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Founded in 1999, Chevy Chase Trust (CCT) is a leading boutique fiduciary investment advisor for wealthy individuals, families, and select institutions globally. Cash Operations: Oversee the reconciliation of the CCT DDA’s (Main trading account, checking, ACH & Wires, OMNI.
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They will perform these duties with high proficiency and integrity acting in accordance with the Bank’s fiduciary responsibilities and best fiduciary and risk management practices, as trustee and/or executor.
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Deep understanding of US regulations including BSA/ AML, FATCA, OWS, Data Privacy, Reg 9/ Fiduciary and requirements, with global experience in key Wealth Markets (Hong Kong, Singapore, Switzerland, UAE) preferred.
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Relevant advanced qualifications (, JD, MBA, CFA, FRM) preferred. Wealth delivers a wide range of products and services covering capital markets, managed investments, portfolio management, trust and estate planning, investment finance and banking.
$250,000 - $500,000Full-timeExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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The Corporate Counsel's client is ADF and the fiduciary duties and obligations of this position run strictly to ADF. All information obtained by Corporate Counsel, in that role, will be held in strict confidence except as required to be provided to the President, CEO and General Counsel, appropriate Executive Team members, and other Team members or Board Directors as required for the fulfillment of the position's official duties.
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Job Description: The Investment Solutions Group (ISG) provides investment solutions, trading capabilities, fiduciary execution, advisor and client support for all Bank of America’s wealth channels including Merrill Lynch Wealth Management, BofA Private Bank and Merrill Edge. ISG serves around three and a half million clients and eighteen thousand advisors across these channels.
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Adhere to MUFG's risk vision, and risk management policies and programs; recognize and proactively address risk (including but not limited to those associated with Bank Secrecy Act, anti-money laundering, consumer compliance, fair lending, fiduciary responsibilities, and privacy);Perform other duties/ projects an assigned.
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The Wealth Advisor is focused on the profitable expansion of our fee revenue while maintaining the highest ethical standards and adhering to our fiduciary culture. 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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Retain assets in plan and roll plan assets to an IRA under DOL fiduciary advice rules. Higher certification (e.g. CFP, CRC, CEBS, ChFC, CIMA, CRPS) acceptable in lieu of RPA or CRPC. Certified Financial Planner (CFP.
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As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.
$119,490 - $272,090 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to complex tax issues.
$119,490 - $272,090 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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Fiduciary administration and/or accounting experience desirable. Fiduciary accounting; and. Hinckley Allen is a multiservice law firm offering a full range of legal services and pragmatic business advice to regional, national and international clients, with practices including Construction, Corporate, Litigation, Real Estate, and Trusts & Estates.
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Provide high level fiduciary, personal income, gift and estate tax compliance services as well as estate planning advisory services. Experience with reviewing fiduciary, gift and estate tax returns.
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Experience in complex commercial litigation including, but not limited to, business disputes (e.g., limited liability company, corporate and partnership disputes); real estate lending, financing and leasing disputes; fiduciary litigation; contract disputes; business tort disputes including fraud and breach of fiduciary duty; noncompete and trade secret disputes, shareholder derivative disputes; and other types of commercial disputes and class actions.
$140,000 - $171,000 a yearFull-timeExpandApply NowActive JobUpdated 14 days ago - UpvoteDownvoteShare Job
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Partner on corporate insurance renewals including D&O, Fiduciary Liability, Crime and Cyber coverages. Partner on corporate insurance renewals including D&O, Fiduciary Liability, Crime and Cyber coverages.
$160,000 - $190,000 a yearFull-timeExpandApply NowActive JobUpdated 26 days ago
fiduciary job in New York, NY
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