-
Trust Officer
1 week ago
Wilmington Trust Buffalo, United States Full timeOverview: · Responsible for the administration and fiduciary management within client relationships. · Primary Responsibilities: Administer assigned book of client trust accounts through demonstrated proficiency and sound judgment in exercising fiduciary discretion. · Serve as ...
-
Trust Officer
6 days ago
Eriebar Buffalo, United StatesOverview: · Responsible for the administration and fiduciary management within client relationships. · Primary Responsibilities: · Administer assigned book of client trust accounts through demonstrated proficiency and sound judgment in exercising fiduciary discretion. · Serve ...
-
Trust Officer
1 week ago
M&T Bank Buffalo, United StatesResponsible for the administration and fiduciary management within client relationships. · Primary Responsibilities: · Administer assigned book of client trust accounts through demonstrated proficiency and sound judgment in exercising fiduciary discretion. · Serve as primary poi ...
-
Employee in Finance and Accounting
2 weeks ago
Nexus Innovations Williamsville, NY, United States Freelance**Join us in shaping the future of our back office - Your success is our growth Your expertise in numbers and invoices will continue to write our success story in IT together.** · We are looking for an enthusiastic commercial employee in finance and accounting to support our back ...
-
Financial accountant for client management
1 week ago
Sapphire Enterprises Tonawanda, United StatesAbout PARTA Tax Consulting Company: · We are based in Bonn and operate at 12 locations in the Rhineland. Our company has a strong team of employees, including 40 highly qualified tax consultants. We serve around 1,000 clients, making us one of the largest tax consulting firms in ...
-
RN Clinical Supervisor
23 hours ago
Maxim Healthcare Services Buffalo, NY, United StatesMaxim Healthcare Services is hiring for a RN/Clinical Supervisor in our Buffalo, NY office · At Maxim Healthcare Services, we firmly believe that our employees are the heartbeat of our organization and we are happy to offer the following benefits: · Competitive pay & weekly paych ...
-
Pediatric Dentist
1 week ago
North American Dental Group Amherst, United StatesWinning Smiles, part of the NADG team, has an opportunity for a Pediatric Dentist in our well-established, prosperous practice, located in Amherst, NY. · Why working with us makes sense: · Choose to Practice Group Dentistry, not Corporate Dentistry · We believe in and implement b ...
-
pediatric dentist
1 week ago
North American Dental Group Buffalo, NY, United StatesWinning Smiles, part of the NADG team, has an opportunity for a Pediatric Dentist in our well-established, prosperous practice, located in Buffalo, NY. · Why working with us makes sense: · Choose to Practice Group Dentistry, not Corporate Dentistry · We believe in and implement b ...
-
Oral Surgeon
1 week ago
North American Dental Group Buffalo, United StatesOral and Maxillofacial Surgery Associates of WNY, part of the NADG team, has an opportunity for an Oral Surgeon in our well-established, prosperous group, located in Buffalo, NY. · Why working with us makes sense: · Choose to Practice Group Dentistry, not Corporate Dentistry · We ...
-
Sr. Neurology Account Specialist
3 days ago
Eisai US Buffalo, United StatesAt Eisai, satisfying unmet medical needs and increasing the benefits healthcare provides to patients, their families, and caregivers is Eisai's human health care (hhc) mission. We're a growing pharmaceutical company that is breaking through in neurology and oncology, with a stron ...
-
Respiratory Sales Specialist, Buffalo, NY
1 week ago
Verona Pharma PLC Buffalo, United StatesRespiratory Sales Specialist, Buffalo, NY (Buffalo, NY\/Rochester, NY)", "description": "Respiratory Sales Specialist, Buffalo, NY (Buffalo, NY\/Rochester, NY) · The Company: · Our mission is to improve the health and quality of life for the millions of people affected by chronic ...
-
Front Desk Agent
5 days ago
Highgate Hotels Buffalo, United StatesCompensation Type · Hourly · Highgate Hotels · Highgate is a premier real estate investment and hospitality management company widely recognized as an innovator in the industry. Highgate is the dominant player in U.S. gateway markets including New York, Boston, Miami, San Francis ...
-
new york
6 days ago
myDermRecruiter Buffalo, NY, USA, United StatesFull or Part-Time Nurse Practitioner Position in Buffalo, New York · Job-1483 · **Lovely waterfront location just 20 minutes from downtown Buffalo · myDermRecruiter is actively seeking a Nurse Practitioner with a minimum of 1.5 years of Dermatology experience to join a premier ...
-
Clinical Account Executive Home Health
1 week ago
Amedisys Inc. Williamsville, United StatesOverview Amedisys, one of the largest and most trusted home health and hospice companies in the U.S., is looking for a care transitions coordinator to join the team. This role requires an RN, LPN or other clinical license, plus previous outside sales/business development experien ...
-
rn home health clinical manager
1 week ago
LHC Group Buffalo, NY, United StatesSummary · We are hiring an RN Patient Care Manager to work with our Buffalo office and patients in Erie County area. This position will open, supervise, and assist in overseeing certain cases with our field Aides. We offer a loyalty bonus, one-on-one patient care, weekly pay, and ...
