- Wells Fargo (Austin, TX)
- …Managed Individual Retirement Accounts (IRA). Wells Fargo is seeking a Estate Trust Officer - Fiduciary Specialist focused on estate services within the Banking, ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… more
- Wells Fargo (Charlotte, NC)
- …(IRA). **About this role:** Wells Fargo is seeking an Associate Estate Trust Officer - Associate Fiduciary Specialist focused on Estate Services within the ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… more
- Wells Fargo (Winston Salem, NC)
- …Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Officer (Senior Fiduciary Specialist) on the Personal Market Service Team in ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… more
- Neuberger Berman (New York, NY)
- …a highly qualified and motivated individual to handle all aspects of fiduciary account administration. The individual should have strong technical knowledge of gift, ... estate, and fiduciary income tax, ability to prioritize and complete tasks...**Responsibilities:** + Direct administrative and management oversight responsibility for fiduciary relationships for trusts, estates and investment management clients.… more
- Wells Fargo (Winston Salem, NC)
- …BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, ... Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Senior Fiduciary Coordinator in Estate Services as part of Wealth and Investment Management.… more
- Stanford University (Stanford, CA)
- …addition to overseeing the school's operational enterprise, the Chief Operations & Financial Officer serves as fiduciary for the Stanford GSB Business School ... Chief Operations & Financial Officer **Graduate School of Business, Stanford, California, United...to shape institution-wide administrative initiatives and share best practices. Fiduciary & Investment Stewardship + Serve as fiduciary… more
- KeyBank (Brooklyn, OH)
- **Location:** 4900 Tiedeman Road, Brooklyn Ohio **ABOUT THE JOB (JOB BRIEF)** Fulfills fiduciary responsibilities of KeyBank as a corporate fiduciary for the ... team member and individually to meet production goals. **ESSENTIAL JOB FUNCTIONS** ** Fiduciary Expertise and Trust Administration** + Maintains deep expertise in … more
- M&T Bank (Washington, DC)
- **Overview:** Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** + ... of client trust accounts through demonstrated proficiency and sound judgment in exercising fiduciary discretion. + Serve as the primary point of contact for the… more
- JPMorgan Chase (Newark, DE)
- …to clients. With over 170 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts and Estates services are delivered ... a provision in their will, it is the Trust Officer 's role to oversee the administration of the trust....appropriate for the needs of the trust and applicable fiduciary law and that the trust is invested in… more
- University of Colorado (Denver, CO)
- **Vice President and Chief Human Resources Officer ** **Description** DO NOT **Duties & Responsibilities:** **Supervision/Management** + Associate Vice President and ... strategy aligns with broader university goals while maintaining regulatory and fiduciary boundaries defined by the Trust and Plan documents. **Governance and… more
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