- KeyBank (Toledo, OH)
- … and estate tax- related issues. + Applies sound fiduciary judgment to trust matters. **Client Management** + Works with Investment Sales Specialists (ISSs) ... Ohio 43604 Fulfills fiduciary responsibilities of KeyBank by providing expert trust administration and counsel to High-Net-Worth clients and their beneficiaries.… more
- Wells Fargo (Charlotte, NC)
- …this role:** Wells Fargo is seeking a Securities Operations Specialist in the Trust Services team within Wealth & Investment Management within our Security ... in the settling of incoming electronic/physical assets for our trust customers. The SCAT team reviews physical documents against...Trade processing preferred. + Knowledge or exposure to SEI Trust 3000 or custodian Depository Trust Company.… more
- Red River (Arlington, VA)
- …OEM strategy and integration into Red River's Cybersecurity Catalog and multi-vendor Zero Trust labs. + Partner with corporate investment teams to evaluate ... and services strategy and technology roadmap across cloud, Zero Trust , SASE, XDR, IAM, and GRC domains to increase...major regulatory frameworks including NIST 800-53, NIST 800-207 (Zero Trust ), ISO 27001, FedRAMP, CMMC, HIPAA, and GDPR. +… more
- City National Bank (Dallas, TX)
- …areas of focus and involvement include: Personal and Employee Benefit Trust Administration, Retirement and Custody Services, Specialty Wealth Assets, Investment ... and business impact. * Possesses working knowledge of the Investment Advisers Act of 1940, the Investment ...reports and demonstrated ability to develop people * Certified Trust Compliance Professional (CTCP) Or * Certified Fiduciary &… more
- Columbia Bank (San Jose, CA)
- …Wealth management services to these clients include: deposit, cash management, credit, investment management, and trust services. + Business development of ... can only achieve this through the dedication of ourassociates. We value Trust , Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are… more
- Oriental Bank (San Juan, PR)
- …refers them to the appropriate financial services representative or retail channel for investment , commercial and trust services, among others. + Contribute to ... services and liaise for all retirement plans administrative services between Trust Operations and Oriental Pension Consultants and other service providers.… more
- Robert Half Accountemps (Beverly Hills, CA)
- …bookkeeping responsibilities for multiple properties. Responsibilities: * Record partnership and trust data, including K-1s and investment account information, ... role, you will play a key part in managing partnership accounting, investment bookkeeping, and day-to-day financial operations for a property management firm. This… more
- Commerce Bank (Kansas City, MO)
- …to increase the exposure of Commerce Funds + Provide sales support for Commerce Investment Advisors, Commerce Trust Company (CTC), and Commerce Funds + Research ... resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160… more
- KeyBank (Westlake, OH)
- …maintain proficiency in all service functions for deposit accounts, loans and investment management and trust accounts. Complete processes according to ... + General knowledge of financial products and services, including banking, trust and investments. + Demonstrated proficiency and effectiveness in client service… more
- KeyBank (Fort Myers, FL)
- …maintain proficiency in all service functions for deposit accounts, loans and investment management and trust accounts. Complete processes according to ... + General knowledge of financial products and services, including banking, trust and investments. + Demonstrated proficiency and effectiveness in client service… more