- KeyBank (Syracuse, NY)
- …Relationship Managers (RMs) and other partners on internal fiduciary issues Trust Administration - Administers complex trust (ex: Special/Supplemental Needs ... Trust , Private Foundation, Trust Under Agreement, Trust Under Will, etc.) accounts with a proactive, disciplined, consistent and comprehensive approach -… more
- KeyBank (Naples, FL)
- …(JOB BRIEF): Fulfills fiduciary responsibilities of KeyBank by providing expert trust administration and counsel to High-Net-Worth clients and their beneficiaries. ... to protect, grow and transition personal and family wealth. Actively manages trust and agency accounts, in accordance with established policies and procedures, to… more
- KeyBank (Syracuse, NY)
- …66 South Pearl Street - Albany, New York 12207-1501 Fiduciary Expertise and Trust Administration + Knowledge of and demonstrates capability to meet with clients of ... high net worth + Administers complex trust (ex: Special/Supplemental Needs Trust , Private Foundations, Scholarship Trusts, Trust Under Agreement, Trust … more