- CohnReznick LLP (Boca Raton, FL)
- …Trust & Estate Tax team within our National Tax group . The Tax Manager will work predominately with our Trust and Estate clients. This position offers ... Tax Manager to join our ...include but not limited to: Review complex gift, estate and fiduciary income tax returns;Review fiduciary accounting for trusts… more
- WSFS Bank (Wilmington, DE)
- … Trust Assistant will work on assigned tasks under the supervision of the Group Manager and/or Team Leaders to provide clerical and administrative support in ... the Personal Trust Administration areaThe incumbent will assist Administration in performing all tasks necessary for proper administration of trust , investment… more
- Citigroup (Sioux Falls, SD)
- Citicorp Trust South Dakota seeks a Trust Fiduciary Group Manager for its Sioux Falls, South Dakota location. Duties: Establish new procedures and ... years of experience as Assistant Trust Officer, Trust Officer, Team Leader, Manager or related... Group : Private Client Product Services Job Family: Trust Fiduciary Services **Job Family Group… more
- US Bank (New York, NY)
- …risk-based audit plan including asset management, institutional investment services, personal trust services businesses. The Senior Audit Manager also has ... **Job Description** The Corporate Audit Services (CAS) Senior Audit Manager is a senior level management position that is...coordination of the risk-based Annual Audit Plan for the trust and fiduciary products and services of… more
- BMO Financial Group (West Palm Beach, FL)
- Manages corporate estate administration for trust terminations and smaller core estate matters by preparation of estate administration records including schedules ... market Client Service Team to provide exceptional service to Trust & Estate clients. Provides technical expertise for all..., and agency accounts. + Acts as the Relationship Manager to assigned clients and effectively interacts with others… more
- Truist (Charlotte, NC)
- …to perform the essential functions. 1. 10+ years experience as a relationship manager in the Fiduciary Services, Private Wealth, or Institutional Investment ... years in Trust Administration. 2. Strong knowledge of estate planning, fiduciary and tax laws. 3. Strong analytical skills including, issue identification and… more
- Citigroup (Jersey City, NJ)
- …of relevant experience in the financial services industry. Knowledge of trust / fiduciary administration, portfolio management experience, or experience in Risk, ... preparation and tracking activity. It is not a portfolio manager or investment advisor role and is not client-facing....across global teams. + No travel required. **Job Family Group :** Private Client Product Services **Job Family:** Trust… more
- BMO Financial Group (Sarasota, FL)
- …management principles and asset mix determination. + In-depth / expert understanding of fiduciary law and applicability to trust investment accounts. + In-depth ... participates in meetings with prospects/clients. + Provides investment management, fiduciary expertise and strategic leadership for business, products, and policies… more
- Bank of America (Dallas, TX)
- …be exposed to financial statement analysis, investment valuation methodologies, certain trust and estate fiduciary matters, corporate organizational documents, ... Specialty Asset Manager II - Closely Held Assets Dallas, Texas;Chicago,...Manages more complex specialty assets within The Private Bank Group with a full and in-depth understanding of all… more
- MassMutual (Windsor, CT)
- …and compliance requirements for the Trust Company. **The Team** The Trust Company is responsible for providing investment, fiduciary and client service ... opportunities to educate staff and advisors one-on-one and through group meetings on key risk issues specific to tax...tax planning strategies, including estate and gift tax planning, fiduciary income tax issues and trust / fiduciary… more
- Bank of America (Charlotte, NC)
- Retirement Plan Investments - Portfolio Manager Charlotte, North Carolina **Job Description:** **Role Summary:** This investment management role is part of the ... the pension plan, 401(k) plan, and assets held in trust for the NQDC plans + Analyze, evaluate, select,...in accordance with ERISA and as an ERISA plan fiduciary Support the administration of the plans. Plan administrators… more
- Wellington (Boston, MA)
- …our Equity L/S Funds, as part of the leadership team of our Hedge Fund Group (HFG). The HFG leadership team is responsible for the strategic plan and management of ... provide day to day management; partner with our client group on our fund and growth strategy and with...perform. - **Investment performance, integrity and risk** **:** Provide fiduciary and supervisory oversight ensuring our funds are taking… more
- Bank of America (Washington, DC)
- …financial services firm, most likely in a wealth management, private banking and/or trust field. + Knowledge of fiduciary and financial products and services ... Portfolio Manager II Washington, District of Columbia **Job Description:**...investment programs designed to achieve the objectives of a group of client accounts. Implements policies and programs approved… more
- BMO Financial Group (San Francisco, CA)
- …(liquidity planning, capital structure advisory, lending and cash management), and Fiduciary (estate settlement, trusteeship and trust ). We deliver services ... Family Office, LLC, BMO Bank NA, and BMO Delaware Trust . Together, we have over 130 professionals who service...the opportunity to interact with a dynamic and intellectual group of professionals who believes in improving not only… more
- BMO Financial Group (Chicago, IL)
- …with business/ group and internal partners to ensure regulatory, corporate and fiduciary obligations are met. Advises business/ group on implications of new ... group strategy. + Builds effective professional relationships with business group , internal/external stakeholders and trust with regulators. + Analyses… more
- Tucson Electric Power (Nogales, AZ)
- …Gas and Electric Business Reporting Unit: Administration FLSA Status: Exempt Level: Manager EEOC Category: First/Mid-Level Officials EEOC Job Group Managers Does ... **District Manager , Santa Cruz Gas & Electric** Company **UniSource...our local efforts to strengthen our culture of safety, trust and integrity, inclusion and collaboration, learning, innovation and… more
- SMBC (Torrance, CA)
- …Relationship Management role * Minimum of 2 years' experience in deposit acquisition. Fiduciary , Trust & Estate experience is preferred but not required. * ... **ABOUT THE ORGANIZATION** SMBC MANUBANK was formed by a group of banking entrepreneurs in June 1962. Our scope is to serve the specialized needs of California… more
- SMBC (Brea, CA)
- …Relationship Management role + Minimum of 2 years' experience in deposit acquisition. Fiduciary , Trust & Estate experience is preferred but not required. + ... **ABOUT THE ORGANIZATION** SMBC MANUBANK was formed by a group of banking entrepreneurs in June 1962. Our scope is to serve the specialized needs of California… more
- CIBC (Boston, MA)
- …CIBC Private Wealth Management ("PW") conducts an investment advisory and fiduciary business, which focuses primarily on serving a select group ... CIBC's US PW business is conducted through three primary entities, CIBC National Trust Company, NA, an OCC licensed limited purpose trust company, CIBC… more
- CIBC (Chicago, IL)
- …while building an appropriate balance between high-touch client service and our fiduciary responsibility to protect CIBC, our clients, and our shareholders from ... Regular **Weekly Hours** 40 **Skills** Business Controlling, Compliance Monitoring, Group Problem Solving, Project Management, Regulatory Requirements, Risk Management… more
