- Wells Fargo (Philadelphia, PA)
- …Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Officer (Senior Fiduciary Specialist) on the Personal Trust Market Service Team ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… more
- Neuberger Berman (New York, NY)
- …a highly qualified and motivated individual to handle all aspects of fiduciary account administration. The individual should have strong technical knowledge of gift, ... estate, and fiduciary income tax, ability to prioritize and complete tasks...**Responsibilities:** + Direct administrative and management oversight responsibility for fiduciary relationships for trusts, estates and investment management clients.… more
- PNC (Pittsburgh, PA)
- …and tax rules; investment principles; and fiduciary standards * Current or prior fiduciary experience as a trust officer or the equivalent work experience * ... valued and have an opportunity to contribute to the company's success. As a Fiduciary Advisor III within PNC's Private Bank organization, you can be based in either… more
- Edward Jones (Tempe, AZ)
- …organizations, and private foundations. **What You Will Do:** The Senior Trust Tax Officer is responsible for fiduciary tax return preparation, under the ... in ensuring continued regulatory and statutory compliance in all aspects of fiduciary duties, responding to branch team, client, and professional questions; +… more
- City National Bank (New York, NY)
- …Business Control Officer ("BCO") and Business Control Managers ("BCM"s) for Fiduciary and Wealth Management and will partner with the Risk Framework leadership ... *SENIOR FIDUCIARY BUSINESS CONTROLS ANALYST * WHAT IS THE OPPORTUNITY? This position will work directly with the City National Bank's ("CNB")… more
- KeyBank (Brooklyn, OH)
- …Tiedeman Road - Brooklyn, Ohio 44144-2302 **ABOUT THE JOB (JOB BRIEF):** Fulfills fiduciary responsibilities of KeyBank as a corporate fiduciary for the ... team member and individually to meet production goals. **ESSENTIAL JOB FUNCTIONS:** ** Fiduciary Expertise:** - Maintains deep expertise in fiduciary , investment,… more
- M&T Bank (Falls Church, VA)
- **Overview:** Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** + ... of client trust accounts through demonstrated proficiency and sound judgment in exercising fiduciary discretion. + Serve as the primary point of contact for the… more
- JPMorgan Chase (Newark, DE)
- …to clients. With over 170 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts and Estates services are delivered ... a provision in their will, it is the Trust Officer 's role to oversee the administration of the trust....appropriate for the needs of the trust and applicable fiduciary law and that the trust is invested in… more
- KeyBank (Brooklyn, OH)
- …The ideal candidate has a functional knowledge of wealth management, trust/ fiduciary compliance laws and regulations, risks and supporting operational processes, ... + Minimum 3 years of wealth management related (eg - trust/ fiduciary , asset management, private banking, securities, etc.) compliance, risk management, and/or… more
- Dunham & Associates Investment Counsel, Inc. (Las Vegas, NV)
- TRUST OFFICER Dunham Trust Company (DTC) provides comprehensive trust and fiduciary services including custodial accounts, wealth management, and specialized ... with additional offices in Las Vegas, Wyoming, and Colorado. The DTC Trust Officer is responsible for the coordination of services and administration of trust and… more
- Tompkins Community Bank (Plymouth Meeting, PA)
- Overview The Chief Investment Officer (CIO) provides executive leadership and serves as the senior TFA Investment executive and a member of the TFA executive ... Expertise - Serve as the senior investment executive and fiduciary for Tompkins Financial Advisors (TFA). Advise the TFA...Expertise + Act as the senior investment executive and fiduciary for TFA. + Advise the TFA CEO and… more
- City National Bank (Las Vegas, NV)
- *TRUST OFFICER * WHAT IS THE OPPORTUNITY? This position supports City National Trust and Estates by administering estate and personal trust accounts including ... and other Agency accounts. WHAT WILL YOU DO? * Administer and interpret fiduciary accounts in accordance with applicable laws and regulations and the stipulations of… more
- NYSERDA (Albany, NY)
- …to benefit equitably in the clean energy transition. Job Overview The Chief Financial Officer (CFO) helps deliver on NYSERDA's mission and achieve New York goals in ... and effectiveness. In this capacity the CFO serves as NYSERDA's Internal Controls Officer and works closely with the internal audit department. The CFO shall monitor… more
- Greene County Public Library (Xenia, OH)
- Job Title: Deputy Fiscal Officer Salary Range: $65,998 - $109,990 (based on experience and qualifications) Location / Department: Xenia / Fiscal Office / ... Administration Reports to: Fiscal Officer Employment Status: Full Time FLSA Status: Exempt Hours:...by direction of the Board of Trustees, serves all fiduciary responsibilities for GCPL. + Receives and disburses GCPL… more
- MTA (New York, NY)
- Deputy Chief Diversity and Inclusion Officer , Diversity and Equal Opportunity (DCDIO, DEO) Job ID: 13486 Business Unit: MTA Headquarters Location: New York, NY, ... Nov 12, 2025 Description JOB TITLE: Deputy Chief Diversity and Inclusion Officer , Diversity and Equal Opportunity (DCDIO, DEO) DEPT/DIV: Department of Diversity and… more
- City National Bank (Wilmington, DE)
- *TRUST OFFICER * *WHAT IS THE OPPORTUNITY?* Administer estate and personal trust accounts including testamentary and intervivos trusts, Charitable Trusts, ... be managed without issue. *WHAT WILL YOU DO?* * Administer and interpret fiduciary accounts in accordance with applicable laws and regulations and the stipulations… more
- MTA (New York, NY)
- Agency Chief Equal Opportunity Officer (ACEOO) - (HQ) & (C&D) Job ID: 13485 Business Unit: MTA Headquarters Location: New York, NY, United States Regular/Temporary: ... 12, 2025 Description JOB TITLE: Agency Chief Equal Opportunity Officer (ACEOO) - (HQ) & (C&D) DEPT/DIV: Department of...compliance statistics as it relates to equal opportunity. Daily fiduciary duties of the ACEOO include the administration of… more
- North Wind Group (Knoxville, TN)
- …City, UT., Idaho Falls, ID. Title: General Counsel and Chief Compliance Officer Schedule (FT/PT): Regular Full Time Travel Required: Yes (25-50%) Government ... part of our continued success. POSITION PURPOSE: The General Counsel and Chief Compliance Officer (GC/CCO) reports to the Chief Executive Officer and serves as… more
- US Bank (Minneapolis, MN)
- …for the administration, risk management and servicing of assigned fiduciary and investment management accounts. May include Relationship Management responsibilities ... estate and multi-generational taxation and trusts + Working knowledge of fiduciary law, tax implications and practices in multiple jurisdictions, trust… more
- US Bank (Seattle, WA)
- …for the administration, risk management and servicing of assigned fiduciary and investment management accounts. May include Relationship Management responsibilities ... estate and multi-generational taxation and trusts + Thorough knowledge of fiduciary law, tax implications and practices in multiple jurisdictions, trust… more