- 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 ... 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 (Walnut Creek, CA)
- **About this role:** Wells Fargo is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Trust Client & Advisor Services as part of ... aspirations. BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty… more
- Wells Fargo (New York, NY)
- …* Managed Individual Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Senior Lead Trust and Fiduciary Strategist (LO) Working at Wells ... provides legal 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
- TD Bank (Charlotte, NC)
- …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
- PNC (Philadelphia, PA)
- …* Specific knowledge of trust , estate, and tax rules; investment principles; and fiduciary standards * Current or prior fiduciary experience as a trust ... valued and have an opportunity to contribute to the company's success. As a Fiduciary Advisor III within PNC's Private Bank organization, you can be based in either… more
- Fifth Third Bank, NA (Tampa, FL)
- …in banking at Fifth Third Bank. GENERAL FUNCTION: The Senior Trust Advisor will provide expertise and fiduciary thought leadership, delivering high-quality ... with legal and regulatory requirements, while identifying new and fostering strong existing fiduciary client relationships. The Senior Trust Advisor partners… more
- Canandaigua National Bank & Trust (Sarasota, FL)
- …customers with complete trust services to include estates, personal trust , guardianships, and any other appropriate fiduciary capacity. + Responsible for ... Trust Officer - Team Lead do? The Senior Trust Officer Team Lead at Canandaigua...Trust Admin Committee regarding the exercise of discretionary fiduciary powers in unusual or complex situations. + Initiates… more
- M&T Bank (Baltimore, MD)
- **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
- M&T Bank (Wilmington, DE)
- …in collecting critical documents and assets, preparing disbursements, and other trust administration tasks. Supports the administration and fiduciary management ... **Overview:** Under minimal or no supervision, provides administrative support to Trust Officers and has direct contact with grantors, beneficiaries, Trustees,… more
- Regions Bank (Little Rock, AR)
- …and its policies, procedures, compliance and legal requirements; may receive guidance from senior trust advisors and Fiduciary Support managers on more ... Trust Advisor is responsible for the acquisition of Personal Trust , Estate, IRA and Investment Management...services, including legal, tax and regulatory requirements applicable to fiduciary relationships and the administration of trust … more