- 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 (Columbus, OH)
- …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 (Montecito, CA)
- …OFFICER II** **WHAT IS THE OPPORTUNITY?** This is an entry level Personal Trust Officer position, responsible for administering personal trust accounts ... 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
- 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 bank… 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
- Berkshire Bank (Glastonbury, CT)
- **Position** : VP, Wealth Advisor & Trust Officer **Location** : Glastonbury, CT **Division:** Asset Management **Department:** Berkshire Wealth Management ... **Reports to:** SVP, Wealth Management Administration **Status:** Exempt/ Officer **Grade:** 12 **Pay Range:** $80,083 - $170,031 _Actual compensation within the pay… 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
- Citigroup (DE)
- …administration. Strong knowledge and proven technical proficiency in legal, investment and tax issues relative to trust and/or estate management and ... The Trust Fid Assoc Intmd Analyst is a developing...and gas interests; working with both internal and external tax preparers to complete and file tax … more
- Bankers Trust (Des Moines, IA)
- Chief Financial Officer Location Des Moines, IA # of openings 1 Apply Now ... (https://phh.tbe.taleo.net/phh03/ats/careers/v2/applyRequisition?org=BANKERSTRUST&cws=37&rid=1691) Job Brief The Chief Financial Officer is responsible for serving as the Bank's lead… 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
- Enterprise Bank & Trust (St. Louis, MO)
- **Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that ... **Together, there's no stopping you!** **Job Title:** Community Mortgage Loan Officer (Hybrid Eligible: MO) **Job Description:** **Summary:** This position will make… 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
- Sacramento County (Sacramento, CA)
- Sheriff's Community Services Officer II Print (https://www.governmentjobs.com/careers/sacramento/jobs/newprint/4011430) Apply Sheriff's Community Services ... Officer II Salary $62,994.96 - $76,566.96 Annually Location Sacramento,...our employees and residents. Through transparency, courage, innovation, and trust we are committed to advance equity and transformational… 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
- Sacramento County (Sacramento, CA)
- Sheriff's Community Services Officer I Print (https://www.governmentjobs.com/careers/sacramento/jobs/newprint/4009417) Apply Sheriff's Community Services ... Officer I Salary $54,893.52 - $66,711.60 Annually Location Sacramento,...our employees and residents. Through transparency, courage, innovation, and trust we are committed to advance equity and transformational… more
- Sacramento County (Sacramento, CA)
- Animal Control Officer Print (https://www.governmentjobs.com/careers/sacramento/jobs/newprint/4654002) Apply Animal Control Officer Salary $54,893.52 - ... 9/30/2024, 10/28/2024, 11/25/2024 (final) Under general supervision, the Animal Control Officer enforces and explains State laws and County ordinances relating to… more