- City National Bank (Wilmington, DE)
- * TRUST ADMINISTRATION OFFICER II* WHAT IS THE OPPORTUNITY? This is an entry level Personal Trust Officer position, responsible for administering ... Complete discretionary distribution requests. Submit formal requests to the Trust Officer for approval. * Coordinate set...required *Additional Qualifications* * 3+ years of experience in trust administration preferred * Strong written and… more
- City National Bank (Los Angeles, CA)
- *SPECIALTY WEALTH ASSET ADMINISTRATION OFFICER II* WHAT IS THE OPPORTUNITY? This is an advanced level Specialty Wealth Assets Officer position, responsible ... industry Or * Minimum 5 years of experience in Personal Trust administration *Additional Qualifications* * Strong written and verbal communication skills *… more
- US Tech Solutions (Brooklyn, OH)
- …(with possible extension)** **About The Job (Job Brief):** + Provide trust administration support to enable Trust Officer (s) to effectively manage the ... level of client service. Provide sales support to the Trust Officer . **Essential job functions:** + Provide...other team members to ensure high quality and timely administration of assigned fiduciary accounts. + Keep current on… more
- JPMorgan Chase (Summit, NJ)
- …his will, the Trust Administrative Officer works under the supervision of the Trust Officer in the administration of the accounts. The Trust ... skills to provide leverage and back-up coverage for the Trust Officer with whom the Trust...trust and estates industry + Experience in the administration and support of trusts including general understanding of… more
- KeyBank (Brooklyn, OH)
- …and counsel to High Net Worth clients and their beneficiaries. Actively manages trust administration and settlement, in accordance with established policies and ... to meet production goals. **ESSENTIAL JOB FUNCTIONS** **Fiduciary Expertise and Trust Administration ** + Maintains deep expertise in fiduciary, investment,… more
- City National Bank (Wilmington, DE)
- * TRUST OFFICER * *WHAT IS THE OPPORTUNITY?* Administer estate and personal trust accounts including testamentary and intervivos trusts, Charitable Trusts, ... Special Needs Trusts, and other Agency accounts. Perform initial legal and trust administration review of all potential new trust or investment business.… 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...Global Trusts & Estates Practice. You will oversee the administration of trusts, analyze trust documents for… more
- Wells Fargo (Winston Salem, NC)
- …variety of banking and fiduciary topics including investment management, general trust administration , specialty trusts, custody, tax, specialty assets, ... Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Officer (Senior Fiduciary Specialist) on the Personal Market Service Team… more
- Wells Fargo (Austin, TX)
- …variety of banking and fiduciary topics including investment management, general trust administration , specialty trusts, custody, tax, specialty assets, ... * Managed Individual Retirement Accounts (IRA). Wells Fargo is seeking a Estate Trust Officer - Fiduciary Specialist focused on estate services within the… more
- Louisiana Department of State Civil Service (Baton Rouge, LA)
- Finance Officer (Natural Resource Trust Authority) Print (https://www.governmentjobs.com/careers/louisiana/jobs/newprint/5159725) Apply Finance Officer ... administrative, and external stakeholders. Job Duties and Other Information The Finance Officer supports the Natural Resources Trust Authority in managing the… more
- M&T Bank (Washington, DC)
- …regularly with the client on all trust matters and responsible for overall trust administration management for complex trust relationships. + Assess and ... presentations, as requested, and serve as subject matter expert concerning trust administration . Represent the Bank in a professional and competent manner… more
- Dunham & Associates Investment Counsel, Inc. (Las Vegas, NV)
- TRUST OFFICER Dunham Trust Company (DTC) provides comprehensive trust and fiduciary services including custodial accounts, wealth management, and ... worth clients with additional offices in Las Vegas, Wyoming, and Colorado. The DTC Trust Officer is responsible for the coordination of services and … more
- Wells Fargo (Charlotte, NC)
- …variety of banking and fiduciary topics including investment management, general trust administration , specialty trusts, custody, tax, specialty assets, ... Accounts (IRA). **About this role:** Wells Fargo is seeking an Associate Estate Trust Officer - Associate Fiduciary Specialist focused on Estate Services within… more
- Columbia Bank (TX)
- **About the Role:** A Trust Officer is responsible for providing some new business for the company through marketing programs involving contact with ... projects. + Provide in-house expertise on issues relating to trust administration . + Book new business and...+ CTFA or MBA, preferred. + 5 years of Trust Officer experience, required. + 5 years… more
- Wells Fargo (Winston Salem, NC)
- …variety of banking and fiduciary topics including investment management, general trust administration , specialty trusts, custody, tax, specialty assets, ... 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)
- …products, financial advisory function and investment process. **Skill in** + Personal trust and estate administration . + Strong interpersonal and leadership ... **Essential Duties and Responsibilities** + Administers trust and estate settlements in accordance with statutes...defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to… more
- Insight Global (Orlando, FL)
- Job Description A client of Insight Global is seeking a Trust Officer to support their business in Orlando, FL. A typical day involves managing trust ... Privacy Policy: https://insightglobal.com/workforce-privacy-policy/. Skills and Requirements *5+ years of trust administration experience in a corporate banking… more
- US Bank (Seattle, WA)
- …degree, or equivalent work experience + 10 or more years of experience in Trust administration + Professional Designation is required and may include, but is ... their work location for the other working days Responsible for the administration , risk management and servicing of assigned fiduciary and investment management… more
- Truist (Seattle, WA)
- …the following job description:** Responsible for marketing and selling of Corporate Trust & Escrow Services ("CTES") business in specified markets, regions, and/or ... including: corporate and municipal bond trustee, commercial escrow agent, M&A administration , Reinsurance and regulatory trustee, and other agency roles associated… more
- US Bank (Cincinnati, OH)
- …degree, or equivalent work experience + Seven or more years of experience in Trust administration + An advanced degree may be considered towards years of ... you excel at-all from Day One. **Job Description** Responsible for the administration , risk management and servicing of assigned fiduciary and investment management… more
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