- Wells Fargo (Philadelphia, PA)
- …administration for a book of assigned investment management and trust accounts + Perform fiduciary duties as an officer of the bank + Participate in less complex day ... developing expertise in the function, policies, procedures, and compliance requirements in Fiduciary Products functional area + Mentor and provide work direction +… more
- Federal Reserve System (Philadelphia, PA)
- …to some of the largest banking organizations in the country. A Senior Risk Specialist serves as a technical subject matter expert on a dedicated supervisory team or ... in a specific risk specialty area including Bank-Secrecy/Anti-money Laundering, Fiduciary , Information Technology, Credit and Asset/Liability Management, as well as… more
- PNC (Philadelphia, PA)
- …to contribute to the company's success. As an Investment Management Solutions Specialist within the PNC Asset Management Group Investment Office organization, you ... and vendor systems to create reports and other information that support Fiduciary Investment Services to Defined Contribution Plan clients. You will be responsible… more
- Citizens (Wilmington, DE)
- …planning, insurance, and tax services. The STO will also serve as the specialist in partnership with CCPW professionals to attract and retain new clients. They ... duties with high proficiency and integrity acting in accordance with the Bank's fiduciary responsibilities and best fiduciary and risk management practices, as… more
- Ascensus (Philadelphia, PA)
- …Serve as primary point of contact providing specialized trust and fiduciary services to high-profile institutional accounts, including qualified and non-qualified ... Trust system experience (eg, SEI's Trust3000) + Certified Employee Benefits Specialist (CEBS) or other retirement industry certificates **COMPETENCIES** + Client… more
- Ascensus (Dresher, PA)
- …Serve as primary point of contact providing specialized trust and fiduciary services to high-profile institutional accounts, including qualified and non-qualified ... or 457(b) and 457(f) plans preferred. + Certified Employee Benefits Specialist (CEBS) or other retirement industry certificates **COMPETENCIES** + Client Service… more