Overview: Small enough to care. Big enough to deliver. The Private Wealth & Fiduciary Advisor has a client book... consisting of both fiduciary and non-fiduciary accounts. Is responsible for the relationship management and administration...
Responsibilities Reviews account documents to ensure the fulfillment of legal requirements. Maintains ongoing client contact to assess needs and proactively assist with financial objectives, including coordinating annual client meetings...
, etc.) and effectiveness of key controls. Act as a trusted advisor to the record-keeping and fiduciary administration affiliates regarding... . Job Description Summary Supports Transamerica’s retirement compliance program for record-keeping and fiduciary administration services...