- Union Savings Bank (New Milford, CT)
- …Future Track Program Manager to foster a goal-based mindset as it relates to wealth management within the Future Track program. Complete new financial plans from ... and be a Future Track ambassador when working with wealth management clients and prospects. Perform business...relationships. Engage in community events as a professional leader. Trust & Account Administration Act as the primary advisor… more
- Frost Bank (Arlington, TX)
- …needs Specialized knowledge of client benefits offered by Frost's brokerage, investment management , trust , and insurance groups Ability to perform with limited ... legacy of providing unparalleled banking services. Who you are: As a Private Banking Officer II , you will help customers manage their financial lives. Often, our… more
- Jordan Park Trust Company (Portsmouth, NH)
- …and navigate challenges to empower clients to achieve their intended outcomes. Senior Associate, Trust Officer - New Hampshire We are seeking a driven Trust ... are among our highest priorities. About the Role The Trust Officer is responsible for the ongoing...related accounts where JPTC is engaged to provide ancillary wealth management services. Responsibilities include: Acting as… more
- Seacoast Bank (Miami, FL)
- … management revenue, other non-interest income and cross selling of wealth management , residential and commercial lending. Maintains operational policy and ... procedures and gains the confidence and trust of others through honesty, integrity, and authenticity. ESSENTIAL JOB FUNCTIONS: Relationship Building: Exhibit… more
- Dunham & Associates Investment Counsel, Inc. (Reno, NV)
- …comprehensive trust and fiduciary services including custodial accounts, wealth management , and specialized investment administration. Chartered in 1999 ... TRUST INVESTMENT OFFICER Dunham Trust...Experience + Experience: 5-10 years in financial services or wealth management with client-facing investment responsibilities. +… more
- Umpqua Bank (Phoenix, AZ)
- Trust Officer Wealth Management Henderson, Nevada Scottsdale, Arizona Phoenix, Arizona **Description** **About Us:** At Umpqua, we create a great place ... for business. Together for better. **About the Role:** A Trust Officer is responsible for providing some...planning and investment issues. + Effective organizational and time management skills. + Ability to work in a team… more
- First Horizon Bank (Memphis, TN)
- …The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, ... Officer is responsible for adherence to First Horizon Trust Division Policies and Procedures. Other responsibilities include managing...Requirements:** + Bachelor's Degree + Minimum of 3 years Trust Management and Risk Management … more
- US Bank (St. Louis, MO)
- …at-all from Day One. **Job Description** Responsible for the administration, risk management and servicing of assigned fiduciary and investment management ... equivalent work experience + 5 or more years of experience in Trust administration - **Preferred Skills/Experience:** + Professional Designation is highly preferred… more
- Wells Fargo (Austin, TX)
- …Fargo is seeking a Senior Special Needs Trust Officer as part of Wealth and Investment Management . Working at Wells Fargo | Jobs and Careers at Wells ... and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. *… more
- JPMorgan Chase (Miami, FL)
- Job Summary: As a Wealth Management Solutions. Trust & Estates- Estate Officer - VP within the Global Trusts & Estates Practice, you will be responsible ... beneficiaries and advisors, maintain current information on beneficiaries, and partner with Wealth Advisors, Bankers, Investors, and Trust Officers to grow the… more
- JPMorgan Chase (New York, NY)
- …loans, mortgages and deposits. **Job Summary:** As a Settlement Officer VP in Wealth Management Solutions, Trust & Estates, you will oversee the ... JP Morgan Asset & Wealth Management , with client assets of...JP Morgan Asset & Wealth Management , with client assets of $2.8 trillion, is...administration of the trust . You will assume the primary responsibility for the… more
- JPMorgan Chase (New York, NY)
- …60 countries. It operates across four business segments including Asset & Wealth Management , Corporate and Investment Banking Commercial Banking, Consumer and ... * Develop, retain and deepen client relationships. **New Business** * Partner with Wealth Advisors, Bankers, Investors, and Trust Officers to grow the … more
- JPMorgan Chase (New York, NY)
- …the Trust Officer 's role to oversee the administration of the trust . **Job Responsibilities:** Technical and Risk Management + Analyze trust ... advisors. + Ability to work in a team-based environment. Client Relationship Management Trust Officers must develop relationships with beneficiaries and advisors… more
- Ballston Spa National Bank (Ballston Spa, NY)
- … Wealth Management Solutions Department at BSNB! We are seeking a VP, Wealth Management Officer to work collaboratively with BSNB lines of business to ... tax strategies, and holistic wealth preservation. VP, Wealth Management Officer In this...laws, regulations and policies and in accordance with the trust documents to carry out the intent of the… more
- Access Dubuque (Dubuque, IA)
- …and business development?_** Join our growing Fidelity Bank & Trust Wealth Management team as a ** Trust Officer , in our Waverly branch** and play ... Trust Officer **Fidelity Bank & Trust...Bring:** + Minimum of 3 years of experience in trust and wealth management + Strong knowledge of trust… more
- Hills Bank (Cedar Rapids, IA)
- …trusts and estates for customers and their families, with the expectation of supporting other Trust and Wealth Management Officers with trust and estate ... clients of the bank. + Work in conjunction with active and potential Trust and Wealth Management customers and their legal and accounting advisors to develop… 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
- Bank of America (Jacksonville, FL)
- Trust Officer II (TO II) Jacksonville,...Management + Customer and Client Focus + Risk Management + Wealth Planning + Client Experience ... to learn, grow, and make an impact. Join us! ** Trust Officer II (TO II), Private Banking,...trustee is exercising discretion, managing risk, and conducting periodic trust reviews + Supports investment management accounts… 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 (Norfolk, VA)
- Senior Trust Officer Norfolk, Virginia;Richmond, Virginia **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Norfolk/Senior- Trust - Officer \_25014342-2) **Job Description:** At Bank of America,… more
