- Wells Fargo (Austin, TX)
- …Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Officer (Senior Fiduciary Specialist) on the Personal Market ... a book of fiduciary relationships within a team-based environment, including analyzing trust and estate documents, implementing client estate plans, and… more
- City National Bank (New York, NY)
- *CHIEF FIDUCIARY OFFICER WM* *WHAT IS THE...or equivalent * Minimum 10 years of experience in trust and estate administration, fiduciary ... OPPORTUNITY?* The Chief Fiduciary Officer provides strategic direction and oversight for the bank's trust and fiduciary operations. This role works with… more
- Neuberger Berman (New York, NY)
- … trust and estate administration experience preferably at a bank or trust company. + Strong technical skills in fiduciary administration and good working ... **Summary:** Neuberger Berman Trust Company NA seeks a highly qualified and...The individual should have strong technical knowledge of gift, estate , and fiduciary income tax, ability to… more
- PNC (Pittsburgh, PA)
- …and tax rules; investment principles; and fiduciary standards * Current or prior fiduciary experience as a trust officer or the equivalent work ... valued and have an opportunity to contribute to the company's success. As a Fiduciary Advisor III within PNC's Private Bank organization, you can be based in either… more
- CIBC (Wilmington, DE)
- …preferred + Experience working at a corporate trustee, preferred + Experience as a Trust Officer with familiarity with Trust Accounting systems, preferred + ... are** + Bachelor's degree required, JD preferred + Successful completion of Securities Course and Estate and Trust Administration course + Estate & Trust … 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
- KeyBank (Brooklyn, OH)
- …administration and post-death settlement of fiduciary accounts by providing expert trust and estate administration and counsel to High-Net-Worth clients and ... Key's fiduciary responsibilities, ensuring retention of business and reputation ** Trust and Estate Administration:** - Serve as a Fiduciary for Trust… more
- Dunham & Associates Investment Counsel, Inc. (Las Vegas, NV)
- TRUST OFFICER Dunham Trust Company (DTC) provides comprehensive trust and fiduciary services including custodial accounts, wealth management, and ... clients with additional offices in Las Vegas, Wyoming, and Colorado. The DTC Trust Officer is responsible for the coordination of services and administration… more
- City National Bank (Las Vegas, NV)
- * TRUST OFFICER * WHAT IS THE OPPORTUNITY? This position supports City National Trust and Estates by administering estate and personal trust accounts ... to insure sufficient cash is maintained to meet beneficiary distributions, fiduciary fees, trust bills, etc. * Obtain missing documents from clients. * Produce… more
- Columbia Bank (Henderson, NV)
- Trust Officer Wealth Management Henderson, Nevada **Description** **About Us:** At Columbia, we create a great place to work by offering a unique brand of ... for business. Together for better. **About the Role:** A Trust Officer is responsible for providing some...independently. + Basic knowledge of tax preparation, particularly for fiduciary income tax returns and estate tax… 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, ... Trusts, and other Agency accounts. Perform initial legal and trust administration review of all potential new trust...issue. *WHAT WILL YOU DO?* * Administer and interpret fiduciary accounts in accordance with applicable laws and regulations… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …conference calls and seminar events. * Answers general Financial Advisor inquiries regarding estate planning, trust services, estate taxes and other relevant ... office equipment and ability to learn software applications including computer based trust accounting systems and other common estate planning software programs.… more
- US Bank (Cincinnati, OH)
- …for the administration, risk management and servicing of assigned fiduciary and investment management accounts. May include Relationship Management responsibilities ... degree, or equivalent work experience + 10 or more years of experience in Trust administration + Professional Designation is required and may include, but is not… more
- JPMorgan Chase (Chicago, IL)
- …our Trusts and Estates services. You will work under the supervision of the Trust Officer in the administration of accounts, ensuring the proper set-up of ... + Work with the Account Opening Group to open estate or trust accounts. + Interpret the... counsel to resolve tax issues + Assist the Trust Officer to maintain current information on… more
- JPMorgan Chase (Dallas, TX)
- …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
- KeyBank (Amherst, NY)
- …at different salary grade levels depending on requirements.** **Senior Service Officer Job Description:** **JOB BRIEF (PURPOSE)** Responsible for all pre-closing and ... closing functions required for credit products offered by Real Estate Capital, primarily the Community Development Lending and Investment team, or other KeyBank… more
- Edward Jones (Tempe, AZ)
- …and private foundations. **What You Will Do:** The Senior Trust Tax Officer is responsible for fiduciary tax return preparation, under the direction of ... **What Experience You Need:** + 5+ years' experience in trust , fiduciary or financial services experience including...experience including 3 years in preparation and review of trust income and estate tax returns required… more
- US Tech Solutions (Brooklyn, OH)
- …+ Provide trust administration support to enable Trust Officer (s) to effectively manage the administration of fiduciary accounts while maintaining ... 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
- PNC (Jacksonville, FL)
- …for developing client solutions and strategies, including lending, investment management, estate /retirement planning and trust administration. PNC Private Bank ... financial solutions ranging from investment management and wealth planning to trust administration and private foundation management. AMG draws individuals who… more