- US Bank (Cincinnati, OH)
- …understanding of applicable laws and regulations, including OCC Handbook requirements, fiduciary principles, and Uniform Trust Code. Assists with compliance ... at-all from Day One. **Job Description** Responsible for maintaining working knowledge of trust and investment products, including but not limited to trust ,… more
- US Bank (Milwaukee, WI)
- …investment advisory, directed trustee, trusteed IRA, ERISA trustee, administrative agency, and trust reporting . The WCIB Chief Fiduciary Officer is ... + Sophisticated understanding of personal trust services, trust administration, wealth management, investment strategies, and fiduciary risk management.… more
- Comerica (New York, NY)
- Job Description Trust Advisor II Comerica Advisor SolutionsOur strategic alliance is a professional collaboration between two great financial firms. Our alliance ... allows clients to take advantage of Comerica Bank - Trust , NA's professional trust administration capabilities, as well as the services of their Financial… more
- PNC (PA)
- …of your start date. As a Senior Tax Liaison, you will work within the Fiduciary liaison team ( trust tax) and the Estate Liaison team (estate settlement). You ... success. As a Senior Tax Liaison (C) within PNC's Trust Tax Compliance organization, you will be based remotely...tax preparers from an outside accounting firm and PNC Fiduciary Advisors who manage those accounts, serving as the… more
- Robert Half (Dallas, TX)
- …the Following? Demonstrated experience with : + Conducting risk-based audits of trust accounts, fiduciary activities, and internal controls to ensure compliance ... the adequacy and effectiveness of internal controls related to trust operations and fiduciary risk management. +...accounting frameworks (GAAP, CIFRS, etc.). + Assess ing financial reporting processes and validat ing compliance with CIFRS and… more
- Edward Jones (Tempe, AZ)
- …charitable organizations, and private foundations. **What You Will Do:** The Senior Trust Tax Officer is responsible for fiduciary tax return preparation, ... facts to set up and maintain accounts for tax reporting purposes; + Communicating on complex tax matters with...Need:** + CPA required + 5+ years' experience in trust , fiduciary or financial services experience including… more
- City National Bank (Las Vegas, NV)
- …supports City National Trust and Estates by administering estate and personal trust accounts including testamentary and intervivos trusts, Charitable Trusts, ... insure sufficient cash is maintained to meet beneficiary distributions, fiduciary fees, trust bills, etc. * Obtain...basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an… more
- City National Bank (San Francisco, CA)
- …management sales related issues, processes and activities. * Develop and retain personal trust and investment management business by maintaining professional and ... * Review and recommend acceptance or rejection of potential fiduciary responsibilities for the offices assigned. Analyze trust...been created and are implemented. * Manage the assigned Personal Trust staff in the assigned regions/offices.… more
- KeyBank (Brooklyn, OH)
- …reporting aspects and client issues/resolution involving the following: trust /custody, benefit disbursements, investment management, and commercial bank account ... reporting aspects and client issues/resolution involving the following: trust /custody, benefit disbursements, investment management, and commercial bank account… more
- Santander US (Boston, MA)
- …or trust environment. - Required. + Deep understanding of fiduciary standards, Reg BI, SEC/FINRA rules, ERISA/DOL requirements, and industry best practices. ... you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment...allows it to manage its key risks which include fiduciary and suitability risk and operational risk. + Assist… more
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