- Unknown (Fargo, ND)
- Senior Vice President, Chief Fiduciary Officer & Fiduciary Legal Counsel About the Company Reputable full-service bank Industry Banking Type Privately Held ... role is pivotal in overseeing the legal and compliance framework for fiduciary administration, including trust and estate services, qualified plans, IRAs,… 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 ...(IRA) **About this role:** Wells Fargo is seeking a Senior Fiduciary Specialist Working at Wells Fargo… 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 ...(IRA). **About this role:** Wells Fargo is seeking a Senior Trust Associate Working at Wells Fargo… 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 ...(IRA). **About this role:** Wells Fargo is seeking a Senior Trust Associate in Estate Services as… more
- TD Bank (Portland, ME)
- …such as Certified Fiduciary & Investment Risk Specialist (CFIRS) or Certified Trust and Fiduciary Advisor (CTFA).** + **Familiarity with Office of the ... bank subsidiary, a focus on securities investment management and fiduciary activities, state insurance regulatory requirements and securities regulatory requirements… more
- PNC (PA)
- …your start date. As a Senior Tax Liaison, you will work within the Fiduciary liaison team ( trust tax) and the Estate Liaison team (estate settlement). You ... opportunity to contribute to the company's success. As a Senior Tax Liaison (C) within PNC's Trust ...tax preparers from an outside accounting firm and PNC Fiduciary Advisors who manage those accounts, serving as the… more
- Fifth Third Bank, NA (Tampa, FL)
- …in banking at Fifth Third Bank. GENERAL FUNCTION: The Senior Trust Advisor will provide expertise and fiduciary thought leadership, delivering high-quality ... with legal and regulatory requirements, while identifying new and fostering strong existing fiduciary client relationships. The Senior Trust Advisor partners… more
- M&T Bank (Falls Church, VA)
- **Overview:** Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary ... for complex trust relationships. + Assess and manage risk, exercise fiduciary discretion and judgment, and adhere to policies and procedures related to account… 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 & ... excellence, ensuring business accountability, and supporting risk management initiatives across complex trust , estate, tax and fiduciary law issues pertaining to… more
- Regions Bank (Little Rock, AR)
- …and its policies, procedures, compliance and legal requirements; may receive guidance from senior trust advisors and Fiduciary Support managers on more ... Trust Advisor is responsible for the acquisition of Personal Trust , Estate, IRA and Investment Management...services, including legal, tax and regulatory requirements applicable to fiduciary relationships and the administration of trust … more
- Raymond James Financial, Inc. (Atlanta, GA)
- **Essential Duties and Responsibilities** + Administers special needs trust accounts and personal trust accounts in accordance with statutes and regulations. ... their advisors and Financial Advisors in the special needs trust and personal trust administration...preparation process. + Basic concepts, principles and practices of Fiduciary laws and principles sufficient to administer special needs… more
- Edward Jones (Tempe, AZ)
- …organizations, and private foundations. **What You Will Do:** The Senior Trust Tax Officer is responsible for fiduciary tax return preparation, under ... 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates...**What Experience You Need:** + 5+ years' experience in trust , fiduciary or financial services experience including… more
- City National Bank (San Francisco, CA)
- …management sales related issues, processes and activities. * Develop and retain personal trust and investment management business by maintaining professional and ... * Review and recommend acceptance or rejection of potential fiduciary responsibilities for the offices assigned. Analyze trust...been created and are implemented. * Manage the assigned Personal Trust staff in the assigned regions/offices.… more
- PNC (Birmingham, AL)
- …Bank. * Program includes following areas of expertise: - Administration of personal fiduciary accounts (trusts, estates, investment management, IRAs, etc.) - ... to the company's success. As a Compliance Program Manager Senior within PNC's Enterprise Compliance - AMG organization, you...Knowledge of 12 CFR 9, state trust and fiduciary laws, uniform … more
- Commerce Bank (Kansas City, MO)
- …relevant experience, skills, and competencies.) For more than a century, Commerce Trust has been a leading provider of wealth management services including financial ... estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means... is a division of Commerce Bank. As a fiduciary and Wealth Management expert the Private Client Advisor… more
- Comerica (Charlotte, NC)
- …Administratively monitors and tracks tax reporting activities, coordinating with more senior Trust Administrators COMPLIANCE Meets all compliance requirements ... Bachelor's degree from an accredited university + CTFA or ATFA designation + Personal trust administration experience + Experience with partnering with internal… more
- Columbia Bank (Greenwood Village, CO)
- …strategies and goals. + Reports on the activities of the assigned office to senior management of the trust company. + Responsible for leadership and mentoring ... corporate culture in all actions and words. + Takes personal initiative and is a positive example for others... trust administration,required + 10+ years'thorough understanding of trust administration, fiduciary law and federal estate… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …responsibilities as assigned. **Knowledge, Skills, and Abilities** **Knowledge of** + Trust and fiduciary services operations, regulations, and risk exposures. ... lead second line of defense risk oversight for **RJ Trust and RJ Trust Company of New...Serve as a **trusted advisor and business partner** to senior leaders, providing credible challenge and guidance on risk-related… more
- Wells Fargo (New York, NY)
- …and families. WIM is also a leading provider of trust , investment, and fiduciary services, including personal trust services. **Banking, Lending & ... Center of Excellence** Wells Fargo's Banking, Lending & Trust center of excellence is a client centric, channel-agnostic...this role:** Wells Fargo is seeking a **Wealth Banking Senior Manager** to support the Northeast region. This leader… 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 Wealth Banking, TD Wealth Management Services, Inc and Investment & Trust business lines ensuring employees are following procedures and complying with… more
