- Plante Moran (Southfield, MI)
- …and costs of administration Distribution of assets pursuant to the terms of the Trust Understand fiduciary accounting and trust accounting system Facilitate ... settlement (post-death administration) process, including any probate administration, for the Trust Officer Identification and collection of assets owned by the… more
- BankPlus (Jackson, MS)
- …reconciliations. Maintain current understanding of regulations as they relate to Fiduciary responsibilities, Investment management and trust accounting. Develop, ... eligible to post for a position. General Position Scope: The Wealth & Fiduciary Compliance Manager is responsible for writing new policies and procedures, as… more
- Plante Moran (Wakefield, MA)
- …scheduling, projections, and billing Review and sign tax returns for individual or trust tax clients for accuracy and identification of tax saving opportunities and ... with the emphasis on high net worth individuals. Sophisticated knowledge of fiduciary and estate tax planning and compliance. Demonstrated leadership skills within… more
- Plante Moran (Wakefield, MA)
- …goals of the client/family. Manage and review tax returns of individual or trust tax clients including federal, foreign, state and local tax returns, estimated ... with the emphasis on high net worth individuals. Sophisticated knowledge of fiduciary and estate tax planning and compliance. Client travel throughout the region,… more
- Citizens (Johnston, RI)
- …a First Line Risk Senior Manager supporting our Private Wealth Management - Trust Fiduciary businesses with direct responsibility for the front-, middle-, and ... Line Risk Senior Manager will integrate activities between Risk, Compliance, and Trust Fiduciary Management Supervision. Experience in developing Private Wealth… more
- Comerica (Farmington Hills, MI)
- Job Description Trust Fiduciary Analyst SrThis role is responsible for operational setup, maintenance, and/or closure of Comerica Trust accounts. This Senior ... Analyst role will work with Relationship Managers and Trust Advisors in the Personal Trust , Institutional Trust , and Comerica Advisor Solutions teams.… more
- KeyBank (NY)
- …Tiedeman Road, Brooklyn Ohio **About the Job** The Sr. Compliance Manager - Trust & Fiduciary is responsible for leading and executing independent compliance ... 12 CFR 9 and related OCC regulatory expectations. + In-depth knowledge of fiduciary and trust risk management, including account administration best practices. +… more
- US Bank (Minneapolis, MN)
- …bank's fiduciary responsibilities + Serve as a subject matter expert regarding trust and fiduciary matters + Partner with Business, Legal and Risk colleagues ... audit and regulatory change projects. Required: Exhibit knowledge of fiduciary duties and applicable laws, including trust ...of fiduciary duties and applicable laws, including trust and tax law, estate planning techniques, etc. 6+… more
- Wells Fargo (Purchase, NY)
- …aspirations. BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty ... Accounts (IRA) **About this role:** Wells Fargo is seeking a Special Needs Trust Manager - Fiduciary Manager Working at Wells Fargo | Jobs and Careers at Wells… more
- US Bank (Kansas City, MO)
- …bank's fiduciary responsibilities. + Serve as a subject matter expert on trust and fiduciary matters. + Collaborate with Legal, Risk, and Business partners ... excel at-all from Day One. **Job Description** **Key Responsibilities** + Apply fiduciary expertise to ensure PT activities comply with laws, regulations, policies,… more
- Wells Fargo (San Francisco, CA)
- …aspirations. BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty ... **About this role:** Wells Fargo is seeking a Senior Estate Trust Officer - Senior Fiduciary Specialist in Estate Services as part of Wealth and Investment… more
- Wells Fargo (Minneapolis, MN)
- …aspirations. BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty ... (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Officer (Senior Fiduciary Specialist) on the Estate Settlement Administration Team in Trust… more
- TD Bank (Charlotte, NC)
- …such as Certified Fiduciary & Investment Risk Specialist (CFIRS) or Certified Trust and Fiduciary Advisor (CTFA).** + **Familiarity with Office of the ... bank subsidiary, a focus on securities investment management and fiduciary activities, state insurance regulatory requirements and securities regulatory requirements… more
- Tompkins Community Bank (Ithaca, NY)
- …and tax software applications, including Wall Street Concepts software and ONESOURCE (TM) Trust Tax, and ONESOURCE (TM) Fiduciary Accounting Software + Good ... . Position Summary: As a member of the TFA Fiduciary Team, the individual in this role will prepare...Certificate preferred + A minimum of three (3) years' trust and estate-related experience is preferred + Proficient in… more
- Wells Fargo (Minneapolis, MN)
- **About this role:** Wells Fargo is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Trust Client & Advisor Services as part of Wealth and ... aspirations. BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty… more
- Huntington National Bank (Charlotte, NC)
- …will be the primary colleague responsible for all risk activity in support of Trust / Fiduciary Activities, The Private Bank and the Preferred Bank. This leader ... mitigation, policy development, and regulatory change impacts with an emphasis on Fiduciary Activities of National Banks detailed in Regulation 9. + Ensuring… more
- City National Bank (New York, NY)
- … Fiduciary Officer provides strategic direction and oversight for the bank's trust and fiduciary operations. This role works with executive management within ... * Fiduciary account administration: Manage the administration of all trust and fiduciary accounts, including regular reviews as stipulated by 12 CFR 9.6.… more
- Regions Bank (Hoover, AL)
- …LLC's and Partnerships, Decantings or Modifications, and 5/5 Powers + Experience with Trust and Fiduciary principles + Experience in Trust Accounting ... section of the system. **Job Description:** At Regions, the Fiduciary Review Analyst has the primary function of reviewing...on the disposition of assets and cash from assigned trust accounts + For asset transfers, maintains advanced investment… more
- Wells Fargo (Austin, TX)
- …aspirations. BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty ... this role, you will:** + Oversee a team of fiduciary professionals responsible for the administration of trust and other fiduciary accounts. + Administer a… more
- KeyBank (Pepper Pike, OH)
- …Blvd - Pepper Pike, Ohio 44124 ABOUT THE JOB (JOB BRIEF): Fulfills fiduciary responsibilities of KeyBank by providing expert trust administration and counsel ... and reputation - Advises Relationship Managers (RMs) and other partners on internal fiduciary issues. Trust Administration - Administers complex fiduciary … more
