- Thrivent Financial (Appleton, WI)
- …that will help them live the life they want today-and tomorrow. Job Summary The Senior Personal Trust Officer is responsible for the comprehensive ... client service while fulfilling fiduciary duties. As a trusted advisor, the Senior Personal Trust Officer builds lasting relationships with clients,… 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)...Bank's Tax Team, various fund managers, and the clients' personal tax preparers to ensure information is shared with… more
- Wells Fargo (San Francisco, CA)
- …* Managed Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Estate Trust Officer - Senior Fiduciary Specialist ... advice and wealth and asset management services, including: * Personal trust services. * Estate services. *...estates and deceased grantor trusts as an attorney or trust officer + Knowledge of complex estate… more
- Wells Fargo (Winston Salem, NC)
- …this role:** Wells Fargo is seeking a Senior Trust Officer ( Senior Fiduciary Specialist) on the Personal Trust Market Service Team in Trust ... personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held… more
- Wells Fargo (Minneapolis, MN)
- …* Managed Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Officer ( Senior Fiduciary Specialist) on the ... personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held… more
- M&T Bank (Washington, DC)
- …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
- 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 ... and skills obtained through experience and/or formal training to administer basic-level personal trust , estate, and custody accounts. Fulfills the duties of… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and skills obtained through experience, specialized training or certification to administer personal trust accounts. Leads defined work or projects of broad ... changes. * Interacts with beneficiaries, their advisors and Financial Advisors in the personal trust administration process. * May participate as a voting member… 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 ... establishes and maintains effective relationships with and gains their trust and respect. + **Detail Oriented:** Analyzes and interprets...on job-related factors such as level of experience. The Senior Service Officer position is eligible to… more
- Raymond James Financial, Inc. (Portsmouth, NH)
- …Experience Requirements** + Bachelor's Degree (BA) and a minimum of four (4) years of personal trust and IRA administration experience + OR ~ + Any equivalent ... or recommends solutions to complex problems. Regular contact with senior management and other internal customers is required to...experience is desired. **Skill in** + IRA governance and personal and directed trust administration. + Strong… more
- CACI International (Herndon, VA)
- Senior Specialized Administrative Support Officer Job Category: Administration Time Type: Full time Minimum Clearance Required to Start: TS/SCI with Polygraph ... of Travel: Local * * * **The Opportunity** The Senior Specialized Administrative Support Officer will provide...ensure the safety of our nation. **An environment of trust .** CACI values the unique contributions that every employee… more
- JPMorgan Chase (New York, NY)
- As the Managing Director, Senior Credit Strategy Officer , Chase Auto, you will report directly to the CFO of Auto and responsible for building, managing and ... with internal teams to balance risk and growth. The Senior Credit Strategy Officer will also provide...development and negotiating skills; ability to earn respect and trust among internal and external business partners and team… 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
- Bloomberg (New York, NY)
- Senior Compliance Officer - Data Privacy...a phenomenal opportunity help the firm to protect the personal data of its users, clients, employees and other ... requirements as well as local laws and regulations. **We'll Trust You To:** * Support the implementation of the...and support functions to conduct analyses of the key personal data processing of their areas, including documentation of… more
- CalSTRS (Sacramento, CA)
- …of the Senior Portfolio Manager, Total Fund Management, the Investment Officer II is responsible for quantitative modeling, analysis, and support for balance ... Job Posting: Investment Officer II, Total Fund Management State Teachers' Retirement...was established in July 2024. TFM works with the senior management team and asset classes, incorporates pacing and… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …via letters, phone, e-mail, or personal interaction. o Support the Trust Officer to administer multigenerational trusts, often with discretionary income and ... 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
- Atlantic Health System (Hackettstown, NJ)
- …As a critical member of the executive leadership team, the Chief Nursing Officer (CNO) reports directly to the President of Hackettstown and Newton Medical Center ... while he/she will work closely with the Hackettstown and Newton Medical Center, senior leadership, physician leaders, as well as leaders across the Atlantic Health… more
- Corewell Health (Grand Rapids, MI)
- Job Summary - Senior Vice President, Chief Compliance and Privacy Officer Corewell Health is seeking a strategic , experienced and solution-oriented leader to ... serve as Senior Vice President, Chief Compliance and Privacy ...an effective compliance program within the organization by fostering trust , enhancing communication, and promoting a culture of compliance.… 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...making it an ideal place for both professional and personal growth. Key industries in this region include manufacturing,… more
- Banc of California (Durham, NC)
- …information security trends within the financial industry. + High level of personal integrity, the ability to professionally handle confidential matters, and project ... and maturity. + Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept… more