- Charles Schwab (Westlake, TX)
- …inquiries for self-directed brokerage accounts. + Provide legal support for bank collective investment trust products. **ERISA and Tax Issues** + Advise on ERISA ... play a pivotal role in supporting the day-to-day legal needs of our institutional trust and custody businesses. This position is integral to providing trust and… more
- Bank OZK (Dallas, TX)
- …to work. Knowledge, Skills & Abilities + Knowledge of applicable probate and trust law and investment regulations. + Knowledge of federal income, estate, ... the administration and business growth of all fiduciary accounts managed by Trust and Wealth Division. Essential Job Functions + Provides leadership, effective… more
- Citigroup (New York, NY)
- …of products and services covering capital markets, managed investments, portfolio management, trust and estate planning, investment finance and banking. By ... assessing risks, and designing effective mitigation plans specifically for Citi's Investment Advisory programs. The Business Risk - Fiduciary and Advisory Solutions… more
- M&T Bank (Vero Beach, FL)
- …expanding, and retaining client relationships including building a significant level of trust with clients Good investment knowledge of asset allocation ... Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** + Apply deep… more
- M&T Bank (Wilmington, DE)
- …expanding, and retaining client relationships including building a significant level of trust with clients Good investment knowledge of asset allocation ... relationships. **Primary Responsibilities:** + Administer assigned book of client trust accounts through demonstrated proficiency and sound judgment in exercising… more
- Regions Bank (Nashville, TN)
- …problem-solving skills, including attention to detail **Additional Skills and Competencies** + Trust , IRA and IM&T ( Investment Management & Trust ) experience ... a basic understanding of accounting principles, financial planning concepts, including trust /estate planning, tax planning, and investment concepts (cost basis)… more
- Dunham & Associates Investment Counsel, Inc. (Reno, NV)
- …computer skills + Excellent written and verbal communication skills + Paralegal, trust , estate planning, or financial/ investment background not required, but ... TRUST ASSOCIATE Dunham Trust Company (DTC)...fiduciary services including custodial accounts, wealth management, and specialized investment administration. Chartered in 1999 and headquartered in Reno,… more
- Charles Schwab (Henderson, NV)
- … Officer is responsible for developing and maintaining relationships with registered investment advisors, trust beneficiaries, and other interested parties for ... client service levels through prompt research and response to registered investment advisors, trust beneficiaries, internal financial consultants, and various… more
- Raymond James Financial, Inc. (NY)
- …and preparation process. + Advanced concepts, principles and practices of personal trust administration process. + Fundamental investment concepts, practices and ... NH, ME. **Essential Duties and Responsibilities** + Manages the sale of personal trust accounts to clients of Raymond James affiliated Financial Advisors with branch… more
- Wells Fargo (Minneapolis, MN)
- …Specialist) to join the Trust Services team as part of Wealth and Investment Management. Trust advisors discuss the needs of HNW and UHNW clients and ... Fargo is seeking a Senior Trust Advisor (Senior Lead Fiduciary...team of fiduciary professionals responsible for the administration of trust and other fiduciary accounts + Administer a book… more
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