- Wells Fargo (Charlotte, NC)
- …Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking an Associate Estate Trust Officer - Associate Fiduciary Specialist focused on Estate ... 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 ...**About this role:** Wells Fargo is seeking a Senior Fiduciary Specialist Working at Wells Fargo |… more
- Truist (Dallas, TX)
- …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 (Portland, ME)
- …+ **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 ... degree from an accredited university + CTFA or ATFA designation + Personal trust administration experience + Experience with partnering with internal and or… more
- Comerica (New York, NY)
- …related activity and responding quickly to requests. Works with Advisor Solutions Trust Specialist 's to develop new business through our partners. Develops ... degree from an accredited university + CTFA or ATFA designation + Personal trust administration experience + Experience with partnering with internal and or… more
- Wells Fargo (Charlotte, NC)
- …and families. WIM is also a leading provider of trust , investment, and fiduciary services, including personal trust services. **Banking, Lending & ... seeking a Senior Business Accountability Specialist . The Senior Business Accountability Specialist plays a critical role within the Fiduciary Oversight team… more
- Charles Schwab (Wilmington, DE)
- …in the United States on a** **full-time basis without employer sponsorship.** Schwab's Personal Trust Services ("PTS") organization provides personal ... full fiduciary , agency, and custody spectrum, including fiduciary trust administration and investment management, directed...work experience required + CTFA desired + Understanding of personal trust products and trust … more
- US Bank (Minneapolis, MN)
- … activities **Preferred Skills/Experience:** + Thorough knowledge of, and experience in, personal trust administration, fiduciary regulations, and trust ... MN** **with approximately 1 week every 4-5 weeks required in-office.** The Trust Concierge Team provides high quality customer service by responding to telephone… more
- Regions Bank (Little Rock, AR)
- …Management Trust Advisor is responsible for the acquisition of Personal Trust , Estate, IRA and Investment Management client relationships. Responsibilities ... ensure prudent administration and investment management + Partners with Trust Administrator and Trust Specialist ...compliance and legal requirements; may receive guidance from senior trust advisors and Fiduciary Support managers on… more
- Truist (Raleigh, NC)
- …to perform the essential functions. 1. Seven years in the role as a Fiduciary Support Specialist , trust experience, investment, banking or financial ... to the real estate, closely held business, and mineral/oil/gas portfolio of trust owned assets. Provide administrative and operational support to Privately Held… more
- Truist (Atlanta, GA)
- …the essential functions. 1. 3-5+ years in the role as an Investment Support Specialist / Fiduciary Support Specialist ; trust , investment, banking or ... and maintain appropriate documentation of client transactions. 3. Utilize various trust and investment systems to affect transactions, monitor accounts, create… more
- PNC (Cleveland, OH)
- …opportunity to contribute to the company's success. As a Sr Client Solution Specialist within PNC's Estate Settlement organization, you will be based in Cleveland, ... support the Estate Settlement Advisor/s in all aspects of estate and trust administration and the delivery of an exceptional client experience including inventory… 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. + Continually render responsive and professional personal service to Wealth clients + Can attend client events/meetings, as… more
- Truist (Nashville, TN)
- …all operational competencies and processes including banking, credit, investments, trust , new client on-boarding/welcome program, client servicing and advisor ... and support a superior client experience. 14. Continually render responsive and professional personal service to Wealth clients 15. Serve as a peer-mentor for WSS I,… more
- Truist (Atlanta, GA)
- …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
- Truist (Miami, 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 + Continually render responsive and professional personal service to Wealth clients + Can attend client events/meetings, as… more
- Edward Jones (Tempe, AZ)
- …charitable organizations, and private foundations. **What You Will Do:** The Senior Trust Tax Officer is responsible for fiduciary tax return preparation, ... trust officers and portfolio managers and mentoring Tax Specialist to solve tax problems and identify tax savings...**What Experience You Need:** + 5+ years' experience in trust , fiduciary or financial services experience including… more
- KeyBank (Brooklyn, OH)
- …Regulation 9, SEC, DOL, and ERISA requirements. **Preferred Qualification** + Certified Fiduciary & Investment Risk Specialist (CFIRS) **Tactical Skills** + ... KeyBank's Asset Management business, including wealth management, investment advisory, and fiduciary services. The Audit Manager will be responsible for the… more
- TD Bank (New York, NY)
- …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