- Plante Moran (Southfield, MI)
- …settlement (post-death administration) process, including any probate administration, for the Trust Officer Identification and collection of assets owned by ... Distribution of assets pursuant to the terms of the Trust Understand fiduciary accounting and trust...daily transactions and prepare receipts and disbursements Partner with Trust Officer to facilitate communication with clients… more
- Wells Fargo (Austin, TX)
- …Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Officer (Senior Fiduciary Specialist ) on the Personal Market Service Team in ... aspirations. BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty… more
- KeyBank (Brooklyn, OH)
- …management and/or compliance (eg - CFIRS (Certified Fiduciary & Investment Risk Specialist ), CTFA (Certified Trust and Fiduciary Advisor), or similar). + ... testing. The ideal candidate has a functional knowledge of wealth management, trust / fiduciary compliance laws and regulations, risks and supporting operational… more
- Edward Jones (Tempe, AZ)
- …and private foundations. **What You Will Do:** The Senior Trust Tax Officer is responsible for fiduciary tax return preparation, under the direction of ... trust officers and portfolio managers and mentoring Tax Specialist to solve tax problems and identify tax savings...Need:** + CPA required + 5+ years' experience in trust , fiduciary or financial services experience including… more
- Citigroup (New York, NY)
- …supports a Private Banker in delivering consistently high quality banking, credit, trust , fiduciary , capital markets and investment services to target market ... 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
