- Heritage Bank (Bellevue, WA)
- …- $141,236.00 - $169,491.00 annual Depending on qualifications and experience, Commercial Banking Officer II or III may be considered. At Heritage Bank, we work ... to join our organization! We are seeking an experienced c ommercial banking officer to join our Bellevue Commercial team. This position provides a full range… more
- HOUSEMAX FUNDING LLC (Austin, TX)
- …Funding is a leading hard money lender focused on empowering real estate investors with fast, flexible financing solutions. Headquartered in Austin, Texas, weve ... most trusted names in the industry. Our team combines deep expertise in real estate and lending with a passion for innovation and growth. Joining HouseMax means… more
- Wells Fargo (Austin, TX)
- …trust services. * Managed Individual Retirement Accounts (IRA). Wells Fargo is seeking a Estate Trust Officer - Fiduciary Specialist focused on estate ... and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held asset management.… more
- Wells Fargo (Charlotte, NC)
- …Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking an Associate Estate Trust Officer - Associate Fiduciary Specialist focused on ... and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held asset management.… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Essential Duties and Responsibilities** + Administers trust and estate settlements in accordance with statutes and regulations. + Participates in the income ... defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to...beneficiaries, their advisors and Financial Advisors in the personal trust and estate settlement process. + May… more
- City National Bank (Los Angeles, CA)
- … position, responsible for supporting the asset management and administration of Trust Real Estate , Closely Held Businesses, and Mineral/Oil/Gas interests held ... *SPECIALTY WEALTH ASSET ADMINISTRATION OFFICER II* WHAT IS THE OPPORTUNITY? This is...account openings and closings. * Provide customer service to trust clients, businesses and professionals, as well as, administrative… more
- CalSTRS (Sacramento, CA)
- Job Posting: Investment Officer II, Real Estate State Teachers' Retirement System JC-502275 - Investment Officer II, Real Estate INVESTMENT OFFICER ... seeking an experienced individual to work as an Investment Officer II on the Real Estate team....Information** **CalSTRS: Securing the financial future and sustaining the trust of California's educators** CalSTRS is the largest educator-only… more
- Chemung Canal Trust Company (Elmira, NY)
- …+ Paid time off + Employee Assistance Program and more! Job Title: Real Estate Lending Associate Responsible for performing a variety of duties to support the loan ... continuation or declination of application. + Addresses all inconsistencies with loan officer and client, if appropriate; Consults with proper sources to resolve… more
- First Horizon Bank (Houston, TX)
- …Horizon Bank, you will play a vital role in supporting the Commercial Real Estate Syndications Officer in the structuring, marketing, and execution of syndicated ... commercial real estate loan transactions. The ideal candidate will have at...deal structuring, and risk assessment. **Key Responsibilities:** + Assist Officer in the preparation and review of underwriting materials… more
- Wells Fargo (Winston Salem, NC)
- …Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Officer (Senior Fiduciary Specialist) on the Personal Market Service Team ... and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held asset management.… 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 ... + CTFA or MBA, preferred. + 5 years of Trust Officer experience, required. + 5 years...data processing system, as well as general principles of trust accounting and estate tax law. +… more
- Wells Fargo (Winston Salem, NC)
- …personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely ... talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products...held asset management. * Real estate and loan asset management. * Oil, gas and… more
- KeyBank (Brooklyn, OH)
- …for the administration and post-death settlement of fiduciary accounts by providing expert trust and estate administration and counsel to High Net Worth clients ... partners on internal fiduciary issues + Identifies and resolves potential trust and estate tax-related issues + Demonstrates and applies sound fiduciary judgment… more
- City National Bank (Wilmington, DE)
- … OFFICER II* WHAT IS THE OPPORTUNITY? This is an entry level Personal Trust Officer position, responsible for administering personal trust accounts such ... and Co-Fiduciaries. * Complete discretionary distribution requests. Submit formal requests to the Trust Officer for approval. * Coordinate set up, tracking, and… 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, ... Foundations, Special Needs Trusts, and other Agency accounts. Perform initial legal and trust administration review of all potential new trust or investment… more
- Dunham & Associates Investment Counsel, Inc. (Las Vegas, NV)
- TRUST OFFICER Dunham Trust Company...managing financial risk; + Execute the terms of any estate plan or document in which DTC serves as trustee, ... clients with additional offices in Las Vegas, Wyoming, and Colorado. The DTC Trust Officer is responsible for the coordination of services and administration of … 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 ... foundation for this newer Wealth Division. *Strong understanding of trust and estate laws, tax regulations, and fiduciary responsibilities. *Must have experience… 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 not ... limited to: CTFA, CFP, JD, CPA and/or Graduate of National Trust School Program **Preferred Skills/Experience:** + Considerable knowledge of estate settlement,… 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 experience ... **Preferred Skills/Experience:** + Thorough knowledge of estate settlement, income, estate and multi-generational taxation and trusts + Working knowledge of… more
- CIBC (Chicago, IL)
- …behalf of Group Head and responsible for understanding potential risks. + Enhanced Oversight Officer ("EOO") role on all transactions rated 5W and worse + Sign off ... for all CIBC stakeholders is driven by a business culture based on common values: Trust , Teamwork and Accountability. Working with CIBC makes you a part of a work… more
