- PNC (Cleveland, OH)
- …opportunity to contribute to the company's success. As a Sr Client Solution Specialist within PNC's Estate Settlement organization, you will be based in Cleveland, ... and Bank policy and procedures. Candidates with experience in client and fiduciary services, accounting and client management systems, and Banking is preferred.… more
- Regions Bank (Little Rock, AR)
- …estates, wills, IRAs, qualified retirement plans, or custody services). Knowledge of fiduciary products and services, including legal , tax and regulatory ... administration and investment management Partners with Trust Administrator and Trust Specialist to oversee the set-up, implementation and administration of trusts,… more
- Veterans Benefits Administration (IN)
- …a remote position Remote: This position is 100% remote. Position Description Title/PD#: Legal Administrative Specialist ( Fiduciary Call Center)(CTAP ... consistency and higher quality in the service provided by customer-facing employees. The Legal Administrative Specialist position serves to counsel Veterans,… more
- Adecco US, Inc. (Atlanta, GA)
- Adecco is assisting a local client recruiting for Trust Administrative Assistant opportunities onsite in Atlanta, GA. This is an excellent opportunity to join a ... pride in their employees and their work. If Trust Administrative Assistant sounds like something you would be interested...and Enterprise risk frameworks and comply with regulatory and legal requirements * Assist with the Private Bank client… more
- US Bank (Minneapolis, MN)
- …and errors and processes routine customer service requests, ensuring compliance with legal requirements is being met and risk is being monitored within designated ... point of contact for clients being serviced by an administrative team. This position also performs wire callbacks to...and processes routine customer service requests, ensuring compliance with legal requirements is being met and risk is being… more
- Charles Schwab (Wilmington, DE)
- …IRA, administrative agency, trust reporting, and trust outsourcing. The Specialist , Trust Account Support is responsible for supporting trustees with reporting ... PTS products and services are provided through three separate legal entities; Charles Schwab Trust Company, Charles Schwab Trust...and Charles Schwab &Co. PTS products cover the full fiduciary , agency, and custody spectrum, including fiduciary … more
- Regions Bank (Little Rock, AR)
- …wills, IRAs, qualified retirement plans, or custody services). + Knowledge of fiduciary products and services, including legal , tax and regulatory requirements ... and investment management + Partners with Trust Administrator and Trust Specialist to oversee the set-up, implementation and administration of trusts, estates,… more
- Louisiana Department of State Civil Service (Baton Rouge, LA)
- …mechanisms previously managed by the Louisiana Oilfield Restoration Association. As the fiduciary body responsible for holding and managing state resources tied to ... legislative appropriation, and full collateralization of balances. Ethical and fiduciary rules further require impartiality, segregation of duties, and transparent… more
- BMO Financial Group (Barrington, IL)
- …participates in meetings with prospects/clients. + Provides investment management, fiduciary expertise and strategic leadership for business, products, and policies ... to meet client needs and maintain overall service levels. + Provides administrative support to team members and relationship managers that includes regular… more
- Federal Reserve Bank (Newark, NJ)
- …Reserve Bank of Atlanta + Stakeholder Committees and Other FRS Groups ( Administrative Committee ( Fiduciary Committee), People Committee, Committee on Investment ... health and welfare, information technology, plan administration, finance and accounting, legal and compliance, and communications and education. OEB staff and… more
