- City National Bank (Montecito, CA)
- …OFFICER II** **WHAT IS THE OPPORTUNITY?** This is an entry level Personal Trust Officer position, responsible for administering personal trust accounts ... and Co-Fiduciaries. + Complete discretionary distribution requests. Submit formal requests to the Trust Officer for approval. + Coordinate set up, tracking, and… more
- Citigroup (DE)
- **Assistant Trust Officer ** Partner with and provide overall support to Trust Officers to engage with Ultra High Net Worth clients to administer their trusts ... their investment objectives and distribution needs. + Support the Trust Officer in serving as an excellent...while simultaneously identifying growth opportunities. + Manage the new account opening process including review of all critical forms… more
- JPMorgan Chase (Miami, FL)
- …lifetime or upon their death through a provision in their will, it is the Trust Officer 's role to oversee the administration of the trusts. Job Responsibilities: ... respected by external professional advisor community + Develop, retain and deepen trust account relationships New Business + Partnering with Wealth Advisors… more
- JPMorgan Chase (Newark, DE)
- …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 . **Job ... Officer VP in Wealth Management Solutions, Trust & Estates, you will be an integral part...apply that knowledge to client specific planning exercises and account administration Preferred Qualifications, Skills and Capabilities + MBA… more
- Bank of America (Wilmington, DE)
- Delaware Trust Officer II, Private Banking Wilmington, Delaware **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... the power to make a difference. Join us! **Delaware Trust Officer II (TO II), Private Banking**...have the ability to partner effectively. **Skills** **:** + Account Management + Analytical Thinking + Attention to Detail… more
- City National Bank (San Diego County, CA)
- ** TRUST OFFICER II CUSTODY & RETIREMENT SERVICES** **WHAT IS THE OPPORTUNITY?** This position is responsible for the administration of custody, business escrow, ... defined benefit and defined contribution plans, ESOPs, other employee benefit trust , agency and custodial accounts using third party record keepers and Individual… more
- Enterprise Bank & Trust (San Diego, CA)
- …growth opportunities and account oversight to bank clients. The Client Experience Officer is a primary point of contact for bank's high value clients and leads ... **Enterprise Bank & Trust was founded in the spirit of entrepreneurship...**Together, there's no stopping you!** **Job Title:** Client Experience Officer **Job Description:** Summary: The Client Experience Officer… more
- City National Bank (Phoenix, AZ)
- ** TRUST OFFICER ** **WHAT IS THE OPPORTUNITY?** This position supports RBC Delaware Trust by administering personal trust accounts with a focus on Special ... Interact with and provide guidance to Real Property Managers, CPAs and Trust Counsel, Portfolio Managers, Financial Advisors, Investment Advisors, and other bank… more
- Bank of America (Dallas, TX)
- Trust Officer II (TO II) Dallas, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the ... with the power to make a difference. Join us! ** Trust Officer II (TO II)** - This...coordination of opening and closing accounts, money movement, and account maintenance + Works with Market leaders and engages… more
- Bank of America (Atlanta, GA)
- Senior Trust Officer Atlanta, Georgia **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the ... include overseeing the administration and business development of complex investment management and trust accounts and working with team members to assure trust … more
- Bank of America (Dallas, TX)
- Trust Officer II Dallas, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power ... along with the power to make a difference. Join us! **Job Summary:** The Trust Officer is an experienced, well-rounded fiduciary professional who will partner… more
- Citigroup (DE)
- The Trust Fiduciary Lead is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their ... of products and solutions, including investment strategies, banking and lending, trust and specialized services.The Private Bank delivers solutions to help meet… more
- M&T Bank (Boston, MA)
- …discretion. + Serve as the primary point of contact for the client on the trust account relationship, communicate regularly with the client on all trust ... process including reviewing all critical forms and documents, and ensuring proper trust funding, account opening with correct coding regarding statements,… more
- Citigroup (DE)
- The Trust Fid Assoc Intmd Analyst is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. ... of products and solutions, including investment strategies, banking and lending, trust and specialized services.The Private Bank delivers solutions to help meet… more
- Citigroup (Tampa, FL)
- …Onboarding, Implementation, Administration, and Termination according to the Agency & Trust deal agreements. + Support with the Implementation activities of ... Banking for client profiles (internal and External). + Manage account opening and closing E2E procedures. + Evaluate and...apply internal require controls in accordance with Agency & Trust contracts. + Ensure all requests are process within… more
- City National Bank (Beverly Hills, CA)
- ** ACCOUNT OFFICER ENT** **WHAT IS THE OPPORTUNITY?** This person is responsible for the day-to-day interaction with customers of the Entertainment Division. They ... business and operational needs. As the operational expert for the client, the Account Officer /Manager is positioned to proactively execute on the concepts… more
- First International Bank and Trust (Grand Forks, ND)
- Commercial Loan Officer Department: Commercial Sales Location: Grand Forks, ND PT/FT/Temporary : Full Time START YOUR APPLICATION ... (https://apply.hrmdirect.com/resumedirect/ApplyOnline/Apply.aspx?req\_id=3228418&source=3228418-CJB-0) First International Bank and Trust is a family-owned community bank and one of… more
- Bank OZK (Clearwater, FL)
- …reviews trades accurately and timely. + Monitors accounts for any client account investment guidelines violations, updates, and changes. + Conducts and facilitates ... work experience, required. + 7+ years of work experience in a trust /wealth management function or other job-related experience, required. + CFA designation or… more
- CalSTRS (Sacramento, CA)
- Job Posting: Chief Benefits Officer State Teachers' Retirement System JC-454153 - Chief Benefits Officer C. E. A. $13,080.00 - $20,748.00 per Month **Final ... California State Teachers' Retirement System is seeking to fill its Chief Benefits Officer position. Under the general direction of the Chief Operating Officer … more
- Sacramento County (Sacramento, CA)
- Sheriff's Community Services Officer II Print (https://www.governmentjobs.com/careers/sacramento/jobs/newprint/4011430) Apply Sheriff's Community Services ... Officer II Salary $62,994.96 - $76,566.96 Annually Location Sacramento,...our employees and residents. Through transparency, courage, innovation, and trust we are committed to advance equity and transformational… more