- Bank OZK (Atlanta, GA)
- …Responsible for developing, managing and maintaining revenue generating investment and trust relationships. Knowledge, Skills & Abilities + Knowledge of a broad ... issues and legal issues involving the day-to-day management of the Bank's fiduciary function necessary to its successful operation. + Knowledge of banking product… more
- Bank OZK (Little Rock, AR)
- …cash solutions. Bridges the gap between the Bank's Treasury Management and Trust & Wealth divisions to ensure institutional clients receive cohesive advice across ... investment management, fiduciary oversight, and plan design with a focus on...oversight, and plan design with a focus on long-term fiduciary and investment relationships with business owners, nonprofits, municipalities,… more
- Wells Fargo (Philadelphia, PA)
- …aspirations. BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty ... Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Officer (Senior Fiduciary Specialist) on the Personal Trust Market Service Team in… more
- TD Bank (Mount Laurel, NJ)
- …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
- Wells Fargo (Las Vegas, NV)
- …aspirations. BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty ... (IRA) **About this role:** Wells Fargo is seeking a Senior Lead Fiduciary Specialist in Trust Client & Advisor Services as part of Wealth and Investment… more
- Tompkins Community Bank (Ithaca, NY)
- …and tax software applications, including Wall Street Concepts software and ONESOURCE (TM) Trust Tax, and ONESOURCE (TM) Fiduciary Accounting Software + Good ... . Position Summary: As a member of the TFA Fiduciary Team, the individual in this role will prepare...Certificate preferred + A minimum of three (3) years' trust and estate-related experience is preferred + Proficient in… more
- Wells Fargo (Winston Salem, NC)
- …talent. It all begins with you. **About this role:** Wells Fargo is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Trust Client & Advisor ... aspirations. BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty… more
- US Bank (Minneapolis, MN)
- …from Day One. **Job Description** US Bank offers Wealth Management and Institutional Trust fiduciary services to our clients through US Bank National Association ... products cover the full trust and agency spectrum, including fiduciary trust administration and investment management, investment advisory, directed trustee,… more
- Regions Bank (Hoover, AL)
- …LLC's and Partnerships, Decantings or Modifications, and 5/5 Powers + Experience with Trust and Fiduciary principles + Experience in Trust Accounting ... section of the system. **Job Description:** At Regions, the Fiduciary Review Analyst has the primary function of reviewing...on the disposition of assets and cash from assigned trust accounts + For asset transfers, maintains advanced investment… more
- City National Bank (New York, NY)
- … Fiduciary Officer provides strategic direction and oversight for the bank's trust and fiduciary operations. This role works with executive management within ... * Fiduciary account administration: Manage the administration of all trust and fiduciary accounts, including regular reviews as stipulated by 12 CFR 9.6.… more
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