- Umpqua Bank (Scottsdale, AZ)
- Trust Officer Wealth Management Scottsdale, Arizona Phoenix, Arizona **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with ... in our journey inbuilding something greatfor ourWealth Management & Trustclients! + ** Trust Officer ** **:** Serves as thein-houseexperton trust … 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
- Bank of America (Wilmington, DE)
- Delaware Trust Officer II, Private Banking Wilmington, Delaware **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... make an impact, along with the power to make a difference. Join us! **Delaware Trust Officer II (TO II), Private Banking** - The Delaware Trust Officer … more
- Wells Fargo (Philadelphia, PA)
- **About this role:** Wells Fargo is seeking a Trust Officer in Trust Client & Advisor Services as part of Wealth and Investment Management. Learn more about ... this role, you will:** + Read, interpret and apply trust document language to specific situations; making frequent distributions...trust accounts + Perform fiduciary duties as an officer of the bank + Participate in less complex… 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
- 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: ... of reading the fiduciary materials which are circulated to each Trust Officer , attending in-house and external seminars and taking required Proficiency Training… 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...Practice. You will oversee the administration of trusts, analyze trust documents for legal, tax, administrative and investment issues,… more
- Charles Schwab (Henderson, NV)
- …status quo" and transform the finance industry together. We are seeking a diligent and experienced Trust Officer to join our team. The Trust Officer will ... be responsible for managing a portfolio of trust accounts, ensuring compliance with legal and regulatory requirements,...the primary point of contact for a portfolio of trust accounts and oversee all aspects of trust… 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
- DA Davidson Companies (Portland, OR)
- …other benefits and privileges of employment. Please contact us to request accommodation. Keyword: Vice President, Trust Officer From: DA Davidson Companies ... JD, or CTFA professional designation preferred* Minimum of 5+ years in Trust Administration* Graduate of Cannon or other field specific program* Knowledge of… more
- Bank of America (Providence, RI)
- Senior Trust Officer Providence, Rhode Island **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... 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 (Atlanta, GA)
- Trust Officer I Atlanta, Georgia **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power ... make an impact, along with the power to make a difference. Join us! ** Trust Officer I (TO I), Private Bank (PB)** - Provides fiduciary support and expertise to… more
- Bank of America (Dallas, TX)
- Trust Officer I Dallas, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of ... make an impact, along with the power to make a difference. Join us! ** Trust Officer I, Private Bank, Dallas, TX** - Provides fiduciary support and expertise to… more
- City National Bank (Wilmington, DE)
- …OFFICER I** **WHAT IS THE OPPORTUNITY?** This is an entry level Personal Trust Officer position, responsible for administering personal trust accounts ... + Complete discretionary distribution requests. Submit formal requests to the Trust Officer for approval. + Coordinate set up, tracking, and monitoring of… more
- M&T Bank (North Palm Beach, FL)
- …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
- M&T Bank (Burlington, VT)
- …relationships. **Primary Responsibilities:** + Administer assigned book of client trust accounts through demonstrated proficiency and sound judgment in exercising ... primary point of contact for the client on the trust account relationship, communicate regularly with the client on...account relationship, communicate regularly with the client on all trust matters and responsible for overall trust … 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
- First Horizon Bank (Little Rock, AR)
- …listed on job posting. **Summary** : Responsible for the administration of trust accounts, estate portfolios and moderate to complex accounts, including direct ... circumstances of client/account. Provides guidance to younger and less experienced trust officers. **Job Description:** * Manages assigned accounts in accordance… more
- Bank OZK (Clearwater, FL)
- …work experience, required. + 7+ years of work experience in a trust /wealth management function or other job-related experience, required. + CFA designation or ... progress towards receiving a CFA Designation, preferred. Job Expectations Job Expectations: O perate customary equipment and technology used in a business environment, with or without accommodation. Note: This description is not an exhaustive list of all job… more
- JPMorgan Chase (New York, NY)
- You will oversee the administration of the trust . When a terminating event occurs, such as a death or revocation, the responsibility for the settlement of the ... trust is transferred to the Trust Settlement Group and then assigned to a Settlement Officer . You will assume the primary responsibility for the settlement of… more