- Tompkins Community Bank (Ithaca, NY)
- …this role will prepare detailed fiduciary accounting and draft estate and fiduciary tax returns, ensuring accuracy and compliance with relevant laws. This ... + Tax Reporting Accuracy - Draft estate and fiduciary tax returns in collaboration with internal departments, maintaining compliance with federal… more
- US Bank (Minneapolis, MN)
- …Trust (PT) business, including Ascent, Private Wealth Management, Select and TAS segments. Fiduciary Specialist Level IV Approver applies fiduciary knowledge ... and regulatory changes In executing the above responsibilities, the Fiduciary Specialist Level IV Approver supports the...fiduciary duties and applicable laws, including trust and tax law, estate planning techniques, etc. 6+ years … more
- Wells Fargo (San Francisco, CA)
- …Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Senior Lead Fiduciary Specialist Working at Wells Fargo | Jobs and Careers at Wells ... 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 (Irvine, CA)
- …Individual Retirement Accounts (IRA). Wells Fargo is seeking a Trust Officer - Fiduciary Specialist focused on estate services within the Banking, Lending, and ... **Desired Qualifications:** + Solid understanding of trust administration practices, fiduciary responsibilities, estate settlement processes, and applicable tax … more
- Wells Fargo (Denver, CO)
- …Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Senior Lead Fiduciary Specialist Working at Wells Fargo | Jobs and Careers at Wells ... **BL&T** further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts,… more
- US Bank (Kansas City, MO)
- …excel at-all from Day One. **Job Description** **Key Responsibilities** + Apply fiduciary expertise to ensure PT activities comply with laws, regulations, policies, ... and procedures. + Identify and resolve fiduciary risk issues. + Provide strategic advice and guidance on the bank's fiduciary responsibilities. + Serve as a… more
- Wells Fargo (Dallas, TX)
- …this role:** Wells Fargo is seeking a Senior Philanthropic Advisor - Senior Lead Fiduciary Advisory Specialist (LO) Working at Wells Fargo | Jobs and Careers ... Z (LO) outlined in the job expectations below + This Philanthropic Senior Advisory Specialist is a specialty fiduciary expert with a focus on Philanthropic and… more
- Truist (Tampa, FL)
- …perform the essential functions. 1. 3+ years in the role as a Fiduciary Support Specialist , trust experience, investment, banking or financial planning-related ... follow-up telephone calls, and client meeting preparation 6. Prioritizing fiduciary activities that enable quality client interaction 7. Continually render… more
- Comerica (New York, NY)
- …basis, and the proper characterization of cash as income or principal, ensures all tax codes and account administration codes are accurate and oversees tax ... of delivery of services to clients. Works with Advisor Solutions Trust Specialist 's to develop new business through our partners. Develops referrals through their… more
- Commerce Bank (Wichita, KS)
- …administration, document review and interpretation, fund transfers, discretionary actions within fiduciary engagements, and coordination of documents for tax ... of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services.… more
- Truist (Mount Pleasant, SC)
- …Compile tax documents and information for the preparation of estate, fiduciary and final income tax returns. QUALIFICATIONS Required Qualifications: The ... functions. 1. 3+ years in the role as an Estate Support Specialist , trust experience, investment, banking or financial planning-related client service experience, or… more
- Bozeman Health (Bozeman, MT)
- …Fiduciary Support + Serve as liaison for the annual audit and support 990 tax filings and other fiduciary reporting requirements. + Track and report grant ... Position Summary: The Database Specialist plays a critical role in supporting the Foundation's mission by managing and optimizing the donor database, ensuring data… more
- Thrivent Financial (Appleton, WI)
- …life they want today-and tomorrow. Job Summary The Trust Administration Specialist is primarily responsible for managing account administration processes in addition ... required correspondence, notices and other items with critical dates such as tax deadlines. + Interacts directly with clients and beneficiaries regarding account… more
- Truist (Dallas, TX)
- …Level / 1 - 3 years in the role as an Investment Support Specialist / Fiduciary Support Specialist ; trust, investment, banking or financial planning-related ... medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates. Teammates also… more
- Truist (Houston, TX)
- …of previous banking or other financial institutional experience 2. Strong fiduciary and investment management knowledge 3. For specialty support teammates, ... medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates. Teammates also… more
- Truist (Columbia, MD)
- …of previous banking or other financial institutional experience + Strong fiduciary and investment management knowledge + For specialty support teammates, commercial ... medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates. Teammates also… more
- Truist (Tampa, FL)
- …banking or other financial institutional experience 2. Strong working fiduciary and investment management knowledge **General Description of Available Benefits ... medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates. Teammates also… more
- Access Dubuque (Dubuque, IA)
- …in our Waverly branch** and play a vital role in managing and growing our fiduciary services across Eastern Iowa. **What You'll Do:** As a Trust Officer, you will ... manage a diverse portfolio of IRAs, Investment Agencies, and Trust accounts-ensuring all fiduciary and legal obligations are met with care and precision. You'll be… more
- Truist (Raleigh, 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
- Robert Half Management Resources (Dallas, TX)
- …strong expertise in trust audits and examinations, as well as a Certified Fiduciary & Investment Risk Specialist (CFIRS) certification. The selected candidate ... ensuring all activities align with compliance requirements. Requirements * Certified Fiduciary & Investment Risk Specialist (CFIRS) certification is mandatory.… more