- Bank of America (Wilmington, DE)
- Delaware Senior Trust Officer Wilmington, Delaware **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... along with the power to make a difference. Join us! **Job Description:** The Delaware Senior Trust Officer (Delaware STO) maintains a trust book and is a… more
- Charles Schwab (Henderson, NV)
- …assigned accounts. + Participate in special projects as needed. + Provide support to the Senior Trust Officer and Director. + Provide training and support to ... this role to work on site in the specified locations. The Trust Officer is responsible for developing and maintaining relationships with registered investment… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …services that exceed our clients' expectations. In some cases may be assigned to a more senior officer as an Associate Trust Officer / Trust ... on a daily basis through the use of the administrative officer 's trial balance. . Instructs the assigned trust administrators of those actions to be taken in the… more
- Wells Fargo (Winston Salem, NC)
- …* Managed Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Officer ( Senior Fiduciary Specialist) on the ... talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products...based on needs related to banking, custom lending, and trust services. These bank specialists leverage resources, valuable research,… more
- Bank of America (Atlanta, GA)
- Senior Trust Officer Atlanta, Georgia **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through ... include overseeing the administration and business development of complex investment management and trust accounts and working with team members to assure trust … more
- Bank of America (Chicago, IL)
- Senior Trust Officer Chicago, Illinois **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through ... include overseeing the administration and business development of complex investment management and trust accounts and working with team members to assure trust … more
- Bank of America (New York, NY)
- Senior Trust Officer New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... include overseeing the administration and business development of complex investment management and trust accounts and working with team members to assure trust … more
- Bank of America (Chicago, IL)
- Senior Trust Officer Chicago, Illinois **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through ... include overseeing the administration and business development of complex investment management and trust accounts and working with team members to assure trust … more
- City National Bank (Wilmington, DE)
- *TEAM LEADER TRUST OFFICER NEW BUSINESS* WHAT IS THE OPPORTUNITY? Manage the day-to-day activities of the New Business TeamPartner with Business Development to ... resulting in issue free filesProvide a smooth file handoff with Trust AdministrationManage ongoing advisor relationships and maintain exemplary service levels Ensure… more
- KeyBank (Syracuse, NY)
- …66 South Pearl Street - Albany, New York 12207-1501 Fiduciary Expertise and Trust Administration + Knowledge of and demonstrates capability to meet with clients of ... high net worth + Administers complex trust (ex: Special/Supplemental Needs Trust , Private Foundations, Scholarship Trusts, Trust Under Agreement, Trust … more
- Raymond James Financial, Inc. (FL)
- …skills obtained through experience, specialized training or certification to administer personal trust accounts. Leads others as well as work or projects of broad ... scope and complexity. Resolves complex problems. Regular contact with senior management and other internal customers is required to identify, research, and resolve… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …skills obtained through experience, specialized training or certification to administer personal trust accounts. Leads defined work or projects of broad scope and ... Resolves or recommends solutions to complex problems. Regular contact with senior management and other internal customers is required to identify, research,… more
- US Bank (Minneapolis, MN)
- …degree, or equivalent work experience + Eight 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** + Advanced knowledge of estate settlement, income,… more
- Wells Fargo (Winston Salem, NC)
- …begins with outstanding talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to ... based on needs related to banking, custom lending, and trust services. These bank specialists leverage resources, valuable research,...(IRA) **About this role:** Wells Fargo is seeking a Senior Fiduciary Specialist Working at Wells Fargo | Jobs… more
- M&T Bank (Wilmington, DE)
- …Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** + Apply deep ... experience and technical understanding to the administration and oversight of complex trust relationships within an assigned book of client trust accounts… more
- Wells Fargo (Minneapolis, MN)
- …begins with outstanding talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to ... based on needs related to banking, custom lending, and trust services. These bank specialists leverage resources, valuable research,...(IRA). **About this role:** Wells Fargo is seeking a Senior Fiduciary Specialist Working at Wells Fargo | Jobs… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Job Description** **Job Summary:** Under limited direction from a senior level manager, uses specialized knowledge and skills obtained through experience, ... manage prudent investment of fiduciary and other discretionary assets held in Trust accounts while working in concert with Financial Advisors. Leads defined… more
- Wells Fargo (Charlotte, NC)
- …in administering complex special needs trust accounts as an attorney or trust officer ; expert knowledge of complex estate planning techniques and fiduciary ... **About this role:** Wells Fargo is seeking a Senior Lead Trust Advisor - Special Needs Trust ( Senior Lead Fiduciary Advisory Specialist (LO))… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …to develop and execute comprehensive investment strategies that align with the trust company's goals, overseeing the management of client trust portfolios, ... **Strategy, Compliance and Risk Management** + Create and implement an attractive trust investment platform that allows advisors to maintain deep and meaningful… more
- City National Bank (Beverly Hills, CA)
- * SR . ESTATE SETTLEMENT OFFICER * WHAT IS...within an administrative trust or probate. The Sr . Estate Settlement Officer facilitates family meetings, ... estate revenue by developing and maintaining partnerships with internal Trust Team, Private Bankers, and through referrals from other...Degree or equivalent * 6 years of experience in trust administration * 6 years of experience in a… more