- Fifth Third Bank, NA (Cincinnati, OH)
- …and all other bank policies, procedures and guidelines if˜Work closely with the Trust Officer and Trust Tax Accountants to ensure proper tax ... of all types. DUTIES AND RESPONSIBILITIES: + Client Service if˜Partner with a Trust Officer to service his/her clients if˜Frequent direct communication with… more
- JPMorgan Chase (Houston, TX)
- …Officers and trust counsel to resolve tax issues + Assist the Trust Officer to maintain current information on beneficiaries and their changing needs and ... services. You will work under the supervision of the Trust Officer in the administration of accounts,...co-trustees to outline administrative procedures. + Analyze Wills and trust documents for legal, tax , administrative and… more
- US Tech Solutions (New York, NY)
- …for temp to perm - Hybrid Schedule: 3 days in office, 2 days WFH The Tax Officer prepares all necessary tax authority filing requirements for clients of ... will also provide valuable input to the development of tax planning strategies, articulating these to Trust ...estate and income taxes, with support from the Senior Tax Officer . Analyze tax matters… 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 ... Review forms to ensure they are consistent with the Trust Document. * Produce and review various tax...Complete discretionary distribution requests. Submit formal requests to the Trust Officer for approval. * Coordinate set… 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 ... Review forms to ensure they are consistent with the Trust Document. * Produce and review various tax...Complete discretionary distribution requests. Submit formal requests to the Trust Officer for approval. * Coordinate set… 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… 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 ... their investment objectives and distribution needs. + Support the Trust Officer in serving as an excellent...opened with correct coding regarding statements, proxies, investments and tax , ensure proper fee set reflecting the fee agreement,… 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 ... risk management activities. **Job Responsibilities:** + Oversee the settlement of the trust , including distributions and coordination with investments, tax and… more
- Robert Half Office Team (Milwaukee, WI)
- Description We are in search of an Assistant Trust Officer to add value to our team in the Financial Services industry, based in Milwaukee, Wisconsin, 53204, ... a contract to permanent employment opportunity. As an Assistant Trust Officer , you will be instrumental in...Assist Trust Officers with the distribution of trust tax returns. * Provide coverage for… 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 ... Trusts. * Knows and utilizes applicable local law and tax law in the settlement administration of revocable trusts...a daily basis through the use of the administrative officer 's trial balance. * Instructs the assigned trust… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …skills obtained through experience, specialized training or certification to administer personal trust accounts. Leads defined work or projects of broad scope and ... with statutes and regulations. * Participates in the income tax planning and preparation process, performs such tax...defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to… 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
- NBT Bank (West Hartford, CT)
- … trust and estate administration and all fiduciary matters. Fills in for Chief Trust Officer as needed and provides guidance and direction to junior officers. ... financial experience + 8 years relevant administrative experience in a trust department, charitable or other financial services, organization, insurance company, or… more
- Citigroup (DE)
- …desired + Strong knowledge and proven technical proficiency in legal, investment and tax issues relative to trust and/or estate management and administration. ... The Trust Fiduciary Lead is a strategic professional who...and gas interests; working with both internal and external tax preparers to complete and file tax … 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 ... be available in all geographic locations. As an Institutional Trust Officer (ITO), you will serve as...ensures that regulatory and fiduciary obligations are met, including tax and distribution requirements for charitable and other trusts.… 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
- US Bank (Vancouver, WA)
- …multi-generational taxation and trusts - Thorough knowledge of fiduciary law, tax implications and practices in multiple jurisdictions, trust ... work experience - 10 or more years of experience in Trust administration or 4+ years in trust and estates legal practice. - Professional Designation is required… more
- Bank of America (Los Angeles, CA)
- …Settlement Officer is accountable for facilitating, managing, and settling trust terminations that require expertise and knowledge of fiduciary rules and ... Estate Settlement Officer II, Private Banking Los Angeles, California **Job...Chief Fiduciary, Administrative Resource Team (ART), Audit, Compliance, Fiduciary Tax Services, Specialty Asset Management (SAM), Trust … more
- City of Boynton Beach (Boynton Beach, FL)
- Police Officer (Certified) Salary $73,000.00 Annually Location Boynton Beach, FL Job Type Full Time Job Number 2024-1105 Department Police Opening Date 11/05/2024 ... peace and safety, protecting life and property, and promoting community engagement and trust for the third largest municipality in Palm Beach County with an… more
- Sacramento County (Sacramento, CA)
- Deputy Probation Officer Print (https://www.governmentjobs.com/careers/sacramento/jobs/newprint/4491195) Apply Deputy Probation Officer Salary $89,846.64 - ... 8/2/2024, 10/4/2024, 12/6/2024 (final) Under general supervision the Deputy Probation Officer performs professional work in the investigation of adult offenders or… more