- KeyBank (Plymouth Meeting, PA)
- …all internal fiduciary issues. + Work closely with Regional Trust Director and applicable Family Wealth team members on pricing, client service, compliance, and ... **Location:** 401 Plymouth Road, Plymouth Meeting Pennsylvania Job Description The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary … more
- Robert Half Finance & Accounting (Hockessin, DE)
- …up to date * Develop and manage the company's interactions with primary fiduciary income tax return preparers while also liaising with secondary preparers chosen by ... updates to Trust Officers and senior management * Collaborate closely with the Director of Partnership Financial Reporting & Tax to identify and address issues and… more
- Travelers Insurance Company (Philadelphia, PA)
- …Liability, Side A Difference in Conditions Liability, Employment Practices Liability, Fiduciary Liability, Kidnap and Ransom, and Crime. The Managing Account ... (MAE) will manage a team of underwriters, in partnership with the Managing Director , and partner with agents and brokers to provide insurance or surety solutions… more