- 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
- 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 ... along with the power to make a difference. Join us! **Job Description:** The Senior Trust Officer (STO) maintains a trust book and is a seasoned Trust … more
- Citizens (Wilmington, DE)
- Description The Senior Trust Officer (STO) is responsible for advising high net worth clients on their trust and estate administration needs and ... trust to ensure best practices are met. Proactively perform daily trust officer administration responsibilities and consistently deliver a quality CCPW… 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 ... on a daily basis through the use of the administrative officer 's trial balance. * Instructs the assigned trust administrators of those actions to be taken in the… 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 issues,… more
- US Bank (Milwaukee, WI)
- …with all parties of interest including beneficiaries, attorneys, accountants and advisors. The Trust Officer must demonstrate a high level of competence and ... As such, the job functions are guided by our Standards of Excellence: ** Trust Officer Excellence** . Interpret documents while applying fiduciary principles and… 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 ... and make an impact, along with the power to make a difference. Join us! ** Trust Officer II (TO II)** - This job is responsible for managing a book of fiduciary… more
- City National Bank (Wilmington, DE)
- * TRUST OFFICER * WHAT IS THE OPPORTUNITY? This position supports Royal Bank of Canada (RBC) Delaware Trust by administering estate and personal trust ... Interact with and provide guidance to Real Property Managers, CPAs and Trust Counsel, Portfolio Managers, Financial Advisors, Investment Advisors, and other bank… 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 ... the power to make a difference. Join us! **Job Summary:** The Trust Officer is an experienced, well-rounded fiduciary professional who will partner with Private… more
- Bank of America (Wichita, KS)
- Senior Trust Officer Wichita, Kansas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the ... include overseeing the administration and business development of complex investment management and trust accounts and working with team members to assure trust … more
- PNC (Pittsburgh, PA)
- …have an opportunity to contribute to the company's success. As an Institutional Trust Officer II within PNC's Institutional Asset Management organization, you ... may not be available in all geographic locations. As an Institutional Trust Officer (ITO), you will serve as the day-to-day contact for all administrative… 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 ... * Complete discretionary distribution requests. Submit formal requests to the Trust Officer for approval. * Coordinate set up, tracking, and monitoring of… more
- City National Bank (Wilmington, DE)
- … OFFICER I* WHAT IS THE OPPORTUNITY? This is an entry level Personal Trust Officer position, responsible for administering personal trust accounts such as ... * Complete discretionary distribution requests. Submit formal requests to the Trust Officer for approval. * Coordinate set up, tracking, and monitoring of… more
- Raymond James Financial, Inc. (Memphis, TN)
- …skills obtained through experience, specialized training or certification to administer personal trust accounts. Leads defined work or projects of broad scope and ... and clients in defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to review and approve… more
- M&T Bank (Boston, MA)
- …Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** + Apply deep ... experience and technical understanding to the administration and oversight of complex trust relationships within an assigned book of client trust accounts… more
- Edward Jones (St. Louis, MO)
- …Overview** **Position Schedule:** Full-Time **Team Overview:** Do you have a strong background in trust and estate management? Do you have a desire to work on a ... Part of the Products team in our WMAS division, our Edward Jones Trust Company provides personalized investment management and fiduciary services. Edward Jones … more
- US Bank (Fargo, ND)
- …degree, or equivalent work experience - Eight 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 - Advanced knowledge of estate settlement, income, estate… more
- University of Iowa Community Credit Union (Clive, IA)
- …friend to this job (https://careers-greenstate.icims.com/jobs/3773/vice-president- trust - officer /job?mode=apply&apply=yes&in\_iframe=1&hashed=-336175149) Connect ... with the terms of the controlling document, applicable laws and GreenState Trust Services' policies and procedures by performing the following duties. GREENSTATE… more
- US Bank (Lisle, IL)
- …degree, or equivalent work experience - Eight 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 - Advanced knowledge of estate settlement, income, estate… more
- Wells Fargo (Las Vegas, NV)
- **About this role:** Wells Fargo is seeking an Associate Fiduciary Specialist in the Trust Client & Advisor Services as part of Wealth & Investment Management. Learn ... Develop knowledge of investment strategies, objectives, and asset allocations + Analyze trust and financial information and prioritize as appropriate + Set up,… more
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