- TIAA (Charlotte, NC)
- The Trust Client Interactions Specialist works on a centralized team and is accountable for providing superior customer service to Trust clients and key ... concierge for daily email requests and inbound client calls; processing trust account onboarding, money movement, account maintenance and servicing, and… more
- US Bank (Charlotte, NC)
- …Responsible for maintaining a high degree of knowledge of appropriate laws and regulations for an assigned product specialty or geographic area. Analyzes and ... At US Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition… more
- US Bank (Charlotte, NC)
- …on the bank's fiduciary responsibilities. + Serve as a subject matter expert on trust and fiduciary matters. + Collaborate with Legal, Risk, and Business partners to ... internal procedures, and risk tolerance. + Sophisticated knowledge of personal trust services. + Strong communication and collaboration skills across diverse… more
- US Bank (Charlotte, NC)
- …for ensuring adherence to regulatory requirements and internal policies within the trust and investment services business line. This role requires a deep ... understanding of fiduciary principles, applicable laws, and trust products. The Fiduciary Officer will lead and support...Responsibilities** + Maintain a high level of expertise in trust and investment products, including trust , agency,… more
- Truist (Charlotte, NC)
- …functions. 1. 3+ years in the role as a Fiduciary Support Specialist , trust experience, investment, banking or financial planning-related client service ... job description:** Responsible for supporting the coordinated delivery of personal trust administration to a challenging and sensitive portfolio of affluent clients.… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Securities Operations Specialist in the Trust Services team within Wealth & Investment Management within our ... in the settling of incoming electronic/physical assets for our trust customers. The SCAT team reviews physical documents against...Trade processing preferred. + Knowledge or exposure to SEI Trust 3000 or custodian Depository Trust Company.… more
- AON (Charlotte, NC)
- …the lives of people around the world. As an organization, we are united through trust as one inclusive team, and we are passionate about helping our colleagues and ... or more of your time leading the local Account Specialist population, including training and development, standardizing work, ensuring...the world. As an organization, we are united through trust as one inclusive team, and we are passionate… more
- Market My Market (Charlotte, NC)
- SEO Specialist Position Overview The SEO Specialist will focus on executing specialized SEO tasks across all client accounts with high-quality standards and ... and contributes to elevating this specialty across all client campaigns. The Specialist may oversee overseas freelancers but has less team management responsibility… more
- CDM Smith (Charlotte, NC)
- …40508BR **Business Unit:** FSU **Job Description:** The FEMA Cultural Resources Specialist : * Provides technical expertise to ensure compliance with Federal historic ... to obtain a FEMA Badge, which includes a background investigation for a Public Trust position. * Performs other duties as required. \#LI-LP2 **Job Title:** FEMA -… more
- CDM Smith (Charlotte, NC)
- …40509BR **Business Unit:** FSU **Job Description:** The Disaster Program Delivery Specialist : * Collects, coordinates and/or reviews applicant data to determine ... obtain a FEMA Badge, which includes a background investigation for a Public Trust position. \#LI-LP2 **Job Title:** FEMA - Program Delivery Specialist **Group:**… more