- New York State Civil Service (Albany, NY)
- NY HELP No Agency Financial Services, Department of Title Trust Compliance Associate ( Financial Services Specialist 4 ( Compliance ), SG-27) ... system.The Department of Financial Services is seeking candidates for the position of Trust Compliance Associate in Limited Purpose Trust unit within… more
- KeyBank (Brooklyn, OH)
- **Location:** 4900 Tiedeman Road - Brooklyn, Ohio 44144-2302 The Trust Associate (TA) is accountable for assisting an Institutional Advisor (IA)/Relationship ... ERISA, reporting aspects and client issues/resolution involving the following: trust /custody, benefit disbursements, investment management, and commercial bank account… more
- US Bank (Charlotte, NC)
- …valuations of assets and collateral, and the proper funding of accounts in compliance with governing trust documents. Uses bond financing documents, along with ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...**Job Description** This position works within the Global Corporate Trust business unit and is responsible for cash and… more
- CalSTRS (Sacramento, CA)
- …System JC-492505 - Associate Portfolio Manager, Investment Performance & Compliance ASSOCIATE PORTFOLIO MANAGER $11,667.00 - $17,500.00 per Month New ... Job Posting: Associate Portfolio Manager, Investment Performance & Compliance...Type:** Permanent, Full Time **Department Information** **CalSTRS: Securing the financial future and sustaining the trust of… more
- Regions Bank (Hoover, AL)
- …to ensure prudent administration and investment management + Understands unique, complex trust agreements and appropriately manages accounts in compliance with ... viability and associated risks of client business + Understands multi-state specific trust statutes + Conducts initial administrative and compliance reviews for… more
- UMB Bank (Phoenix, AZ)
- …education and experience that provide an equivalent background. + You hold a Certified Trust and Financial Advisor (CTFA) or Certified Financial Planner ... plan that makes the most sense for their personal financial goals. The Wealth Management department is important to...the company to have a diverse revenue stream. The Trust Advisor team is one part of the client… more
- Regions Bank (St. Petersburg, FL)
- …finance, economics, accounting or related field + Five (5) years of Trust Administration, Estate/Tax Law, Financial Planning or relevant experience including ... (MBA) or Master of Taxation) + Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP),… more
- Columbia Bank (Greenwood Village, CO)
- …**About** **You:** + Bachelor's Degreeor equivalent work experience, preferred + Certified Trust and Financial Advisor (CTFA) designation or JD degree, preferred ... Trust Market Manager Wealth Management South Jordan, Utah...and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best… more
- Columbia Bank (Scottsdale, AZ)
- …software applications. + Basic knowledge of the commercial banking environment to facilitate trust clients' financial needs and the trust company's interface ... commercial affiliates. + Working knowledge of the commercial banking environment to facilitate trust clients' financial needs and the trust company's… more
- UMB Bank (Kansas City, MO)
- …financial industry and fiduciary services * Demonstrates extensive knowledge of Trust and Financial services (ie, investments, insurance, brokerage, private ... This role reports directly to the Director of Trust Administration and will provide leadership, supervision, coaching, and long-term training for a team of trust … more