, NV)
- TRUST OFFICER Dunham Trust Company (DTC) provides comprehensive trust and fiduciary services including custodial accounts, wealth management, and ... clients with additional offices in Las Vegas, Wyoming, and Colorado. The DTC Trust Officer is responsible for the coordination of services and administration of … more
- Charles Schwab (Wilmington, DE)
- …+ Document directed distributions for the administrative file and for the Personal Trust Fiduciary Committee. + Manage volume of new accounts through completion ... the United States on a full-time basis without employer sponsorship.** The Trust Officer is responsible for developing and maintaining relationships with registered… more
- US Bank (Minneapolis, MN)
- …**Preferred Skills/Experience:** + Thorough knowledge of, and experience in, personal trust administration, fiduciary regulations, and trust services ... MN** **with approximately 1 week every 4-5 weeks required in-office.** The Trust Concierge Team provides high quality customer service by responding to telephone… more