- US Bank (Charlotte, NC)
- … and investment services business line. This role requires a deep understanding of fiduciary principles, applicable laws, and trust products. The Fiduciary ... + Interpret and apply relevant laws and regulations, including OCC Handbook requirements, fiduciary principles, and the Uniform Trust Code. + Review and analyze… more
- Wells Fargo (Winston Salem, NC)
- …(IRA). **About this role:** Wells Fargo is seeking a Senior Trust Officer (Senior Fiduciary Specialist ) on the Personal Trust Market Service Team in ... further provides guidance on a variety of banking and fiduciary topics including investment management, general trust ...advice and wealth and asset management services, including: * Personal trust services. * Estate services. *… 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)
- … laws, internal procedures, and risk tolerance. + Sophisticated knowledge of personal trust services. + Strong communication and collaboration skills across ... fiduciary responsibilities. + Serve as a subject matter expert on trust and fiduciary matters. + Collaborate with Legal, Risk, and Business partners to… more
- UMB Bank (Raleigh, NC)
- …control consulting, risk management or audit-related capacity with specific experience in trust or fiduciary risk and compliance **_Bonus Points if you:_** ... Doctor, graduate degree in law + You possess any industry certifications in Trust and Fiduciary Compliance **Compensation Range:** $57,760.00 - $124,170.00 _The… more
- Truist (Charlotte, NC)
- …to perform the essential functions. 1. 3+ years in the role as a Fiduciary Support Specialist , trust experience, investment, banking or financial ... the following job description:** Responsible for supporting the coordinated delivery of personal trust administration to a challenging and sensitive portfolio of… more
- City National Bank (Raleigh, NC)
- …people * Certified Trust Compliance Professional (CTCP) Or * Certified Fiduciary & Investment Risk Specialist (CFIRS) Or * Certified Public Accountant ... regulatory changes and expectations. Key areas of focus and involvement include: Personal and Employee Benefit Trust Administration, Retirement and Custody… more
- TD Bank (Charlotte, NC)
- …client-facing Distribution teams are both securities-registered and insurance-licensed. Additionally, the Trust Advisors support both personal and corporate ... the lending activities of Wealth Banking.** **In this position, the Compliance Specialist will be supporting the Wealth Banking, TD Wealth Management Services, Inc… more
- First Horizon Bank (Greensboro, NC)
- …client service and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner ... retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to… more
- Truist (Raleigh, NC)
- …client service and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner ... comprehensive wealth management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to provide an… more
Recent Jobs
-
Head Start Recruiting and Outreach Coordinator
- Opportunities for Otsego, Inc. (Oneonta, NY)
-
Laboratory Technician - Construction Materials Testing
- Intertek (Hudson, FL)