- Raymond James Financial, Inc. (St. Petersburg, FL)
- … of trust accounts as needed * Attends and presents at monthly Trust Investment Committee meeting. * Ensures portfolios are compliant with company policies ... and securities industry operations. * Various security types. * Investment management concepts as they pertain to trust... Investment management concepts as they pertain to trust accounts. **Skill in:** * Preparing and delivering written… more
- Bank OZK (Clearwater, FL)
- …client portfolios including asset management, research, and analysis for all investment products including but not limited to individual securities, mutual funds, ... + Responsible for the daily management and administration of client investment portfolios in accordance with departmental policies and procedures. + Understands… more
- Umpqua Bank (Reno, NV)
- …and partnership. You reside in Reno, Nevada, you are an experienced Trust Officer , Trust Advisor, or Wealth Investment Portfolio Manager and you are ... Trust Officer Wealth Management Reno, Nevada...Advisor. Weare agrowth-mindedwealth managementcompanythat offers estate and financial planning, investment management and trust serviceswithaveryfavorable reputation in… more
- City of New York (New York, NY)
- …of plan beneficiaries and the City of New York. Reporting directly to the Chief Investment Officer , the Deputy Chief Investment Officer (DCIO) will ... of New York City government, in order to strengthen trust , secure a thriving future for all New Yorkers,...Asset Management (BAM) is responsible for oversight of the investment portfolios of the five New York City pension… more
- City and County of San Francisco (San Francisco, CA)
- …SFERS seeks an experienced investment professional for the position of Investment Officer ("IO") for its Asset Allocation, Risk Management, and Innovative ... dedicated to securing, protecting, and prudently investing the pension trust assets, administering mandated benefits programs, and providing promised... management experience at a position equivalent to an Investment Officer or higher with an … more
- City National Bank (Los Angeles, CA)
- ** INVESTMENT OFFICER SENIOR** **WHAT IS THE OPPORTUNITY?** Responsible for sales of a broad range of investments, with a particular emphasis on taxable and ... as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange… more
- JPMorgan Chase (Newark, DE)
- …their lifetime 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 ... Officer VP in Wealth Management Solutions, Trust & Estates, you will be an integral part...Practice. You will oversee the administration of trusts, analyze trust documents for legal, tax, administrative and investment… more
- JPMorgan Chase (Miami, FL)
- …lifetime or upon 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 trust documents for legal, tax, administrative and ...reading the fiduciary materials which are circulated to each Trust Officer , attending in-house and external seminars… more
- Enterprise Bank & Trust (Clayton, MO)
- …coordinating delivery of these services with the client's Wealth Advisor, Private Banker, Trust Officer and Administrator. Such issues will typically include ... with the daily interaction with other portfolio managers and trust associates to manage investment portfolios of...in conjunction with the client's Wealth Advisor, Private Banker, Trust Officer and Administrator. + Assist in… more
- Citigroup (DE)
- …solutions, and meet their investment objectives and distribution needs. + Support the Trust Officer in serving as an excellent fiduciary on behalf of Citi ... **Assistant Trust Officer ** Partner with and provide...**Assistant Trust Officer ** Partner with and provide overall support to...estate matters + Partner with the Private Banking and Investment teams with regards to the trust … more
- Citigroup (DE)
- …Clients Group and offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.The Private ... establish a working relationship with the Private Banking and Investment team in regard to the trust ...and Investment team in regard to the trust and overall client relationship including timely and accurate… more
- Citigroup (DE)
- …Clients Group and offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.The Private ... establish a working relationship with the Private Banking and Investment team in regard to the trust ...and Investment team in regard to the trust and overall client relationship including timely and accurate… 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 ... Key responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team… 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 ... assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth...oversee the administration of the trust . You will assume the primary responsibility for the… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Advisors and clients in defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to review ... industry operations. * Financial markets, products, financial advisory function and investment process. **Skill in** : * Personal trust administration.… 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...include overseeing the administration and business development of complex investment management and trust accounts and working… more
- Bankers Trust (Omaha, NE)
- …and professional corporations by providing or referring commercial, consumer, mortgage, investment and trust products and services. There are important ... Private Banking Officer III Location Omaha, NE # of openings...professional corporations by providing or referring commercial, consumer, mortgage, investment and trust products and services. The… more
- Bank of America (Wilmington, DE)
- Delaware Trust Officer II, Private Banking Wilmington,... Officer II (Delaware TO II) maintains a trust book of fiduciary and investment management ... grow and make an impact, along with the power to make a difference. Join us! **Delaware Trust Officer II (TO II), Private Banking** - The Delaware Trust … more
- City National Bank (Phoenix, AZ)
- ** TRUST OFFICER ** **WHAT IS THE OPPORTUNITY?** This position supports RBC Delaware Trust by administering personal trust accounts with a focus on Special ... + Interact with and provide guidance to Real Property Managers, CPAs and Trust Counsel, Portfolio Managers, Financial Advisors, Investment Advisors, and other… more
- City National Bank (San Diego County, CA)
- ** TRUST OFFICER II CUSTODY & RETIREMENT SERVICES** **WHAT IS THE OPPORTUNITY?** This position is responsible for the administration of custody, business escrow, ... defined benefit and defined contribution plans, ESOPs, other employee benefit trust , agency and custodial accounts using third party record keepers and Individual… more
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