- Plante Moran (Southfield, MI)
- …settlement (post-death administration) process, including any probate administration, for the Trust Officer Identification and collection of assets owned by ... Distribution of assets pursuant to the terms of the Trust Understand fiduciary accounting and trust...daily transactions and prepare receipts and disbursements Partner with Trust Officer to facilitate communication with clients… more
- Wells Fargo (Irvine, CA)
- …* Managed Individual Retirement Accounts (IRA). Wells Fargo is seeking a Trust Officer - Fiduciary Specialist focused on estate services within the ... aspirations. BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty… more
- US Bank (Gresham, OR)
- …role requires a deep understanding of fiduciary principles, applicable laws, and trust products. The Fiduciary Officer will lead and support regulatory ... you excel at-all from Day One. **Job Description** **Job Description** The Fiduciary Officer is responsible for ensuring adherence to regulatory requirements… 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 ... further provides guidance on a variety of banking and fiduciary topics including investment management, general trust ...estates and deceased grantor trusts as an attorney or trust officer + Knowledge of complex estate… more
- Access Dubuque (Dubuque, IA)
- Trust Officer **Fidelity Bank & Trust ** 1 Positions ID: 3306537 Posted On 05/29/2025 Refreshed On 08/30/2025 **Job Overview** **_Are you passionate about ... & Trust Wealth Management team as a ** Trust Officer , in our Waverly branch** and...manage a diverse portfolio of IRAs, Investment Agencies, and Trust accounts-ensuring all fiduciary and legal obligations… more
- KeyBank (Amherst, NY)
- …management and/or compliance (eg - CFIRS (Certified Fiduciary & Investment Risk Specialist ), CTFA (Certified Trust and Fiduciary Advisor), or similar). + ... testing. The ideal candidate has a functional knowledge of wealth management, trust / fiduciary compliance laws and regulations, risks and supporting operational… more
- Citigroup (Miami, FL)
- …supports a Private Banker in delivering consistently high quality banking, credit, trust , fiduciary , capital markets and investment services to target market ... Job Description A Bilingual (Spanish and English) Service Officer provides service support to the Citi Private...new business opportunities for referral to banker or product specialist . + Utilize internal systems to properly support CPB… more
- KeyBank (Cleveland, OH)
- …Act, Securities Exchange Act, Bank Holding Company Act). + Must have deep Fiduciary and Trust Experience **Skills & Competencies** + Proven leadership and ... and maturity, both professionally and personally. **Certifications (Preferred)** + Certified Fiduciary & Investment Risk Specialist (CFIRS) + Certified… more
