- Umpqua Bank (Reno, NV)
- Trust Officer Wealth Management Reno, Nevada **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers ... in our journey inbuilding something greatfor ourWealth Management & Trustclients! + ** Trust Officer ** **:** Serves as thein-houseexperton trust … 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, ... role offers a contract to permanent employment opportunity. As an Assistant Trust Officer , you will be instrumental in supporting trust administration,… 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 ... on a daily basis through the use of the administrative officer 's trial balance. * Instructs the assigned trust administrators of those actions to be taken in the… 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 ... along with the power to make a difference. Join us! **Job Description:** The Senior Trust Officer (STO) maintains a trust book and is a seasoned Trust … 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 investment issues,… 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 ... solutions, and meet their investment objectives and distribution needs. + Support the Trust Officer in serving as an excellent fiduciary on behalf of Citi for… 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 ... and make an impact, along with the power to make a difference. Join us! ** Trust Officer II (TO II)** - This job is responsible for managing a book of fiduciary… 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
- 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 ... include overseeing the administration and business development of complex investment management and trust accounts and working with team members to assure trust … more
- Bank of America (Fort Worth, TX)
- Trust Officer II Dallas, Texas;Fort Worth, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... the power to make a difference. Join us! **Job Summary:** The Trust Officer is an experienced, well-rounded fiduciary professional who will partner with Private… 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 ... may not be available in all geographic locations. As an Institutional Trust Officer (ITO), you will serve as the day-to-day contact for all administrative… 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 ... * Complete discretionary distribution requests. Submit formal requests to the Trust Officer for approval. * Coordinate set up, tracking, and monitoring of… 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 ... * Complete discretionary distribution requests. Submit formal requests to the Trust Officer for approval. * Coordinate set up, tracking, and monitoring of… 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 ... 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
- Citigroup (DE)
- The Trust Fiduciary Lead is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their ... of products and solutions, including investment strategies, banking and lending, trust and specialized services.The Private Bank delivers solutions to help meet… 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
- Citigroup (Tampa, FL)
- …Onboarding, Implementation, Administration, and Termination according to the Agency & Trust deal agreements. + Support with the Implementation activities of ... apply internal require controls in accordance with Agency & Trust contracts. + Ensure all requests are process within...+ Produce local regulatory reports related to Agency & Trust business required by Regulators for Latin American Countries.… more
- University of Iowa Community Credit Union (Clive, IA)
- …friend to this job (https://careers-greenstate.icims.com/jobs/3773/vice-president- trust - officer /job?mode=apply&apply=yes&in\_iframe=1&hashed=-336175149) Connect ... with the terms of the controlling document, applicable laws and GreenState Trust Services' policies and procedures by performing the following duties. GREENSTATE… more
- US Bank (Vancouver, WA)
- …Bachelor's degree, or equivalent work experience - 10 or more years of experience in Trust administration or 4+ years in trust and estates legal practice. - ... not limited to: CTFA, CFP, JD, CPA and/or Graduate of National Trust School Program Preferred Skills/Experience - Considerable knowledge of estate settlement,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …manage prudent investment of fiduciary and other discretionary assets held in Trust accounts while working in concert with Financial Advisors. Leads defined ... type, and selection of investments. Performs annual reviews for trust accounts. * During annual review, identifies accounts that...client and Financial Advisor meetings to discuss investment of trust accounts as needed * Attends and presents at… more