- Bank OZK (Bradenton, FL)
- Job Purpose & Scope Responsible for the oversight of the fiduciary administration of personal trust accounts performed by Bank employees as well as maintaining ... trust accounts to ensure proper handling. + Serves as fiduciary counsel to Trust Department and Division in pre-litigation situations and matters, identifying… more
- Bank OZK (Charlotte, NC)
- …to Trust Administration Committee (TAC), after consultation with Regional Director and/or Chief Fiduciary Officer . + Reviews fiduciary tax returns ... accounts. Responsible for sourcing, developing and closing new fiduciary account business to achieve Trust and...issues for escalation and consultation with Regional Director and/or Chief Fiduciary Officer , providing analysis… more
- Bank OZK (Clearwater, FL)
- …to Trust Administration Committee (TAC), after consultation with Regional Director and/or Chief Fiduciary Officer . + Reviews fiduciary tax returns ... issues for escalation and consultation with Regional Director and/or Chief Fiduciary Officer . + Communicates...and maintains knowledge relevant to the position regarding state trust law, fiduciary income tax, basic estate… more
- Raymond James Financial, Inc. (FL)
- **Job Description** **Essential Duties and Responsibilities:** * Responsible for assisting the Chief Fiduciary Officer in providing early intervention on ... External** **Knowledge, Skills, and Abilities:** **Knowledge of:** * General fiduciary law and principals. * Trust and...* General fiduciary law and principals. * Trust and welfare transfer techniques. * Federal and state… more
- EMCOR Group (Smyrna, GA)
- … Financial Officer ** **Report to: Art Plumbing Chief Executive Officer (with functional and fiduciary reporting relationship to CFO, EMCOR Construction ... realized the value that we bring to their construction projects. **SUMMARY** The Chief Financial Officer (CFO) is responsible for directing the financial… more
- Bank of America (Dallas, TX)
- Senior Trust Officer Dallas, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the ... make a difference. Join us! **Job Description:** The Senior Trust Officer (STO) maintains a trust...to best meet client needs (wealth strategists, Office of Chief Fiduciary , etc.) + Proactively identify and… more
- NBT Bank (Lakeville, CT)
- … trust and estate administration and all fiduciary matters. Fills in for Chief Trust Officer as needed and provides guidance and direction to junior ... legal documents. + Significant working knowledge of personal income, fiduciary income and transfer taxation. + Strong mentoring and...fees, and debts. + 5% Assist and support the Chief Trust Administrator with document reviews and… more
- Bank of America (Dallas, TX)
- …power to make a difference. Join us! **Job Summary:** The Trust Officer is an experienced, well-rounded fiduciary professional who will partner with Private ... Trust Officer II Dallas, Texas;Fort Worth,... Trust Officer II Dallas, Texas;Fort Worth, Texas **Job Description:**...to best meet client needs (wealth strategists, Office of Chief Fiduciary , etc.) + Proactively identify and… more
- Bank of America (Los Angeles, CA)
- …business partners including but not limited to: Client Team, Office of the Chief Fiduciary , Administrative Resource Team (ART), Audit, Compliance, Fiduciary ... The Settlement Officer is accountable for facilitating, managing, and settling trust terminations that require expertise and knowledge of fiduciary rules and… more
- Dunham & Associates Investment Counsel, Inc. (Reno, NV)
- …granted under applicable policies and procedures, and under the supervision of a designated Trust Officer . The Trust Associate is responsible for managing ... or document for assigned accounts within proper discretionary and fiduciary authorities of a Trust Associate; +...any customer suspected of suspicious activity immediately to the Chief Compliance Officer ; + Comply with all… more