- Providence Community Health Centers (Bangor, ME)
- …and will serve as a member of the Executive Leadership Team, which includes each fiduciary officer of the company. The CMO is responsible for the retention of ... Chief Medical Officer (CMO) Penobscot Community Health Care is excited...offer an opportunity to serve as the Chief Medical Officer (CMO). The selected candidate will report to the… more
- columbiabank (Henderson, NV)
- …people. Together for business. Together for better. About the Role: A Trust Officer is responsible for providing some new business for the company through marketing ... other training, required. CTFA or MBA, preferred. 5 years of Trust Officer experience, required. 5 years of experience managing moderately complex, multi-tiered… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …experience, specialized training and/or certification to manage prudent investment of fiduciary and other discretionary assets held in Trust accounts while working ... in concert with Financial Advisors. Leads defined work/projects of moderate scope and complexity. Essential Duties and Responsibilities: *Performs initial review of assets, and works with financial advisor in determining the proper asset allocation/investment… more
- Union Savings Bank (New Milford, CT)
- …Responsible for maintaining account relationships, managing all of the administrative and fiduciary functions in each of the accounts assigned pursuant to applicable ... with trust and account documents for designated relationships. Advise clients in fiduciary administration, financial, tax and estate planning. Act as the primary… more
- Jordan Park Trust Company (Portsmouth, NH)
- …navigate challenges to empower clients to achieve their intended outcomes. Senior Associate, Trust Officer - New Hampshire We are seeking a driven Trust Officer ... among our highest priorities. About the Role The Trust Officer is responsible for the ongoing administration of a...a select book of client accounts, primarily consisting of fiduciary accounts for which Jordan Park Trust Company (JPTC)… more
- StateJobsNY (New York, NY)
- …personnel based on understanding the roles and responsibility of each investment officer ; gather information on complex questions and consult with appropriate staff ... skills, and abilities: *High ethical standards and commitment to the fiduciary responsibilities of a pension fund. *Excellent communication, customer service and… more
- Union Bank & Trust Company (Omaha, NE)
- …bills, responding to requests, completing forms, etc. and determining when Trust Officer input is necessary. Accurately and timely imaging & maintaining electronic ... handle a majority of client requests for assigned accounts and as Trust Officer requests. Administer all but the most complex trusts, estates, individual retirement… more
- Nationwide Mutual Insurance Company (Garden City, NY)
- …strong professional relationships with key associates within Office of the Chief Legal Officer and claims partners at the senior director level and below, as well ... a somewhat different combination of duties. Credit/Background Check: Due to the fiduciary accountabilities of this job, a valid credit check and/or background which… more
- Evergreen Residential Holdings, LLC (Dallas, TX)
- …(SFR) investment vehicles. Our high visibility team serves as the internal fiduciary for investors and provides key messaging, analysis, and strategy implementation ... to the success of the function. Team: Reports into the Chief Financial Officer , will coordinate with managers across business functions The Role: This position… more
- Bank of America (Dallas, TX)
- Regional Fiduciary Officer Kansas City, Missouri;Fort Lauderdale, Florida; Atlanta, Georgia; Dallas, Texas; Fort Worth, Texas; Clayton, Missouri; Charlotte, ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Kansas-City/Regional- Fiduciary - Officer \_25029784-2) **Job Description:** At Bank of America,… more
- Bank of America (Pennington, NJ)
- Senior Fiduciary Officer Boston, Massachusetts;New York, New York; Charlotte, North Carolina; Pennington, New Jersey **To proceed with your application, you must ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Boston/Senior- Fiduciary - Officer \_25021239-1) **Job Description:** At Bank of America,… more
- KeyBank (Brooklyn, OH)
- **Location:** 4900 Tiedeman Road, Brooklyn Ohio **About the Job** The Fiduciary Compliance Officer works within the Compliance Risk Management organization, and ... a compliance officer /internal auditor for a national bank in the fiduciary space + Experience using enterprise governance and compliance applications + Past… more
- US Bank (Milwaukee, WI)
- …**Job Description** The **_Fiduciary Risk Officer_** is responsible for assessing fiduciary risk within the Institutional Trust and/or Global Corporate Trust ... policies and procedures, applicable state law and Federal regulations; ensures fiduciary activities meet regulatory requirements. Provides support in responding to… more
- Wells Fargo (San Francisco, CA)
- …Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Estate Trust Officer - Senior Fiduciary Specialist in Estate Services as part of Wealth ... 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 (Austin, TX)
- …BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, ... (IRA). **About this role:** Wells Fargo is seeking a Senior Special Needs Trust Officer as part of Wealth and Investment Management. Working at Wells Fargo | Jobs… more
- Canandaigua National Bank & Trust (Pittsford, NY)
- …include estates, personal trust, guardianships, corporate trusts, and any other appropriate fiduciary capacity. The Trust Officer assumes responsibility for the ... Trust Officer I Canandaigua National Bank Location: Pittsford, NY...administration and discharge of the bank's legal/ fiduciary responsibility for all assigned estate and trust accounts.… more
- First Horizon Bank (Knoxville, TN)
- …manages complex wealth management client relationships and delivers high quality fiduciary services. Officer assumes primary responsibility for overall client ... team and appropriate FH partners to ensure timely delivery of high-quality fiduciary service, issue resolution, effective communication of client needs to identify… more
- Wells Fargo (San Francisco, CA)
- …**BL&T** further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, ... this role:** Wells Fargo is seeking a Senior Lead Fiduciary Advisory Specialist - Estate Services Working at Wells...and deceased grantor trusts as an attorney or trust officer + Knowledge of complex estate planning strategies including… more
- City National Bank (Los Angeles, CA)
- *SENIOR FIDUCIARY BUSINESS CONTROLS ANALYST* WHAT IS THE OPPORTUNITY? This position will work directly with the City National Bank's ("CNB") Business Control ... Officer ("BCO") and Business Control Managers ("BCM"s) for Fidciary and Wealth Management and will partner with the Risk Framework leadership team. Responsibilities… more
- Comerica (Palo Alto, CA)
- …Description Alliance Trust Business Development OfficerThe Alliance Trust Business Development Officer (BDO) III role will be responsible for developing, conducting ... and effectively hand off the relationship to a Comerica Personal Trust Officer for administration. Qualifications Position Qualifications + Bachelor's degree from an… more
