Fiduciary Officer - New York

Neuberger Berman Trust Company N.A. seeks a highly qualified and motivated individual to handle all aspects of fiduciary account administration. · ...

This role will be responsible for the fiduciary risk oversight program to include implementation of policies and development of procedures related to fiduciary governance requirements under 12 CFR9, · Investment Advisors Act, ERISA and Reg R, · supporting the five Fiduciary Manag ...

A growing financial institution headquartered in Midtown Manhattan is seeking an experienced Trust Officer to establish and lead the development of a new trust services division. · Bachelor's degree required; advanced degree (JD, MBA, LLM in Taxation) preferred · Minimum 7–10+ ye ...

+Job summaryWe are seeking a Fiduciary Director to oversee the delivery of our Trust Services offering in the Northeast region. · +Manage and develop trust centers, associated support, and specialty teams within Information, Management and Technology in roles with focus on delive ...

We are seeking a Fiduciary Director to oversee the delivery of our Trust Services offering in the Northeast region. · Manage and develop trust centers · Engage and influence stakeholders · ...

The New York office of an elite global law firm is seeking an experienced paralegal to join their Private Client Services (PCS) practice group. · Prepare and file probate and administration petitions in New York Surrogate's Court and other jurisdictions as needed. · Assist with a ...

We are seeking a Fiduciary Director to oversee the delivery of our Trust Services offering in the Northeast region. · Manage and develop trust centers associated with Information Management and Technology functions · Provide leadership and mentoring for the professional developme ...

The Relationship Manager Wealth Advisory position is responsible for managing current and new client relationships through overall excellence in client experience, integrated goals-based wealth management and advice, and effective trust administration. · This role will operate in ...

The J.P. Morgan Private Bank offers high net worth individuals and families personalized financial solutions that integrate investment management trusts & estates and banking capabilities. · Analyze trust documents for legal tax administrative and investment issues. · Make recomm ...

The New York office of an elite global law firm seeks a paralegal for their Private Client Services practice group. · ...

This role oversees KYC CDD EDD AML sanctions risk management for Corporate Trust Agency Institutional Client Services Personal Trust Wealth Management and High Net Worth UHNW clients. · Identify measure escalate compliance risk issues to the Compliance Director. · Oversight of st ...

This Compliance Manager role oversees and advises on KYC CDD EDD and AML sanctions risk management for Corporate Trust Agency Institutional Client Services Personal Trust Wealth Management and High Net Worth UHNW clients. · This role will be the primary liaison between ISWM and t ...

Our client is an investment manager seeking a Trust Officer to join their Manhattan office. · ...

The Fiduciary Accountant prepares various tax and information returns for individuals trusts estates charitable foundations maintains detailed tax accounting records executors other fiduciaries who are clients Firm. · Assists trusts & estates attorneys administration of trusts es ...

We are seeking a highly organized administrative assistant to support our growing fiduciary financial planning practice. This role is ideal for a professional who thrives in a fast-paced office environment. · ...

+ SourceProSearch is seeking a Fiduciary Accountant/Paralegal to work with our Individual Client Services Department and be responsible for the preparation of estate, gift, and income tax returns and estate and trust accountings. · ...

Empowering Financial Futures. · For more than 65 years,<Glenmede's independent ownership innovation and unwavering commitment to our clients have made us a trusted partner for private wealth endowment foundation and investment management clients.Our people are invaluable through ...

A well-established and growing multi-family office is seeking a Senior Tax Associate to join its tax team.This role will focus on providing comprehensive tax support to high net worth individuals,families,and related entities,includetrustsandestates. · ...

Global Law Firm is recruiting for a detail‑oriented Trust & Estates Paralegal to support the Private Client Group and work independently on complex estate, trust, and tax matters. · ...

We are seeking a Trusts and Estates Attorney with experience in estate planning probate or trust administration cases NY Bar required for a premier Manhattan trusts and estates boutique Chambers USA High Net Worth-ranked. · Craft Legacy Plans for NYC s Elite with Boutique Prestig ...