- Neuberger Berman (New York, NY)
- …support to a Senior Fiduciary Officer in the administration of trust , estate, and investment management accounts. **Responsibilities:** + Communicate directly with ... clients and their advisors to gather information and documents necessary to open new trust and estate accounts. + Facilitate the rebalance of trust and client… more
- First International Bank and Trust (Gilbert, AZ)
- Personal Banker Department: Retail Sales Location: Gilbert, AZ PT/FT/Temporary : Full Time START YOUR APPLICATION ... (https://apply.hrmdirect.com/resumedirect/ApplyOnline/Apply.aspx?req\_id=3272989&source=3272989-CJB-0) First International Bank and Trust is a family-owned community bank and one of… more
- First International Bank and Trust (Williston, ND)
- Personal Banker Department: Retail Sales Location: Williston, ND PT/FT/Temporary : Full Time START YOUR APPLICATION ... (https://apply.hrmdirect.com/resumedirect/ApplyOnline/Apply.aspx?req\_id=3222389&source=3222389-CJB-0) We are seeking a customer-focused Personal Banker to join our family-owned community bank. As… more
- First International Bank and Trust (Watford City, ND)
- Personal Banker Department: Retail Sales Location: Watford City, ND PT/FT/Temporary : Full Time START YOUR APPLICATION ... is preferred. + Consumer Lending experience is preferred. First International Bank and Trust is a family-owned full-service Community Bank with locations in ND, MN,… more
- Principal Financial Group (Des Moines, IA)
- **What You'll Do** Do you have expertise in retirement or Trust and Custody laws and regulations? If so, join Principal as an Assistant Director ERISA / Trust & ... and operational matters pertaining to various qualified plans, non-qualified plans and trust and custody accounts serviced by Retirement and Income Solutions (RIS).… 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 ...trust matters. Client Management - Works with Investment Sales Specialitsts (ISSs) and RMs to retain and expand… more
- 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 trust ... where CNB is trustee, reviews and revises paperwork from sales team (eg, agreements, fee schedules, transfer proxies, receipt...coverage *Must-Have** * Minimum 4 years of experience in Personal Trust required * Minimum 4 years… more
- Umpqua Bank (Portland, OR)
- …ability to create graphs, use Excel formulas, and make PowerPoint presentations for trust sales opportunities and seminars + Good understanding of departmental ... corporate culture in all actions and words. + Takes personal initiative and is a positive example for others...graphs, use Excel formulas, and make PowerPoint presentations for trust sales opportunities and seminars + Good… more
- Comerica (Wilmington, DE)
- …resource to their colleagues while managing their own book of HNW and complex Personal Trust Accounts. Individuals in this role have direct and indirect ... Administration / Compliance * Manage larger and more complex personal trust accounts in accordance with the.... $15 M in regional revenue/$2.5 M in new sales annually . 1,500 accounts . Multi-office responsibilities Equal… 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 trust ... agency accounts in accordance with terms specified in the trust instrument. Under general guidance from the trust...where CNB is trustee, reviews and revises paperwork from sales team (eg, agreements, fee schedules, transfer proxies, receipt… more
- Regions Bank (Orlando, FL)
- …Management Trust Advisor is responsible for the acquisition of Personal Trust , Estate, IRA and Investment Management client relationships. Responsibilities ... for the purposes of generating new business opportunities, and participating in sales presentations. In addition to client acquisition, the Advisor is responsible… more
- Amazon (Seattle, WA)
- …is the world market leader for cloud infrastructure, services and technologies. Our Trust and Safety (T&S) Team focuses on scenarios where AWS hosted resources ... use of AWS services while simultaneously working to build trust with AWS's customers, partners, and other stakeholders. T&S...remains the most customer centric company on Earth! AWS Sales , Marketing, and Global Services (SMGS) is responsible for… 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 ... the Administrative Committee. * Exercises discretionary personal trust administrative authority as may be...New Business Development personnel and Financial Advisors in the sales process through personal meetings, conference calls… more
- Bank OZK (Fort Lauderdale, FL)
- …Responsible for developing, managing, and maintaining revenue generating investment and trust relationships and assists in the development of retirement planning and ... corporate trust account new business. Essential Job Functions + Develops...& Abilities + Knowledge of a broad range of personal financial planning/advisory and investment management/asset allocation concepts. +… more
- UMB Bank (Kansas City, MO)
- …our clients on the investment plan that makes the most sense for their personal financial goals. The Wealth Management department is important to the company because ... the company to have a diverse revenue stream. The Trust Advisor team is one part of the client...serves as subject matter expert on probate estates, conservatorships, personal trusts (inter vivos and testamentary), custody, agency, IRA,… more
- NBT Bank (Lakeville, CT)
- …Will and Testament. Executes proper estate valuations on all assets and includes personal and real property sales or transfers, cost basis adjustments, income ... as a subject matter expert in the areas of trust and estate administration and all fiduciary matters. Fills...interpret complex legal documents. + Significant working knowledge of personal income, fiduciary income and transfer taxation. + Strong… more
- Commerce Bank (Kansas City, MO)
- …relevant experience, skills, and competencies.) For more than a century, Commerce Trust has been a leading provider of wealth management services including financial ... estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means...sources with active prospect pipeline to ensure that annual sales goal is met + Achieve annual sales… more
- LinkedIn (San Francisco, CA)
- …by investing in their growth. We aspire to create a culture that's built on trust , care, inclusion, and fun - where everyone can succeed. Join us to transform the ... the world works. At LinkedIn, our approach to flexible work is centered on trust and optimized for culture, connection, clarity, and the evolving needs of our… more
- Commerce Bank (Kansas City, MO)
- …relevant experience, skills, and competencies.) For more than a century, Commerce Trust has been a leading provider of wealth management services including financial ... planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means assembling a… more
- BMO Financial Group (Naples, FL)
- …in Finance or related field preferred. + In-depth / expert knowledge of Personal Trust Administration processes and procedures + In-depth / expert knowledge ... Provides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience. Provides technical expertise for all aspects of … more