- Wells Fargo (Purchase, NY)
- …Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Special Needs Trust Officer as part of Wealth and Investment Management. Working at Wells ... aspirations. BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty… more
- Wells Fargo (San Francisco, CA)
- …experience in administering estates and deceased grantor trusts as an attorney or trust officer + Knowledge of complex estate planning strategies including tax ... further provides guidance on a variety of banking and fiduciary topics including investment management, general trust ...this role:** Wells Fargo is seeking a Senior Lead Fiduciary Advisory Specialist - Estate Services Working… more
- Citigroup (Miami, FL)
- …supports a Private Banker in delivering consistently high quality banking, credit, trust , fiduciary , capital markets and investment services to target market ... Job Description A Service Officer provides service support to the Citi Private...new business opportunities for referral to banker or product specialist . + Utilize internal systems to properly support CPB… more