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Branch Examiner The candidate will review and research branch office activities to identify red flag issues and determine compliance with firm and regulatory rules and procedures. Will communicate with branch managers ..
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Trust Officer Responsibilities: Manage an existing book of trust and estate accounts: types of accounts include revocable and irrevocable trusts, testamentary trusts, ILITS and IRA accounts, various types of charitable trusts, ..
VP, Assistant General Counsel - US Wealth Management, Insurance The candidate will be a member of the US Wealth Management Legal team that is responsible for supporting annuities and life insurance, ..
Trust Administration Officer I Duties: Responsible for administering personal trust accounts such as testamentary/intervivos trusts, foundations and agency accounts in accordance with terms specified in the trust instrument. Under general guidance ..
Wealth Client Administrator III The candidate works with Private Client Advisors and Private Bankers in generating new sales through client acquisition and expansion of existing clients by providing Wealth Management solutions ..