- Fidelity TalentSource LLC (Greenville, DE)
- …RoleDue to growth in our business, Fidelity Personal Trust Company seeks a Senior Trust Officer !This role is an integral member of the Personal Trust ... trust relationships. With the help of a dedicated Trust Administrator, the Senior Trust Officer...administration with 12+ years overall work experienceSolid knowledge of trust and estate law, personal and … more
- WSFS Bank (Great Neck, NY)
- …than part of our name, it's our mission and our purposeThe Mortgage Loan Officer will market and originate reverse mortgage loans, many of which involve servicing ... individuals as well as professional organizationsThe Reverse Mortgage Loan Officer will provide service to customers and prospective customers...informed of trends and developments in the local real estate market, as well as the changing rules and… more
- Community Hospital Corporation (Plano, TX)
- …practices; oversees and directs treasury, budgeting, audit, tax, purchasing, real estate and insurance.The CFO develops and implements policies and procedures to ... at all levels inside the hospital and corporation. Builds rapport and trust with team through frequent/timely communication. Develops and maintains effective medical… more
- JPMorgan Chase (Rochester, NY)
- The Global Trusts & Estates Practice is an integral...through a provision in his will, it is the Trust Officer 's role to oversee the administration of ... corporate fiduciary for families, it is important that our Trusts and Estates services are delivered by...reading the fiduciary materials which are circulated to each Trust Officer , attending in-house and external seminars… more
- JPMorgan Chase (Newark, DE)
- …team discussions and strategy around structuring, pricing and closing trust and estate services including: estates , family trusts , charitable trusts , ... The Global Trusts & Estates Practice is an...meet the needs of the beneficiaries. + Assist the Trust Officer to maintain current information on… more
- Bank of America (Houston, TX)
- Estate Settlement Officer III Dallas, Texas;Houston, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... Accountable for managing and settling the larger, more complex estate and/or terminating trusts that require a...+ Accountable for managing the larger, more complex probate estates and deceased grantor trusts that require… more
- Bankers Trust (Des Moines, IA)
- Senior Trust Officer Location Des Moines, IA # of openings 1 Apply Now ... of the Business Record. Job Summary: The Senior Fiduciary Trust Officer is responsible for administration and...a concentration and focus on specialty fiduciary services, including trust and estate administration, in serving some… more
- Raymond James Financial, Inc. (Columbus, GA)
- …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
- Raymond James Financial, Inc. (New York, NY)
- …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
- Citizens (Philadelphia, PA)
- Description The Senior Trust Officer (STO) is responsible for advising high net worth clients on their trust and estate administration needs and ... trust to ensure best practices are met. Proactively perform daily trust officer administration responsibilities and consistently deliver a quality CCPW… more
- Dunham & Associates Investment Counsel, Inc. (Denver, CO)
- TRUST OFFICER An Opportunity to Craft Your...managing financial risk; + Execute the terms of any estate plan or document in which Dunham Trust ... Colorado, and Las Vegas, built on our commitment to excellence. The Opportunity As a Trust Officer in our upcoming Cheyenne, Wyoming office, you will be part of… more
- Bank of America (Boston, MA)
- Senior Trust Officer Boston, Massachusetts **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through ... make a difference. Join us! **Job Summary:** The Senior Trust Officer maintains a book of fiduciary...and identify issues / new business opportunities, and provide trust , estate , and wealth transfer planning advice… 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
- M&T Bank (Buffalo, NY)
- …and maintain current knowledge of regulatory requirements and Federal and state law concerning trust and estates , as well as industry standards and practices. + ... relationships. **Primary Responsibilities:** + Administer assigned book of client trust accounts through demonstrated proficiency and sound judgment in exercising… 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 the ... with wealth planning needs, and managing risk. This Senior Trust Officer (STO) position focuses on serving...competencies** **:** + Technical expertise in the areas of trust administration, fiduciary law, and estate and… more
- Enterprise Bank & Trust (St. Louis, MO)
- …personal banking services, and wealth management services including financial planning, estate planning, investment management and trust services to businesses, ... **Enterprise Bank & Trust was founded in the spirit of entrepreneurship...there's no stopping you!** **Job Title:** Community Mortgage Loan Officer (Hybrid Eligible: MO) **Job Description:** **Summary:** This position… more
- Fifth Third Bank, NA (Oak Brook, IL)
- …risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: Client Service + Support the Estate Officer in all aspects of estate administration including ... governing estate relationships. Primary responsibility for the estate team's interface with the trust accounting...clients via email and phone. + Partner with the Estate Officer to retain client base by… more
- Bank of America (Atlanta, GA)
- Trust Officer II Atlanta, Georgia **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the ... relationships and identify issues / new business opportunities, and provide trust , estate , and wealth transfer planning advice + Proactively engage other… more
- MassMutual (Windsor, CT)
- **The Opportunity** As a ** Trust Officer ** for the MassMutual Trust Company, you will be responsible for administering a diverse book of trust and ... passion for learning, leadership traits, resilience, and self-awareness. **The Team** **MassMutual Trust Company** , FSB is a Federally Chartered Savings Bank and a… more
- Enterprise Bank & Trust (Los Angeles, CA)
- …personal banking services, and wealth management services including financial planning, estate planning, investment management and trust services to businesses, ... **Enterprise Bank & Trust was founded in the spirit of entrepreneurship...Together, there's no stopping you.** SVP, SBA Business Development Officer **Job Description** **Summary:** The SBA Business Development … more
