- JPMorgan Chase & Co. (New York, NY)
- …his lifetime or upon his death through a provision in his will, it is the Trust Officer's role to oversee the administration of the trust . Job ... with ability to apply that knowledge to client specific planning exercises and account administration . Work with Tax Officers and trust counsel to resolve tax… more
- Office of the Secretary of Health and Human Services (Phoenix, AZ)
- …sit in their current office location Incumbent serves as a Supervisory Attorney Advisor in the Appeals Policy Branch of OMHA's Appeals Policy and Operations Division ... national policies, procedures, guidelines, standards, and programs for the successful administration of the OMHA program. Serves as an Attorney Adjudicator on… more
- Veterans Health Administration (Johnson City, TN)
- …(RMD). The Chief of SPS provides direct supervision and serves as an advisor , administrator, educator, consultant, and mentor who possesses a wide range of ... decontamination of all facility RMD. The Chief of SPS functions as an advisor , administrator, educator, consultant, and mentor who possesses a wide range of… more
- Metropolitan Airports Commission (Minneapolis, MN)
- …high-quality service to internal departments and external partners. A trusted advisor to MAC leadership, the Assistant Director contributes to executive ... Ensure media relations efforts support broader communications goals, reinforce public trust , and elevate MAC's brand and leadership position within the aviation… more
- ServiceNow (San Diego, CA)
- …skills - in person, on Zoom, C-level Ability to develop trusted advisor relationships with customers and sales organizations; demonstrated ability to advise and ... Work Personas We approach our distributed world of work with flexibility and trust . Work personas (flexible, remote, or required in office) are categories that are… more
- EY (New York, NY)
- …underwriting, policy and billing. Our ambition is to be the C-suite advisor for insurance technology-enabled transformation programs, recognized by our clients for ... you must have Bachelor's degree in Computer Science, Engineering, Technology, Industrial Administration , Business or a related field and 5+ years of progressive,… more
- City of South Pasadena, CA (South Pasadena, CA)
- …Chief City Clerk to lead the City Clerk's Office as a visible and trusted advisor to the organization and community. This is a unique opportunity for an experienced ... functions such as City Council support, agenda preparation, elections administration , records management, public transparency initiatives, and compliance with state… more
- The Newgrange School (Pennington, NJ)
- …Officer of the Board of Trustees and shall be responsible for the administration and supervision of the Laurel Education Group in accordance with board policies ... as an ex-officio member of all board committees and acts as a professional advisor to the board. Prepares, in conjunction with the Board President, an agenda for… more
- ServiceNow (Addison, TX)
- …to ensure customer satisfaction and improve additional revenue streams Be a trusted advisor to your customers by understanding their business and advising on how ... Work Personas We approach our distributed world of work with flexibility and trust . Work personas (flexible, remote, or required in office) are categories that are… more
- jbs (Greeley, CO)
- …effectively managing stakeholder's expectations and becoming an integral trusted advisor for tech initiatives. Provide thorough leadership, conduct workshops, and ... Science, Data Science, Software Engineering, Statistics, Business Analytics, Business Administration or related fields. Well rounded technologist with deep… more
- Truist (Atlanta, GA)
- …Private Wealth, or Institutional Investment Management industry with 5+ years in Trust Administration . 2. Strong knowledge of estate planning, fiduciary and ... and provides fiduciary advice and oversight for all types of Wealth trust accounts including personal trusts, special needs trusts, investment management, custodial… more
- Comerica (Wilmington, DE)
- Job Description Trust Advisor III Comerica Advisor SolutionsOur Strategic Alliance is a professional collaboration between two great financial firms. Our ... allows clients to take advantage of Comerica Bank & Trust , NA's professional trust administration ...Advisor , delivered through a customized, service-driven model. The Trust Advisor III in our Comerica … more
- Regions Bank (Clayton, MO)
- …section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust ... accounting or related field + Eight (8) years of Trust Administration , Estate/Tax Law, Financial Planning or...Master of Taxation) + Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial… more
- Comerica (New York, NY)
- Job Description Trust Advisor II Comerica Advisor SolutionsOur strategic alliance is a professional collaboration between two great financial firms. Our ... allows clients to take advantage of Comerica Bank - Trust , NA's professional trust administration ...Advisor , delivered through a customized, service-driven model. The Trust Advisor I is responsible for serving… more
- UMB Bank (Kansas City, MO)
- …it provides another opportunity for the company to have a diverse revenue stream. The Trust Advisor team is one part of the client relationship team that is ... available to our high net worth clients. The Trust Advisor team serves as subject matter...+ You have 10 or more years' experience in Trust Administration , problem solving and dispute resolution… more
- Wells Fargo (Minneapolis, MN)
- **About this role:** Wells Fargo is seeking a Senior Trust Advisor (Senior Lead Fiduciary Specialist) to join the Trust Services team as part of Wealth and ... Oversee a team of fiduciary professionals responsible for the administration of trust and other fiduciary accounts...operate within a fast-paced environment + JD and/or Certified Trust and Fiduciary Advisor designation (CTFA) preferred… more
- Comerica (New York, NY)
- Job Description Trust Advisor I - Special Needs SolutionsThe Trust Advisor I role serves as a relationship manager to more routine and standard ... as an account administrator in a specific area of expertise to include trust administration or investments in a client service capacity + 5 years of experience… more
- Commerce Bank (St. Louis, MO)
- …financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means ... skills, and competencies.) For more than a century, Commerce Trust has been a leading provider of wealth management...This Job The main purpose of the Estate Settlement Advisor (ESA) is to serve our clients and partner… more
- Wells Fargo (Minneapolis, MN)
- …variety of banking and fiduciary topics including investment management, general trust administration , specialty trusts, custody, tax, specialty assets, ... Managed Individual Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Trust Advisor - Lead Fiduciary Specialist Working at Wells Fargo |… more
- Huntington National Bank (Cincinnati, OH)
- … Administration experience Preferred Qualifications: + Juris Doctor, Certified Trust and Fiduciary Advisor (CFTA) designation + Demonstrated success working ... Description Summary: The Trust Advisor II, as part of...opportunities. Duties and Responsibilities: + Responsible for the complete administration of assigned Wealth & Investment accounts of moderate… more
