- US Bank (Milwaukee, WI)
- …policies and procedures. Trust Officers must also maintain strong awareness of Wealth Management products and services. Responsible for meeting KYC, AML, and ... with all parties of interest including beneficiaries, attorneys, accountants and advisors. The Trust Officer must demonstrate a high level of competence and… more
- US Bank (Des Moines, IA)
- …at-all from Day One. **Job Description** Responsible for the administration, risk management and servicing of assigned fiduciary and investment management ... degree, or equivalent work experience - Eight or more years of experience in Trust administration - Professional Designation is required and may include, but is not… more
- JPMorgan Chase (Newark, DE)
- …the administration of the trust . **Job Summary** As a Trust Officer VP in Wealth Management Solutions, Trust & Estates, you will be an integral ... with beneficiaries and advisors. You will also partner with Wealth Advisors for new trust business and...maintenance, account opening/closing, Investment Systems and Annual Reviews, and management of overdrafts - is a plus JPMorganChase, one… more
- Umpqua Bank (Reno, NV)
- Trust Officer Wealth Management Reno, Nevada **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees ... aboutjoining us in our journey inbuilding something greatfor ourWealth Management & Trustclients! + ** Trust Officer...Reno, Nevada, you are an experienced Trust Officer , Trust Advisor, or Wealth … more
- Bank OZK (Dallas, TX)
- …& Scope Responsible for the oversight of the fiduciary administration of personal trust accounts performed by Bank employees as well as maintaining and implementing ... procedures and guidelines related to the administration of personal trust accounts. Essential Job Functions + Provides ongoing and...job functions, duties, skills, and standards may be added. Management reserves the right to add or change the… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …and written communication #LI-GM1 Compliance Officer II - Compliance Testing - Wealth and Asset Management LOCATION -- Cincinnati, Ohio 45227 Fifth Third ... II (COII) you will conduct compliance testing for the Wealth and Asset Management (W&AM) business and...DOL, etc.). * Knowledge of risks associated with Personal Trust , Custody, Investment Management Agency, IRAs, Private… more
- City National Bank (Los Angeles, CA)
- … ASSET OFFICER SENIOR* WHAT IS THE OPPORTUNITY? Provides investment/asset management services for Specialty Wealth Assets (real estate, closely held entities ... estate as an underlying asset, Mineral/Oil/Gas interests), held in fiduciary accounts on the Wealth Management platform of CNB and RBC. Functions as an asset and… more
- Citigroup (New York, NY)
- …in audit, control, compliance or regulatory management in the banking or wealth management industry. + Previous experience of interacting and working with ... this leader is their ability to build credibility and trust not only with the core US and international...(writing and editing documentation). + Experience working in the wealth management preferred. + Minimal travel may… more
- JPMorgan Chase (Newark, DE)
- …advisor community. + Develop, retain and deepen client relationships. + Assist the Trust Officer and partner with Wealth Advisors, Bankers, Investors, ... services. You will work under the supervision of the Trust Officer in the administration of accounts,...in trust and estate practice JP Morgan Wealth Management Solutions comprises a workforce of… more
- Citizens (Tarrytown, NY)
- …Principal Compliance Officer for a portfolio of regulations related to investments/ wealth management / trust activities within Citizens Private Wealth . ... within Citizens Private Wealth reporting to our Wealth Management Chief Compliance Officer ....and regulatory requirements related to brokerage, investment advisory and trust supporting Wealth Management . Responsibilities… more
- Bank OZK (Fort Lauderdale, FL)
- …employees. + Meets with and educates Bank partners to position the value of Trust and Wealth capabilities. + Creates market-wide business development plan in ... conjunction with the Managing Director, Chief Development Officer , Investment Advisors, and other Trust officers...delivery of quality fiduciary services to all clients of Trust and Wealth in assigned market. +… more
- Bank of America (Dallas, TX)
- Senior Trust Officer Dallas, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the ... make a difference. Join us! **Job Description:** The Senior Trust Officer (STO) maintains a trust...Management + Customer and Client Focus + Risk Management + Wealth Planning + Client Experience… more
- Bank of America (Wichita, KS)
- Senior Trust Officer Wichita, Kansas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the ... responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team members… more
- Bank of America (Fort Worth, TX)
- Trust Officer II Dallas, Texas;Fort Worth,...Management + Customer and Client Focus + Risk Management + Wealth Planning + Client Experience ... to make a difference. Join us! **Job Summary:** The Trust Officer is an experienced, well-rounded fiduciary...and identify issues / new business opportunities, and provide trust , estate, and wealth transfer planning advice… more
- Citizens (Wilmington, DE)
- …administration needs and administering trust accounts for Clarfeld Citizens Private Wealth (CCPW). They lead the day-to-day management and administration of ... Description The Senior Trust Officer (STO) is responsible for...years of successful fiduciary account administration and client relationship management within a Private Wealth environment. +… more
- CIBC (New York, NY)
- …mandate by providing timely, proactive advice and independent second line oversight to the Wealth Management and Trust lines of business. PWG Compliance ... to the US Capital Markets, US Commercial Banking and Wealth Management lines of business. The US...Wealth Group ("PWG") conducts an investment advisory and trust business, which primarily focuses on serving a select… more
- M&T Bank (Boston, MA)
- **Overview:** Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary ... all trust matters and responsible for overall trust administration management for complex trust...to account administrative activities. Serve as key partner to wealth clients and developing and implementing trust … more
- Edward Jones (St. Louis, MO)
- …a face-paced team? If so this, this role could be a potential fit for you! Wealth Management Advice and Solutions (WMAS) is responsible for leading the firm in ... by leading the strategy and evolution of the firm's wealth management offering. Part of the Products...services experience required + Knowledge of advanced fiduciary, gifting, trust management principles, estate planning principles, taxes,… more
- JPMorgan Chase (New York, NY)
- …Equity Investment Analyst you will be a member of the Global Equity group within Wealth Management 's Chief Investment Officer Team (Private Bank CIO Team), ... including Investment Banking, Commercial Banking, Treasury & Securities Services, Asset & Wealth Management , Retail Financial Services and Card Services. The… more
- M&T Bank (Baltimore, MD)
- …with the client on all trust matters and responsible for overall trust administration management . + Assess and manage risk, exercise fiduciary discretion and ... and procedures related to account administrative activities. Serve as key partner to wealth clients in developing and implementing trust solutions to meet … more