Senior Fiduciary Officer

3 weeks ago


Greensboro, United States First Citizens Bank Full time
Overview:

This position collaborates with the relationship team to provide fiduciary services to high net worth clients bringing a high level of expertise with a focus on relationship expansion and retention. Consults on estate and tax planning, wealth transfer, and asset management needs. Implements and fulfills the provisions of legal and estate planning documents. Collaborates with team to identify planning and revenue opportunities driven by client goals, needs, financial situations, and family dynamics. Demonstrates discretion and effective judgement in managing complex and sensitive relationships. Supports client service delivery and operational management in all assigned relationships. Provides mentoring and advice to fiduciary associates through a strong knowledge of fiduciary norms.

Responsibilities:
  • Fiduciary Management - Administers complex personal trust relationships. Consults with team and clients to develop comprehensive, long-range fiduciary and estate plans. Ensure accounts comply with legal and regulatory guidelines as well as directives contained in Trust documents. Communicates clearly and effectively with grantors, beneficiaries, relationship team and other interested parties with respect to fiduciary decisions. Manages risk inherent to fiduciary accounts.
  • Relationship Management - Drives ongoing client service to maintain strong relationships, expansion of High Net Worth services and revenue opportunities.
  • Collaboration - Partners with other associates on administering client relationships, managing client communications, and service responsiveness. Coordinates aspects of service across team to ensure a satisfactory client experience.
  • Sales - Promotes High Net Worth wealth offerings with existing clients and collaborates with wealth partners to grow relationships. Proactivley develop a center of influence and professional network across the market.
Qualifications:
  • Bachelor's Degree and 8 years of experience in Trust Administration, Estate Planning, or Financial Planning OR High School Diploma or GED and 12 years of experience in Trust Administration, Estate Planning, or Financial Planning
  • License or Certification Type: Certified Trust & Financial Advisor (CTFA) Preferred, Certified Financial Planner (CFP) Preferred
  • Skill(s): High level of financial or fiduciary and estate planning knowledge., Demonstrated leadership and mentoring skills., High level of discovery and interpretation skills., Demonstrated relationship management skills., Excellent communication skills., Demonstrated teamwork skills.


  • Greensboro, North Carolina, United States First Citizens Bank Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Fiduciary Officer to join our Wealth Management team at First Citizens Bank. As a key member of our team, you will be responsible for providing exceptional fiduciary services to our high net worth clients, leveraging your expertise to drive relationship expansion and retention.Key...

  • Senior Trust Officer

    3 months ago


    Greensboro, United States Old North State Trust Full time

    Job DescriptionJob DescriptionSalary: Old North State Trust, is seeking candidates for the position of Trust Officer or Senior Trust Officer.Old North State Trust provides Trust and Estate Services, Income, Estate and Trust Tax Consulting, and Asset Management with a distinction in objectivity, expertise and flexibility to fee-based services with an intense...


  • Greensboro, North Carolina, United States First Citizens Bank Full time

    Job SummaryWe are seeking a highly skilled Senior Fiduciary Officer to join our team at First Citizens Bank. This role will be responsible for providing exceptional fiduciary services to high net worth clients, collaborating with the relationship team to expand and retain relationships, and implementing comprehensive estate and tax planning strategies.Key...


  • Greensboro, Georgia, United States Senior Living Management Full time

    Position Overview:The Chief Executive Officer serves as the primary leader of the designated senior living community, acting as the main point of contact for residents, their families, potential clients, staff, regulatory bodies, suppliers, and the general public.Key Responsibilities:Exemplifies outstanding leadership through ethical practices, empathy, and...

  • Senior Accountant

    4 weeks ago


    Greensboro, United States Bernard Robinson & Company, LLP Full time

    Job DescriptionJob DescriptionDescription:Mastering responsibilities of staff accountantEffectively communicating with clients to receive information necessary to complete the engagement with a minimum of disruption to the clientDemonstrating skills necessary to develop quality client relationships and loyaltyDemonstrating competencies in technical skills,...


  • Greensboro, United States Guilford County, NC Full time

    Job SummaryWe are seeking a highly skilled and experienced Senior Security Officer to join our team at Guilford County, NC. As a Senior Security Officer, you will be responsible for providing armed security services for County-owned property, responding to security incidents, and supervising security personnel.Key ResponsibilitiesSecurity Services: Provide...


  • Greensboro, United States The Ladders Full time

    We are open to considering qualified candidates within our operational regions.POSITION TITLE:Senior Risk Management OfficerFLSA STATUS:ExemptSUMMARY:The Senior Risk Management Officer is tasked with overseeing a designated portfolio of the institution's more substantial and intricate at-risk consumer and commercial loans. This includes formulating and...


