- Wells Fargo (Minneapolis, MN)
- …experience in administering estates and deceased grantor trusts as an attorney or trust officer + Knowledge of complex estate planning strategies including tax ... this role:** Wells Fargo is seeking a Senior Lead Fiduciary Advisory Specialist Working at Wells Fargo...+ Ability to read, interpret and explain will and trust documents, probate laws, and tax provisions + JD,… more
- City National Bank (Newark, DE)
- ** Trust Officer II - Custody and Retirement Services (WEALTH SERVICES - RETIREMENT SPECIALIST )** **WHAT IS THE OPPORTUNITY?** This position is responsible ... of defined benefit and defined contribution plans, ESOPs, other employee benefit trust , agency and Individual Retirement Accounts (IRA's). This position ensures that… more
- Bank of America (Dallas, TX)
- …Associate (TSA) is a specialist role that has primary responsibility for assisting the Senior Trust Officer and Trust Officer in all phases of ... delivery of trust services through the appropriate channels within the Fiduciary Services and/or Trust Operations groups. Additionally, TAs will seek out… more
- Edward Jones (St. Louis, MO)
- …monitoring, risk mitigation and sale of unique assets in partnership with the Trust Officer , Portfolio Manager, and/or third parties. + Conducting periodic asset ... + Significant experience managing vendor relationships and accompanying SLAs. + Knowledge of fiduciary principles and basic ability to interpret trust and other… more