- US Bank (Minneapolis, MN)
- …Level IV Approvers oversee and support the sound operation of US Bank's Personal Trust (PT) business, including Ascent, Private Wealth Management, Select and ... TAS segments. Fiduciary Specialist Level IV Approver applies ...responsibilities + Serve as a subject matter expert regarding trust and fiduciary matters + Partner with… more
- US Bank (Kansas City, MO)
- … laws, internal procedures, and risk tolerance. + Sophisticated knowledge of personal trust services. + Strong communication and collaboration skills across ... fiduciary responsibilities. + Serve as a subject matter expert on trust and fiduciary matters. + Collaborate with Legal, Risk, and Business partners to… more
- Wells Fargo (San Francisco, CA)
- …Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Estate Trust Officer - Senior Fiduciary Specialist in Estate Services as ... 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 (Winston Salem, NC)
- …(IRA). **About this role:** Wells Fargo is seeking a Senior Trust Officer (Senior Fiduciary Specialist ) on the Personal Trust Market Service Team in ... 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)
- …Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Officer (Senior Fiduciary Specialist ) on the Estate Settlement ... 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 (Austin, TX)
- …and provide personalized advice and wealth and asset management services, including: * Personal trust services * Estate services * Philanthropic services * ... further provides guidance on a variety of banking and fiduciary topics including investment management, general trust ...this role:** Wells Fargo is seeking a Senior Lead Fiduciary Specialist Working at Wells Fargo |… more
- Truist (Mclean, VA)
- …to perform the essential functions. 1. 3+ years in the role as a Fiduciary Support Specialist , trust experience, investment, banking or financial ... the following job description:** Responsible for supporting the coordinated delivery of personal trust administration to a challenging and sensitive portfolio of… more
- TD Bank (Charlotte, NC)
- …+ **Relevant certifications preferred such as Certified Fiduciary & Investment Risk Specialist (CFIRS) or Certified Trust and Fiduciary Advisor (CTFA).** ... bank subsidiary, a focus on securities investment management and fiduciary activities, state insurance regulatory requirements and securities regulatory requirements… more
- Comerica (New York, NY)
- …improves efficiency of delivery of services to clients. Works with Advisor Solutions Trust Specialist 's to develop new business through our partners. Develops ... Job Description Trust Advisor II Comerica Advisor SolutionsOur strategic alliance...allows clients to take advantage of Comerica Bank - Trust , NA's professional trust administration capabilities, as… more
- UMB Bank (Kansas City, MO)
- …or federal regulatory agency Currently hold or actively pursuing Certified Fiduciary and Investment Risk Specialist (CFIRS) designation **Compensation Range:** ... Compliance Management System, with an emphasis on the bank's fiduciary activities relating to both wealth management and corporate-institutional...encouraged to support causes you care about. Expect more trust . We want you to do the right thing,… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …and external business partners and clients via letters, phone, e-mail, or personal interaction. o Support the Trust Officer to administer multigenerational ... Fifth Third Bank. GENERAL FUNCTION: Performs a wide range of administrative and fiduciary duties of a highly responsible and complex nature for a centralized group… more
- Truist (Dallas, TX)
- …Entry Level / 1 - 3 years in the role as an Investment Support Specialist / Fiduciary Support Specialist ; trust , investment, banking or financial ... and maintain appropriate documentation of client transactions. 3. Utilize various trust and investment systems to affect transactions, monitor accounts, create… more
- Truist (Columbia, MD)
- …all operational competencies and processes including banking, credit, investments, trust , new client on-boarding/welcome program, client servicing and advisor ... support a superior client experience. + Continually render responsive and professional personal service to Wealth clients + Can attend client events/meetings, as… more
- Truist (Orlando, FL)
- …all operational competencies and processes including banking, credit, investments, trust , new client on-boarding/welcome program, client servicing and advisor ... support a superior client experience. 14. Continually render responsive and professional personal service to Wealth clients 15. Can attend client events/meetings, as… more
- TD Bank (Greenville, SC)
- …client-facing Distribution teams are both securities-registered and insurance-licensed. Additionally, the Trust Advisors support both personal and corporate ... the lending activities of Wealth Banking.** **In this position, the Compliance Specialist will be supporting the Wealth Banking, TD Wealth Management Services, Inc… more
- First Horizon Bank (Kingsport, TN)
- …client service and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner ... retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to… more
- Truist (Charlotte, NC)
- …client service and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner ... comprehensive wealth management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to provide an… more
- City National Bank (Charlotte, NC)
- …governance processes, system of internal controls for the Wealth Management platform: Personal and Employee Benefit Trust Administration, Retirement and Custody ... Or * CIA - Certified Internal Auditor Or * CFIRS - Certified Fiduciary and Investment Risk Specialist Or * CFA - Charter Financial Analyst Or * CAMS - Certified… more