- Wells Fargo (Las Vegas, NV)
- …services. * Managed Individual Retirement Accounts (IRA). Wells Fargo is seeking a Trust Officer - Fiduciary Specialist in Trust Client & Advisor ... aspirations. BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty… more
- Wells Fargo (Long Beach, CA)
- …* Managed Individual Retirement Accounts (IRA). Wells Fargo is seeking an Associate Trust Officer - Associate Fiduciary Specialist in Trust Client & ... aspirations. BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty… more
- Wells Fargo (Westlake Village, CA)
- …Individual Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Senior Fiduciary Specialist Working at Wells Fargo | Jobs and Careers at Wells ... **BL&T** further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty… more
- Plante Moran (Southfield, MI)
- …estate-settlement (post-death administration) process, including any probate administration, for the Trust Officer + Identification and collection of assets ... Distribution of assets pursuant to the terms of the Trust + Understand fiduciary accounting and ...transactions and prepare receipts and disbursements + Partner with Trust Officer to facilitate communication with clients… more
- North Carolina Central University (Durham, NC)
- …projections and fiscal planning), work order coordination, inventory and fiduciary responsibilities, and university chargebacks. Additionally, this position will ... Resources and organizational management experience. + Demonstrated ability to perform fiduciary duties. + Demonstrated ability to work independently to gather,… more
- BMO Financial Group (Barrington, IL)
- **Currently** **employed** **as a Senior Portfolio Manager, Trust Investment Officer , Senior Investment Manager at a Wealth Management firm with** **no less ... Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. + Applies...asset mix determination. + In-depth / expert understanding of fiduciary law and applicability to trust investment… more