Senior Trust & Fiduciary Specialist
TIAA Financial Services
Trust Administrator at TIAA serves as a subject matter expert on fiduciary matters and high net-worth client issues, focusing on growth, retention and client satisfaction. It involves communicating with clients, agencies, advisors, and partners on trusts and estate options. Ideal candidates bring 5+ years in financial services, familiarity with Delaware trusts, and credentials such as JD or CTFA, with a strong track record in fiduciary administration and client relationship management. #J-18808-Ljbffr TIAA
- ...Description We’re seeking a future team member for the role of Senior Specialist, Fiduciary to join our Wealth Management team. This role is located... ...the Wealth Management team on interpretation of key trust provisions and fiduciary duties for client relationships...SeniorTemporary workWorldwideFlexible hours
- A premiere investment bank seeks a Fiduciary Director to oversee Trust Services in New York. You will manage teams of trust officers, ensure high-quality client service, and handle trust account administration for high-net-worth clients. The ideal candidate has extensive...SeniorFull time
- TIAA is seeking a Sr. Trust Administrator to serve as a subject matter expert on fiduciary matters for high net-worth clients. You will administer Trust accounts, engage with clients and partners, and contribute to growth and retention initiatives. The role requires extensive...Senior
- ...communities and the planet we all share.HSBC Private Banking’s Trust & Fiduciary Services team supports complex domestic and cross-border... ...providing practical guidance to colleagues and clients.As our Senior Fiduciary Tax Manager, you will:Own the fiduciary tax compliance...Senior
$174k - $261k
...demand professional development resources that allow you to hone existing skills and learn new ones “I can succeed as the Senior Trust, Estate & Fiduciary Strategist at Capital Group.”Capital Group’s Private Client Services business was founded 50 years ago as a family...SeniorFull timeTemporary workWork at officeLocal areaFlexible hours- City National Bank in New York seeks a Trust Officer to administer estate and personal trust accounts, including testamentary and intervivos trusts, Charitable Trusts, Conservatorships, Guardianships, Life Insurance Trusts, Private Family Foundations, Special Needs Trusts...Senior
- ...seeking a future team member for the role of Senior Specialist, Client Coverage to join our Wealth... ...across verticals in planning, banking, fiduciary and more. You will partner with... ...cultural awareness are a plus to build client trust in a global environment. About Us At...SeniorWork experience placementWork at officeWorldwideFlexible hours
$195k - $205k
..., a global Am Law 50 firm, has an immediate opening for a Trust & Estates Specialist with specialized expertise in trust and estate accounting... ...probate filings and related administrative duties. Prepare fiduciary accountings for trusts and estates. Maintain detailed records...Work at officeImmediate start- BNY seeks a Senior Specialist, Fiduciary to join the Wealth Management team in NYC or Boston. You will administer fiduciary duties for client relationships, advise on trust provisions, and support risk-managed growth across UHNW clients. You will meet with clients, co-...Senior
$250k - $275k
Fiduciary Trust International is looking for a Trust Counsel in New York City to join our market team. This role is crucial for providing expertise in estate planning, advanced tax planning, and trust administration. The Trust Counsel will engage with clients and collaborate...Senior- About DreyfusDreyfus is one of the largest, most trusted cash and liquidity managers with nearly 50 years of history building innovative... ...-traded fund (ETF).Role SummaryThe primary objective of the Senior Specialist, Trading role is to collaborate and provide assistance to the...SeniorWork at officeWorldwideFlexible hours
- Neuberger Berman's Advice, Planning & Fiduciary Services Team in New York is seeking an experienced attorney to lead tax, trust and estate planning for UHNW clients. The role involves collaborating with internal specialists and outside counsel to deliver tailored fiduciary...Senior
$147.9k - $200.1k
...automate workflows, and build institutional knowledge inside trusted boundaries. The companies that lead won't just have the smartest... ...for intelligence to work. AWS is seeking a Worldwide (WW) GTM Specialist to accelerate adoption of Amazon WorkSpaces' AI and agentic...SeniorImmediate startWorldwideFlexible hoursShift work- Fiduciary Trust International, part of Franklin Templeton, seeks a Trust Counsel for the NY market in Midtown. The role focuses on estate planning, advanced tax planning, and trust/estate administration, serving high-net-worth clients with a fiduciary mindset and collaborative...Senior
