- Wells Fargo (Charlotte, NC)
- …Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking an Associate Estate Trust Officer - Associate Fiduciary Specialist focused on ... to administer a book of fiduciary relationships, including analyzing trust and estate documents, implementing client estate plans, and ensuring client… more
- Wells Fargo (Walnut Creek, CA)
- …training, military experience, education. **Desired Qualifications:** + Knowledge and understanding of estate , trust , or fiduciary administration + Family ... **About this role:** Wells Fargo is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in... fiduciary professionals to administer a book of fiduciary relationships, including implementing client estate plans,… more
- Wells Fargo (Philadelphia, PA)
- …a book of fiduciary relationships within a team-based environment, including analyzing trust and estate documents, implementing client estate plans, and ... military experience and education. **Desired Qualifications:** + Solid understanding of trust administration practices, fiduciary responsibilities, estate … more
- Wells Fargo (New York, NY)
- …a client-facing capacity + Extensive knowledge and understanding of financial and estate planning, fiduciary / trust , wealth transfer, leverage, multiple asset ... provides legal guidance on a variety of banking and fiduciary topics including investment management, general trust ...and wealth and asset management services, including: * Personal trust services * Estate services * Philanthropic… more
- JPMorgan Chase (Dallas, TX)
- …years of experience in serving as a corporate fiduciary for families, our Trust and Estate services are delivered by highly skilled professionals who possess ... settings. + Solid understanding of trust and estate structures, administration, and fiduciary responsibilities. + Knowledge of estate planning concepts… more
- Columbia Bank (Boise, ID)
- …deliver persuasive presentations. + Strategic thinking and decision making. + Familiarity with trust law, estate planning and fiduciary responsibilities. + ... **About the Role:** A Trust Portfolio Manager provides expertise in the management...return on investment of assets under management and meet fiduciary objectives. + Proven ability to grow a book… more
- PNC (Kalamazoo, MI)
- …have an opportunity to contribute to the company's success. As a Trust Real Estate Advisor I within PNC's Fiduciary organization, you will be based in Troy, ... retain or sell assets. Conducts annual reviews. Presents recommendations to Real Estate Trust Investment Committee and/or Special Assets Committee, according to… more
- BMO Financial Group (San Francisco, CA)
- …is a senior-level role requiring in depth knowledge of trust administration, estate planning concepts, and fiduciary principles, along with the skills and ... estate planning, or wealth management. * Strong knowledge of fiduciary principles, trust laws, and estate planning strategies. * Professional designations… more
- Tompkins Community Bank (Ithaca, NY)
- …the TFA Fiduciary Team, the individual in this role will prepare detailed fiduciary accounting and draft estate and fiduciary tax returns, ensuring ... and external stakeholders. + Tax Reporting Accuracy - Draft estate and fiduciary tax returns in collaboration...Certificate preferred + A minimum of three (3) years' trust and estate -related experience is preferred +… more
- Wells Fargo (Irving, TX)
- …a book of fiduciary relationships within a team-based environment, including analyzing trust and estate documents, implementing client estate plans, and ... further provides guidance on a variety of banking and fiduciary topics including investment management, general trust ...and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic… more
- Wells Fargo (Palm Beach, FL)
- …aspirations. BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty ... and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic... fiduciary professionals to administer a book of fiduciary relationships, including implementing client estate plans,… more
- KeyBank (Hartford, CT)
- …all relationships regardless of whether Key serves as trustee + Identifies a potential trust and estate tax-related issues and works with the client and external ... of the annual client plan and actively participates in the execution ** Fiduciary Expertise and Trust Administration** + Demonstrates experience working directly… more
- KeyBank (Portland, ME)
- …all relationships regardless of whether Key serves as trustee. + Identifies a potential trust and estate tax-related issues and works with the client and ... the annual client wealth plan and actively participates in the execution. ** Fiduciary Expertise and Trust Administration** + Demonstrates experience working… more
- KeyBank (Seattle, WA)
- …all relationships regardless of whether Key serves as trustee. + Identifies any potential trust and estate tax-related issues and works with the client and ... as beneficiaries. + Obtain and reviews and monitors all estate planning documents periodically to ensure that they fit...business owners; tax or legal services to clients regarding trust and fiduciary matters, and in … more
- PNC (Philadelphia, PA)
- …ideal candidate will possess the following: * Specific knowledge of trust , estate , and tax rules; investment principles; and fiduciary standards * Current or ... prior fiduciary experience as a trust officer or the equivalent work experience * Compliance and risk management experience PNC will not provide sponsorship for… more
- Neuberger Berman (New York, NY)
- … trust and estate administration experience preferably at a bank or trust company. + Strong technical skills in fiduciary administration and good working ... **Summary:** Neuberger Berman Trust Company NA seeks a highly qualified and...The individual should have strong technical knowledge of gift, estate , and fiduciary income tax, ability to… more
- Truist (Atlanta, GA)
- …perform the essential functions. 1. 3+ years in the role as a Fiduciary Support Specialist, trust experience, investment, banking or financial planning-related ... Demonstrate an understanding of the operating systems unique to line of business, including trust and estate 3. Demonstrate strong knowledge of bank policy and… more
- Commerce Bank (St. Louis, MO)
- … fiduciary perspective preferred + Certified Financial Planner (CFP) and/or Certified Trust Fiduciary Advisory (CTFA) designation preferred **Level of role is ... relevant experience, skills, and competencies.) For more than a century, Commerce Trust has been a leading provider of wealth management services including financial… more
- Robert Half Legal (Philadelphia, PA)
- Description A well-established law firm is seeking a permanent Trust and Estate Administration Paralegal to support its Private Client, Trusts, and Estates group ... Philadelphia. The team represents executors, trustees, and beneficiaries in all areas of trust and estate administration - including estate settlement, tax… more
- Wipfli LLP (Denver, CO)
- …basic to complex estate matters across a range of disciplines (such as trust and estate case law), using tax research products such as Bloomberg BNA ... Qualifications: + 5+ years of experience working with individuals, fiduciary , estate and gift compliance + Requires...language + Experience and knowledge of income tax and estate value impact of various trust vehicles… more