- Sul Lee Law Firm, PLLC (Dallas, TX)
- …entrepreneurs, corporations, and investors in high-stakes matters where ownership rights, fiduciary duties, and company control are at risk. Our culture values ... Responsibilities: Lead litigation strategy for partnership/shareholder disputes, derivative claims, fiduciary duty litigation, and business divorce cases. Handle TRO… more
- Trust Counsel PL (Coral Gables, FL)
- …real estate holdings, and ensuring tax compliance. Prepare trust/ fiduciary accountings for Attorney-Trustees, manage financial statements, income, disbursements, ... and deliver accountings to beneficiaries. Review and approve Foundational Estate Plans before submission to clients. Draft comprehensive estate and gift tax planning structures, as well as corporate transactions, including preferred partnership freezes, Family… more
- Usaa (San Antonio, TX)
- …business leaders to meet project business goals while maintaining strong fiduciary and scheduling controls. Develops and maintains communication plan with all ... stakeholders. Advanced functional knowledge to produce complex work deliverables in support of departmental initiatives. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk… more
- Wells Fargo (Austin, TX)
- …BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, ... Wells Fargo is seeking a Estate Trust Officer - Fiduciary Specialist focused on estate services within the Banking,...this role, you will:** + Administer a book of fiduciary relationships within a team-based environment, including analyzing trust… more
- Wells Fargo (Charlotte, NC)
- …BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, ... is seeking an Associate Estate Trust Officer - Associate Fiduciary Specialist focused on Estate Services within the Banking,...Wells Fargo (wellsfargojobs.com) + Work with a team of fiduciary professionals to administer a book of fiduciary… more
- KeyBank (Hartford, CT)
- …Suite 1910 - Hartford, Connecticut 06103 **JOB BRIEF (PURPOSE)** The ** Fiduciary Strategist** is responsible for fulfilling the fiduciary responsibilities ... market delivery for clients with appropriate revenue and advisory needs. The Fiduciary Strategist proactively collaborates with team members to build insights and… more
- KeyBank (Portland, ME)
- **Location:** 127 Public Square, Cleveland Ohio The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank by ... Wealth standard in ensuring consistent, sophisticated advisory delivery, while managing fiduciary risk. For Family Wealth legacy relationships, the Fiduciary … more
- Tompkins Community Bank (Ithaca, NY)
- …three (3) days per week . Position Summary: As a member of the TFA Fiduciary Team, the individual in this role will prepare detailed fiduciary accounting and ... and industry software are essential for this role. Position Goals: + Fiduciary Accounting Excellence - Independently prepare detailed fiduciary accountings for… more
- PNC (Erie, PA)
- …valued and have an opportunity to contribute to the company's success. As a Fiduciary Advisor III within PNC's Private Bank organization, you will be based in ... The ideal candidate will meet the following qualifications: - Fiduciary experience with revocable and irrevocable trusts - Legal...OPT for this position. **Job Description** + Engages in fiduciary decision-making by executing the terms of any plan… more
- Wells Fargo (Palm Beach, FL)
- …BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, ... Jobs and Careers at Wells Fargo (wellsfargojobs.com) + Support a team of fiduciary professionals to administer a book of fiduciary relationships, including… more
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