- Bank of America (Wilmington, DE)
- Regional Fiduciary Officer Wilmington, Delaware;Conshohocken, Pennsylvania **Job Description:** At Bank of America, we are guided by a common purpose to help ... and training to Private Bank account teams and centralized units on technical fiduciary issues in support of sales efforts and administration processes across a … more
- Bank OZK (Charlotte, NC)
- …to Trust Administration Committee (TAC), after consultation with Regional Director and/or Chief Fiduciary Officer . + Reviews fiduciary tax returns and works ... issues for escalation and consultation with Regional Director and/or Chief Fiduciary Officer , providing analysis and preliminary recommendations, including… more
- Bangor Savings Bank (Portland, ME)
- …Augusta, ME; or Portland, ME Job Profile Summary: Under the direction of the Senior Fiduciary Officer , the Fiduciary Officer is responsible for assisting ... in the administration of fiduciary relationships (Ie, Trusts, estates, etc.) within Bangor Wealth...Wealth Management staff, direct client interaction, ensuring compliance with fiduciary laws, and contributing to the strategic goals of… more
- Neuberger Berman (New York, NY)
- The Institutional Fiduciary Officer is an important member of the Institutional Trust team of NBTC. The team supports Institutional, Private Wealth Management ... (OCIO) clients which are primarily endowments, foundations and pension funds. The Fiduciary Officer will be the daily business owner of a variety of client… more
- Wells Fargo (Las Vegas, NV)
- …services. * Managed Individual Retirement Accounts (IRA). Wells Fargo is seeking a Trust Officer - Fiduciary Specialist in Trust Client & Advisor Services as ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… more
- Wells Fargo (Long Beach, CA)
- …Managed Individual Retirement Accounts (IRA). Wells Fargo is seeking an Associate Trust Officer - Associate Fiduciary Specialist in Trust Client & Advisor ... further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty...role, you will:** + Work with a team of fiduciary professionals to administer a book of fiduciary… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …Collaborate with the Managing Director of Personal Trust and the Chief Fiduciary Officer to set trust administration execution strategies. Develop and ... In collaboration with the Managing Director of Personal Trust, the Chief Fiduciary Officer and in consultation with Private Bank Legal Counsel, lead sound … more
- CIBC (New York, NY)
- …you are a fiduciary subject matter expert who will assist the Chief Fiduciary Officer ("CFO") with the oversight of CIBC's fiduciary activities. You ... assisting the CFO to develop, maintain and strengthen monitoring systems over fiduciary activities. You have deep operational experience, are familiar with trust… more
- Wells Fargo (Westlake Village, CA)
- …**BL&T** further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, ... **About this role:** Wells Fargo is seeking a Senior Fiduciary Specialist Working at Wells Fargo | Jobs and...this role, you will:** + Administer a book of fiduciary philanthropic relationships within a team-based environment, including analyzing… more
- Bank of America (Hartford, CT)
- …for high net worth clients and serves as the market's Chief Fiduciary Officer . Key responsibilities include driving business development planning, retention ... of existing business, as well as risk and compliance oversight of fiduciary policy rules and regulations. Job expectations include partnering closely with the… more