- US Bank (St. Paul, MN)
- … laws, internal procedures, and risk tolerance. + Sophisticated knowledge of personal trust services. + Strong communication and collaboration skills across ... bank's fiduciary responsibilities. + Serve as a subject matter expert on trust and fiduciary matters. + Collaborate with Legal, Risk, and Business partners… more
- Wells Fargo (Minneapolis, MN)
- …Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Officer ( Senior Fiduciary Specialist) on the Estate Settlement Administration ... further provides guidance on a variety of banking and fiduciary topics including investment management, general trust ...advice and wealth and asset management services, including: * Personal trust services. * Estate services. *… more
- Wells Fargo (Minneapolis, MN)
- …this role:** Wells Fargo is seeking a Senior Compliance Specialist on the Fiduciary Compliance Team. This role will support Trust Services as part of the ... subject matter expertise with comprehensive knowledge of compliance risk for fiduciary administration, specialty asset management, and Trust Services business.… more
- Wells Fargo (Minneapolis, MN)
- …and families. WIM is also a leading provider of trust , investment, and fiduciary services, including personal trust services. **Banking, Lending & ... centers of excellence to support all client coverage channels. **Banking, Lending, & Trust ** is a center of excellence that brings teams and functions currently… more
- Deloitte (Minneapolis, MN)
- …Recruiting for this role ends on May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax research ... of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers...clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy,… more
- UMB Bank (St. Paul, MN)
- …managers, and other service providers. + You will help identify value-added services that Personal Trust and Custody can provide. + You will ensure timely ... will manage accounts with a focus on client experience, the governing instruments, fiduciary laws, and bank policies and procedures. + You will work collaboratively… more