- 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
- 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
- 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
- JPMorgan Chase (New York, NY)
- …JPMorgan consists of reading the fiduciary materials which are circulated to each Estate Officer , attending in-house and external seminars and taking required ... When JPMorgan is appointed as corporate executor or trustee of a trust includable in the gross estate of the decedent for estate tax purposes. JP Morgan… 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
- Bank of America (Wilmington, DE)
- Delaware Senior Trust Officer Wilmington, Delaware **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... a difference. Join us! **Job Description:** The Delaware Senior Trust Officer (Delaware STO) maintains a ...be expected to deepen his or her relationships through estate and financial planning. The Delaware STO works with… more
- Umpqua Bank (Phoenix, AZ)
- Trust Officer Wealth Management Henderson, Nevada...data processing system, as well as general principles of trust accounting and estate tax law. + ... for business. Together for better. **About the Role:** A Trust Officer is responsible for providing some...+ Good analytical abilities to recognize and solve clients' estate planning and investment issues. + Effective organizational and… more
- Robert Half Finance & Accounting (Reno, NV)
- …Katie Weigel with Robert Half Finance and Accounting is recruiting to fill a Trust Officer position in Reno, Nevada. This role is with a single-family ... trust company is located in Reno, NV. The Trust & Compliance Officer position is located...JD or CPA, is preferred. * Working knowledge of trust and agency account administration, including estate … more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …meetings, conference calls and seminar events. * Answers Financial Advisor inquiries regarding estate planning, trust services, estate taxes and other ... office equipment and ability to learn software applications including computer based trust accounting systems and other common estate planning software programs.… more
- Hills Bank (Cedar Rapids, IA)
- …of existing and new business opportunities, administration and retention of personal trust business and estate administration with the objective of profit ... supporting other Trust and Wealth Management Officers with trust and estate planning for their customers. ACCOUNTABILITIES: Account Administration: (80%) +… more
- Raymond James Financial, Inc. (Portsmouth, NH)
- …with supervisory interaction and support. + Answers general Financial Advisor inquiries regarding estate planning, trust services, estate taxes and other ... office equipment and ability to learn software applications including computer based trust accounting systems and other common estate planning software programs.… more
- Wells Fargo (Austin, TX)
- …Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Special Needs Trust Officer as part of Wealth and Investment Management. Working at Wells ... and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held asset management.… more
- Dunham & Associates Investment Counsel, Inc. (Reno, NV)
- TRUST INVESTMENT OFFICER Dunham Trust Company (DTC) provides comprehensive trust and fiduciary services including custodial accounts, wealth management, ... clients with additional offices in Las Vegas, Wyoming, and Colorado. Position Summary The Trust Investment Officer (TIO) plays a critical role within Dunham … 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