  • Greensboro, United States Federal Aviation Administration Full time

    Overview The incumbent will act as a Senior Operations Inspector within the Federal Aviation Administration. This position is not fully remote; however, situational telework may be considered based on the operational requirements of the office. Eligibility Current employees of the agency. Agency Clarification This opportunity is available to current...


  • Greensboro, United States The Old Dominion Group Full time

    Job DescriptionJob DescriptionSalary: Old Dominion Insulation, Inc. is seeking Senior Safety Officers for onsite work at projects in Holly Springs and Liberty, North Carolina.Job Summary: A Safety Officer (Senior) is responsible for supporting the development of OHS policies and programs, advising and instructing on various safety-related topics, conducting...

  • Wellness Nurse

    3 days ago


    Greensboro, NC, USA, United States Sunrise Senior Living Full time

    About the RoleWe are seeking a dedicated and compassionate Wellness Nurse to join our team at Sunrise Senior Living. As a key member of our care-focused environment, you will play a vital role in championing the quality of life for our residents.Key ResponsibilitiesMedication Management: Assist in training and monitoring of medication care administration to...

  • Wellness Nurse

    3 months ago


    Greensboro, United States Sunrise Senior Living Full time

    Job DescriptionOverview"It makes me feel good knowing that we make the residents’ lives better. We laugh with them, cry with them, sing and dance with them – we brighten their day. Working here is an unbelievable privilege and it will be something I carry with me for the rest of my life!"- Sunrise Team Member  At Sunrise, our Wellness Nurse is...

  • Wellness Nurse

    3 months ago


    Greensboro, United States Sunrise Senior Living Full time

    Overview"It makes me feel good knowing that we make the residents’ lives better. We laugh with them, cry with them, sing and dance with them – we brighten their day. Working here is an unbelievable privilege and it will be something I carry with me for the rest of my life!"- Sunrise Team Member  At Sunrise, our Wellness Nurse is responsible for our...


  • Greensboro, United States Sunrise Senior Living Full time

    Job DescriptionOverviewAt Sunrise, our Senior Resident Care Director (Sr. RCD) is responsible for providing overall leadership and management of the health and well-being of the residents within the community to which they are assigned to. Responsibilities Responsibilities:- Managing all clinical programs, quality assurance and regulatory compliance-...


  • Greensboro, United States North Carolina A&T State University Full time

    Position OverviewRole SummaryThis role entails performing law enforcement duties within a university environment or other state facilities. Officers possess full arrest powers and are responsible for enforcing both state and federal laws. Responsibilities include traffic management and criminal investigations within a defined jurisdiction. The position...


  • Greensboro, United States Sunrise Senior Living Full time

    OverviewAt Sunrise, our Senior Resident Care Director (Sr. RCD) is responsible for providing overall leadership and management of the health and well-being of the residents within the community to which they are assigned to. Responsibilities Responsibilities:- Managing all clinical programs, quality assurance and regulatory compliance- Assisting in the...

  • HR Coordinator

    3 weeks ago


    Greensboro, United States Kisco Senior Living Full time

    Job Description: The HR Coordinator @ Abbotswood at Irving Park will assist with multiple HR activities, interacts with candidates, hiring managers, and other key stakeholders in person and by telephone. What will I do every day? Schedules and manages candidate pre-employments process (background checks, drug screen physical and TB, employment applications...

  • Senior Buyer

    3 weeks ago


    Greensboro, United States LHH Full time

    LHH Recruitment Solutions is looking for our next Senior Buyer for the furniture industry. Come and join a solid team with a company that chooses excellence.Senior Buyer duties and responsibilities:Develop and implement strategies for procuring, storing, and distributing goods and services.Research and evaluate suppliers, negotiate contracts, and manage...


  • Greensboro, United States Navion Senior Solutions Full time

    Job DescriptionJob DescriptionRichland Square, a Navion Senior Solutions community located in Greensboro, NC, is seeking a Registered Nurse (RN) or Licensed Practical Nurse (LPN) to serve as its Director of Clinical Services, a leading provider of senior living services. At Navion Senior Solutions, our Director of Clinical Services is responsible for...

  • Senior Recruiter

    3 months ago


    Greensboro, United States Advanced Care Inc Full time

    Job Description Our office is located in Greensboro, North Carolina Our hours are Monday through Friday from 8:30am to 5pm The Senior Recruiter will plan and execute strategic sourcing of candidates within the Healthcare sector using a wide variety of resources and conduct first-level screening calls with candidates. Some of the responsibilities include: -...

  • Executive Director

    3 months ago


    Greensboro, United States FiveStar Senior Living Full time

    The Opportunity:We are actively seeking an Executive Director to add to our team.The Executive Director is responsible for providing comprehensive leadership for a senior living community in operational management, goal setting and long-term growth.The Executive Director leads a team of team members with a positive, open-door atmosphere and effective...