- Heritage Bank (Bellevue, WA)
- …- $141,236.00 - $169,491.00 annual Depending on qualifications and experience, Commercial Banking Officer II or III may be considered. At Heritage Bank, we work ... to join our organization! We are seeking an experienced c ommercial banking officer to join our Bellevue Commercial team. This position provides a full range… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Essential Duties and Responsibilities** + Administers trust and estate settlements in accordance with statutes and regulations. + Participates in the income ... defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to...beneficiaries, their advisors and Financial Advisors in the personal trust and estate settlement process. + May… more
- Wells Fargo (Charlotte, NC)
- …Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking an Associate Estate Trust Officer - Associate Fiduciary Specialist focused on ... and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held asset management.… more
- Chemung Canal Trust Company (Elmira, NY)
- …+ Paid time off + Employee Assistance Program and more! Job Title: Real Estate Lending Associate Responsible for performing a variety of duties to support the loan ... continuation or declination of application. + Addresses all inconsistencies with loan officer and client, if appropriate; Consults with proper sources to resolve… more
- Wells Fargo (Austin, TX)
- …administering estates and deceased grantor trusts as an attorney or trust officer + Knowledge of complex estate planning strategies including tax strategies ... and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held asset management.… more
- Edward Jones (Tempe, AZ)
- …and external professionals including attorneys and CPAs. **What You Will Do:** The Trust Officer is responsible for the management of trusts, estates and ... excellent client experience + Discussing and explaining tax and estate planning concepts and trust terms with...explaining tax and estate planning concepts and trust terms with beneficiaries and financial advisors + Managing… more
- KeyBank (Brooklyn, OH)
- …for the administration and post-death settlement of fiduciary accounts by providing expert trust and estate administration and counsel to High Net Worth clients ... partners on internal fiduciary issues + Identifies and resolves potential trust and estate tax-related issues + Demonstrates and applies sound fiduciary judgment… 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 ... and Co-Fiduciaries. * Complete discretionary distribution requests. Submit formal requests to the Trust Officer for approval. * Coordinate set up, tracking, and… more
- City National Bank (Wilmington, DE)
- * 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
- Dunham & Associates Investment Counsel, Inc. (Las Vegas, NV)
- TRUST OFFICER Dunham Trust Company...managing financial risk; + Execute the terms of any estate plan or document in which DTC serves as trustee, ... clients with additional offices in Las Vegas, Wyoming, and Colorado. The DTC Trust Officer is responsible for the coordination of services and administration of … more
- US Bank (Seattle, WA)
- …degree, or equivalent work experience + 10 or more years of experience in Trust administration + Professional Designation is required and may include, but is not ... limited to: CTFA, CFP, JD, CPA and/or Graduate of National Trust School Program **Preferred Skills/Experience:** + Considerable knowledge of estate settlement,… more
- US Bank (Cincinnati, OH)
- …degree, or equivalent work experience + Seven or more years of experience in Trust administration + An advanced degree may be considered towards years of experience ... **Preferred Skills/Experience:** + Thorough knowledge of estate settlement, income, estate and multi-generational taxation and trusts + Working knowledge of… more
- JPMorgan Chase (Summit, NJ)
- …the Trust Administrative Officer works under the supervision of the Trust Officer in the administration of the accounts. The Trust Administrative ... skills to provide leverage and back-up coverage for the Trust Officer with whom the Trust...with the Tax Officers and counsel on income, gift, estate , and generation skipping taxes for the trust… more
- US Tech Solutions (Brooklyn, OH)
- …The Job (Job Brief):** + Provide trust administration support to enable Trust Officer (s) to effectively manage the administration of fiduciary accounts while ... level of client service. Provide sales support to the Trust Officer . **Essential job functions:** + Provide...as Trust Operations, Trust Tax, Trust Revenue and Real Estate to ensure… more
- First Horizon Bank (Houston, TX)
- …Horizon Bank, you will play a vital role in supporting the Commercial Real Estate Syndications Officer in the structuring, marketing, and execution of syndicated ... commercial real estate loan transactions. The ideal candidate will have at...deal structuring, and risk assessment. **Key Responsibilities:** + Assist Officer in the preparation and review of underwriting materials… more
- Commerce Bank (St. Louis, MO)
- …relevant experience, skills, and competencies.) For more than a century, Commerce Trust has been a leading provider of wealth management services including financial ... planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means assembling a… more
- Commerce Bank (Columbia, MO)
- …relevant experience, skills, and competencies.) For more than a century, Commerce Trust has been a leading provider of wealth management services including financial ... planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means assembling a… more
- NYS Housing Trust Fund Corporation (Albany, NY)
- …financing of multi-family affordable housing. Apply the laws relevant to Housing Trust Fund Corporation (HTFC), including the Public Authorities Law and Reform Act, ... Open Meetings Law, Private Housing Finance Law, and Public Officer 's Law to ensure compliance. Job Duties: + Assigned a portfolio of active finance and development… more
- CIBC (Chicago, IL)
- …behalf of Group Head and responsible for understanding potential risks. + Enhanced Oversight Officer ("EOO") role on all transactions rated 5W and worse + Sign off ... for all CIBC stakeholders is driven by a business culture based on common values: Trust , Teamwork and Accountability. Working with CIBC makes you a part of a work… more
- Anywhere Real Estate (Miramar, FL)
- **What you'll do:** You are the key to home ownership. As an escrow officer , you're the human link between our process and people. You're there at the beginning, ... **Business builder:** Reaching out to new agents, earning their confidence and trust , and creating opportunities to market our business; retaining agents by… more
