- Truist (Atlanta, GA)
- …is a remote position. Preference is to be located within the Truist geography. The Wealth Fiduciary Account Opening directly oversees and is responsible ... for all facets for onboarding new fiduciary business, including account paperwork production and... teams on proper procedures and policies necessary for account opening . Understands and is conversant with… more
- Bank of America (Atlanta, GA)
- …trust reviews + Supports investment management accounts including the coordination of opening and closing accounts, money movement, and account maintenance + ... + Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer...trust administration, fiduciary law, and estate and wealth transfer planning + Initiative/proactive approach to problem solving… more