- Wells Fargo (San Francisco, CA)
- …* Managed Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Estate Trust Officer - Senior Fiduciary ... deceased grantor trusts as an attorney or trust officer + Knowledge of complex estate planning strategies including tax strategies + Solid understanding of … more
- Wells Fargo (Minneapolis, MN)
- …role:** Wells Fargo is seeking a Senior Trust Officer ( Senior Fiduciary Specialist) on the Estate Settlement Administration Team in Trust Client ... and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held asset management.… more
- Thrivent Financial (Appleton, WI)
- …will help them live the life they want today-and tomorrow. Job Summary The Senior Personal Trust Officer is responsible for the comprehensive administration ... while fulfilling fiduciary duties. As a trusted advisor, the Senior Personal Trust Officer builds...development. Success in this position requires deep expertise in estate planning, trust documents, account agreements, investment… 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 ... make an impact. Join us! **Job Description:** The Delaware Senior Trust Officer (Delaware STO)...be expected to deepen his or her relationships through estate and financial planning. The Delaware STO works with… 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 ... and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held asset management.… more
- US Bank (Seattle, WA)
- …degree, or equivalent work experience + 10 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:** + Considerable knowledge of estate settlement,… more
- Raymond James Financial, Inc. (Columbus, GA)
- …services that exceed our clients' expectations. In some cases may be assigned to a more senior officer as an Associate Trust Officer / Trust ... 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
- KeyBank (Brooklyn, OH)
- …may be filled at different salary grade levels depending on requirements.** ** Senior Service Officer Job Description:** **JOB BRIEF (PURPOSE)** Responsible for ... closing functions required for credit products offered by Real Estate Capital, primarily the Community Development Lending and Investment...on job-related factors such as level of experience. The Senior Service Officer position is eligible to… 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
- 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
- CACI International (Alexandria, VA)
- Senior IT Administrator and Action Officer Job Category: Consulting Time Type: Full time Minimum Clearance Required to Start: Secret Employee Type: Regular ... (CIO) is searching for a Policy Analyst with experience dealing with Senior Government Officials within DoD CIO, Joint Staff, Military Services, Combatant Commands,… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …clients via letters, phone, e-mail, or personal interaction. o Support the Trust Officer to administer multigenerational trusts, often with discretionary income ... responsible and complex nature for a centralized group of Trust , Account and Investment officers, including Senior ...members, while managing financial risk o Partner with the Trust , Account and Investment Officer to retain… more
- Banc of California (Durham, NC)
- …and maturity. + Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept ... Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), Bank Secrecy… more
- Access Dubuque (Dubuque, IA)
- President & Chief Executive Officer **Greater Dubuque Development Corporation** 1 Positions ID: 80989 Posted On 09/08/2025 **Job Overview** Greater Dubuque ... leader to become its next President & Chief Executive Officer ("CEO"). The new CEO will work closely with...chamber of commerce; service as the #2 or another senior -level executive within an organization as noted above; a… more
- City and County of San Francisco (San Francisco, CA)
- …is dedicated to securing, protecting, and prudently investing the pension trust assets, administering mandated benefits programs, and providing promised benefits to ... Examination process and shall serve at the discretion of the Appointing Officer . What We're Looking For SFERS seeks an experienced investment professional for… more
- Auburn University (Auburn, AL)
- …**Requisition Number** S4626P **Home Org Name** Planned Giving **Division Name** Senior VP, Advancement **Position Title** Planned Giving Officer **Job ... Summary** **Auburn Advancement is excited to begin the search for a Planned Giving Officer to join our philanthropy team!** In this position, you will work closely… more
- Neuberger Berman (New York, NY)
- …and concerns regarding any documents governing client accounts and address them with senior trust company officers if necessary. + Implement asset allocation ... **Qualifications:** + Undergraduate degree required. + 5 plus years of hands-on trust and estate administration experience preferably at a bank or trust … more
- Education First FCU (Beaumont, TX)
- …and staff, whether directly, or through the support of others. The Mortgage Loan Officer 's role is to provide information on credit union products and services to ... and State rules and regulations. Mortgage Loan Officers interview applicants for real- estate loans as well as prepare, analyze, process and document all required… more
- Wells Fargo (Chicago, IL)
- …complex special needs trust accounts as an attorney or trust officer ; expert knowledge of complex estate planning techniques and fiduciary laws; in-depth ... **About this role:** Wells Fargo is seeking a Senior Lead Trust Advisor - Special...be responsible for the review and implementation of complex estate planning documents, identifying problems and issues to mitigate… more
- Commerce Bank (Kansas City, MO)
- …management activities of a team/region within the Commerce footprint + Work with senior trust management to develop strategy for the achievement of financial ... relevant experience, skills, and competencies.) For more than a century, Commerce Trust has been a leading provider of wealth management services including financial… more