- 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 (Wilmington, DE)
- … 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
- Charles Schwab (Henderson, NV)
- **Your opportunity** The Trust Officer is responsible for developing and maintaining relationships with registered investment advisors, trust beneficiaries, ... interested parties for an assigned book of business and trust settlement. The Trust Officer ...you have** **Required Qualifications:** + 5+ years experience in personal trust administration + Bachelor's degree or… more
- Charles Schwab (Chicago, IL)
- …status quo" and transform the finance industry together. We are seeking a diligent and experienced Trust Officer to join our team. The Trust Officer will ... you have** **Required qualifications:** + 5 + years of experience in personal trust administration serving as the primary point of contact with an assigned… more
- City National Bank (Wilmington, DE)
- * TRUST OFFICER * WHAT IS THE OPPORTUNITY? This position supports Royal Bank of Canada (RBC) Delaware Trust by administering estate and personal trust ... 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
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …changes. * Interacts with beneficiaries, their advisors and Financial Advisors in the personal trust administration process. * Participates as a voting member of ... defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to...the Administrative Committee. * Exercises discretionary personal trust administrative authority as may be… 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 (Liverpool, NY)
- Business Banking Officer 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
- PNC (Pittsburgh, PA)
- …have an opportunity to contribute to the company's success. As an Institutional Trust Officer II within PNC's Institutional Asset Management organization, you ... PNC. This position may not be available in all geographic locations. As an Institutional Trust Officer (ITO), you will serve as the day-to-day contact for all… more
- Enterprise Bank & Trust (San Jose, CA)
- **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 ... there's no stopping you!** **Job Title:** SVP, SBA Business Development Officer **Job Description:** **Summary:** The SBA Business Development Officer … more
- Enterprise Bank & Trust (San Diego, CA)
- **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 ... communities.** **Together, there's no stopping you!** **Job Title:** SBA Servicing Officer **Job Description:** **SUMMARY** The position of SBA Servicing Officer… more
- Bank OZK (Dallas, TX)
- Job Purpose & Scope Responsible for the oversight of the fiduciary administration of personal trust accounts performed by Bank employees as well as maintaining ... relevant procedures and guidelines related to the administration of personal trust accounts. Essential Job Functions + Provides ongoing and continuous… 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:** Bilingual Client Service Officer (Remote Eligible: KS, MO) **Job Description:** **Summary:** Receive and… more
- KeyBank (Naples, FL)
- …to community. REQUIRED QUALIFICATIONS: - Five to seven plus years of personal trust administration experience or equivalent work experience. - Undergraduate ... who require complex strategies to protect, grow and transition personal and family wealth. Actively manages trust ...transition personal and family wealth. Actively manages trust and agency accounts, in accordance with established policies… more
- Enterprise Bank & Trust (Olathe, KS)
- **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 ... no stopping you!** **Job Title:** Electronic Banking Client Service Officer (Hybrid Eligible: AZ, KS, MO, NM, NV) **Job...and Software Skills:** + Skilled in operation of a personal computer and mobile devices + Microsoft Office +… more
- M&T Bank (Baltimore, MD)
- …relationships. **Primary Responsibilities:** + Administer assigned book of client trust accounts through demonstrated proficiency and sound judgment in exercising ... discretion. + Serve as primary point of contact for the client on the trust account relationship, communicate regularly with the client on all trust matters… more
- M&T Bank (Boston, MA)
- …Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** + Apply deep ... experience and technical understanding to the administration and oversight of complex trust relationships within an assigned book of client trust accounts… more
- Edward Jones (St. Louis, MO)
- …Overview** **Position Schedule:** Full-Time **Team Overview:** Do you have a strong background in trust and estate management? Do you have a desire to work on a ... Products team in our WMAS division, our Edward Jones Trust Company provides personalized investment management and fiduciary services....1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates… more
- University of Iowa Community Credit Union (Clive, IA)
- …friend to this job (https://careers-greenstate.icims.com/jobs/3773/vice-president- trust - officer /job?mode=apply&apply=yes&in\_iframe=1&hashed=-336175149) Connect ... with the terms of the controlling document, applicable laws and GreenState Trust Services' policies and procedures by performing the following duties. GREENSTATE… more
- CalSTRS (Sacramento, CA)
- Job Posting: Investment Officer III - Direct Investments State Teachers' Retirement System JC-463343 - Investment Officer III - Direct Investments INVESTMENT ... Investments Branch is seeking an experienced individual to work as an Investment Officer III on the Private Equity team. Established in 1988, CalSTRS Private Equity… more
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