- Bank OZK (Charlotte, NC)
- …of Trust and Wealth tax reporting requirements including tracking and account maintenance and interaction with third party fiduciary tax preparation ... fiduciary accounts including, but not limited to: + opening and closing accounts; + cash disbursements and distributions,...Skills & Abilities + Knowledge of general banking and/or wealth or fiduciary management concepts. + Knowledge… more
- Truist (Charlotte, NC)
- …delegate client and advisor operational requests related to transfers, withdrawals, and account opening /maintenance to the centralized service team. 6. Work ... located on-site* Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high net-worth clients. Closely works with… more
- Wells Fargo (Charlotte, NC)
- …a Lead IRA Product Manager to join the Investment Product group within Wealth & Investment Management Investment Solutions organization. Learn more about our career ... broker-dealer and Client Relationship Group (CRG) + Accredited Investment Fiduciary , Certified Retirement Counselor, Certified IRA Services Professional (CISP)… more