- KeyBank (Cleveland, OH)
- Location: 4900 Tiedeman Road, Brooklyn Ohio About the Job The Fiduciary Compliance Officer works within the Compliance Risk Management organization, and is ... compliance officer /internal auditor for a national bank in the fiduciary space Experience using enterprise governance and compliance applications Past experience… more
- First Horizon (Knoxville, TN)
- …manages complex wealth management client relationships and delivers high quality fiduciary services. Officer assumes primary responsibility for overall client ... team and appropriate FH partners to ensure timely delivery of high-quality fiduciary service, issue resolution, effective communication of client needs to identify… more
- Deutsche Bank (New York, NY)
- Job Description: Job Title: Trust Officer Corporate Title: Vice President Location: New York, NY Overview The Wealth Management (WM) Trust Officer is responsible ... guardianships, and special needs trusts. You will have strong experience in fiduciary client service as well as administering multigenerational trusts. What We Offer… more
- US Bank (Minneapolis, MN)
- …for the administration, risk management and servicing of assigned fiduciary and investment management accounts. May include Relationship Management responsibilities ... income, estate and multi-generational taxation and trusts Thorough knowledge of fiduciary law, tax implications and practices in multiple jurisdictions, trust… more
- First Option Bank (Overland Park, KS)
- JOB SUMMARY: The Trust Officer will be responsible for managing and administering trust accounts within the trust department First Option Bank. This role requires a ... deep understanding of fiduciary responsibilities, exceptional client relationship skills, and the ability to provide personalized service to a diverse client base… more
- US Bank (Minneapolis, MN)
- …the administration, risk management and servicing of assigned charitable fiduciary and investment management accounts. May include Relationship Management ... administration, planned giving, foundations, endowments, grant making, gift annuities and fiduciary principles. The incumbents administer accounts in a manner which… more
- First Horizon (Memphis, TN)
- …serving their customers one opportunity at a time. Summary: The Senior Compliance Officer is primarily responsible for helping to ensure adherence to the rigorous ... and procedures promulgated by Federal and State regulators. The Senior Compliance Officer is responsible for adherence to First Horizon Trust Division Policies and… more
- Pacific ExecSearch (Roseville, CA)
- Job Description We are conducting an exclusive search for the Chief Executive Officer (CEO) of the California Rural Indian Health Board, Inc. (CRIHB). This is an ... and key performance indicators regularly. Works with the Chief Financial Officer to assess financial risks and opportunities. Implements risk management protocols… more
- Bridges Trust Company (Omaha, NE)
- …with our values of trust, service, excellence, and performance. As a Senior Trust Officer , you are responsible for a unique blend of relationship building, trust ... excellence in client service to a complex book of fiduciary clients and will have strong personal skills to...develop opportunities for Bridges Trust. The role is primarily fiduciary focused and experience in Trust is essential. Responsibilities… more
- Arvest Bank Operations, Inc. (Bartlesville, OK)
- …to work additional hours as needed. Summary: SUMMARY: The AWM Trust Officer 2 is primarily responsible for the administration, development, and maintenance of ... a call plan and work closely with Regional Investment Officer to regularly call on the high potential clients...3 ABA or related training required. Working knowledge of fiduciary management techniques, investments, tax and legal issues required.… more
- Whittier Trust (Los Angeles, CA)
- …to deliver a broad array of services including investment management, fiduciary , philanthropic, and family office. Our founding family's century-long history of ... clients' families, agents, and professional advisors. Participate with the investment officer in client meetings. Coordinate with the investment department in the… more
- Bank of America (Dallas, TX)
- Regional Fiduciary Officer Kansas City, Missouri;Fort Lauderdale, Florida; Atlanta, Georgia; Dallas, Texas; Fort Worth, Texas; Clayton, Missouri; Charlotte, ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Kansas-City/Regional- Fiduciary - Officer \_25029784-2) **Job Description:** At Bank of America,… more
- Bank of America (Pennington, NJ)
- Senior Fiduciary Officer Boston, Massachusetts;New York, New York; Charlotte, North Carolina; Pennington, New Jersey **To proceed with your application, you must ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Boston/Senior- Fiduciary - Officer \_25021239-1) **Job Description:** At Bank of America,… more
- KeyBank (Brooklyn, OH)
- **Location:** 4900 Tiedeman Road, Brooklyn Ohio **About the Job** The Fiduciary Compliance Officer works within the Compliance Risk Management organization, and ... a compliance officer /internal auditor for a national bank in the fiduciary space + Experience using enterprise governance and compliance applications + Past… more
- US Bank (Milwaukee, WI)
- …**Job Description** The **_Fiduciary Risk Officer_** is responsible for assessing fiduciary risk within the Institutional Trust and/or Global Corporate Trust ... policies and procedures, applicable state law and Federal regulations; ensures fiduciary activities meet regulatory requirements. Provides support in responding to… more
- Wells Fargo (San Francisco, CA)
- …Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Estate Trust Officer - Senior Fiduciary Specialist in Estate Services as part of Wealth ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… more
- Wells Fargo (Austin, TX)
- …BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, ... (IRA). **About this role:** Wells Fargo is seeking a Senior Special Needs Trust Officer as part of Wealth and Investment Management. Working at Wells Fargo | Jobs… more
- Canandaigua National Bank & Trust (Pittsford, NY)
- …include estates, personal trust, guardianships, corporate trusts, and any other appropriate fiduciary capacity. The Trust Officer assumes responsibility for the ... Trust Officer I Canandaigua National Bank Location: Pittsford, NY...administration and discharge of the bank's legal/ fiduciary responsibility for all assigned estate and trust accounts.… more
- Wells Fargo (San Francisco, CA)
- …**BL&T** further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, ... this role:** Wells Fargo is seeking a Senior Lead Fiduciary Advisory Specialist - Estate Services Working at Wells...and deceased grantor trusts as an attorney or trust officer + Knowledge of complex estate planning strategies including… more
- City National Bank (Los Angeles, CA)
- *SENIOR FIDUCIARY BUSINESS CONTROLS ANALYST* WHAT IS THE OPPORTUNITY? This position will work directly with the City National Bank's ("CNB") Business Control ... Officer ("BCO") and Business Control Managers ("BCM"s) for Fidciary and Wealth Management and will partner with the Risk Framework leadership team. Responsibilities… more
