- Christus Health (Beaumont, TX)
- …oversight for applications support including Incident, Problem, Request and Change Management . This position requires a self-starter with the ability to work ... complex projects. Develops business relationships with key client administrators based on trust . Leverages relationships to gain new project insight and new business… more
- M&T Bank (Wilmington, DE)
- …largest personal trust providers in the United States. The Wealth Management Trust Services division is entrusted to holistically administer generations of ... this role **Education and Experience Preferred:** + Preferred major/minor - Trust Management , Finance, or related field. + Strong written and verbal… more
- US Bank (St. Paul, MN)
- …Operations - Corporate and Municipal_** _Essential Functions_ + Cash and asset management of trust accounts including monitoring and investment of balances, ... for the level of the position that aligns with their experience._ **_Corporate Trust Financial Management Analyst 2_** **Qualifications** + Associate's degree or… more
- Regions Bank (Little Rock, AR)
- …the careers section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal ... Trust , Estate, IRA and Investment Management client relationships. Responsibilities include prospecting, developing internal and external business networks for… more
- Regions Bank (Indianapolis, IN)
- …the careers section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal ... Trust , Estate, IRA and Investment Management client relationships. Responsibilities include prospecting, developing internal and external business networks for… more
- JPMorgan Chase (Miami, FL)
- …advisors + Ability to work in a team-based environment Client Relationship Management Trust Officers must develop relationships with beneficiaries and advisors ... Officers are also required to assist in training and developing their Trust Administrative Officers and Professionals, including performance management and… more
- JPMorgan Chase (New York, NY)
- …mortgages and deposits. **Job Summary:** As a Settlement Officer VP in Wealth Management Solutions, Trust & Estates, you will oversee the administration of ... JP Morgan Asset & Wealth Management , with client assets of $2.8 trillion, is a...the trust . You will assume the primary responsibility for the settlement… more
- JPMorgan Chase (Austin, TX)
- …Officer's role to oversee the administration of the trust . **Job Summary** As a Trust Officer VP in Wealth Management Solutions, Trust & Estates, you ... JP Morgan is appointed as corporate trustee of a trust , whether created by a client during thier lifetime...maintenance, account opening/closing, Investment Systems and Annual Reviews, and management of overdrafts - is a plus JP Morgan… more
- Walmart (Bentonville, AR)
- …of data and responsible use of technology. Reporting to the Director, Program Management , Digital Trust Compliance, the Sr. Manager will collaborate with ... Position Summary What you'll do Join the **Digital Trust Compliance team** in Digital Citizenship in a...** + Bachelor's Degree in a technical field, process management or improvement, or law AND 3+ years of… more
- Citizens (Tarrytown, NY)
- …compliance and regulatory requirements related to brokerage, investment advisory and trust supporting Wealth Management . Responsibilities include: + This leader ... Compliance Officer for a portfolio of regulations related to investments/wealth management / trust activities within Citizens Private Wealth. Providing compliance… more
- Citigroup (DE)
- …transparency. **Qualifications:** + 6-10 years of experience + Experience in estate or trust management and administration. MBA or JD desired + Strong knowledge ... timely and accurate responses to inquiries. + Additional: Oversight and management of Assistant Trust Officers in all their duties; participation in internal and… more
- Citigroup (DE)
- …**Qualifications:** + 2-5 years relevant experience + Experience in estate or trust management and administration. Strong knowledge and proven technical ... proficiency in legal, investment and tax issues relative to trust and/or estate management and administration. Proven...tax issues relative to trust and/or estate management and administration. Proven strong communication + CFTA preferred.… more
- Edward Jones (St. Louis, MO)
- …Knowledge of trust principles, including: fiduciary responsibilities, gifting, trust management principles, estate planning principles, taxation rules, ... Jones Trust Company provides a full range of trust , investment management , and custody services to individuals, businesses, charitable organizations, and… more
- M&T Bank (Wilmington, DE)
- …business strategy, the engineering team is tasked with building a digital " trust management platform" using modern FinTech capabilities. The engineering manager ... **Overview:** The Wilmington Trust Institutional Client Services (ICS) division is experiencing...a specific ICS business area, inclusive of general IT management , technical design, systems integration, application development, vendor application… more
- M&T Bank (North Palm Beach, FL)
- …trust administration tasks. Supports the administration and fiduciary management within client relationships. **Primary Responsibilities:** + Support the ... client on all trust matters and support overall trust administration management . + Ensure high-level client service through timely and appropriate… more
- M&T Bank (Boston, MA)
- **Overview:** Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary ... the client on all trust matters and responsible for overall trust administration management for complex trust relationships. + Assess and manage risk,… more
- Wolters Kluwer (Coppell, TX)
- …to prepare and deliver contracts for new clients. + Member on the Trust Operations management team **Job Qualifications:** **Education:** Bachelor's Degree in ... Manager, Operations - Trust Tax TAA US Preparer Market is looking...which is the tax preparation service provided to bank/wealth management firms. This includes: + Production and filing of… more
- The Chicago Community Trust (Chicago, IL)
- …timeliness, and operational excellence. The Grants Manager partners closely with Trust 's Legal, Finance, Grants Management and Philanthropic Services teams, ... create, update, and process Requests for Proposals (RFPs) in the Trust 's grants management system + Create best practices for communication, relationship … more
- Vanguard (Malvern, PA)
- …requirements and preparation of related notices and nonjudicial settlement agreements. + Trust termination management , including risk analysis and preparation of ... engagement with states' attorney general's offices, where needed. + Coordinates trust accountings. + Advise on corporate governance requirements for fiduciary… more
- Bank OZK (Clearwater, FL)
- …commensurate work experience, required. + 7+ years of work experience in a trust /wealth management function or other job-related experience, required. + CFA ... Job Purpose & Scope Manages client portfolios including asset management , research, and analysis for all investment products including but not limited to individual… more
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