- Canandaigua National Bank & Trust (Sarasota, FL)
- …Provides bank customers with complete trust services to include estates, personal trust , guardianships, and any other appropriate fiduciary capacity. + ... Sr. Trust Officer - Team Lead Canandaigua National ...Canandaigua National Bank by providing a higher level of personal service, a diversified team of highly credentialed representatives,… more
- City National Bank (Los Angeles, CA)
- … ADMINISTRATION OFFICER I* WHAT IS THE OPPORTUNITY? This is an entry level Personal Trust Officer position, responsible for administering personal trust ... * Bachelor's Degree or equivalent * Minimum 3 years of experience in Personal Trust required * Minimum 3 years of experience in a financial services organization… more
- Wells Fargo (Philadelphia, PA)
- …and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * ... is seeking a Senior Trust Officer (Senior Fiduciary Specialist) on the Personal Trust Market Service Team in Trust Client & Advisor Services as part… more
- City National Bank (Nashville, TN)
- …management sales related issues, processes and activities. * Develop and retain personal trust and investment management business by maintaining professional and ... have been created and are implemented. * Manage the assigned Personal Trust staff in the assigned regions/offices. Assign responsibilities for the administration… more
- Wells Fargo (Palm Beach, FL)
- …and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * ... begins with outstanding talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to… more
- Wells Fargo (Charlotte, NC)
- …and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * ... begins with outstanding talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to… more
- Wells Fargo (New York, NY)
- …and provide personalized advice and wealth and asset management services, including: * Personal trust services * Estate services * Philanthropic services * ... with us and for advisors to support their clients. **Banking, Lending, & Trust ** **(BL&T)** unlocks access to Wells Fargo Bank products and services to… more
- Wells Fargo (Irving, TX)
- …and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * ... begins with outstanding talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Essential Duties and Responsibilities** + Administers personal trust accounts in accordance with statutes and regulations. + Participates in the income tax ... + Interacts with beneficiaries, their advisors and Financial Advisors in the personal trust administration process. + May participate as a voting member of the… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …changes. + Interacts with beneficiaries, their advisors and Financial Advisors in the personal trust and estate settlement process. + May participate as a ... voting member of the Administrative Committee. + Exercises discretionary personal trust administrative authority as may be allowed by the Policies and… more
- BMO Financial Group (San Francisco, CA)
- …maintain expertise as a subject-matter expert in the area of estate planning and personal trust administration to serve as an internal resource to elevate and ... achieve their financial goals through tailored banking, wealth management, and trust solutions. We are seeking highly experienced and client-focused applicants to… more
- Regions Bank (Little Rock, AR)
- …Management Trust Advisor is responsible for the acquisition of Personal Trust , Estate, IRA and Investment Management client relationships. Responsibilities ... client relationships + Keeps abreast of trends and developments in the trust and investment management industry to ensure prudent administration and investment… more
- Regions Bank (Houston, TX)
- …Management Trust Advisor is responsible for the acquisition of Personal Trust , Estate, IRA and Investment Management client relationships. Responsibilities ... business opportunities + Keeps abreast of trends and developments in the trust and investment management industry to ensure prudent administration and investment… more
- Dunham & Associates Investment Counsel, Inc. (Las Vegas, NV)
- …CPA preferred) Experience Required: Minimum of 5 years of demonstrated personal trust administration experience; Demonstrated understanding of financial markets ... TRUST OFFICER Dunham Trust Company (DTC)...or document in which DTC serves as trustee, executor, personal representative, guardian, or agent for fiduciary, often exercising… more
- First Horizon Bank (Chattanooga, TN)
- …people to identify and refer prospects which result in the establishment of personal trust , life insurance, financial planning, or other financial service ... with and advises customers or prospects to define customers' needs concerning trust and estate accounts. + Makes appropriate product strategy recommendations in… more
- City National Bank (Los Angeles, CA)
- …a real estate industry Or * Minimum 5 years of experience in Personal Trust administration *Additional Qualifications* * Strong written and verbal communication ... position, responsible for supporting the asset management and administration of Trust Real Estate, Closely Held Businesses, and Mineral/Oil/Gas interests held in… more
- US Bank (Palm Beach, FL)
- …Bachelor's degree, or equivalent work experience - Eight or more years of personal trust and/or estate planning experience Preferred Skills/Experience - Advanced ... what you excel at-all from Day One. **Job Description** Reviews and interprets trust agreements, wills and other estate planning documents where the bank is acting… more
- Wipfli LLP (Denver, CO)
- …remainder and lead trusts + Spousal lifetime access trusts + Intentionally defective grantor trust + Qualified Personal Residence Trust + Grantor Retained ... delivery dates and attending internal collaboration meetings. An understanding of trust agreement language and UniformPrincipal and Income Act ("UPIA") will be… more
- Wipfli LLP (Southfield, MI)
- …remainder and lead trusts + Spousal lifetime access trusts + Intentionally defective grantor trust + Qualified Personal Residence Trust + Grantor Retained ... delivery dates and attending internal collaboration meetings. An understanding of trust agreement language and UniformPrincipal and Income Act ("UPIA") will be… more
- Crane Aerospace & Electronics (Burbank, CA)
- …As the leader of all Manufacturing Operations in Burbank, this role must elicit personal trust and confidence from both internal and external customers as well ... across functional lines. The Sr. Director of Operations must elicit personal trust and confidence from customers, leadership, and other team members by… more
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