- JPMorgan Chase (Austin, TX)
- …the administration of the trust . **Job Summary** As a Trust Officer VP in Wealth Management Solutions, Trust & Estates, you will be an integral ... with beneficiaries and advisors. You will also partner with Wealth Advisors for new trust business and... of overdrafts - is a plus JP Morgan Wealth Management Solutions comprises a workforce of… 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: ... advisors + Ability to work in a team-based environment Client Relationship Management Trust Officers must develop relationships with beneficiaries and advisors… 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
- Umpqua Bank (Scottsdale, AZ)
- Trust Officer Wealth Management Scottsdale, Arizona Phoenix, Arizona **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest ... aboutjoining us in our journey inbuilding something greatfor ourWealth Management & Trustclients! + ** Trust Officer...Phoenix, Arizona, you are an experienced Trust Officer , Trust Advisor, or Wealth … more
- HSBC (Beverly Hills, CA)
- …other trait protected by applicable law. **Job Field:** Asset and Wealth Management **Primary Location:** North America-United States-California-Beverly Hills ... strategic priority for HSBC and the role of a Wealth Relationship Officer (WRO) is a key...follow through client purchase process requirement + Enhance client trust in HBUS and Wealth 's capability of… more
- CIBC (Chicago, IL)
- …independent second line oversight to the US Capital Markets, US Commercial Banking and Wealth Management lines of business. US Compliance supports these lines of ... and relationship-oriented bank for a modern world. CIBC Private Wealth Management ("PWM") conducts an investment advisory...National Trust Company, NA, an OCC licensed trust company, CIBC Private Wealth Advisors, Inc.,… more
- Citigroup (Tampa, FL)
- …in audit, control, compliance or regulatory management in the banking or wealth management industry. + Previous experience of interacting and working with ... this leader is their ability to build credibility and trust not only with the core US and international...(writing and editing documentation). + Experience working in the wealth management preferred. + Minimal travel may… more
- Citigroup (Miami, FL)
- …address and escalate significant issues related to Wealth (Private Banking, Trust , etc.) and activities to senior management . **Job Family Group:** ... The Compliance Anti-Money Laundering (AML) Risk Management Senior Officer is a senior...+ Review and assess new products and services in Wealth (Private Banking, Trust , etc.) for inherent… more
- JPMorgan Chase (Columbus, OH)
- …advisor community. + Develop, retain and deepen client relationships. + Assist the Trust Officer and partner with Wealth Advisors, Bankers, Investors, ... services. You will work under the supervision of the Trust Officer in the administration of accounts,...in trust and estate practice JP Morgan Wealth Management Solutions comprises a workforce of… more
- JPMorgan Chase (New York, NY)
- …the Estate Administrator's role to support the Estate Officer and partner with Wealth Advisors, Bankers, Investors, and Trust Officers to grow the trust ... It operates across four business segments including Asset & Wealth Management , Corporate and Investment Banking Commercial...Assist the Estate Officer and partner with Wealth Advisors, Bankers, Investors, and Trust Officers… more
- Regions Bank (Houston, TX)
- …organize PowerPoint presentations and Excel spreadsheets + May attend client meetings with Trust Officer and perform special projects as assigned + May assist ... attention to detail This position is a part of Regions Bank's Private Wealth Management team. **Position Type** Full time **Compensation Details** Pay ranges… more
- Bank OZK (Jacksonville Beach, FL)
- …employees. + Meets with and educates Bank partners to position the value of Trust and Wealth capabilities. + Creates market-wide business development plan in ... conjunction with the Managing Director, Chief Development Officer , Investment Advisors, and other Trust officers...delivery of quality fiduciary services to all clients of Trust and Wealth in assigned market. +… 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...Management + Customer and Client Focus + Risk Management + Wealth Planning + Client Experience… more
- Bank of America (Providence, RI)
- Senior Trust Officer Providence, Rhode Island **Job...Risk Management + Business Development + Client Management + Wealth Planning + Customer and ... responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team members… more
- JPMorgan Chase (San Francisco, CA)
- …Net Worth individuals and institutions. This individual has extensive experience in wealth management and effectively introduces appropriate JPMorgan Chase ... Specialist provides high level advice and counsel, offers attractive wealth management solutions, and delivers a high...* an Insurance Specialist for certain clients * a Trust Officer in instances where we deliver… more
- Tompkins Community Bank (Ithaca, NY)
- …participate in presentations to clients with the Wealth Advisor/ Trust Officer ; assist clients with account setup and management through the financial ... Officers focused on client experience and business development; ensure Wealth Advisor/ Trust Officer is in...internal policies, procedures and practices in support of risk management and overall safety and soundness and the Company's… more
- Bank of America (Dallas, TX)
- Trust Officer II (TO II) Dallas, Texas...Management + Customer and Client Focus + Risk Management + Wealth Planning + Client Experience Branding ... with the power to make a difference. Join us! ** Trust Officer II (TO II)** - This...overseeing the administration and business development of complex investment management and trust accounts and working with… more
- Wells Fargo (Minneapolis, MN)
- …and interpret legal documents + A BS/BA degree or higher (such as JD/LLM) in law or trust and wealth management + Certified Trust and Financial Advisor ... **About this role:** Wells Fargo is seeking a Trust Officer in the Family Office...Trust Client & Advisor Services as part of Wealth and Investment Management . Learn more about… more
- Wells Fargo (Philadelphia, PA)
- **About this role:** Wells Fargo is seeking a Trust Officer in Trust ...degree or higher (such as JD/LLM) in law or trust and wealth management + ... Services as part of Wealth and Investment Management . Learn more about the career areas and lines...trust accounts + Perform fiduciary duties as an officer of the bank + Participate in less complex… more
- Morgan Stanley (Pasadena, CA)
- …SUMMARY:* The Portfolio Management (PM) Associate is an integral member of a Wealth Management team who assists Financial Advisors / Private Wealth ... equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Private Wealth … more