- PNC (Louisville, KY)
- …the executor of an estate or trustee of a related estate settlement trust , a PNC estate settlement officer manages all aspects of the administration ... of the estate and trust assets-whatever they may be-in...family and beneficiary communications and relationship management. A successful estate settlement officer has a broad yet… more
- Bank of America (Dallas, TX)
- Estate Settlement Officer III Dallas, Texas...a higher level of technical expertise and knowledge in estate and trust administration. + Responsible for ... **Job Description:** Accountable for managing and settling the larger, more complex estate and/or terminating trusts that require a higher level of technical… more
- Bank of America (Los Angeles, CA)
- Estate Settlement Officer II, Private Banking Los Angeles, California **Job Description:** At Bank of America, we are guided by a common purpose to help make ... with the power to make a difference. Join us! ** Estate Settlement Officer II, Private Banking -**...Officer is accountable for facilitating, managing, and settling trust terminations that require expertise and knowledge of fiduciary… more
- CIBC (Chicago, IL)
- …To learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) The Senior Risk Officer - CRE, US Region reports to the US Head of Risk ... leading the Segment Risk Team's activities covering Commercial Real Estate (CRE), and in supporting the US Head of...groups + Close working relationship with the Chief Risk Officer in the US + Regular interaction with leaders… 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 identify issues / new business opportunities, and provide trust , estate , and wealth transfer planning advice… 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 ... and achieve the client's specific trust and estate planning objectives. **Job Requirements**...their investment objectives and distribution needs. + Support the Trust Officer in serving as an excellent… more
- Umpqua Bank (Reno, NV)
- Trust Officer Wealth Management Reno, Nevada **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers ... in our journey inbuilding something greatfor ourWealth Management & Trustclients! + ** Trust Officer ** **:** Serves as thein-houseexperton trust … more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …exceed our clients' expectations. In some cases, may be assigned to a more senior officer as an Associate Trust Officer / Trust Administrator during the ... through experience and/or formal training to administer basic-level personal trust , estate , and custody accounts. Fulfills the...a daily basis through the use of the administrative officer 's trial balance. * Instructs the assigned trust… more
- Citigroup (DE)
- …preservation and continued growth of trust assets while achieving their specific trust and estate planning objectives and introduces clients to a broad range ... role will be expected to: + Manage an existing book of trust and estate accounts: types of accounts include revocable and irrevocable trusts, testamentary… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …conference calls and seminar events. * Answers general Financial Advisor inquiries regarding estate planning, trust services, estate taxes and other relevant ... office equipment and ability to learn software applications including computer based trust accounting systems and other common estate planning software programs.… more
- Bank of America (Fort Worth, TX)
- Trust Officer II Dallas, Texas;Fort Worth, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... to make a difference. Join us! **Job Summary:** The Trust Officer is an experienced, well-rounded fiduciary...and identify issues / new business opportunities, and provide trust , estate , and wealth transfer planning advice… 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 (Montecito, CA)
- … 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
- 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...areas of trust administration, fiduciary law, and estate and wealth transfer planning + Initiative/proactive approach to… more
- Canandaigua National Bank & Trust (Liverpool, NY)
- Sr. Commercial Services Officer Canandaigua National Bank & Trust Location: Syracuse, NY What does a Commercial Services Officer at CNB do? The Commercial ... Services Officer at Canandaigua National Bank & Trust is responsible for managing a portfolio of commercial clients. In addition to being a trusted financial… 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 ... Interact with and provide guidance to Real Property Managers, CPAs and Trust Counsel, Portfolio Managers, Financial Advisors, Investment Advisors, and other bank… more
- JPMorgan Chase (New York, NY)
- …trusts and estates, loans, mortgages and deposits. **Job Summary:** As a Settlement Officer VP in Wealth Management Solutions, Trust & Estates, you will ... oversee the administration of the trust . You will assume the primary responsibility for the...counsel to resolve tax issues, including fiduciary income taxation, estate taxation, and Generation Skipping Tax. + Identify and… more
- Fidelity Bank & Trust (Platteville, WI)
- Ag/Commercial Loan Officer Platteville, WI (http://maps.google.com/maps?q=6+Insight+Dr+Platteville+WI+53818) Description Are you passionate about finance and ... to join our team as an enthusiastic Ag/Commercial Loan Officer . As an Ag/Commercial Loan Officer , you...of clients, including operating loans, equipment financing, and real estate loans. . Monitor loan portfolios and proactively address… more
- East House Corporation (Rochester, NY)
- …requests), and facility management in partnership with the Board of Directors, Real Estate Committee, Chief Executive Officer , and Chief Program Officer ... Vice President of Real Estate , Facilities, Purchasing & Contracting Rochester, NY (http://maps.google.com/maps?q=259+Monroe+Ave+Rochester+NY+USA+14607) Description… 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. - ... 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