- Wells Fargo (Winston Salem, NC)
- …(IRA). **About this role:** Wells Fargo is seeking a Senior Trust Officer ( Senior Fiduciary Specialist ) on the Personal Trust Market Service Team in ... 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 (Winston Salem, NC)
- …* Managed Individual Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Senior Fiduciary Specialist Working at Wells Fargo | Jobs and ... **BL&T** further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts,… more
- Wells Fargo (Minneapolis, MN)
- …* Managed Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Fiduciary Specialist Working at Wells Fargo | Jobs and ... 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 (Minneapolis, MN)
- …(recommending streamlining section) Wells Fargo is seeking a Senior Trust Advisor ( Senior Lead Fiduciary Specialist ) to join the Trust Services team ... this role, you will:** + Oversee a team of fiduciary professionals responsible for the administration of trust and...professionals responsible for the administration of trust and other fiduciary accounts + Administer a book of fiduciary… more
- City National Bank (New York, NY)
- * SENIOR FIDUCIARY BUSINESS CONTROL MANAGER* *WHAT IS THE OPPORTUNITY?* This position will work directly with the City National Bank's ("CNB") and Business ... Control Officer ("BCO") and senior management of wealth management division of the organization....financial services * * *Additional Qualifications* * Preferred Certified Fiduciary and Investment Risk Specialist (CFIRS) *… more
- PNC (Philadelphia, PA)
- …the company's success. We are looking to hire a Compliance Program Specialist Senior within PNC's Independent Risk Management's Compliance organization ... Preferred Qualifications: *Prior working experience in Compliance or Audit *Knowledge of fiduciary activities specific to 12 CFR 9 and/or ERISA *Ability to work… more
- Edward Jones (St. Louis, MO)
- …charitable organizations, and private foundations. **What You Will Do:** The Trust Senior Advising Specialist serves as a technical subject matter expert ... Responsibilities include: + Partner with EJTC areas (Administration, Investments, Fiduciary , Legal, New Business, Operations, Finance, Compliance) and EJ (DPM,… more
- Edward Jones (St. Louis, MO)
- …of managing client unique assets. **What You'll do:** As a Unique Asset Specialist , you will manage EJTC's unique asset holdings, end to end (pre-acceptance review, ... managing vendor relationships and accompanying Service Level Agreements + Knowledge of fiduciary principles and basic ability to interpret trust and other estate… more
- V2X (Melbourne, FL)
- …other company policies and procedures. + Supervisor level management of the fiduciary accounts with the Theater Property and the Installation Property Book Offices ... Driver's License, is required. + Preferred to have Certified Professional Property Specialist (CPPS) from the National Property Management Association (NPMA) but not… more
- Axis (Red Bank, NJ)
- …either in house or in private practice. Strong preference for additional Fiduciary /ERISA and/or Fidelity/Crime Claims experience as well. * Demonstrated ability to ... work independently as well as part of a team, interact with others, meet deadlines, and successfully perform in a fast-paced, changing work environment * Proficiency in drafting coverage correspondence, experience writing coverage letters, and other reporting… more
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