- US Bank (Kansas City, MO)
- … laws, internal procedures, and risk tolerance. + Sophisticated knowledge of personal trust services. + Strong communication and collaboration skills across ... bank's fiduciary responsibilities. + Serve as a subject matter expert on trust and fiduciary matters. + Collaborate with Legal, Risk, and Business partners… more
- Wells Fargo (San Francisco, CA)
- …Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Estate Trust Officer - Senior Fiduciary Specialist in Estate Services as part ... further provides guidance on a variety of banking and fiduciary topics including investment management, general trust ...advice and wealth and asset management services, including: * Personal trust services. * Estate services. *… more
- Wells Fargo (Winston Salem, NC)
- …(IRA). **About this role:** Wells Fargo is seeking a Senior Trust Officer ( Senior Fiduciary Specialist) on the Personal Trust Market Service Team ... further provides guidance on a variety of banking and fiduciary topics including investment management, general trust ...advice and wealth and asset management services, including: * Personal trust services. * Estate services. *… more
- Wells Fargo (Minneapolis, MN)
- …Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Officer ( Senior Fiduciary Specialist) on the Estate Settlement Administration ... further provides guidance on a variety of banking and fiduciary topics including investment management, general trust ...advice and wealth and asset management services, including: * Personal trust services. * Estate services. *… more
- Wells Fargo (Minneapolis, MN)
- **About this role:** Wells Fargo is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Trust Client & Advisor Services as part of ... further provides guidance on a variety of banking and fiduciary topics including investment management, general trust ...advice and wealth and asset management services, including: * Personal trust services. * Estate services. *… more
- Wells Fargo (Palm Beach, FL)
- …and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * ... further provides guidance on a variety of banking and fiduciary topics including investment management, general trust ...(IRA). **About this role:** Wells Fargo is seeking a Senior Trust Associate Working at Wells Fargo… more
- Wells Fargo (Austin, TX)
- …and provide personalized advice and wealth and asset management services, including: * Personal trust services * Estate services * Philanthropic services * ... further provides guidance on a variety of banking and fiduciary topics including investment management, general trust ...(IRA) **About this role:** Wells Fargo is seeking a Senior Lead Fiduciary Specialist Working at Wells… more
- KeyBank (Pepper Pike, OH)
- …Blvd - Pepper Pike, Ohio 44124 ABOUT THE JOB (JOB BRIEF): Fulfills fiduciary responsibilities of KeyBank by providing expert trust administration and counsel ... retain and grow clients who require complex strategies to protect, grow and transition personal and family wealth. Actively manages trust and agency accounts, in… more
- KeyBank (Toledo, OH)
- **Location:** 300 Madison Avenue - Toledo, Ohio 43604 Fulfills fiduciary responsibilities of KeyBank by providing expert trust administration and counsel to ... retain and grow clients who require complex strategies to protect, grow and transition personal and family wealth. Actively manages trust and agency accounts, in… more
- TD Bank (Charlotte, NC)
- …such as Certified Fiduciary & Investment Risk Specialist (CFIRS) or Certified Trust and Fiduciary Advisor (CTFA).** + **Familiarity with Office of the ... bank subsidiary, a focus on securities investment management and fiduciary activities, state insurance regulatory requirements and securities regulatory requirements… more
- Comerica (Farmington Hills, MI)
- Job Description Trust Fiduciary Analyst SrThis role is... Analyst role will work with Relationship Managers and Trust Advisors in the Personal Trust ... Trust accounts. This Senior...to facilitate document gathering and obtain approvals, updating Comerica's trust accounting system to reflect accurate account information for… more
- Thrivent Financial (Appleton, WI)
- …client service while fulfilling fiduciary duties. As a trusted advisor, the Senior Personal Trust Officer builds lasting relationships with clients, ... the life they want today-and tomorrow. Job Summary The Senior Personal Trust Officer is...+ Stay current on developments in federal and state trust regulations, tax laws, fiduciary best practices… more
- M&T Bank (Washington, DC)
- **Overview:** Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary ... for complex trust relationships. + Assess and manage risk, exercise fiduciary discretion and judgment, and adhere to policies and procedures related to account… 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 ... make an impact. Join us! **Job Description:** The Delaware Senior Trust Officer (Delaware STO) maintains a...markets. Responsible for the Delaware STO book's management of fiduciary risks and trust policy adherence. Able… more
- Edward Jones (St. Louis, MO)
- …stakeholders, and external professionals including attorneys and CPAs. What You Will Do: The Senior Trust Consultant will serve as the key contact for Edward ... 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates...or financial services experience required + Knowledge of advanced fiduciary , gifting, trust management principles, estate planning… more
- UMB Bank (Rust, MI)
- …referrals for other bank products and services. + Ensures compliance with the Bank's fiduciary duties in the administration of estate, trust , IRA and custody ... investment plan that makes the most sense for their personal financial goals. The Wealth Management department is important...the company to have a diverse revenue stream. The Trust Advisor team is one part of the client… more
- Robert Half (Dallas, TX)
- …the Following? Demonstrated experience with : + Conducting risk-based audits of trust accounts, fiduciary activities, and internal controls to ensure compliance ... be a mentor, trainer, and coach to Consultants and Senior Consultants as you facilitate the successful completion of...the adequacy and effectiveness of internal controls related to trust operations and fiduciary risk management. +… more
- Wells Fargo (Winston Salem, NC)
- …that support the Trust Services business, including areas such as: + Personal Trust Administration + Estate and Legacy Services + Philanthropic and Special ... States' leading providers of financial and investment services. Within WIM, the ** Trust Services** team offers personalized advice and fiduciary services to… more
- Raymond James Financial, Inc. (Columbus, GA)
- …and skills obtained through experience and/or formal training to administer basic-level personal trust , estate, and custody accounts. Fulfills the duties of ... Raymond James Trust (RJT) as a fiduciary or custodian in...In some cases may be assigned to a more senior officer as an Associate Trust Officer/ Trust… more
- City National Bank (Las Vegas, NV)
- …management sales related issues, processes and activities. * Develop and retain personal trust and investment management business by maintaining professional and ... * Review and recommend acceptance or rejection of potential fiduciary responsibilities for the offices assigned. Analyze trust...been created and are implemented. * Manage the assigned Personal Trust staff in the assigned regions/offices.… more