- Truist (Chattanooga, TN)
- …the essential functions. 1. Seven years in the role as a Fiduciary Support Specialist , trust experience, investment, banking or financial planning-related ... and training 2. Lead with special projects for Wealth Region Support Leader/ Fiduciary Group Support Leader 3. Contribute to a positive team environment that… more
- PNC (Houston, TX)
- …one or more of the following functions: * Manages highly technical and complex fiduciary relationships through the fiduciary account termination process to ... to the company's success. As a Middle Office Services Specialist within PNC Private Bank organization, you can be...the banks policies and procedures for consistent management of fiduciary accounts through the fiduciary account… more
- Insight Global (Chicago, IL)
- …to join our client's organization in downtown Chicago. The Wealth Management Account Transition Specialist is responsible for working alongside Private Wealth ... detail, strong communication skills, prioritization and organization. The Wealth Management Account Transition Specialist may manage 50-100 accounts at various… more
- Plante Moran (Southfield, MI)
- … fiduciary accounting and trust accounting system + Facilitate account opening/closing/transfer process + Facilitate written and verbal communications between ... Estate Settlement Specialist - Southfield, MI + Location: United States,...environment each day. Your role. As an Estate Settlement Specialist , you'll dive in with hands-on experience and substantial… more
- PNC (Pittsburgh, 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
- BMO Financial Group (Chicago, IL)
- **The Wealth Management Support Specialist ** delivers exceptional operational and client servicing support to internal colleagues on behalf of Trust, Investment, ... Provides support for various aspects of Trust & Estate account management and administration to ensure compliance. + Provides...of Microsoft Office suite + Knowledge of Trust or fiduciary a plus + Verbal & written communication skills… more
- Truist (Mclean, VA)
- …delegate client and advisor operational requests related to transfers, withdrawals, and account opening/maintenance to a virtual team 2. Work closely with a virtual ... essential functions. 1. 7+ years in the role as a Wealth Support Specialist or equivalent work-related experience 2. Excellent organizational skills with the ability… more
- Insight Global (Chicago, IL)
- …client experience. Provides support for various aspects of Trust & Estate account management and administration to ensure compliance. o Provides support to Front ... Office personnel through transaction processing and performing account maintenance while balancing both the customer and the...of Microsoft Office suite o Knowledge of Trust or fiduciary a plus o Verbal & written communication skills… more
- BlackRock (Princeton, NJ)
- …+ Involved in all aspects of the municipal separately managed account platform, including both the retail and institutional businesses. Responsibilities include ... coupled with a sense of accountability and professionalism while acting as a fiduciary + Detailed and organized with a strong focus on attention to detail.… more
- Regions Bank (Birmingham, AL)
- …tasks will be added over the next 18 months. + Ensures that account administration complies with fiduciary principles + Coordinates client service activities ... Currently, they are responsible for the complete administration of each account they are assigned. **Primary Responsibilities** + Performs perpetual discovery,… more
- HUB International (Chicago, IL)
- **Summary** We are seeking an experienced Management Liability Specialist to service, maintain and grow a robust book of Management Liability accounts including ... Officers, and Corporate Liability (D&O), Employment Practices Liability Insurance (EPLI), Fiduciary Liability and Crime for the Public Company sector. The Management… more
- Citizens (Philadelphia, PA)
- …/governance committees and project teams. Qualifications + 7-10 years of successful fiduciary account administration and client relationship management within a ... tax services. The STO will also serve as the specialist in partnership with CCPW professionals to attract and...proficiency and integrity acting in accordance with the Bank's fiduciary responsibilities and best fiduciary and risk… more
- Truist (Charlotte, NC)
- …review the following job description:** Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as ... which meet with client or prospect goals and objectives. Utilize other specialist where appropriate. 2. Proactively engage with clients to deliver all non-investment… more
- Bank of America (Norfolk, VA)
- …initial review of IPS process + Perform servicing, fulfillment and account maintenance activities, which are primarily trust/ fiduciary -related that include ... difference. Join us! **Job Summary:** The Trust Senior Associate (TSA) is a specialist role that has primary responsibility for assisting the Senior Trust Officer… more
- Hills Bank (Cedar Rapids, IA)
- …financial planning for both individual and institutional customers. ACCOUNTABILITIES: Account Administration: (75%) + Administer various wealth management accounts ... designated with a retirement plan focus. + Perform annual account and investment reviews for each assigned account...legal counsel where the bank is named in some fiduciary capacity. + Maintain a book of business with… more
- Regions Bank (Hoover, AL)
- …Laundering Specialist (CAMS) + Certified Bank Auditor (CBA) + Certified Fiduciary and Investment Risk Specialist (CFIRS) + Certified Financial Systems ... Dental and Vision Benefits + Disability Benefits + Health Savings Account + Flexible Spending Account + Life Insurance + Parental Leave + Employee Assistance… more
- Ascensus (Jacksonville, FL)
- …as primary point of contact providing specialized trust and fiduciary services to high-profile institutional accounts, including **non-qualified** plans sponsored ... Leads efforts to onboard new accounts, gather relevant information and coordinate account opening process + Reviews agreements and prepare internal documentation to… more
- Ascensus (Jacksonville, FL)
- …Serve as primary point of contact providing specialized trust and fiduciary services to high-profile institutional accounts, including qualified and non-qualified ... Leads efforts to onboard new accounts, gather relevant information and coordinate account opening process. + Reviews agreements and prepare internal documentation to… more
- MUFG (Tampa, FL)
- …team will provide more details. **Responsibilities:** The Contracts and Documentation Specialist , who reports to the Bank Operations Manager, reviews, drafts, and ... with Bank Secrecy Act, anti-money laundering, consumer compliance, fair lending, fiduciary responsibilities, and privacy). 10% Communicate with the internal Legal… more
- State of Colorado (Canon City, CO)
- …(https://www.colorado.gov/pacific/dhr/benefits) + Employer supplemented Health Savings Account (https://www.colorado.gov/pacific/dhr/hsa) + Paid life insurance + ... federal regulations and state program guidance, policies, and procedures. Has fiduciary responsibility for participant expenditures under WIOA, TAA, and grant… more