- Banco Popular Puerto Rico (San Juan, PR)
- Date: Nov 21, 2025 Location: San Juan, PR Company: Popular Workplace Type: Hybrid Trust Account Officer Job Type Full Time - Exempt General Description ... Manage the accounting for the assigned retirement plans. Maintain strong client relationships and oversee plan's day-to-day plan activities to ensure excellent service. Essential Duties and Responsibilities * Manage assigned plans in accordance with customer… more
- City National Bank (Wilmington, DE)
- … OFFICER II* WHAT IS THE OPPORTUNITY? This is an entry level Personal Trust Officer position, responsible for administering personal trust accounts such ... and Co-Fiduciaries. * Complete discretionary distribution requests. Submit formal requests to the Trust Officer for approval. * Coordinate set up, tracking, and… more
- Columbia Bank (Henderson, NV)
- Trust Officer Wealth Management Henderson, Nevada **Description** **About Us:** At Columbia, we create a great place to work by offering a unique brand of ... for business. Together for better. **About the Role:** A Trust Officer is responsible for providing some...+ Administer accounts in a satisfactory manner, including maintaining account files. + Assist clients in achieving planned goals… more
- JPMorgan Chase (Newark, DE)
- …their lifetime or upon their death through a provision in their will, it is the Trust Officer 's role to oversee the administration of the trust . **Job ... Officer VP in Wealth Management Solutions, Trust & Estates, you will be an integral part...apply that knowledge to client specific planning exercises and account administration Preferred Qualifications, Skills and Capabilities + MBA… more
- Wells Fargo (Philadelphia, PA)
- …Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Officer (Senior Fiduciary Specialist) on the Personal Trust ... talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products...policies and procedures including, but not limited to, distributions, account maintenance, account opening and closing, KYC… more
- City National Bank (Wilmington, DE)
- * TRUST OFFICER * *WHAT IS THE OPPORTUNITY?* Administer estate and personal trust accounts including testamentary and intervivos trusts, Charitable Trusts, ... Foundations, Special Needs Trusts, and other Agency accounts. Perform initial legal and trust administration review of all potential new trust or investment… more
- City National Bank (Las Vegas, NV)
- * TRUST OFFICER * WHAT IS THE OPPORTUNITY? This position supports City National Trust and Estates by administering estate and personal trust accounts ... Interact with and provide guidance to Real Property Managers, CPAs and Trust Counsel, Portfolio Managers, Financial Advisors, Investment Advisors, and other bank… more
- M&T Bank (Falls Church, VA)
- …discretion. + Serve as the primary point of contact for the client on the trust account relationship, communicate regularly with the client on all trust ... process including reviewing all critical forms and documents, and ensuring proper trust funding, account opening with correct coding regarding statements,… more
- Enterprise Bank & Trust (St. Louis, MO)
- **Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that ... **Together, there's no stopping you!** **Job Title:** Client Service Officer **Job Description:** **Summary:** Receive and resolve inbound customer calls… more
- First International Bank and Trust (Watford City, ND)
- Commercial Loan Officer Department: Commercial Sales Location: Watford City, ND PT/FT/Temporary : Full Time START YOUR APPLICATION ... (https://apply.hrmdirect.com/resumedirect/ApplyOnline/Apply.aspx?req\_id=3522379&source=3522379-CJB-0) First International Bank and Trust is a family-owned community bank and one of… more
- JPMorgan Chase (Dallas, TX)
- …the Trust Administrative Officer works under the supervision of the Trust Officer in the administration of the accounts. The Trust Administrative ... skills to provide leverage and back-up coverage for the Trust Officer with whom the Trust...follows:** Technical and Risk Management + Work with the Account Opening Group to open trust accounts… more
- US Tech Solutions (Brooklyn, OH)
- …The Job (Job Brief):** + Provide trust administration support to enable Trust Officer (s) to effectively manage the administration of fiduciary accounts while ... level of client service. Provide sales support to the Trust Officer . **Essential job functions:** + Provide...accounts over a period of time based on the account 's needs and trends, working closely with the Investment… more
- JPMorgan Chase (Chicago, IL)
- …our Trusts and Estates services. You will work under the supervision of the Trust Officer in the administration of accounts, ensuring the proper set-up of ... for families. Job Responsibilities : + Work with the Account Opening Group to open estate or trust... counsel to resolve tax issues + Assist the Trust Officer to maintain current information on… more
- Edward Jones (St. Louis, MO)
- …and external professionals including attorneys and CPAs. **What You Will Do:** The Trust Officer is responsible for the management of trusts, estates and ... powers of attorney and all contracts relating to the account relationship), Edward Jones Trust Company guidelines, and federal and state fiduciary standards +… more
- M&T Bank (Wilmington, DE)
- …delivery and expand client relationships + Serve as a support associate to assigned Trust Officer (s) as required. + Core Training - Participate in ten weeks ... leadership team with various ad hoc projects related to account administration + Maintain a thorough knowledge of various...and Trust administration while working as a Trust Officer Associate, supporting Trust … more
- Bank OZK (Atlanta, GA)
- … relationships and assists in the development of retirement planning and corporate trust account new business. Essential Job Functions + Develops leads and ... plan in conjunction with the Managing Director, Chief Development Officer , Investment Advisors, and other Trust officers in leadership roles. + Assists Trust … more
- CalSTRS (Sacramento, CA)
- Job Posting: Investment Officer III, Inflation Sensitive State Teachers' Retirement System JC-491820 - Investment Officer III, Inflation Sensitive INVESTMENT ... Investments Branch is seeking an experienced individual to work as an Investment Officer III (IO III) on the Inflation Sensitive team. The Inflation Sensitive Unit… more
- CalSTRS (Sacramento, CA)
- Job Posting: Investment Officer I, Global Equity State Teachers' Retirement System JC-497606 - Investment Officer I, Global Equity INVESTMENT OFFICER I, ... The CalSTRS Investments Branch is seeking an experienced individual to work asan Investment Officer I (IO I) on the Global Equity team. Global Equity is the largest… more
- Edward Jones (Tempe, AZ)
- …charitable organizations, and private foundations. **What You Will Do:** The Senior Trust Tax Officer is responsible for fiduciary tax return preparation, ... track to meet their financial goals. The Edward Jones Trust Company provides a full range of trust...a 401k retirement plan, and tax-advantaged accounts: health savings account , and flexible spending account . Edward Jones… more
- Sacramento County (Sacramento, CA)
- Supervising Child Support Officer Print (https://www.governmentjobs.com/careers/sacramento/jobs/newprint/5127600) Apply Supervising Child Support Officer ... on: 11/21/25 and 12/5/25 (final) Under direction, the Supervising Child Support Officer supervises, assigns, reviews, and participates in the work of staff… more