- City National Bank (Montecito, CA)
- … ADMINISTRATION OFFICER II* WHAT IS THE OPPORTUNITY? This is an entry level Personal Trust Officer position, responsible for administering personal ... Complete discretionary distribution requests. Submit formal requests to the Trust Officer for approval. * Coordinate set...coverage *Must-Have** * Minimum 4 years of experience in Personal Trust required * Minimum 4 years… more
- City National Bank (Beverly Hills, CA)
- … ADMINISTRATION OFFICER II* WHAT IS THE OPPORTUNITY? This is an entry level Personal Trust Officer position, responsible for administering personal ... and Co-Fiduciaries. * Complete discretionary distribution requests. Submit formal requests to the Trust Officer for approval. * Coordinate set up, tracking, and… more
- Comerica (Costa Mesa, CA)
- …new account paperwork and effectively hand off the relationship to a Comerica Personal Trust Officer for administration. Equal Opportunity Employer ... Alliance Trust Business Development Officer IV The...Most Sustainable Corporations Position Responsibilities: * Develop current fee personal trust business through Comerica's various strategic… more
- Canandaigua National Bank & Trust (Sarasota, FL)
- …goals and offer the kind of personal service that builds long-term relationships. As a Trust Officer II of CNTF you will: + Provide trust and estate ... Trust Officer II Canandaigua National ... Trust Officer II Canandaigua National Trust Company...upstate New York legacy of Canandaigua National Bank & Trust by providing a higher level of personal… more
- Umpqua Bank (Phoenix, AZ)
- Trust Officer Wealth Management Henderson, Nevada Scottsdale, Arizona Phoenix, Arizona **Description** **About Us:** At Umpqua, we create a great place to work ... for business. Together for better. **About the Role:** A Trust Officer is responsible for providing some...corporate culture in all actions and words. + Takes personal initiative and is a positive example for others… more
- Wells Fargo (Winston Salem, NC)
- Philanthropic Trust Officer - Fiduciary Specialist At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we ... advice and wealth and asset management services, including: * Personal trust services. * Estate services. *...**About this role:** **Wells Fargo is seeking a Philanthropic Trust Officer - Fiduciary Specialist ** **Working… more
- JPMorgan Chase (Rochester, NY)
- …their lifetime or upon their death through a provision in their will, it is the Trust Officer 's role to oversee the administration of the trust . Through ... Officers devote a significant amount of time to personal development and training + Training at JPMorgan consists...reading the fiduciary materials which are circulated to each Trust Officer , attending in-house and external seminars… more
- JPMorgan Chase (New York, NY)
- …his lifetime or upon his death through a provision in his will, it is the Trust Officer 's role to oversee the administration of the trust . **Job ... Officers devote a significant amount of time to personal development and training. Training at JPMorgan consists of...reading the fiduciary materials which are circulated to each Trust Officer , attending in-house and external seminars… more
- Wells Fargo (Las Vegas, NV)
- …Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Officer (Senior Fiduciary Specialist) on the Personal Trust Market Service ... personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held… more
- Charles Schwab (Henderson, NV)
- … accounts + Implements investment policies, procedures, and actions developed by the Personal Trust Fiduciary Committee + Proactively identify trust issues ... **Your opportunity** The Manager, Trust Investment Officer (MTIO) of Charles...you** At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and… more
- Wells Fargo (Dallas, TX)
- …and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * ... **About this role:** Wells Fargo is seeking a Senior Trust Officer Working at Wells Fargo |...Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide… more
- City National Bank (Wilmington, DE)
- * TRUST OFFICER * WHAT IS THE OPPORTUNITY? This position supports RBC Delaware Trust by administering estate and personal trust accounts including ... and provide guidance to Real Property Managers, CPAs and Trust Counsel, Portfolio Managers, Financial Advisors, Investment Advisors, and...NATIONAL We start with a basic premise: Business is personal . Since day one we've always gone further than… more
- Wells Fargo (Winston Salem, NC)
- …and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * ... services. * Managed Individual Retirement Accounts (IRA). Wells Fargo is seeking a Trust Officer - Fiduciary Specialist in Trust Client & Advisor Services as… more
- Wells Fargo (Charlotte, NC)
- …and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * ... Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Officer Working at Wells Fargo | Jobs and Careers at Wells Fargo… more
- Wells Fargo (Long Beach, CA)
- …and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * ... * Managed Individual Retirement Accounts (IRA). Wells Fargo is seeking an Associate Trust Officer - Associate Fiduciary Specialist in Trust Client & Advisor… more
- NBT Bank (Lakeville, CT)
- … trust and estate administration and all fiduciary matters. Fills in for Chief Trust Officer as needed and provides guidance and direction to junior officers. ... financial experience + 8 years relevant administrative experience in a trust department, charitable or other financial services, organization, insurance company, or… more
- Canandaigua National Bank & Trust (Dewitt, NY)
- Business Banking Officer II Canandaigua National Bank & Trust Location: Syracuse, NY What does a Business Banking Officer at CNB do? A Business Banking ... Offices to identify opportunities to grow and retain business. The Business Banking Officer will be assigned a group of branches within the CNB footprint and… more
- Edward Jones (St. Louis, MO)
- …professionals as you deliver an excellent client experience. **What You'll Do:** As a Trust Officer , you will: + Review and interpret trust agreements ... enhance is yours. **Job Overview** **Position Schedule:** Full-Time Our Trust Officers work closely with clients and Edward Jones...1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates… more
- Edward Jones (St. Louis, MO)
- …it could enhance is yours. **Job Overview** **Position Schedule:** Full-Time As a Tax Officer within the Edward Jones Trust Company, you will partner with our ... preparation, review, and filing, under the direction of the Trust Tax Team Leader. You will communicate with tax...1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates… more
- Enterprise Bank & Trust (St. Louis, MO)
- **Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that ... **Together, there's no stopping you!** **Job Title:** AVP, Loan Review Officer **Job Description:** **Essential Duties & Responsibilities** + Conducts independent… more