- JPMorgan Chase (Columbus, OH)
- …compliance with banking regulations, policies, and JP Morgan standards. Implement effective risk management and mitigation for assigned assets and accounts. + ... in serving as a corporate fiduciary for families, our Trust and Estate services are delivered by...and tax advisors to grow revenue and assets under management for the Trusts & Estates practice.… more
- JPMorgan Chase (New York, NY)
- …loans, mortgages and deposits. **Job Summary:** As a Settlement Officer VP in Wealth Management Solutions, Trust & Estates , you will oversee the ... with a diverse team and engage in problem-solving and risk management activities. **Job Responsibilities:** + Oversee...Bankers and Investors. + Participate on projects relating to Trust & Estates internal practices and procedures.… more
- JPMorgan Chase (Chicago, IL)
- The Trusts & Estates and Tax Operations team within Wealth Management (WM) supports the Global Trusts & Estates practice and WM Banking teams by coordinating ... tax reporting for foreign trusts. As a Trusts and Estates Tax Operations Vice President you will be part...law firm. + BA/BS or equivalent. + Expertise in trust and estate taxation, including Forms 1041… more
- JPMorgan Chase (Dallas, TX)
- …on staff full teams of professionals experienced in, and dedicated to, estate administration, trust administration, investment management , tax compliance ... Manages a book of accounts + Maintains appropriate fiduciary risk management processes with the appropriate level...in class" client service + Demonstrated understanding of wealth management , trust and estate administration,… more
- Fifth Third Bank, NA (Toledo, OH)
- …steams of highly credentialed specialists to provide wealth planning, investments, private banking, risk management , and trust services. Ensures delivery and ... spot client needs that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning. + Acts as the...are met based on needs, segmentation, asset allocation, and risk management . + Identifies and refers opportunities… more
- Charles Schwab (Westlake, TX)
- …products to meet income generation, risk mitigation, and liquidity needs. The Tax, Trust and Estate specialist role is a part of a specialized team that ... is to work through client's sophisticated needs in Tax, Trust , and Estates that among other things... and investment portfolios requiring careful attention. The Tax, Trust & Estate Specialist will be the… more
- PNC (Akron, OH)
- …necessary. Assesses risk of transaction. Presents recommendations to Real Estate Trust Investment Committee or and/or Special Assets Committee. Coordinates ... retain or sell assets. Conducts annual reviews. Presents recommendations to Real Estate Trust Investment Committee and/or Special Assets Committee, according to… more
- Bank of America (Newport Beach, CA)
- …JD, and/or CPA + Bachelor's Degree or equivalent business experience in High-Net-Worth Trust environment **Skills:** + Risk Management + Business Development ... trustee is exercising discretion, managing risk , and conducting periodic trust reviews + Supports investment management accounts including the coordination… more
- Bank of America (Chicago, IL)
- …+ Account Management + Customer and Client Focus + Oral Communications + Risk Management + Written Communications + Collaboration + Decision Making + Issue ... Resource Team (ART), Audit, Compliance, Fiduciary Tax Services, Specialty Asset Management (SAM), Trust Operations, Fiduciary Tax Services (Tax), Portfolio… more
- Wells Fargo (San Francisco, CA)
- …to improve Wells Fargo Trust 's business operations, client service, and risk management . + Independently communicate with internal partners regarding client ... advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held… more
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