- US Bank (Minneapolis, MN)
- …Level IV Approvers oversee and support the sound operation of US Bank's Personal Trust (PT) business, including Ascent, Private Wealth Management, Select and ... TAS segments. Fiduciary Specialist Level IV Approver applies ...responsibilities + Serve as a subject matter expert regarding trust and fiduciary matters + Partner with… more
- US Bank (St. Paul, MN)
- … laws, internal procedures, and risk tolerance. + Sophisticated knowledge of personal trust services. + Strong communication and collaboration skills across ... fiduciary responsibilities. + Serve as a subject matter expert on trust and fiduciary matters. + Collaborate with Legal, Risk, and Business partners to… more
- Wells Fargo (Minneapolis, MN)
- …Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Officer (Senior Fiduciary Specialist ) on the Estate Settlement ... further provides guidance on a variety of banking and fiduciary topics including investment management, general trust ...advice and wealth and asset management services, including: * Personal trust services. * Estate services. *… more
- Wells Fargo (Minneapolis, MN)
- …and provide personalized advice and wealth and asset management services, including: * Personal trust services * Estate services * Philanthropic services * ... 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 Specialist Working at Wells Fargo |… more
- US Bank (Minneapolis, MN)
- … activities **Preferred Skills/Experience:** + Thorough knowledge of, and experience in, personal trust administration, fiduciary regulations, and trust ... you excel at-all from Day One. **Job Description** The Trust Concierge Team provides high quality customer service by...accuracy. This duty is performed for WM Banking and Trust departments. The department also audits Medallion Signature Guarantee… more