- Wells Fargo (Philadelphia, PA)
- …(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
- Wells Fargo (Irving, 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 ...(IRA). **About this role:** Wells Fargo is seeking a Fiduciary Specialist Working at Wells Fargo |… more
- Truist (Atlanta, GA)
- …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
- US Bank (Palm Beach, FL)
- …Bachelor's degree, or equivalent work experience - Eight or more years of personal trust and/or estate planning experience Preferred Skills/Experience - Advanced ... what you excel at-all from Day One. **Job Description** Reviews and interprets trust agreements, wills and other estate planning documents where the bank is acting… more
- Regions Bank (Little Rock, AR)
- …Management Trust Advisor is responsible for the acquisition of Personal Trust , Estate, IRA and Investment Management client relationships. Responsibilities ... ensure prudent administration and investment management + Partners with Trust Administrator and Trust Specialist ...compliance and legal requirements; may receive guidance from senior trust advisors and Fiduciary Support managers on… more
- Truist (Atlanta, GA)
- …the essential functions. 1. 3-5+ years in the role as an Investment Support Specialist / Fiduciary Support Specialist ; trust , investment, banking or ... and maintain appropriate documentation of client transactions. 3. Utilize various trust and investment systems to affect transactions, monitor accounts, create… more
- Manulife (NH)
- …Externally, they will be the single point of contact with Fund Partners, Fiduciary partners and third-party trust companies. This individual will also oversee ... **Position Overview** The **Director, Investment Specialist /Head of Co-Manufactured Products** will lead the end-to-end development and product management of… more
- Truist (Coral Gables, FL)
- …all operational competencies and processes including banking, credit, investments, trust , new client on-boarding/welcome program, client servicing and advisor ... support a superior client experience + Continually render responsive and professional personal service to Wealth clients + Can attend client events/meetings, as… more
- Truist (Nashville, TN)
- …all operational competencies and processes including banking, credit, investments, trust , new client on-boarding/welcome program, client servicing and advisor ... support a superior client experience. 14. Continually render responsive and professional personal service to Wealth clients 15. Can attend client events/meetings, as… more