- Bank of America (Wilmington, DE)
- Delaware Senior Trust Officer Wilmington, Delaware **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... a difference. Join us! **Job Description:** The Delaware Senior Trust Officer (Delaware STO) maintains a ...to obtain his/herapproval. Communicate thedecision to client. + Minimize account risk by analyzing trust documents and… 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 ... and Co-Fiduciaries. + Complete discretionary distribution requests. Submit formal requests to the Trust Officer for approval. + Coordinate set up, tracking, and… more
- JPMorgan Chase (New York, NY)
- Job Summary: As a Wealth Management Solutions. Trust & Estates- Estate Officer - VP within the Global Trusts & Estates Practice, you will be responsible for ... of estates or terminating includable trusts. You will analyze Wills and trust documents, make recommendations, oversee investment decisions, work with Tax Officers… 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: ... respected by external professional advisor community + Develop, retain and deepen trust account relationships New Business + Partnering with Wealth Advisors… more
- JPMorgan Chase (Rochester, NY)
- Come join a great team at a leading financial firm. As a Trust Officer VP in Wealth Management Solutions, you will be responsible for overseeing the ... external professional advisor community + Develop, retain and deepen trust account relationships + Partner with Wealth...Reading the fiduciary materials which are circulated to each Trust Officer , attending in-house and external seminars… more
- Citizens (Boston, MA)
- 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
- JPMorgan Chase (Newark, DE)
- …his lifetime or upon his death through a provision in his will, it is the Trust Officer 's role to oversee the administration of the trust . **Job Summary** ... Officer VP in Wealth Management Solutions, Trust & Estates, you will be an integral part...apply that knowledge to client specific planning exercises and account administration Preferred Qualifications, Skills and Capabilities + MBA… more
- CIBC (New Brunswick, NJ)
- …visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What** **You'll** **Be Doing** As the Senior Trust Officer , you will be responsible for the ongoing ... power of attorney accounts. You will identify and mitigate account risks while adhering to all CIBC Trust... account risks while adhering to all CIBC Trust Policies & Procedures, including cash management, fee collection,… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Account Officer I is responsible for the administration of a variety of ... of multiple accounts and multiple beneficiaries. Target size of account book: 500 Private Bank accounts or 600 Retail...and the ability to multi-task and prioritize work. PCS Trust Officer I-1 LOCATION -- Cincinnati, Ohio… more
- Amalgamated Bank (New York, NY)
- Amalgamated Bank is seeking a Trust Compliance & Risk Officer to be responsible for the Compliance and Risk Management Program for the Bank's Investment ... Management Division/ Trust Department and compliance with applicable federal/state laws and regulations, contractual obligations and internal Trust department… more
- Bank of America (Providence, RI)
- Trust Officer II, Private Bank Providence, Rhode Island **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... with the power to make a difference. Join us! ** Trust Officer II, Regional Trust ...coordination of opening and closing accounts, money movement, and account maintenance + Works with Market leaders and engages… more
- City National Bank (New York, NY)
- ** TRUST OFFICER ** **WHAT IS THE OPPORTUNITY?** Administer estate and personal trust accounts including testamentary and intervivos trusts, Charitable Trusts, ... Foundations, Special Needs Trusts, and other Agency accounts. Perform initial legal and trust administration review of all potential new trust or investment… more
- Raymond James Financial, Inc. (Portsmouth, NH)
- …and other internal customers is required to identify, research, and resolve account level issues and provide comprehensive solutions to complex problems or needs. ... 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
- Bank of America (Palm Beach, FL)
- Senior Trust Officer Palm Beach, Florida **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through ... include overseeing the administration and business development of complex investment management and trust accounts and working with team members to assure trust … more
- M&T Bank (Buffalo, NY)
- …fiduciary discretion. + Serve as primary point of contact for the client on the trust account relationship, communicate regularly with the client on all trust ... process including reviewing all critical forms and documents, and ensuring proper trust funding, account opening with correct coding regarding statements,… more
- M&T Bank (Syracuse, NY)
- …discretion. + Serve as the primary point of contact for the client on the trust account relationship, communicate regularly with the client on all trust ... process including reviewing all critical forms and documents, and ensuring proper trust funding, account opening with correct coding regarding statements,… more
- PNC (WA)
- …best experience for our customers. As a Retirement Investment Services Institutional Trust Officer II within PNC's Institutional Asset Management organization, ... are carried out, meet goals for outbound relationship review calls, assist with account and plan information, regulatory or tax-related issues and work closely with… more
- Bankers Trust (Des Moines, IA)
- BSA 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=1655) Job ... to employee development, and so many more. At Bankers Trust , our team members experience an inclusive and community-focused...readers of the Business Record. Job Summary: The BSA Officer is responsible for developing and overseeing the Bank's… more
- US Bank (St. Paul, MN)
- …and regulatory compliance standards. Accountable for client onboarding of Personal Trust accounts and will coordinate with key stakeholders across a spectrum ... departments and business lines to ensure that the appropriate account documentation and client information is obtained in accordance...experience - Seven or more years of experience in Trust administration - An advanced degree may be considered… more
- Bank OZK (Clearwater, FL)
- …reviews trades accurately and timely. 6. Monitors accounts for any client account investment guidelines violations, updates, and changes. 7. Conducts and facilitates ... work experience, required. 2. 7+ years of work experience in a trust /wealth management function or other job-related experience, required. 3. CFA designation or… more