- Truist (Orlando, FL)
- …client-facing wealth teams on proper procedures and policies necessary for account opening . Understands and is conversant with financial and estate planning ... and is responsible for all facets for onboarding new fiduciary business, including account paperwork production and...matter expert and provide mentoring and counsel to New Account Opening Analysts and other New … more
- Wells Fargo (Las Vegas, NV)
- …of internal policies and procedures including, but not limited to, distributions, account maintenance, account opening and closing, KYC requirements, ... of internal policies and procedures including, but not limited to, distributions, account maintenance, account opening and closing, KYC requirements,… more
- CIBC (New York, NY)
- …Demonstrate superior understanding of the operational activities of a Trust Bank, including account opening , account closing, account maintenance, asset ... oversight of CIBC's fiduciary activities. You will be responsible for assessing fiduciary activities across Private Wealth and assisting the CFO to develop,… more
- Wells Fargo (Long Beach, CA)
- …of internal policies and procedures including, but not limited to, distributions, account maintenance, account opening and closing, KYC requirements, ... and account management. + Build a strong understanding of fiduciary concepts and principles, including trust accounting, discretionary distribution standards and… more
- Wells Fargo (Minneapolis, MN)
- …of internal policies and procedures including, but not limited to, distributions, account maintenance, account opening and closing, KYC requirements, ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… more
- 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
- Wells Fargo (Wilmington, DE)
- …in-depth understanding of policies and procedures including, but not limited to, payments, account openings and closings, and asset transfers. + Demonstrate a ... Fargo is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Trust Client & Advisor Services as...in Trust Client & Advisor Services as part of Wealth and Investment Management. Learn more about the career… more
- Wells Fargo (Dallas, TX)
- …in-depth understanding of policies and procedures including, but not limited to, payments, account openings and closings, and asset transfers. + Demonstrate a ... BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody,… more
- Neuberger Berman (New York, NY)
- The Institutional Fiduciary Officer is an important member of the Institutional Trust team of NBTC. The team supports Institutional, Private Wealth Management ... which are primarily endowments, foundations and pension funds. The Fiduciary Officer will be the daily business owner of...onboarding including ensuring all legal documents required for the opening and maintenance of accounts are on hand in… more
- US Bank (Tempe, AZ)
- …a skilled Wealth Management Account Onboarding Specialist to focus on account openings for Agency, Custody, and IRA accounts. What you'll bring: + ... Wealth or investment advisory. + Strong knowledge and expertise in fiduciary law, IRA's, Account Fees, Custody, Agency, Entity, Charitable, Estates, etc.… more
- JPMorgan Chase (New York, NY)
- …resolve tax issues. + Knowledge of internal procedures involving discretionary distributions, account maintenance, account opening /closing, AAR and ARP ... 160 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts...professional advisor community. + Develop, retain and deepen trust account relationships. New Business + Partnering with Wealth… more
- Truist (Miami, FL)
- …delegate client and advisor operational requests related to transfers, withdrawals, and account opening /maintenance to the centralized service team + Work ... job description:** 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
- City National Bank (Wilmington, DE)
- … agreements and established procedures. * Prepare and submit documents related to account openings and closings. * Provide customer service to trust clients, ... II* WHAT IS THE OPPORTUNITY? This is an advanced level Specialty Wealth Assets Officer position, responsible for supporting the asset management and administration… more
- Robert Half Finance & Accounting (San Ramon, CA)
- Description Our client is a well-established fiduciary investment advisory firm dedicated to providing personalized retirement planning and investment management ... management system (Laserfiche). + Communicate directly with clients regarding account requests, document preparation, and information gathering. + Coordinate with… more
- M&T Bank (Vero Beach, FL)
- …team is aware of trust matters concerning the client. + Manage the new account opening process including reviewing all critical forms and documents, and ensuring ... proper trust funding, account opening with correct coding regarding statements,...with clients, advisors, and business partners. + Serve as fiduciary resource to Wealth Advisors and other… more
- M&T Bank (Baltimore, MD)
- …team is aware of trust matters concerning the client. + Manage the new account opening process including reviewing all critical forms and documents, and ensuring ... proper trust funding, account opening with correct coding regarding statements,...with clients, advisors, and business partners. + Serve as fiduciary resource to Wealth Advisors and other… more
- Bank of America (Boise, ID)
- …trust reviews + Supports investment management accounts including the coordination of opening and closing accounts, money movement, and account maintenance + ... + Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer...trust administration, fiduciary law, and estate and wealth transfer planning + Initiative/proactive approach to problem solving… more
- Bank of America (New York, NY)
- …trust reviews + Supports investment management accounts including the coordination of opening and closing accounts, money movement, and account maintenance + ... + Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer...trust administration, fiduciary law, and estate and wealth transfer planning + Initiative/proactive approach to problem solving… more
- Bank of America (Baltimore, MD)
- …trust reviews + Supports investment management accounts including the coordination of opening and closing accounts, money movement, and account maintenance + ... Description:** This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving… more
- PNC (OH)
- …financial statement analysis and/or investment analysis skills. * Experience with wealth management account administration and/or investment management. * ... assets. + Conducts reviews of assigned closely-held business assets held within wealth accounts and makes investment/ fiduciary recommendations related to the… more