- Truist (Charlotte, NC)
- …Private Wealth, or Institutional Investment Management industry with 5+ years in Trust Administration . 2. Strong knowledge of estate planning, fiduciary and ... and provides fiduciary advice and oversight for all types of Wealth trust accounts including personal trusts, special needs trusts, investment management, custodial… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Lead Trust Advisor - Special Needs Trust (Senior Lead Fiduciary Advisory Specialist (LO)) responsible ... with internal and external partners (ie care managers). The advisor offers knowledge of state and federal benefit programs,...Oversee a team of fiduciary professionals responsible for the administration of trust and other fiduciary accounts;… more
- Sedgwick (Fayetteville, NC)
- …Work(R) Fortune Best Workplaces in Financial Services & Insurance IT Security Engineering Advisor Sr **PRIMARY PURPOSE OF THE ROLE:** To manage the implementation of ... + Configuration of Elevation Control and Network Access Control to enforce Zero Trust principles. + Analysis of policy violations and threat events to continuously… more
- US Bank (Charlotte, NC)
- …planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration . In addition, PWM has specialized capabilities in business-sale ... advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening client relationships. The PWA uses… more
- PNC (Raleigh, NC)
- …the company's success. We are looking to hire a Credit Risk Review Advisor in Credit Risk Review within PNC's Independent Risk Management organization. The primary ... senior management and PNC's Risk Committee of the Board of Directors. As CRR Advisor Senior you will join a highly skilled team providing independent assessments of… more
- PNC (Charlotte, NC)
- …to the company's success. We are looking to hire a Credit Risk Review Advisor Senior in Credit Risk Review within PNC's Independent Risk Management organization. The ... senior management and PNC's Risk Committee of the Board of Directors. As CRR Advisor Senior you will join a highly skilled team providing independent assessments of… more
- Microsoft Corporation (Charlotte, NC)
- …the world. Within CE&S, the Customer Service & Support (CSS) organization builds trust and confidence for every person and organization through delivering a seamless ... and achieving more from their Microsoft investment. For the Principal Technical Support Advisor role, we are looking for an individual who is a service delivery… more
- Amentum (Raleigh, NC)
- …activities with the US Department of Homeland Security's Transportation Security Administration (TSA) and various US Embassy personnel located in Europe. **JOB ... Clearable: Must be able to obtain and maintain a USG Public Trust Waiver **DESIRED QUALIFICATIONS:** + Bachelor's degree in cybersecurity, international relations,… more
- US Bank (Charlotte, NC)
- …fiduciary advice) 6+ years WM business experience - any level (wealth advisor , tax, account administration , management, sales, etc.) Preferred: Advanced degree ... IV Approvers oversee and support the sound operation of US Bank's Personal Trust (PT) business, including Ascent, Private Wealth Management, Select and TAS segments.… more
- Truist (Charlotte, NC)
- …following job description:** Responsible for supporting the coordinated delivery of estate and trust administration . Provide support to Estate Advisors in the ... may change from time to time. Assist the Estate Advisor in managing the death settlement duties, such as:...years in the role as an Estate Support Specialist, trust experience, investment, banking or financial planning-related client service… more
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