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Collaborate with the Tax Director, Regional Trust Specialist, Fiduciary Officer, and Trust Administration to onboard new trust accounts, identify tax related concerns and ensure accurate account set up from inception.
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This role is located in Philadelphia, PA.In this role, you’ll make an impact in the following ways: Leads a group of team members which may include Wealth and Fiduciary Managers at various levels of experience.
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The Fiduciary Specialist prepares outlines of estate planning documents and reviews draft documents prepared by external counsel prior to execution. The Fiduciary Specialist coordinates and administers trust accounts for various clients both in a support role and on separate book of business.
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Will meet with clients, co-trustees and beneficiaries to ensure BNY is adhering to the highest fiduciary standards as trust advisor to multi-generational families. Subject matter expert on all fiduciary topics which impacts clients and have in-depth knowledge of WM's fiduciary practices, policies and procedures.
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Will meet with clients, co-trustees and beneficiaries to ensure BNY Mellon is adhering to the highest fiduciary standards as trust advisor to multi-generational families. We're seeking a future team member for the role of Senior Vice President, Fiduciary to join our Wealth Management team.
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Develops and maintains expertise in fiduciary risk, including supervisory expectations and industry best practices, as well as emerging technologies within the industry, such as cryptocurrency and digital asset custody.
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YOUR IMPACTGoldman Sachs Trust Company (GSTC) has an opening for a Fiduciary Income Tax Manager who will work directly with our Chief Fiduciary Officer (CFO), Trust Officers (TOs), Investment Officers and Infrastructure Team to deliver a superior experience for our clients, while reducing risk by ensuring adherence to our responsibilities as a professional fiduciary.
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CNA Financial Lines has an opening for a Complex Claims Consultant handling Employment Practice Liability (EPL), Private D&O and Fiduciary Claims. Verifies coverage and establishes timely and adequate reserves by reviewing and interpreting policy language and partnering with coverage counsel on more complex matters, estimating potential claim valuation, and following company's claim handling protocols.
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Realizes and addresses subrogation/salvage opportunities or potential fraud occurrences by evaluating the facts of the claim and making referrals to appropriate Claim, Recovery or SIU resources for further investigation.
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The Principal (Senior Fiduciary Specialist) administers and advises the Wealth Management team on the interpretation of key provisions and duties of BNY Mellon as trustee. Fiduciary administration: Subject matter expert on all fiduciary topics which impacts clients and have in-depth knowledge of WM’s fiduciary practices, policies and procedures.
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Minimum education and/or experience: Fiduciary license in good standing with the Arizona Supreme Court; or Bachelor's degree, or an equivalent combination of education and guardian certification or education and specifically relevant work experience, or AZ Juris Doctorate; either or combination of these may substitute for the Fiduciary License requirement.
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In-depth knowledge of Personal Trust Administration processes and proceduresIn-depth knowledge of Trust Tax, Trust Accounting and Investment ManagementIn-depth knowledge of fiduciary laws including estate planning techniques, relevant tax regulations.
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Our advisors understand the weight of fiduciary duty and are committed to delivering disciplined, objective financial planning that inspires trust and provides the peace of mind our clients seek.
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Description: Guy Carpenter is seeking a Fiduciary Analyst for a 9 month temporary position in our Philadelphia, PA or Hartford, CT office. Fiduciary responsibilities arising from Pro rata, FAC, and XOL billingsPosition reports to NA Fiduciary ManagerOn day-to-day issues will partner with Client and Market team colleaguesWill confer with Team Managers on multi team issues and projectsWhat is in it for you.
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Job DescriptionEngages in fiduciary decision-making by executing the terms of any plan or document in which PNC serves as trustee, guardian or agent. As a Fiduciary Advisor II within PNC's Wealth Management organization, you will be based in Blue Bell, PA. In addition, you will work with the Doylestown, PA Wealth Management team.
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Title: fiduciary Company: Eneric Petroleum
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