- Tompkins Community Bank (Ithaca, NY)
- …this role will prepare detailed fiduciary accounting and draft estate and fiduciary tax returns, ensuring accuracy and compliance with relevant laws. This ... + Tax Reporting Accuracy - Draft estate and fiduciary tax returns in collaboration with internal departments, maintaining compliance with federal… more
- Wells Fargo (Charlotte, NC)
- …role:** Wells Fargo is seeking an Associate Estate Trust Officer - Associate Fiduciary Specialist focused on Estate Services within the Banking, Lending, and ... CTFA preferred + Knowledge and understanding of trust administration practices, fiduciary responsibilities, estate settlement processes, and applicable tax … more
- Wells Fargo (Austin, TX)
- …Individual Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Senior Fiduciary Specialist Working at Wells Fargo | Jobs and Careers at Wells ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… more
- Truist (Dallas, TX)
- …perform the essential functions. 1. 3+ years in the role as a Fiduciary Support Specialist , trust experience, investment, banking or financial planning-related ... follow-up telephone calls, and client meeting preparation 6. Prioritizing fiduciary activities that enable quality client interaction 7. Continually render… more
- Comerica (New York, NY)
- …basis, and the proper characterization of cash as income or principal, ensures all tax codes and account administration codes are accurate and oversees tax ... activity and responding quickly to requests. Works with Advisor Solutions Trust Specialist 's to develop new business through our partners. Develops referrals through… more
- Comerica (New York, NY)
- …basis, and the proper characterization of cash as income or principal, ensures all tax codes and account administration codes are accurate and oversees tax ... of delivery of services to clients. Works with Advisor Solutions Trust Specialist 's to develop new business through our partners. Develops referrals through their… more
- Wells Fargo (Charlotte, NC)
- …seeking a Senior Business Accountability Specialist . The Senior Business Accountability Specialist plays a critical role within the Fiduciary Oversight team ... and supporting risk management initiatives across complex trust, estate, tax and fiduciary law issues pertaining to high-net-worth clients. The ideal candidate… more
- Edward Jones (Tempe, AZ)
- …foundations. **What You Will Do:** The Senior Trust Tax Officer is responsible for fiduciary tax return preparation, under the direction of the Trust Tax ... matters with trust officers and portfolio managers and mentoring Tax Specialist to solve tax ...in preparation and review of trust income and estate tax returns required + Advanced knowledge of fiduciary… more
- Truist (Atlanta, GA)
- …essential functions. 1. 3-5+ years in the role as an Investment Support Specialist / Fiduciary Support Specialist ; trust, investment, banking or financial ... medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates. Teammates also… more
- PNC (Cleveland, OH)
- …opportunity to contribute to the company's success. As a Sr Client Solution Specialist within PNC's Estate Settlement organization, you will be based in Cleveland, ... distribution, and use of client management, workflow, trust accounting and tax systems. Frequent communication with clients, internal team members, attorneys, and… more
- Truist (Raleigh, NC)
- …the essential functions. 1. Seven years in the role as a Fiduciary Support Specialist , trust experience, investment, banking or financial planning-related ... medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates. Teammates also… more
- Truist (Orlando, FL)
- …of previous banking or other financial institutional experience + Strong fiduciary and investment management knowledge + For specialty support teammates, commercial ... medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates. Teammates also… more
- Truist (Nashville, TN)
- …banking or other financial institutional experience 2. Strong working fiduciary and investment management knowledge **General Description of Available Benefits ... medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates. Teammates also… more
- Truist (Atlanta, GA)
- …of previous banking or other financial institutional experience 2. Strong fiduciary and investment management knowledge 3. For specialty support teammates, ... medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates. Teammates also… more
- Truist (Miami, FL)
- …of previous banking or other financial institutional experience + Strong fiduciary and investment management knowledge + For specialty support teammates, commercial ... medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates. Teammates also… more
- Insight Global (Lake Mary, FL)
- … tax advisory practice in Fort Myers or Orlando. Vice President is a personal tax specialist and advisor and is responsible for top level management of client ... Tax Vice President will be highly experienced in individual, fiduciary , and gift tax compliance and planning. Experience in the area of International Tax… more
- Regions Bank (Little Rock, AR)
- …Planning or relevant experience including direct client interaction to deliver fiduciary services (financial, tax , philanthropic and estate planning and ... wills, IRAs, qualified retirement plans, or custody services). + Knowledge of fiduciary products and services, including legal, tax and regulatory requirements… more
- Truist (Williamsburg, VA)
- …review the following job description:** Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as ... which meet with client or prospect goals and objectives. Utilize other specialist where appropriate. 2. Proactively engage with clients to deliver all non-investment… more
- BMO Financial Group (Barrington, IL)
- …participates in meetings with prospects/clients. + Provides investment management, fiduciary expertise and strategic leadership for business, products, and policies ... requirements. + Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. + Applies expertise and thinks… more
- Truist (Laurel, MD)
- …as well as banking, investments, insurance, financial planning, and trust and fiduciary services. Commits to an ongoing development and business plan review process ... Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist , Certified Trust and Financial Advisor, Chartered Life Underwriter or… more