- Raymond James Financial, Inc. (St. Petersburg, FL)
- …accounts on a daily basis through the use of the administrative officer 's trial balance. * Instructs the assigned trust administrators of those actions ... some cases, may be assigned to a more senior officer as an Associate Trust Officer...**Knowledge, Skills, and Abilities:** **Knowledge of:** * Principles of trust administration and estate planning. **Skill in:**… 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...and resolve client issues + Engage in high level trust administration ; oversee all administration … more
- Bank of America (Wilmington, DE)
- Delaware Trust Officer II, Private Banking Wilmington, Delaware **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... the power to make a difference. Join us! **Delaware Trust Officer II (TO II), Private Banking**...markets overall. The Delaware TOII's primary responsibilities are the administration of the Delaware IM&T book, as well as,… more
- JPMorgan Chase (Miami, FL)
- …their death through a provision in their will, it is the Trust Officer 's role to oversee the administration of the trusts. Job Responsibilities: + Analyze ... JPMorgan consists of reading the fiduciary materials which are circulated to each Trust Officer , attending in-house and external seminars and taking required… more
- JPMorgan Chase (Newark, DE)
- …or upon their death through a provision in their will, it is the Trust Officer 's role to oversee the administration of the trust . **Job Summary** As a ... Officer VP in Wealth Management Solutions, Trust & Estates, you will be an integral part...will oversee the administration of trusts, analyze trust documents for legal, tax, administrative and… more
- Citigroup (DE)
- **Assistant Trust Officer ** Partner with and provide overall support to Trust Officers to engage with Ultra High Net Worth clients to administer their trusts ... their investment objectives and distribution needs. + Support the Trust Officer in serving as an excellent...request. + Participate in the completion of the annual administrative reviews of all accounts and update information for… more
- Bank of America (Dallas, TX)
- Trust Officer II (TO II) Dallas, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the ... with the power to make a difference. Join us! ** Trust Officer II (TO II)** - This...needs, and managing risk. **Responsibilities** **:** + Provides fiduciary administration support including the review of trust … more
- City National Bank (Wilmington, DE)
- * TRUST OFFICER * WHAT IS THE OPPORTUNITY? This position supports RBC Delaware Trust by administering estate and personal trust accounts including ... the Bank, clients, and Co-Fiduciaries. * Gather/submit pertinent facts to the Trust Administration Committee regarding situations requiring the use of fiduciary… more
- Bank of America (Fort Worth, TX)
- Trust Officer II Dallas, Texas;Fort Worth,...related degrees preferred + Minimum of 3 years of trust administration and estate planning experience **Key ... to make a difference. Join us! **Job Summary:** The Trust Officer is an experienced, well-rounded fiduciary.../ Competencies:** + Technical expertise in the areas of trust administration , fiduciary law, and estate and… more
- Bank of America (Atlanta, GA)
- Senior Trust Officer Atlanta, Georgia **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the ... / competencies** **:** + Technical expertise in the areas of trust administration , fiduciary law, and estate and wealth transfer planning + Initiative/proactive… 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 ... be available in all geographic locations. As an Institutional Trust Officer (ITO), you will serve as...you will serve as the day-to-day contact for all administrative needs of the client or trust .… more
- NBT Bank (West Hartford, CT)
- … and estate administration and all fiduciary matters. Fills in for Chief Trust Officer as needed and provides guidance and direction to junior officers. ... computer literacy and financial experience + 8 years relevant administrative experience in a trust department, charitable... Trust Schools to include coursework in estate administration , trust administration , and taxation… more
- PNC (Pittsburgh, PA)
- …and have an opportunity to contribute to the company's success. As an Institutional Trust Officer II within PNC's Institutional Trust organization, you will ... be available in all geographic locations. As an Institutional Trust Offer II, you will deal daily (via email...+ Maintains and retains assets under management or under administration , by educating clients on available tools and resources… more
- City National Bank (Wilmington, DE)
- * TRUST ADMINISTRATION OFFICER I*...etc. * Obtain missing documents from clients. * For Trust accounts, initiate annual administrative review of ... IS THE OPPORTUNITY? This is an entry level Personal Trust Officer position, responsible for administering personal...a plus. * Up to three years' experience in trust administration preferred. * Strong written and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …* 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 allowed...function and investment process. **Skill in** : * Personal trust administration . * Strong interpersonal and leadership… more
- Berkshire Bank (Glastonbury, CT)
- …of relationship selling + Strong fiduciary background with an emphasis on trust administration , estate planning, probate accounting and estate settlement + ... Asset Management Department: Berkshire Wealth Management Reports to: SVP, Wealth Management Administration Status: Exempt/ Officer Grade: 12 Pay Range: $80,083 -… more
- M&T Bank (Boston, MA)
- …regularly with the client on all trust matters and responsible for overall trust administration management for complex trust relationships. + Assess and ... and adhere to policies and procedures related to account administrative activities. Serve as key partner to wealth clients...as requested, and serve as subject matter expert concerning trust administration . Represent the Bank in a… more
- Citigroup (DE)
- …transparency. **Qualifications:** + 6-10 years of experience + Experience in estate or trust management and administration . MBA or JD desired + Strong knowledge ... and update information for each account for the annual administrative review which includes 13 major categories. + Assess...proficiency in legal, investment and tax issues relative to trust and/or estate management and administration . Proven… more
- Citigroup (Tampa, FL)
- …Implementation, Administration , and Termination according to the Agency & Trust deal agreements. + Support with the Implementation activities of Electronic ... Business Administration , Accounting. + Preferable experience in Agency and Trust business in a financial institution (Capital Markets and Fiduciary Products) +… more
- US Bank (Vancouver, WA)
- …- Bachelor's degree, or equivalent work experience - 10 or more years of experience in Trust administration or 4+ years in trust and estates legal practice. ... you excel at-all from Day One. **Job Description** Responsible for the administration , risk management and servicing of assigned fiduciary and investment management… more