- Randolph-Brooks Federal Credit Union (RBFCU) (San Antonio, TX)
- …necessary paperwork for member transactions. Prepare account closures for review by the Senior Fiduciary Officer . Monitor bill pay requests submitted by ... Requirements RBFCU in partnership with Members Trust Company is seeking a Trust Officer that is responsible for engaging with Trust Prospects, serving as the… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …that exceed our clients' expectations. In some cases may be assigned to a more senior officer as an Associate Trust Officer /Trust Administrator during the ... estate, and custody accounts. Fulfills the duties as a fiduciary or custodian in accordance with the terms of...a daily basis through the use of the administrative officer 's trial balance. *Instructs the assigned trust administrators of… more
- Raymond James Financial, Inc. (Portsmouth, NH)
- …Resolves or recommends solutions to complex problems. Regular contact with senior management and other internal customers is required to identify, research, ... and clients in defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to review and approve… more
- Bank of America (New York, NY)
- Senior Fiduciary Officer Boston, Massachusetts;New York, New York; Charlotte, North Carolina **To proceed with your application, you must be at least 18 ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Boston/ Senior - Fiduciary - Officer \_25021239-1) **Job Description:** At Bank… more
- US Bank (Milwaukee, WI)
- …**Job Description** The **_Fiduciary Risk Officer_** is responsible for assessing fiduciary risk within the Institutional Trust and/or Global Corporate Trust ... policies and procedures, applicable state law and Federal regulations; ensures fiduciary activities meet regulatory requirements. Provides support in responding to… more
- Wells Fargo (Austin, TX)
- …Individual Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Senior Lead Fiduciary Advisory Specialist - Estate Services Working at Wells ... **BL&T** further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts,… more
- City National Bank (Los Angeles, CA)
- * SENIOR FIDUCIARY BUSINESS CONTROLS ANALYST* WHAT IS THE OPPORTUNITY? This position will work directly with the City National Bank's ("CNB") Business Control ... Officer ("BCO") and Business Control Managers ("BCM"s) for Fidciary...with team members to contribute concise communication materials for senior management. Develop presentations for internal and external meeting… more
- M&T Bank (New York, NY)
- **Overview:** Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** + ... of client trust accounts through demonstrated proficiency and sound judgment in exercising fiduciary discretion. + Serve as the primary point of contact for the… more
- Bank of America (Norfolk, VA)
- Senior Trust Officer Norfolk, Virginia;Richmond, Virginia **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Norfolk/ Senior -Trust- Officer \_25014342-2) **Job Description:** At Bank of America,… more
- Bank of America (Chicago, IL)
- Senior Trust Officer Chicago, Illinois **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Chicago/ Senior -Trust- Officer \_25023122) **Job Description:** At Bank of America,… more
