- TIAA (Frisco, TX)
- … Processor TCSG is responsible for managing a centralized team of non- client facing Trust Specialists and Administrative Assistants accountable for providing ... superior customer service to Trust clients and key partners in through clerical and...Support specialized in the day-to-day transactional needs of the client base, including processing deposits, distributions, payments, transfers or… more
- Regions Bank (Hoover, AL)
- …+ May create and organize PowerPoint presentations and Excel spreadsheets + May attend client meetings with Trust Officers This position requires the tracking of ... This position is a part of the Wealth Shared Services Client Solutions team that focuses on Trust Administration. _This position may be filled at a higher level… more
- Citigroup (Tampa, FL)
- …Intercreditor Agent, Indenture Trustee, and Paying Agent. Must possess strong client service and problem solving skills, ability to independently manage portfolio ... negotiate and onboard new business, acts as primary contact for existing client relationships, assist sales with new business initiatives and participate in … more
- Commerce Bank (St. Louis, MO)
- …to Private Client , Portfolio Management, and other departments within Commerce Trust + Organize and file client correspondence and account paperwork, handle ... relevant experience, skills, and competencies.) For more than a century, Commerce Trust has been a leading provider of wealth management services including financial… more
- Comerica (Raleigh, NC)
- …a team of 15 -- 20 trust colleagues, including Trust Advisors, Trust Administrators and Trust Client Assistants, ensuring best-in-class client ... Manager, Private Wealth Trust Administration The Manager, Private Wealth Trust...influence. This role is directly responsible for ensuring a client experience that exceeds expectations along with reducing attrition.… more
- Bank of America (New York, NY)
- …responsible for providing administrative and account servicing activities for fiduciary and trust client relationships. Key responsibilities include serving as a ... and trust clients, while applying knowledge of trust products to support the execution of client transactions + Serves as an additional point of contact… more
- Wells Fargo (Las Vegas, NV)
- **About this role:** Wells Fargo is seeking a Trust Officer in the Trust Client & Advisor Services as part of Wealth and Investment Management. Learn more ... this role, you will:** + Read, interpret and apply trust document language to specific situations, making frequent distributions...well as statutory and common law requirements + Administer client accounts in order to create, expand, and serve… more
- Wells Fargo (Philadelphia, PA)
- **About this role:** Wells Fargo is seeking a Trust Officer in Trust Client & Advisor Services as part of Wealth and Investment Management. Learn more about ... this role, you will:** + Read, interpret and apply trust document language to specific situations; making frequent distributions...well as statutory and common law requirements + Administer client accounts in order to create, expand, and serve… more
- Wells Fargo (Winston Salem, NC)
- …Wells Fargo is seeking a Trust Associate (Associate Fiduciary Coordinator) in Trust Client & Advisor Services as part of Wealth and Investment Management. ... role, you will:** + Support Fiduciary Administrators with account administration + Provide client service and address client inquiries + Participate in business… more
- Citizens (Johnston, RI)
- …regulations, and operational processes, including expertise in governing and managing the full Trust client lifecycle. As the First Line Risk Senior Manager, you ... Risk Senior Manager supporting our Private Wealth Management - RIA and Trust Fiduciary businesses with direct responsibility for the front-, middle-, and back-office… more
- Wells Fargo (Las Vegas, NV)
- **About this role:** Wells Fargo is seeking an Associate Fiduciary Specialist in the Trust Client & Advisor Services as part of Wealth & Investment Management. ... needs and offer solutions while managing the risk of accounts + Administer client accounts in order to create, expand, and serve relationships + Review basic… more
- Amalgamated Bank (New York, NY)
- …Bank seeks a highly motivated Client Support Associate to support the Trust Client Service in working with the Bank's outsource partner, FIS, providing ... trust and custody services. Provide support and assistance to Trust Client Service employees using the FIS technology implemented for this process, including… more
- M&T Bank (Wilmington, DE)
- **Overview:** The Wilmington Trust Institutional Client Services (ICS) division is experiencing rapid business growth and has initiated a strategic digital ... business strategy, the engineering team is tasked with building a digital " trust management platform" using modern FinTech capabilities. The engineering manager role… more
- Citigroup (DE)
- …Ultra High Net Worth clients to administer their trusts and achieve the client 's specific trust and estate planning objectives. **Job Requirements** + Jointly ... activity. + Communicate effectively with the client and/or the client 's attorney on all trust and estate matters + Partner with the Private Banking and… more
- M&T Bank (North Palm Beach, FL)
- …oversight of complex trust relationships within an assigned book of client trust accounts through demonstrated proficiency and sound judgment in exercising ... Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** +… more
- M&T Bank (Burlington, VT)
- … client relationships. **Primary Responsibilities:** + Administer assigned book of client trust accounts through demonstrated proficiency and sound judgment ... fiduciary discretion. + Serve as primary point of contact for the client on the trust account relationship, communicate regularly with the client on all… more
- Citigroup (DE)
- …and have an understanding of the provisions in order to effectively assist the client and their advisors in achieving specific trust and estate objectives. + ... + Communication: Communicate effectively with the client and/or the client 's attorney on all trust and estate matters and attending in person client … more
- CIBC (San Francisco, CA)
- …will partner with front office teams and provide centralized day to day trust administration support. The Administrator will address client inquiries in a ... elections, Crummey notices and age of attainment. + Maintain accurate client files with all trust documents and client related information. + On-going… more
- UMB Bank (Kansas City, MO)
- …have a diverse revenue stream. The Trust Advisor team is one part of the client relationship team that is available to our high net worth clients. The Trust ... for clients, including assessment of appropriate risk levels for the client or trust , high level investment updates and appropriate portfolio advice. At UMB,… more
- M&T Bank (Baltimore, MD)
- …disbursements, trades and account balances, establishing new accounts and facilitating client requests for discretionary distributions and trust terminations. ... minimum of 1 year relevant work experience with direct client contact CCTS (Certified Corporate Trust Specialist)...with direct client contact CCTS (Certified Corporate Trust Specialist) certification if corporate trust focus… more