- Bank of America (Boston, MA)
- Senior Fiduciary Officer Boston, Massachusetts;New York, New York; Charlotte, North Carolina **Job Description:** At Bank of America, we are guided by a ... timely manner. Maintains close relationships with business partner executives to assist senior leaders to balance business strategy with fiduciary management… more
- PNC (Vero Beach, FL)
- …valued and have an opportunity to contribute to the company's success. As a Fiduciary Advisor III within PNC's Private Bank organization, you will be based in Vero ... Beach, FL. **Job Description** + Engages in fiduciary decision-making by executing the terms of any plan...accounts. Prepares and presents appropriate analysis and recommendations for senior management or committee review. Escalates problems to … more
- Wells Fargo (Chicago, IL)
- **About this role:** Wells Fargo is seeking a Senior Lead Fiduciary Advisory Specialist (LO) to join the Special Needs Trust Services team as part of Wealth and ... (ie care managers), knowledge of state and federal benefit programs, review fiduciary tax returns as needed, deliver outstanding client service via proactive… more
- City National Bank (New York, NY)
- * SENIOR FIDUCIARY BUSINESS CONTROL MANAGER* *WHAT IS THE OPPORTUNITY?* This position will work directly with the City National Bank's ("CNB") and Business ... Control Officer ("BCO") and senior management of wealth...review and implementation of Policies and procedures related to fiduciary governance and will partner with the Controls Leadership… more
- Bank OZK (Charlotte, NC)
- …Officers. Essential Job Functions + Provides support for assigned senior officer (s) for day-to-day administration of fiduciary accounts including, but not ... requirements including tracking and account maintenance and interaction with third party fiduciary tax preparation services. + Performs tasks related to annual … more
- M&T Bank (Vero Beach, FL)
- **Overview:** Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** + ... of client trust accounts through demonstrated proficiency and sound judgment in exercising fiduciary discretion. + Serve as the primary point of contact for the… more
- Bank of America (Baltimore, MD)
- Senior Trust Officer Baltimore, Maryland **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through ... This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and...This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and… more
- Bank of America (Atlanta, GA)
- Senior Trust Officer Atlanta, Georgia **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the ... This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and...This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and… more
- Bank of America (Chicago, IL)
- Senior Trust Officer Chicago, Illinois **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the ... This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and...+ Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning +… more
- Bank of America (New York, NY)
- Senior Trust Officer New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through ... Description:** This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving… more
- Bank of America (San Diego, CA)
- Senior Trust Officer San Diego, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through ... Description:** This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving… more
- Bank of America (Chicago, IL)
- …rules and regulations in a fast-paced, high-volume environment. + The Settlement Officer Assigns tasks to Specialized Fiduciary Administrators, monitors progress ... Estate Settlement Officer II (ESO II), Estate Settlement Services (ESS)...Settlement Assistants, monitors progress and approves completed work. Assists senior officers in coaching, developing, and mentoring assistants within… more
- Raymond James Financial, Inc. (FL)
- …Resolves or recommends solutions to complex problems. Regular contact with senior management and other internal customers is required to identify, research, ... department-wide resolution via mentoring and/or policies within the bounds of good fiduciary practice. * Interacts with Financial Advisors and clients in defining… more
- KeyBank (Brooklyn, OH)
- …Amherst, New York 14226 **This role can be filled as either a Lead Closing Officer or Senior Closing Officer .** **_Qualified candidates must reside near one ... office 1-3 days per week in a hybrid capacity._** ** Senior Closing Officer ** **ABOUT THE JOB (JOB...in order to ensure adherence to all governmental and fiduciary laws, including OFAC and Patriot Act + Clearly… more
- US Bank (Milwaukee, WI)
- …for the administration, risk management and servicing of assigned fiduciary and investment management accounts. May include Relationship Management responsibilities ... estate and multi-generational taxation and trusts - Thorough knowledge of fiduciary law, tax implications and practices in multiple jurisdictions, trust… more
- BMO Financial Group (New York, NY)
- …("FICC") LOBs and other internal business partners to ensure regulatory, corporate and fiduciary obligations are met. You will have a specific focus on compliance ... with business/group and internal partners to ensure regulatory, corporate and fiduciary obligations are met. Advise business/group on implications of new regulatory… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …within the investment team + Build and maintain strong relationships with other senior RJT leaders to ensure seamless fiduciary administrative and investment ... closely with advisors, all while adhering to strict regulatory and compliance fiduciary standards. Leads large and/or multiple projects with significant scope and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …that exceed our clients' expectations. In some cases may be assigned to a more senior officer as an Associate Trust Officer /Trust Administrator during the ... the duties of Raymond James Trust (RJT) as a fiduciary or custodian in accordance with the terms of...a daily basis through the use of the administrative officer 's trial balance. . Instructs the assigned trust administrators… more
- City National Bank (Los Angeles, CA)
- *SETTLEMENT AND TERMINATION OFFICER * *Hybrid Schedule, 3 Days in Office: Los Angeles, CA. or NYC, NY. * WHAT IS THE OPPORTUNITY? Perform estate administration and ... timely delivery of assets. WHAT WILL YOU DO? * Administer and interpret fiduciary accounts in accordance with applicable laws and regulations and the stipulations of… more
- Novant Health (Winston Salem, NC)
- Job Summary The SVP, Chief Health Informatics Officer (CHIO) reports directly to the EVP, Chief Medical Officer (CMO) and is responsible for designing solutions ... closely with all clinical leaders including the Chief Medical Officer (CMO), Chief Safety and Quality Officer ...as well as the Digital Products and Services (DPS) senior leadership team to craft game-changing strategies for the… more