- Truist (Dallas, TX)
- …perform the essential functions. 1. 3+ years in the role as a Fiduciary Support Specialist, trust experience, investment, banking or financial planning-related ... Ability to travel, occasionally overnight Preferred Qualifications: 1. Undergraduate degree 2. Trust School attendee or graduate 3. Fiduciary experience a plus… more
- PNC (PA)
- …of your start date. As a Senior Tax Liaison, you will work within the Fiduciary liaison team ( trust tax) and the Estate Liaison team (estate settlement). You ... company's success. As a Senior Tax Liaison within PNC's Trust Tax Compliance organization, you will be based remotely...tax preparers from an outside accounting firm and PNC Fiduciary Advisors who manage those accounts, serving as the… more
- JPMorgan Chase (Newark, DE)
- …to ensure that the trust 's investment objective is appropriate for the needs of the trust and applicable fiduciary law and that the trust is invested in ... + Minimum of 7 years of relevant experience focused in the Trust business; either at a corporate fiduciary or a law firm + Comprehensive knowledge of trust … more
- Truist (Raleigh, NC)
- …the essential functions. 1. Seven years in the role as a Fiduciary Support Specialist, trust experience, investment, banking or financial planning-related ... to the real estate, closely held business, and mineral/oil/gas portfolio of trust owned assets. Provide administrative and operational support to Privately Held… more
- US Bank (San Diego, CA)
- …services and solutions applicable to target market segment + Experience in personal trust administration, fiduciary regulations, and trust services + ... of administrative support services for our clients in conjunction with the Trust Administrators. Participates in the efficient administration of trust accounts… more
- Dunham & Associates Investment Counsel, Inc. (Las Vegas, NV)
- … TRUST SERVICES Dunham Trust Company (DTC) provides comprehensive trust and fiduciary services including custodial accounts, wealth management, and ... critical administrative support within the Business Development Department at Dunham Trust Company. Reporting directly to the Business Development Manager and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …responsibilities as assigned. **Knowledge, Skills, and Abilities** **Knowledge of** + Trust and fiduciary services operations, regulations, and risk exposures. ... Management Director** to lead second line of defense risk oversight for **RJ Trust and RJ Trust Company of New Hampshire** . This newly created role is part of… more
- Edward Jones (Tempe, AZ)
- …of attorney and all contracts relating to the account relationship), Edward Jones Trust Company guidelines, and federal and state fiduciary standards + Deep ... or related legal or financial services experience required + Knowledge of trust principles, including: fiduciary responsibilities, gifting, trust management… more
- Adecco US, Inc. (Atlanta, GA)
- … Administrative Assistant must meet the following requirements to be considered: Fiduciary / trust experience * BA/BS degree in Business, Finance, Economics, or ... Adecco is assisting a local client recruiting for Trust Administrative Assistant opportunities onsite in Atlanta, GA. This is an excellent opportunity to join a… more
- Neuberger Berman (New York, NY)
- …hands-on trust and estate administration experience preferably at a bank or trust company. + Strong technical skills in fiduciary administration and good ... **Summary:** Neuberger Berman Trust Company NA seeks a highly qualified and...qualified and motivated individual to handle all aspects of fiduciary account administration. The individual should have strong technical… more