- JPMorgan Chase (Newark, DE)
- …the administration of the trust . **Job Summary** As a Trust Officer VP in Wealth Management Solutions, Trust & Estates, you will be an integral ... with beneficiaries and advisors. You will also partner with Wealth Advisors for new trust business and...maintenance, account opening/closing, Investment Systems and Annual Reviews, and management of overdrafts - is a plus JPMorganChase, one… more
- KeyBank (Brooklyn, OH)
- …team on projects and testing. The ideal candidate has a functional knowledge of wealth management , trust /fiduciary compliance laws and regulations, risks and ... risk-based monitoring and evaluation by focusing on current, high impact wealth management and trust -related compliance and operational risks, developing… more
- JPMorgan Chase (Summit, NJ)
- …the Trust Administrative Officer works under the supervision of the Trust Officer in the administration of the accounts. The Trust Administrative ... skills to provide leverage and back-up coverage for the Trust Officer with whom the Trust...obtaining necessary documents for the Settlements group **Client Relationship Management ** + Trust Administrative Officers must actively… more
- Bank OZK (Atlanta, GA)
- …employees. + Meets with and educates Bank partners to position the value of Trust and Wealth capabilities. + Creates market-wide business development plan in ... conjunction with the Managing Director, Chief Development Officer , Investment Advisors, and other Trust officers...delivery of quality fiduciary services to all clients of Trust and Wealth in assigned market. +… more
- Bank of America (Baltimore, MD)
- Wealth Management Lending Officer Towson, Maryland;Baltimore, Maryland; Bel Air, Maryland; Hunt Valley, Maryland **To proceed with your application, you must ... 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Towson/ Wealth - Management -Lending- Officer \_25032791-2) **Job Description:** Merrill Wealth Management… more
- Charles Schwab (Miami, FL)
- … Advisory role will help promote, retain and delight clients of Schwab's premier wealth management solution, Schwab Wealth Advisory (SWA). The successful ... teams. We are looking to add a Business Development Officer , Schwab Wealth Advisory role to our...to be well versed in all aspects of effective wealth management , Schwab's broader solutions, and industry… more
- City National Bank (Los Angeles, CA)
- …IS THE OPPORTUNITY? This is an advanced level Specialty Wealth Assets Officer position, responsible for supporting the asset management and administration of ... *SPECIALTY WEALTH ASSET ADMINISTRATION OFFICER II* WHAT...reports, as well as general support of the asset management team. This position is also responsible to assist… more
- Zions Bancorporation (Salt Lake City, UT)
- …Dealer, Broker/Dealer, Trust Divisions, Municipal Advisors and Finance, Wealth Management Activities, Registered Investment Advisors, Insurance Agency, ... a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly...**We are currently seeking a** **Risk and Compliance Testing Officer ** **within the Market, Liquidity, Wealth Risk… more
- M&T Bank (Buffalo, NY)
- …responsibilities could include: + Maintain current knowledge of financial markets, Wilmington Trust investment process and wealth management offering. ... within a professional team environment supporting the delivery of an integrated wealth management offering consistent with individual financial goals of clients.… more
- Wells Fargo (Charlotte, NC)
- …services. Through WIM's businesses, we deliver a full range of personalized wealth management , investment, planning, and retirement products and services to ... serve as a finance leader to the Chief Product Officer - who oversees the roughly $250MM technology investment...prioritize and execute areas of improvement throughout the company. ** Wealth Investment Management ** Wells Fargo Wealth… more
- M&T Bank (Washington, DC)
- **Overview:** Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary ... all trust matters and responsible for overall trust administration management for complex trust...to account administrative activities. Serve as key partner to wealth clients and developing and implementing trust … more
- Wells Fargo (Austin, TX)
- …and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * ... Retirement Accounts (IRA). Wells Fargo is seeking a Estate Trust Officer - Fiduciary Specialist focused on...the Banking, Lending, and Trust division of Wealth and Investment Management . Learn more about… more
- Wells Fargo (Charlotte, NC)
- …and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * ... this role:** Wells Fargo is seeking an Associate Estate Trust Officer - Associate Fiduciary Specialist focused...the Banking, Lending, and Trust division of Wealth and Investment Management . Learn more about… more
- Dunham & Associates Investment Counsel, Inc. (Las Vegas, NV)
- …comprehensive trust and fiduciary services including custodial accounts, wealth management , and specialized investment administration. Chartered in 1999 ... TRUST OFFICER Dunham Trust ... TRUST OFFICER Dunham Trust Company (DTC) provides...and function as the clients' trusted advisor, anticipating their wealth planning needs; + Coordinate fiduciary and administrative services… more
- Insight Global (Orlando, FL)
- …goals, explain trust decisions, and collaborate with legal, tax, and wealth management professionals to address risks and complex issues. Building ... Description A client of Insight Global is seeking a Trust Officer to support their business in...and contribute to laying the foundation for this newer Wealth Division. *Strong understanding of trust and… more
- City National Bank (Wilmington, DE)
- * TRUST OFFICER * *WHAT IS THE OPPORTUNITY?*...Opportunity. * Comply fully with all Bank Operational and Wealth Management policies and procedures as well ... Administer estate and personal trust accounts including testamentary and intervivos trusts, Charitable Trusts,...Trusts, and other Agency accounts. Perform initial legal and trust administration review of all potential new trust… more
- KeyBank (Brooklyn, OH)
- …Team to identify and prioritize opportunities to deepen relationships + Identifies Investment Management and Trust Opportunities as well as any other banking, ... for the administration and post-death settlement of fiduciary accounts by providing expert trust and estate administration and counsel to High Net Worth clients and… more
- Bank OZK (Charlotte, NC)
- …or economics, or commensurate work experience, required + 4+ years' experience in a trust / wealth management function or equivalent experience required + CFA ... OZK benefits (https://careers.ozk.com/benefits) . Job Purpose & Scope The VP, Trust Investment Officer constructs and manages individualized investment… more
- Truist (Seattle, WA)
- …the following job description:** Responsible for marketing and selling of Corporate Trust & Escrow Services ("CTES") business in specified markets, regions, and/or ... expertise to help Commercial, Municipal and Corporate clients in CCB, CIG and Wealth meet their financial goals and deepen their relationship with Truist. CTES… more
- Commerce Bank (St. Louis, MO)
- …than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment ... and trust administration services. Our approach to wealth management means assembling a team of...in ways that enhance credibility, drive interest, and support officer conversations with prospects and clients. An effective candidate… more