- Fifth Third Bank, NA (Birmingham, AL)
- …step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Senior Trust Advisor will provide expertise and fiduciary thought leadership, ... while identifying new and fostering strong existing fiduciary client relationships. The Senior Trust Advisor partners closely with the Private Bank team to… more
- Regions Bank (Mobile, AL)
- …section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust ... and its policies, procedures, compliance and legal requirements; may receive guidance from senior trust advisors and Fiduciary Support managers on more complex… more
- Comerica (Costa Mesa, CA)
- Job Description Senior Trust Advocacy AdvisorThe Trust Advisor in Comerica's Trust Advocacy group responsible for reviewing legal documentation for ... colleagues are highly engaged in new business acceptance for Personal Trust , Advisor Solutions, and Estate Administration.Responsibilities: New Business Review:… more
- UMB Bank (Dubuque, IA)
- …Advisor works closely with the Financial Planner, Private Banker, Portfolio Manager, Trust Advisor and Service Administrator to build the wealth strategy that ... is one of the many reasons why our clients trust us. We get to know them - we...Wealth Management, your story is our focus. As the ** Sr . Wealth Advisor ** , you will lead… more
- UMB Bank (Kansas City, MO)
- …Advisor works closely with the Financial Planner, Private Banker, Portfolio Manager, Trust Advisor and Service Administrator to build the wealth strategy that ... is one of the many reasons why our clients trust us. We get to know them - we...Management, your story is our focus. As the **Wealth Advisor ** , you will lead a highly integrated team-based… more
- Comerica (El Segundo, CA)
- … Client Assistant Sr ., you will work directly with your assigned Trust Advisor , our partnered Financial Advisors, and other internal business partners to ... Job Description Senior Trust Client AssistantOur Strategic Alliance...Advisor , delivered through a customized, service-driven model. The Trust Client Assistant Sr . in Comerica's Strategic… more
- Comerica (New York, NY)
- …Responsibilities:ADMINISTRATION Manages most routine accounts under the direct supervision of a Trust Advisor in accordance with the terms of the various ... investment programs. Works under the direct supervision of a Trust Advisor in developing solutions to most...monitors and tracks tax reporting activities, coordinating with more senior Trust Administrators COMPLIANCE Meets all compliance… more
- Wells Fargo (Austin, TX)
- …Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Officer ( Senior Fiduciary Specialist) on the Personal ... Market Service Team in Trust Client & Advisor Services as part of Wealth and Investment Management. Learn more about the career areas and lines of business at… more
- KeyBank (Amherst, NY)
- …(eg - CFIRS (Certified Fiduciary & Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor ), or similar). + Comprehensive knowledge of ... execution of compliance monitoring and testing across Key's Wealth Management and Trust lines of business, products, and functional activities. Individuals lead the… more
- M&T Bank (Falls Church, VA)
- …industry including technical trust and planning experience CTFA (Certified Trust and Financial Advisor ) certification Strong interpersonal skills **Physical ... Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** + Apply deep… more