- City National Bank (Wilmington, DE)
- ** TRUST ADMINISTRATION OFFICER I** **WHAT IS THE OPPORTUNITY?** This is an entry level Personal Trust Officer position, responsible for administering ... Complete discretionary distribution requests. Submit formal requests to the Trust Officer for approval. + Coordinate set...a plus. + Up to three years' experience in trust administration preferred. + Strong written and… more
- JPMorgan Chase (Newark, DE)
- …delivering our Trusts and Estates services. You will work under the supervision of the Trust Officer in the administration of accounts, ensuring the proper ... counsel to resolve tax issues + Assist the Trust Officer to maintain current information on...trust and estates industry + Experience in the administration and support of trust and estates… more
- DA Davidson Companies (Seattle, WA)
- …an accurate and timely manner.* Process correspondence, reports, proposals as requested by the Trust Officer .* Assist in the administration of accounts at ... Description here Required Experience: Qualifications:* 2+ years of prior trust administration or related wealth management experience...within 30 days of asset transfer.* Coordinate with the Trust Officer the necessary actions to be… 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 ... a daily basis through the use of the administrative officer 's trial balance. * Instructs the assigned trust...**Knowledge, Skills, and Abilities:** **Knowledge of:** * Principles of trust administration and estate planning. **Skill in:**… 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 ... make a difference. Join us! **Job Description:** The Senior Trust Officer (STO) maintains a trust...and resolve client issues + Engage in high level trust administration ; oversee all administration … more
- JPMorgan Chase (Newark, DE)
- …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 Summary** As a ... Officer VP in Wealth Management Solutions, Trust & Estates, you will be an integral part...Global Trusts & Estates Practice. You will oversee the administration of trusts, analyze trust documents for… more
- Bank of America (Atlanta, GA)
- Senior Trust Officer Atlanta, Georgia **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the ... / competencies** **:** + Technical expertise in the areas of trust administration , fiduciary law, and estate and wealth transfer planning + Initiative/proactive… more
- JPMorgan Chase (Miami, FL)
- …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 ... JPMorgan consists of reading the fiduciary materials which are circulated to each Trust Officer , attending in-house and external seminars and taking required… more
- City National Bank (Columbus, OH)
- ** TRUST OFFICER II CUSTODY & RETIREMENT...Directed Trustee or custodian. This position ensures that the administration of the trust is in accordance ... **WHAT IS THE OPPORTUNITY?** This position is responsible for the administration of custody, business escrow, defined benefit and defined contribution plans,… 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 ... the Bank, clients, and Co-Fiduciaries. + Gather/submit pertinent facts to the Trust Administration Committee regarding situations requiring the use of fiduciary… more
- NBT Bank (West Hartford, CT)
- … and estate administration and all fiduciary matters. Fills in for Chief Trust Officer as needed and provides guidance and direction to junior officers. ... New York Bankers Trust Schools to include coursework in estate administration , trust administration , and taxation + Previous experience in a leadership… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …* Interacts with beneficiaries, their advisors and Financial Advisors in the personal trust administration process. * Participates as a voting member of the ... financial advisory function and investment process. **Skill in** : * Personal trust administration . * Strong interpersonal and leadership skills to provide… more
- JPMorgan Chase (New York, NY)
- …deposits. **Job Summary:** As a Settlement Officer VP in Wealth Management Solutions, Trust & Estates, you will oversee the administration of the trust . ... needed. **Required qualifications, capabilities and skills:** + Relevant years of trust administration or settlement experience with direct client interactions… more
- Bank of America (Dallas, TX)
- Trust Officer II Dallas, Texas **Job...related degrees preferred + Minimum of 3 years of trust administration and estate planning experience **Key ... to make a difference. Join us! **Job Summary:** The Trust Officer is an experienced, well-rounded fiduciary.../ Competencies:** + Technical expertise in the areas of trust administration , fiduciary law, and estate 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 ... with the power to make a difference. Join us! ** Trust Officer II (TO II)** - This...needs, and managing risk. **Responsibilities** **:** + Provides fiduciary administration support including the review of trust … more
- FirstBank PR (Miami, FL)
- CREDIT ADMINISTRATION OFFICER Job Summary: Responsible for portfolio monitoring while adhering to policy and reporting requirements. Oversee maintenance of Loan ... as well as mitigation strategies and execution. The CREDIT ADMINISTRATION OFFICER reports to the Senior Credit...to treat people with respect; keep commitments; inspire the trust of others; work with integrity and ethically; and… more
- M&T Bank (Boston, MA)
- …regularly with the client on all trust matters and responsible for overall trust administration management for complex trust relationships. + Assess and ... presentations, as requested, and serve as subject matter expert concerning trust administration . Represent the Bank in a professional and competent manner… more
- Citigroup (DE)
- …transparency. **Qualifications:** + 6-10 years of experience + Experience in estate or trust management and administration . MBA or JD desired + Strong knowledge ... proven technical proficiency in legal, investment and tax issues relative to trust and/or estate management and administration . Proven strong communication and… more
- PNC (Pittsburgh, PA)
- …and have an opportunity to contribute to the company's success. As an Institutional Trust Officer II within PNC's Institutional Trust organization, you will ... be available in all geographic locations. As an Institutional Trust Offer II, you will deal daily (via email...+ Maintains and retains assets under management or under administration , by educating clients on available tools and resources… more
- Citigroup (Tampa, FL)
- …Implementation, Administration , and Termination according to the Agency & Trust deal agreements. + Support with the Implementation activities of Electronic ... Business Administration , Accounting. + Preferable experience in Agency and Trust business in a financial institution (Capital Markets and Fiduciary Products) +… more