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Ensure the highest level of customer service and satisfaction Proactively assist the team in streamlining services, implement new application and software, product enhancements and new Fiduciary Vault.
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NYC Financial Information Services Agency- Office of Payroll Administration (FISOPA) has initiated recruiting activities to hire a Staff Analyst for the Pay and Deductions Analysis (PDA) unit. As part of the fiduciary responsibilities, PDA assists in pay and deduction summary adjustments by collecting and validating information received from the agencies and verifying the responses against data entered in the system to ensure data integrity.
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Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning. Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification), preferred.
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The candidate is responsible for assisting the Trust and Investment Officers with the administration of fiduciary and investment accounts for the Bank’s Wealth Management Department. Works with administrative, operations and investment personnelAssists in preparing and maintaining documentation for investment management and fiduciary accounts.
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Uphold fiduciary duties by ensuring prudent management of the health and welfare board's assets, making decisions in the best interest of plan participants, and overseeing the administration of benefits in alignment with the plan's terms and legal requirements.
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LHH Recruitment in partnership with a law firm in Manhattan, is seeking an interim Estate Planning/Administration Attorney. 3+ years of Estate Planning and Administration experience. Fiduciary income tax experience is a plus.
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In depth product knowledge of fiduciary concepts and legal policies, and tax and investment issues related to trust administration. Experience with trust administration for high net worth or ultra-high net worth individuals preferred.
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Must have strong understanding of legal concepts of trust administration, investments and portfolio management strategies. Lead a team of Estate Settlement Officers who are responsible for the management of probate and estate settlement trusts in accordance with Edward Jones Trust Company guidelines, fiduciary standards, trust agreements, wills, and all contracts relating to the relationship to manage the account and limit regulatory and legal risk.
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Serve as one of the legal advisors to the Empower Investments leadership team, advising on various topics, including but not limited to: stable value product issues, insurance product development, administrative support services and insurance investment products offered to employee benefit plans and participants, including analysis of ERISA, tax and insurance regulatory compliance issues, and Empower investment management entities regarding fiduciary matters.
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This person will have a bachelors degree plus a minimum of five years of prior wealth management, trust administration, fiduciary investment management, business management, law/tax practice experience, fiduciary investment sales supervision or the equivalent.
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Serves as relationship manager and fiduciary advisor to provide trust administration of personal trust accounts including estates, trusts, guardianships, and agencies up to and including complex situations.
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Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships. Responsible for maintaining client relationships by coordinating administration of complex fiduciary, investment management, estate settlement, guardianship, and/or custody accounts.
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Ocorian is a global leader in corporate and fiduciary services, fund administration and capital markets. The Senior Compliance Analyst – will provide support and coverage to the Local Head of Compliance AMLCO/MLRO in all areas of statutory and regulatory compliance and will act as the Compliance Officer (DCO)/ Deputy Money Laundering Reporting Officer (DMLRO) for Ocorian Bermuda.
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A leading Canadian- based bank headquartered in Chicago is looking to hire a Senior Auditor to help scale the business' Wealth Management Portfolio team, focusing on the audit portfolio for the Wealth Management line of business which includes the fiduciary account administration, investment management, and private banking.
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MBA (Master's degree in Business Administration) or JD (Juris Doctor) Work closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current financial situation, goals and objectives to determine solutions through the financial planning process.
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