- US Bank (Gresham, OR)
- …at-all from Day One. **Job Description** Responsible for the administration, risk management and servicing of assigned fiduciary and investment management ... degree, or equivalent work experience - Eight or more years of experience in Trust administration - Professional Designation is required and may include, but is not… more
- Robert Half Accountemps (Minneapolis, MN)
- …Role: A Financial Advice & Wealth Management company is seeking a Senior Trust Operations Professional to join their team on a short-term contract basis. ... Description Senior Trust Operations Analyst (Contract) Location: Fully Remote Contract Duration: 3 Months Pay Rate: $41/hr-51/hr About the… more
- M&T Bank (Wilmington, DE)
- **Overview:** Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary ... all trust matters and responsible for overall trust administration management for complex trust...to account administrative activities. Serve as key partner to wealth clients and developing and implementing trust … more
- KeyBank (Amherst, NY)
- …on projects and testing. The Senior Compliance Manager must have in-depth knowledge of wealth and trust risk management as well as a strong understanding ... the execution of compliance monitoring and testing across Key's Wealth Management and Trust lines...the ability to apply those to testing, monitoring, issues management , and verification activities. The Senior Compliance… more
- KeyBank (Brooklyn, OH)
- …team on projects and testing. The ideal candidate has a functional knowledge of wealth management , trust /fiduciary compliance laws and regulations, risks and ... monitoring and evaluation by focusing on current, high impact wealth management and trust -related compliance...Develop and maintain strong, collaborative relationships with mid to senior level management , other internal clients and… more
- Citigroup (New York, NY)
- …and Bankers across Wealth , while maintaining "best in class" relationship management with third-party trust providers. This is a high visibility role ... end-to-end responsibility for driving a consistent, sustainable and growth-driven trust referral platform across Wealth . The ...status, issue, and risk disposition to all stakeholders, including senior management , on a timely basis. +… more
- Commerce Bank (Kansas City, MO)
- …than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment ... and trust administration services. Our approach to wealth management means assembling a team of...roles. This compensation range is for the Business Development Representative/ Wealth Management Consultant & Senior … more
- Ballston Spa National Bank (Ballston Spa, NY)
- … Management Solutions Department at BSNB continues to grow! We are seeking a Wealth Management Senior Operations Administrator to play a key role in ... supporting the full life cycle of Trust accounts from onboarding new relationships to ongoing transactions....a growing team where you can make an impact! Wealth Management Senior Operations Administrator… more
- Coldstream Wealth Management (Mercer Island, WA)
- …Management could have the perfect next step for you. We're adding an experienced Senior Wealth Management Associate to our growing Mercer Island team. ... Coldstream is an employee-owned, independently operated wealth management firm that's been earning the trust ...critically, solve problems, and manage a busy workload Keyword: Senior Wealth Management Associate From:… more
- Vanguard (Charlotte, NC)
- …$5-15M in investable assets using Vanguard products and the fullest expression of our wealth management offer. Responsibilities Senior Wealth Advisors ... Wealth Advisor within Vanguard's Advice and Wealth Management division, you will develop tailored...Trust Administrators As experts in the advice space, Senior Wealth Advisors promote continuous professional development… more