- Wells Fargo (New York, NY)
- …**BL&T** further provides legal 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 Lead Trust and Fiduciary Strategist (LO) Working at Wells Fargo | Jobs and Careers at Wells… 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 Wealth and ... aspirations. BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty… 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 (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
- 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 (Irving, TX)
- …aspirations. BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty ... of fiduciary relationships within a team-based environment, including analyzing trust and estate documents, implementing client estate plans, and ensuring client… more
- KeyBank (Seattle, WA)
- …advisory experience to ultra-affluent business owners; tax or legal services to clients regarding trust and fiduciary matters, and in trust administration or ... 1301 5th Avenue, Seattle Washington **Job Summary** The Sr Fiduciary Strategist is responsible for fulfilling the fiduciary...whether Key serves as trustee. + Identifies any potential trust and estate tax-related issues and works with the… more
- Robert Half Finance & Accounting (Denver, CO)
- …Finance or Actuarial Science + 7-10+ years of experience in benefits finance, fiduciary trust management or high-volume risk analysis One of the following ... with a growing startup in the insurance industry seeking a Sr. Fiduciary Analyst and Portfolio Manager. Responsibilities includes + trend analysis + portfolio… more
- Commerce Bank (St. Louis, MO)
- …and financial planning required + Certified Financial Planner (CFP) and/or Certified Trust Fiduciary Advisor (CTFA) designation preferred (or commitment to work ... $123,500.00 (Amount based on relevant experience, skills, and competencies.) Since 1906, Commerce Trust , a division of Commerce Bank, has been a leading provider of… more
- KeyBank (Brooklyn, OH)
- …a corporate fiduciary for the administration and post-death settlement of fiduciary accounts by providing expert trust and estate administration and counsel ... team member and individually to meet production goals. **ESSENTIAL JOB FUNCTIONS** ** Fiduciary Expertise and Trust Administration** + Maintains deep expertise in… more
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