- 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
- M&T Bank (Buffalo, NY)
- …Life/Variable Insurance (LAH) licenses **Education and Experience Preferred:** Previous trust / fiduciary product, Financial Planning, Managed Accounts, or ... primarily Retail and Business Banking. Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth/WISD and Mortgage to deliver advice-based… more
- Robert Half Legal (Coconut Grove, FL)
- …In this role, you will handle contested legal matters, including will and trust disputes, fiduciary concerns, and guardianship cases, while also managing estate ... Responsibilities: * Represent clients in probate and guardianship disputes, including will/ trust contests, fiduciary duty claims, and incapacity hearings. *… more
- M&T Bank (Danvers, MA)
- …Life/Variable Insurance (LAH) licenses **Education and Experience Preferred:** Previous trust / fiduciary product, Financial Planning, Managed Accounts or ... insurance experience CFP (Certified Financial Planner), CLU (Chartered Life Underwriter) and/or ChFC (Chartered Financial Consultant) designation M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this… more
- Banco Popular Puerto Rico (San Juan, PR)
- …Experience Ten (10) years of experience in investments Previous experience in trust / fiduciary products, financial planning, managed accounts or insurance is ... preferred Other Qualifications * Deep analytical ability * Problem-solving * Communication and interpersonal skills * Knowledge of financial markets and global affairs * Intellectual curiosity * Adaptability and proficiency to learn quickly and efficiently *… more
- Citizens (Boston, MA)
- …the Citizens Wealth Management and Private Wealth Management organizations together with the Bank's Trust and fiduciary services and the newer Citizens Trust ... wealth management business, which includes RIA, Broker Dealer and Trust (including Delaware trust ) offerings and services. . + Develop and support implementation… more
- First Horizon Bank (Tampa, FL)
- …client service and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner ... and prospects. + Partners with wealth and banking specialists, including investments, trust , mortgage, insurance, etc., using a team approach to deliver solutions to… more
- Axis (Red Bank, NJ)
- …About the Team AXIS is hiring a Senior Claims Specialist - EPL and Fiduciary Claims for its North America Claim Team. This role involves managing primary and ... have the opportunity to develop knowledge and expertise in Fiduciary Claims. What Will You Do In This Role?...AXIS employee will cultivate a collaborative workplace atmosphere, fostering trust within the team. We believe in respectful challenges,… more
- US Bank (Los Angeles, CA)
- … administration, investment services, or account management. + Strong knowledge of fiduciary law, trust accounting, investment products, and compliance (AML/KYC, ... Opening Manager leads the team responsible for account opening new accounts trust , investment, and banking platforms and legal reviews. This role requires… more
- Fifth Third Bank, NA (Tampa, FL)
- …a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Senior Trust Advisor will provide expertise and fiduciary thought leadership, delivering ... legal and regulatory requirements, while identifying new and fostering strong existing fiduciary client relationships. The Senior Trust Advisor partners closely… more