- Wells Fargo (Philadelphia, PA)
- …Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Officer (Senior Fiduciary Specialist) on the Personal Trust Market Service Team ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… more
- Neuberger Berman (New York, NY)
- …a highly qualified and motivated individual to handle all aspects of fiduciary account administration. The individual should have strong technical knowledge of gift, ... estate, and fiduciary income tax, ability to prioritize and complete tasks...**Responsibilities:** + Direct administrative and management oversight responsibility for fiduciary relationships for trusts, estates and investment management clients.… more
- PNC (Pittsburgh, PA)
- …and tax rules; investment principles; and fiduciary standards * Current or prior fiduciary experience as a trust officer or the equivalent work experience * ... valued and have an opportunity to contribute to the company's success. As a Fiduciary Advisor III within PNC's Private Bank organization, you can be based in either… more
- Edward Jones (Tempe, AZ)
- …organizations, and private foundations. **What You Will Do:** The Senior Trust Tax Officer is responsible for fiduciary tax return preparation, under the ... in ensuring continued regulatory and statutory compliance in all aspects of fiduciary duties, responding to branch team, client, and professional questions; +… more
- City National Bank (New York, NY)
- …Business Control Officer ("BCO") and Business Control Managers ("BCM"s) for Fiduciary and Wealth Management and will partner with the Risk Framework leadership ... *SENIOR FIDUCIARY BUSINESS CONTROLS ANALYST * WHAT IS THE OPPORTUNITY? This position will work directly with the City National Bank's ("CNB")… more
- KeyBank (Brooklyn, OH)
- …Tiedeman Road - Brooklyn, Ohio 44144-2302 **ABOUT THE JOB (JOB BRIEF):** Fulfills fiduciary responsibilities of KeyBank as a corporate fiduciary for the ... team member and individually to meet production goals. **ESSENTIAL JOB FUNCTIONS:** ** Fiduciary Expertise:** - Maintains deep expertise in fiduciary , investment,… more
- M&T Bank (Falls Church, VA)
- **Overview:** Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** + ... of client trust accounts through demonstrated proficiency and sound judgment in exercising fiduciary discretion. + Serve as the primary point of contact for the… more
- JPMorgan Chase (Newark, DE)
- …to clients. With over 170 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts and Estates services are delivered ... a provision in their will, it is the Trust Officer 's role to oversee the administration of the trust....appropriate for the needs of the trust and applicable fiduciary law and that the trust is invested in… more
- KeyBank (Brooklyn, OH)
- …The ideal candidate has a functional knowledge of wealth management, trust/ fiduciary compliance laws and regulations, risks and supporting operational processes, ... + Minimum 3 years of wealth management related (eg - trust/ fiduciary , asset management, private banking, securities, etc.) compliance, risk management, and/or… more
- Dunham & Associates Investment Counsel, Inc. (Las Vegas, NV)
- TRUST OFFICER Dunham Trust Company (DTC) provides comprehensive trust and fiduciary services including custodial accounts, wealth management, and specialized ... with additional offices in Las Vegas, Wyoming, and Colorado. The DTC Trust Officer is responsible for the coordination of services and administration of trust and… more