- CIBC (Boston, MA)
- …about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What You'll Be Doing** As a ** Senior Fiduciary Tax Specialist ** , you'll ... internal and external partners. + **Manage payments:** Managing the processing of fiduciary tax estimate and balance due payments, IRA/NRA tax withholding,… more
- Wells Fargo (San Francisco, CA)
- …**About this role:** Wells Fargo is seeking a Senior Estate Trust Officer - Senior Fiduciary Specialist in Estate Services as part of Wealth and ... tax strategies + Solid understanding of trust administration practices, fiduciary responsibilities, estate settlement processes, and applicable tax … more
- Wells Fargo (Austin, TX)
- …* Managed Individual Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Senior Lead Fiduciary Specialist Working at Wells Fargo | Jobs ... 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)
- …(IRA). **About this role:** Wells Fargo is seeking a Senior Trust Officer ( Senior Fiduciary Specialist ) on the Estate Settlement Administration Team in ... **Desired Qualifications:** + Solid understanding of trust administration practices, fiduciary responsibilities, estate settlement processes, and applicable tax … more
- US Bank (Kansas City, MO)
- …excel at-all from Day One. **Job Description** **Key Responsibilities** + Apply fiduciary expertise to ensure PT activities comply with laws, regulations, policies, ... and procedures. + Identify and resolve fiduciary risk issues. + Provide strategic advice and guidance on the bank's fiduciary responsibilities. + Serve as a… more
- Wells Fargo (Chicago, IL)
- …Fargo is seeking a Senior Lead Trust Advisor - Special Needs Trust ( Senior Lead Fiduciary Advisory Specialist (LO)) responsible for offering personalized ... managers). The advisor offers knowledge of state and federal benefit programs, reviews fiduciary tax returns and delivers outstanding client service. The Special… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …Fifth Third Bank. GENERAL FUNCTION: Performs a wide range of administrative and fiduciary duties of a highly responsible and complex nature for a centralized group ... of Trust, Account and Investment officers, including Senior Managers and Team Leads. Partners with all individuals of the group in every aspect of servicing their… more
- Regions Bank (St. Petersburg, FL)
- …and its policies, procedures, compliance and legal requirements; may receive guidance from senior trust advisors and Fiduciary Support managers on more complex ... Planning or relevant experience including direct client interaction to deliver fiduciary services (financial, tax , philanthropic and estate planning and… more
- BMO Financial Group (Chicago, IL)
- …ethical requirements. + Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. + Applies expertise and ... participates in meetings with prospects/clients. + Provides investment management, fiduciary expertise and strategic leadership for business, products, and policies… more
- Robert Half Management Resources (Dallas, TX)
- …strong expertise in trust audits and examinations, as well as a Certified Fiduciary & Investment Risk Specialist (CFIRS) certification. The selected candidate ... ensuring all activities align with compliance requirements. Requirements * Certified Fiduciary & Investment Risk Specialist (CFIRS) certification is mandatory.… more
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