- Wells Fargo (Winston Salem, NC)
- …(IRA). **About this role:** Wells Fargo is seeking a Senior Trust Officer (Senior Fiduciary Specialist ) on the Personal Trust Market Service Team in ... further provides guidance on a variety of banking and fiduciary topics including investment management, general trust ...advice and wealth and asset management services, including: * Personal trust services. * Estate services. *… more
- US Bank (Minneapolis, MN)
- …Level IV Approvers oversee and support the sound operation of US Bank's Personal Trust (PT) business, including Ascent, Private Wealth Management, Select and ... TAS segments. Fiduciary Specialist Level IV Approver applies ...responsibilities + Serve as a subject matter expert regarding trust and fiduciary matters + Partner with… more
- US Bank (Kansas City, MO)
- … laws, internal procedures, and risk tolerance. + Sophisticated knowledge of personal trust services. + Strong communication and collaboration skills across ... fiduciary responsibilities. + Serve as a subject matter expert on trust and fiduciary matters. + Collaborate with Legal, Risk, and Business partners to… more
- Wells Fargo (San Francisco, CA)
- …Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Estate Trust Officer - Senior Fiduciary Specialist in Estate Services as ... further provides guidance on a variety of banking and fiduciary topics including investment management, general trust ...advice and wealth and asset management services, including: * Personal trust services. * Estate services. *… more
- Wells Fargo (Minneapolis, MN)
- …Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Officer (Senior Fiduciary Specialist ) on the Estate Settlement ... further provides guidance on a variety of banking and fiduciary topics including investment management, general trust ...advice and wealth and asset management services, including: * Personal trust services. * Estate services. *… more
- Wells Fargo (Austin, TX)
- …and provide personalized advice and wealth and asset management services, including: * Personal trust services * Estate services * Philanthropic services * ... further provides guidance on a variety of banking and fiduciary topics including investment management, general trust ...this role:** Wells Fargo is seeking a Senior Lead Fiduciary Specialist Working at Wells Fargo |… more
- Truist (Mclean, VA)
- …to perform the essential functions. 1. 3+ years in the role as a Fiduciary Support Specialist , trust experience, investment, banking or financial ... the following job description:** Responsible for supporting the coordinated delivery of personal trust administration to a challenging and sensitive portfolio of… more
- TD Bank (Charlotte, NC)
- …+ **Relevant certifications preferred such as Certified Fiduciary & Investment Risk Specialist (CFIRS) or Certified Trust and Fiduciary Advisor (CTFA).** ... bank subsidiary, a focus on securities investment management and fiduciary activities, state insurance regulatory requirements and securities regulatory requirements… more
- Comerica (New York, NY)
- …improves efficiency of delivery of services to clients. Works with Advisor Solutions Trust Specialist 's to develop new business through our partners. Develops ... Job Description Trust Advisor II Comerica Advisor SolutionsOur strategic alliance...allows clients to take advantage of Comerica Bank - Trust , NA's professional trust administration capabilities, as… more
- UMB Bank (Kansas City, MO)
- …or federal regulatory agency Currently hold or actively pursuing Certified Fiduciary and Investment Risk Specialist (CFIRS) designation **Compensation Range:** ... Compliance Management System, with an emphasis on the bank's fiduciary activities relating to both wealth management and corporate-institutional...encouraged to support causes you care about. Expect more trust . We want you to do the right thing,… more