- US Bank (Kansas City, MO)
- … laws, internal procedures, and risk tolerance. + Sophisticated knowledge of personal trust services. + Strong communication and collaboration skills across ... bank's fiduciary responsibilities. + Serve as a subject matter expert on trust and fiduciary matters. + Collaborate with Legal, Risk, and Business partners… more
- 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 ... 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)
- **About this role:** Wells Fargo is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Trust Client & Advisor Services as part of ... 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 (Palm Beach, FL)
- …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 Senior Trust Associate Working at Wells Fargo… more
- KeyBank (Pepper Pike, OH)
- …Blvd - Pepper Pike, Ohio 44124 ABOUT THE JOB (JOB BRIEF): Fulfills fiduciary responsibilities of KeyBank by providing expert trust administration and counsel ... retain and grow clients who require complex strategies to protect, grow and transition personal and family wealth. Actively manages trust and agency accounts, in… more
- KeyBank (Toledo, OH)
- **Location:** 300 Madison Avenue - Toledo, Ohio 43604 Fulfills fiduciary responsibilities of KeyBank by providing expert trust administration and counsel to ... retain and grow clients who require complex strategies to protect, grow and transition personal and family wealth. Actively manages trust and agency accounts, in… more
- TD Bank (Greenville, SC)
- …such as Certified Fiduciary & Investment Risk Specialist (CFIRS) or Certified Trust and Fiduciary Advisor (CTFA).** + **Familiarity with Office of the ... bank subsidiary, a focus on securities investment management and fiduciary activities, state insurance regulatory requirements and securities regulatory requirements… more
- Comerica (Farmington Hills, MI)
- Job Description Trust Fiduciary Analyst SrThis role is... Analyst role will work with Relationship Managers and Trust Advisors in the Personal Trust ... Trust accounts. This Senior...to facilitate document gathering and obtain approvals, updating Comerica's trust accounting system to reflect accurate account information for… more
- Thrivent Financial (Appleton, WI)
- …client service while fulfilling fiduciary duties. As a trusted advisor, the Senior Personal Trust Officer builds lasting relationships with clients, ... the life they want today-and tomorrow. Job Summary The Senior Personal Trust Officer is...+ Stay current on developments in federal and state trust regulations, tax laws, fiduciary best practices… more
- M&T Bank (Washington, DC)
- **Overview:** Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary ... for complex trust relationships. + Assess and manage risk, exercise fiduciary discretion and judgment, and adhere to policies and procedures related to account… more
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