- Westport One is seeking an experienced Trust Counsel to serve as the legal and technical expert supporting HNW and UHNW individuals,... ...highly visible role, you'll partner with relationship managers, fiduciary professionals, and outside counsel to provide sophisticated...Senior
- Sheppard Mullin in New York seeks a Trust & Estates Specialist with deep expertise in trust and estate accounting to join our office. Responsibilities... ...include coordinating estate administration, preparing fiduciary accountings, maintaining asset valuations, and ensuring...SeniorWork at office
$93k - $115k
...TitleSenior Events SpecialistJob DescriptionSenior Events Specialist Join Rabobank as a Senior Events Specialist and help bring our mission of “Growing... ...complex events from concept through execution, build trusted relationships with senior stakeholders, and consistently...SeniorFull timeWork at officeRemote workWorldwideWork visaFlexible hours- ...the Estate Officer and collaborators with wealth advisors and trust officers. You will manage trust accounts, interpret instruments... ...coordinate services for beneficiaries and co-executors in a high‑level fiduciary role. You will analyze documents for tax and administrative...Senior
$17 - $25 per hour
...the pets go to find everything they need to live their best lives for more than 60 years — from their favorite meals and toys, to trusted supplies and expert support from people who get it, because we live it. We believe in the universal truths of pet parenthood — the...SeniorHourly payMinimum wageLocal areaFlexible hoursNight shiftAfternoon shift- Overview The Private Clients, Trusts & Estates practice seeks assistance for two partners with active and growing practices, contributing... ...plans, and leading projects. A strong understanding of income, fiduciary, estate, gift, and generation-skipping transfer tax regimes is...SeniorPrivate practice
- ...handling IOLTA and client escrow accounting, ensuring compliance with fiduciary rules and accurate financial records for litigation, settlements, and corporate matters. The role requires 10+ years in trust/fiduciary accounting, 3-5 years in management, and experience with...Senior
- About the job Senior Tax Manager (Trusts & Estates) We are actively seeking a full-time Senior Tax Manager with Trust and Estate experience to... ...compliance, research, consulting and planning for individual, fiduciary, not for profit (private foundation), gift and estate tax...SeniorFull time
- Catena Trust Bank is seeking a Compliance Program Manager to help build the compliance backbone of the bank. Reporting to the Chief Compliance Officer, you will oversee fiduciary and third-party risk programs and guide non-financial crimes compliance, privacy, and data...Senior
- ...position is $92,880 - $127,710 with 25% incentive, the Underwriting Specialist position is $104,480 - $143,660 with a 25% incentive.Who we... ...will be posted on Markel Careers. No other URL should be trusted for job postings.All legitimate communications with Markel recruiters...SeniorFull timeLocal areaWork from homeFlexible hours
- ...systems and procedures when appropriate. The Senior Underwriter will review exposures, terms... ...base salary range for the Underwriting Specialist position is $104k - $143k/year with a 25... ...Markel Careers. No other URL should be trusted for job postings.All legitimate...SeniorFull timeWork at officeLocal areaWork from home
- ...software and utilization of information systems This position may require up to 25% travel This position requires an active Public Trust clearance The selected qualified candidate must be able to successfully pass a DHS/TSA background investigation and clearance process...SeniorContract workWork experience placementWork at office
$169k - $228.6k
...adopting AWS Marketplace. • Working with Engineering and Product teams to shape the roadmap and increase adoption. • You will act as a trusted advisor to our customers and internal teams in the region on AWS Marketplace. • Provide architectural guidance and recommendations...SeniorFlexible hours$109.49k - $145.5k
...making it more transparent, effective, and responsible, we support trusted journalism, quality entertainment, and creators worldwide. The... ...Partner with agency leadership, digital investment teams, and senior planning stakeholders to shape media investment strategy,...SeniorFull timeTemporary workWork at officeRemote workWorldwide$107k - $161.8k
...to the establishment of this new function.You will report to the Senior Manager - Global CFO Change Enablement.What you will BRINGWe’re... ...stakeholders to achieve shared goals through communication, empathy, and trust.Robust consulting skills; able to foster a collaborative...SeniorWork at officeFlexible hoursShift work$169k - $228.6k
Amazon Web Services is seeking a Storage Specialist Solutions Architect to join our Global Financial Services (GFS) Specialist team. In this... ...from the most successful startups to Global 500 companies trust our robust suite of products and services to power their businesses...SeniorWorldwideFlexible hours
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