-
Practice Performance Facilitator
20 hours ago
Adecco Medical & Science Buffalo, United StatesA Practice Performance Facilitator/Practice Transformation Practitioner (hybrid role) in Buffalo or Syracuse, NY is now available through Adecco Medical and Science. In this role, you will report to the Practice Transformation Manager with accountability for aiding the practice t ...
-
Project Civil Engineer
2 days ago
AECOM Buffalo, United States**Company Description** · **Work with Us. Change the World.** · At AECOM, we're delivering a better world. Whether improving your commute, keeping the lights on, providing access to clean water, or transforming skylines, our work helps people and communities thrive. We are the ...
-
Client Services Manager
6 days ago
FTS International Buffalo, United StatesJob Type · Full-time · Description · The FTS Client Services Manager is truly a functional trailblazer, a continuous learner, and an integral member of the FTS team. Building relationships and providing premium-level service to clientele and candidates is absolutely required. The ...
-
Clinic Office Assistant I
6 days ago
Spectrum Health and Human Services Buffalo, United StatesAgency Profile: Spectrum Health & Human Services respectfully partners with adults, children, and families as they recover from behavioral, emotional, mental health and/or substance related disorders by offering individualized and meaningful opportunities of hope, empowerment and ...
-
Business Development Representative
5 days ago
International Search Consultants Buffalo, United StatesBusiness Development Representative · Buffalo, NY · *Please do not apply if you do not have at least 3 years of Outside Sales B2B outside sales experience or if you do not live in the area* · ISC's team of Sales Recruiters is partnering with a rapidly growing OEM distributor and ...
Trust Officer - Buffalo, United States - Eriebar
Description
Overview:
Responsible for the administration and fiduciary management within client relationships
Primary Responsibilities:
Administer assigned book of client trust accounts through demonstrated proficiency and sound judgment in exercising fiduciary discretion.
Serve as primary point of contact for the client on the trust account relationship, communicate regularly with the client on all trust matters and responsible for overall trust administration management.
Assess and manage risk, exercise fiduciary discretion and judgment, and adhere to policies and procedures related to account administrative activities.
Serve as key partner to wealth clients in developing and implementing trust solutions to meet wealth client needs. Anticipate and identify opportunities to create new relationships and expand existing relationships.Provide superior client service and develop deep relationships with clients to best administer their trust accounts, generate solutions, and meet distribution needs.
Communicate regularly with the client team (Custom Credit Advisors, Investment Advisors, and Commercial and Business Bankers, etc.) supporting the client to ensure the client team is aware of trust matters concerning the client.
Manage the new account opening process including reviewing all critical forms and documents, and ensuring proper trust funding, account opening with correct coding regarding statements, proxies, investments and tax, correctness of beneficiary information, and that fee agreements are in place; monitor terminations as necessary.
Play a key role in overall client satisfaction and retention through cultivating strong working relationships with clients and their advisors to develop a complete understanding of individual client needs.
Communicate client needs and concerns to partners.Maintain comprehensive knowledge, and coordinate efforts, of appropriate Bank resources, including market leadership, tax liaison team, Legal and Compliance, to ensure timely delivery of quality service and expand client relationships.
Support market efforts to develop new trust business; participate in client presentations as requested, and serve as subject matter expert concerning trust administration.
Represent the Bank in a professional and competent manner whether over the phone or in person with clients, advisors, and business partners.
Serve as fiduciary resource to Wealth Advisors and other internal partners.Understand and maintain current knowledge of regulatory requirements and Federal and state law concerning trust and estates, as well as industry standards and practices.
Understand and adhere to the Companys risk and regulatory standards, policies, and controls in accordance with the Companys Risk Appetite.
Identify risk-related issues needing escalation to management.Promote an environment that supports diversity and reflects the M&T Bank brand.
Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
Complete other related duties as assigned.Scope of Responsibilities:
An important component of the position is the ability to communicate internally with Bank management and executives, and externally with clients, their representatives, accounting firms, other investment managers, attorneys, CPAs (Certified Public Accountants), and tax accountants, etc
Education and Experience Required:
Bachelors' degree and a minimum of 3 years experience administering fiduciary accounts or related legal/business experience in the financial services industry including technical trust and planning experience, or in lieu of a degree, a combined minimum of 7 years higher education and/or work experience, including a minimum of 3 years experience administering fiduciary accounts or related legal/business experience in the financial services industry, including technical trust and planning experienceStrong verbal and written communication skillsStrong presentation skillsStrong planning skillsStrong organizational skillsStrong customer focusThorough knowledge of fiduciary business including decisioning experience in complex fiduciary mattersExperience attracting, expanding, and retaining client relationships including building a significant level of trust with clientsGood investment knowledge of asset allocation strategiesProficiency with personal computersExperience maintaining high level of integrity and professionalismEducation and
Experience Preferred:
Juris Doctor (JD) or Masters degreeCTFA (Certified Trust and Financial Advisor) certificationStrong interpersonal skills
Physical Requirements:
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $82, $137,972.36 Annual (USD). The successful candidates particular combination of knowledge, skills, and experience will inform their specific compensation.
LocationBuffalo, New York, United States of AmericaApply online here#J-18808-Ljbffr
