- US Bank (Milwaukee, WI)
- …**Job Description** The **_Fiduciary Risk Officer_** is responsible for assessing fiduciary risk within the Institutional Trust and/or Global Corporate Trust ... as new vendors, systems, products and segments, by advising on fiduciary risk , informing procedure and control design, participating in Steering Committees,… more
- Bank of America (Dallas, TX)
- Regional Fiduciary Officer Kansas City, Missouri;Fort Lauderdale, Florida; Atlanta, Georgia; Dallas, Texas; Fort Worth, Texas; Clayton, Missouri; Charlotte, ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Kansas-City/Regional- Fiduciary - Officer \_25029784-2) **Job Description:** At Bank of America,… more
- Wells Fargo (Minneapolis, MN)
- …BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, ... **About this role:** Wells Fargo is seeking a Senior Fiduciary Specialist Working at Wells Fargo | Jobs and...to deliver a high-touch client experience within a strong risk management framework. + Build and maintain a strong… more
- Wells Fargo (Purchase, NY)
- …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 Senior Special Needs Trust Officer as part of Wealth and Investment Management. Working...problems facing disabled individuals and their families + Identify risk issues on Special Needs Trust accounts, and work… more
- Wells Fargo (San Francisco, CA)
- …**BL&T** further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, ... Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Senior Lead Fiduciary Advisory Specialist - Estate Services Working at Wells Fargo | Jobs and… more
- City National Bank (Los Angeles, CA)
- *SENIOR FIDUCIARY BUSINESS CONTROLS ANALYST* WHAT IS THE OPPORTUNITY? This position will work directly with the City National Bank's ("CNB") Business Control ... Officer ("BCO") and Business Control Managers ("BCM"s) for Fidciary...Fidciary and Wealth Management and will partner with the Risk Framework leadership team. Responsibilities will encompass understanding controls… more
- Bank of America (Chicago, IL)
- …rules and regulations in a fast-paced, high-volume environment. + The Settlement Officer Assigns tasks to Specialized Fiduciary Administrators, monitors progress ... Estate Settlement Officer II (ESO II), Estate Settlement Services (ESS)...and activities with external business partners (Attorneys, CPAs, and Fiduciary Accountants), and internal support partners (Tax, Compliance, SAM,… more
- M&T Bank (Vero Beach, FL)
- …trust administration management for complex trust relationships. + Assess and manage risk , exercise fiduciary discretion and judgment, and adhere to policies ... **Overview:** Responsible for the administration and fiduciary management of complex trust relationships within client...and practices. + Understand and adhere to the Company's risk and regulatory standards, policies, and controls in accordance… more
- M&T Bank (Wilmington, DE)
- …matters and responsible for overall trust administration management. + Assess and manage risk , exercise fiduciary discretion and judgment, and adhere to policies ... **Overview:** Responsible for the administration and fiduciary management within client relationships. **Primary Responsibilities:** + Administer assigned book of… more
- Berkshire Bank (Boston, MA)
- …Berkshire Wealth Management Reports to: Managing Director & Chief Investment Officer , Wealth Management Status: Exempt/ Officer Grade: 12 Salary Range: ... Hybrid - Boston, MA - 60 State St Purpose/Objective: The VP, Compliance Officer Asset Management will develop, strengthen, and maintain the compliance and regulatory… more
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