- M&T Bank (New York, NY)
- …responsibilities could include: Develop your knowledge of financial markets, Wilmington Trust investment process and wealth offerings, and articulate current ... the team you'll learn from Wealth Advisors to learn about the Wilmington Trust service processes and the products we offer clients. Additionally, you'll develop your… more
- United States Steel (Pittsburgh, PA)
- …team on payments due for state and federal taxes. + Lead and support trust audits and investment documentation requirements for year-end financials and 5500 ... 13424BRJob Description:The Senior Investment Operations Analyst is a pivotal member of...+ Maintain document management system. + Coordinate ERISA and trust document reviews. 8. Operational Efficiency: + Design and… more
- Robert Half Finance & Accounting (Wilmington, DE)
- …documents, coordinate with management on key fiduciary findings, and assist with investment decisions and trust execution. Primary Responsibilities . Manage ... Description We are seeking a highly skilled and experienced Trust Tax Accountant for our growing client. This role...will consist of ensuring accurate and timely preparation of trust tax returns, as well as providing tax planning… more
- Regions Bank (Jacksonville, FL)
- …years of financial services industry experience preferably in commercial or consumer banking, trust investment or wealth management + Or High School Diploma or ... of financial services industry experience preferably in commercial or consumer banking, trust investment or wealth management **Skills and Competencies** +… more
- Regions Bank (Indianapolis, IN)
- …(5) years of financial services industry experience preferably in commercial or consumer banking, trust investment or wealth management + Or nine (9) years of ... financial services industry experience preferably in commercial or consumer banking, trust investment or wealth management **Skills and Competencies** +… more
- US Bank (St. Paul, MN)
- …Trust business unit and is responsible for cash and asset management of trust accounts including monitoring and investment of balances, valuations of assets ... collateral, and the proper funding of accounts in compliance with governing trust documents. Uses bond financing documents, along with internal control mechanisms,… more
- TD Bank (Greenville, SC)
- …relationship reviews. This role will support other team members (Relationship Managers, Trust Advisors, or Investment Advisors) and provide consistent and ... I acts as sales and relationship support for Relationship Managers and Investment Advisors who serves clients in the high-net-worth segment, supporting banking,… more
- Huntington National Bank (Raleigh, NC)
- …policies and procedures. Service coverage for multiple practices (Private Banking, Trust , & Investment Management).Duties & Responsibilities: + Responsible for ... but not limited to personal and business deposit accounts, wealth & investment management accounts and services, consumer lending and mortgages. + Works directly… more
- Insight Global (Chicago, IL)
- …for the client and deferred compensation plans. * Build relationships with banks and investment advisors (eg, Northern Trust ). * Maximize investment revenues ... Job Description * Oversee investment administration, accounting, and budgeting for the client...strategy, reporting, and analysis. * Prepare board presentations on investment policy, manager reviews, and reserve policy * Lead… more
- Manulife (Atlanta, GA)
- …tasks and accountabilities supporting end-to-end servicing including, record keeping services and trust and investment services for US Retirement plans. The PIM ... and Plan Provider Services including but not limited to: recordkeeping / trust , custody and investment operations. The surrounding ecosystem supporting Advisor,… more