- US Bank (Minneapolis, MN)
- …include, but is not limited to: CTFA, CFP, JD, CPA and/or Graduate of National Trust School Program Advanced knowledge of estate settlement, income, estate ... equivalent work experience Eight or more years of experience in Trust administration Preferred Skills/Experience: Professional Designation is highly preferred and… more
- Deutsche Bank (New York, NY)
- Job Description: Job Title: Trust Officer Corporate Title: Vice President Location: New York, NY Overview The Wealth Management (WM) Trust Officer is ... and oversight of Deutsche Bank's WM's wide variety of trust and estate accounts and relationships. These...completing required oversight reviews and reports Assist new business officer and Private Bankers in developing and closing select… more
- SFB (Salem, MA)
- …source of referrals for new mortgage lending opportunities. A Mortgage Loan Officer 's network may consist of Real Estate professionals, Builders, professional ... strong business banking capabilities, an Insurance division, a Wealth Management & Trust organization and a Mortgage Company that has provided homeownership to… more
- United Nations (New York, NY)
- …comprise of global equities, fixed income, foreign exchange, private equity, real estate , infrastructure, private credit, timber and commodities. OIM's staff are all ... Team of OIM. The incumbent reports to the Senior Investment Officer , Private Equity/Private Credit Investments. Responsibilities Under the overall supervision of… more
- Bridges Trust Company (Omaha, NE)
- …with our values of trust , service, excellence, and performance. As a Senior Trust Officer , you are responsible for a unique blend of relationship building, ... trust administration, estate planning and wealth transfer planning expertise, to both secure new business and retain existing clients. Our ideal candidate will… more
- US Bank (Minneapolis, MN)
- …team of experts administering accounts where tasks are assigned based on complexity. Trust Officers will be accountable for servicing and retention of existing and ... the governing documents, state statutes and US Bank policies and procedures. Trust Officers must also maintain strong awareness of Wealth Management products and… more
- First Option Bank (Overland Park, KS)
- JOB SUMMARY: The Trust Officer will be responsible for managing and administering trust accounts within the trust department First Option Bank. This role ... record of managing fiduciary accounts. - In-depth knowledge of trust and estate planning, investment management, and relevant legal and regulatory requirements.… more
- New Home Star (Boise, ID)
- Job Title: Loan Officer - Builder Channel Specialist Company: New Home Mortgage (Powered by Rocket Pro + New Home Star) Job Type: Full-Time Location: Hybrid role; ... nationwide and Rocket Pro's cutting-edge tech, we're delivering speed, trust , and volume at a scale the industry hasn't...scale the industry hasn't seen before. As a Loan Officer , you'll hold the competitive edge others can't touch.… more
- First Horizon (Knoxville, TN)
- …Exhibits depth of knowledge of fiduciary duties and applicable laws, including trust and tax law, estate planning techniques, financial planning, asset ... at location listed in job posting. Summary : The First Horizon Trust Relationship Manager role manages complex wealth management client relationships and delivers… more
- Whittier Trust (Los Angeles, CA)
- …The position requires a working knowledge of legal documents encountered in trusts, estate planning and finance, including trust agreements, deeds, powers of ... Whittier Trust is the oldest privately owned multi-family office...closely with other company departments (tax, insurance, operations, real estate , investment, and foundations) regarding client matters. Effective communication… more
- TransPecos Banks (San Antonio, TX)
- Job Description Job Title : Private Banking & Business Development Officer This role is based out of our San Antonio office with hybrid flexibility. Summary : The ... Private Banking & Business Development Officer is responsible for developing, maintaining and expanding a diverse portfolio of deposit customers. They are… more
- Essential Utilities, Inc. (Bryn Mawr, PA)
- …Operations is a strategic leadership role reporting to the Chief Administrative Officer which oversees all aspects of supply chain, materials management, accounts ... an energized work environment, fostering an atmosphere that enables employee trust , collaboration and engagement. Inspire confidence and motivate others to perform… 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 for ... for estate tax purposes, it is the Estate Officer 's role to oversee the administration...Officer 's role to oversee the administration of the estate or terminating includable trust . Job Responsibilities:… more
- Wells Fargo (San Francisco, CA)
- …Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Estate Trust Officer - Senior Fiduciary Specialist in Estate ... deceased grantor trusts as an attorney or trust officer + Knowledge of complex estate planning strategies including tax strategies + Solid understanding of … more
- City National Bank (Beverly Hills, CA)
- …assets held within an administrative trust or probate. The Sr. Estate Settlement Officer facilitates family meetings, identifies, collects and values assets, ... *SR. ESTATE SETTLEMENT OFFICER * WHAT IS THE...organization *Additional Qualifications* * Minimum of 6-8 years personal trust / estate settlement/investment related experience * Completion of… more
- Wells Fargo (San Francisco, CA)
- …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
- Canandaigua National Bank & Trust (Pittsford, NY)
- Trust Officer I Canandaigua National Bank Location: Pittsford, NY What does a Trust Officer do? A Trust Officer at Canandaigua National Bank ... , guardianships, corporate trusts, and any other appropriate fiduciary capacity. The Trust Officer assumes responsibility for the administration and discharge of… more
- Bank of America (Chicago, IL)
- Estate Settlement Officer II (ESO II), Estate Settlement Services (ESS) Chicago, Illinois **To proceed with your application, you must be at least 18 years ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Chicago/ Estate -Settlement- Officer -II--ESO-II Estate -Settlement-Services--ESS-\_25013990) **Job Description:** At… more
- University of Southern California (Los Angeles, CA)
- …Real Estate Loan OfficerApply (https://usc.wd5.myworkdayjobs.com/ExternalUSCCareers/job/Los-Angeles-CA University-Park-Campus/Credit-Union-Real- Estate -Loan- ... USC Credit Union is seeking a dedicated and experiencedReal Estate Loan Officerto join our team. We located near...loans to Credit Union members. Originates first and second trust deed mortgage loans in accordance with investor requirements… more
- Raymond James Financial, Inc. (Memphis, TN)
- …exceed our clients' expectations. In some cases may be assigned to a more senior officer as an Associate Trust Officer / Trust Administrator during the ... through experience and/or formal training to administer basic-level personal trust , estate , and custody accounts. Fulfills the...a daily basis through the use of the administrative officer 's trial balance. . Instructs the assigned trust… more
