- City National Bank (Wilmington, DE)
- … ADMINISTRATION OFFICER II* WHAT IS THE OPPORTUNITY? This is an entry level Personal Trust Officer position, responsible for administering personal ... and Co-Fiduciaries. * Complete discretionary distribution requests. Submit formal requests to the Trust Officer for approval. * Coordinate set up, tracking, and… more
- Comerica (Palo Alto, CA)
- …account paperwork and effectively hand off the relationship to a Comerica Personal Trust Officer for administration. Qualifications Position Qualifications ... Companies and America's Greenest Companies Position Responsibilities: Develop current fee personal trust business through Comerica's various strategic alliance… more
- Canandaigua National Bank & Trust (Pittsford, NY)
- Trust Officer I Canandaigua National Bank... Officer at Canandaigua National Bank provides complete trust services to include estates, personal ... Location: Pittsford, NY What does a Trust Officer do? A ...with complete trust services to include estates, personal trust , guardianships, corporate trusts, and any… 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 ... a difference. Join us! **Job Description:** The Delaware Senior Trust Officer (Delaware STO) maintains a ...Bank's Tax Team, various fund managers, and the clients' personal tax preparers to ensure information is shared with… more
- Raymond James Financial, Inc. (Memphis, TN)
- …and skills obtained through experience and/or formal training to administer basic-level personal trust , estate, and custody accounts. Fulfills the duties of ... some cases may be assigned to a more senior officer as an Associate Trust Officer...technical abilities for the purposes of monitoring and administering personal trusts. This includes the use of trust… more
- Umpqua Bank (Phoenix, AZ)
- Trust Officer Wealth Management Henderson, Nevada Scottsdale, Arizona Phoenix, Arizona **Description** **About Us:** At Umpqua, we create a great place to work ... for business. Together for better. **About the Role:** A Trust Officer is responsible for providing some...corporate culture in all actions and words. + Takes personal initiative and is a positive example for others… more
- Bank of America (Jacksonville, FL)
- Trust Officer II (TO II) Jacksonville, Florida...- Trust Officers focus on serving the personal trust and fiduciary needs of affluent clients ... to learn, grow, and make an impact. Join us! ** Trust Officer II (TO II), Private Banking,... specific work experience with proven success in a personal trust role is required. + Solid… more
- JPMorgan Chase (Chicago, IL)
- Job summary: As a Wealth Management Solutions. Trust & Estates- Estate Officer - VP within the Global Trusts & Estates Practice, you will be responsible for ... of estates or terminating includable trusts. You will analyze Wills and trust documents, make recommendations, oversee investment decisions, work with Tax Officers… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and skills obtained through experience and 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. * Participates as a voting member of… more
- JPMorgan Chase (Rochester, NY)
- …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 . Through ... Officers devote a significant amount of time to personal development and training + Training at JPMorgan consists...reading the fiduciary materials which are circulated to each Trust Officer , attending in-house and external seminars… 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
- Wells Fargo (Purchase, NY)
- …and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * ... role:** Wells Fargo is seeking a Senior Special Needs Trust Officer as part of Wealth and...Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide… more
- JPMorgan Chase (New York, NY)
- …and individuals. When JPMorgan is appointed as corporate executor or trustee of a trust includable in the gross estate of the decedent for estate tax purposes. JP ... and we have been specifically recognized for our succession planning, advice and trust services. **Job Responsibilities:** * Analyze Wills and trust documents… more
- JPMorgan Chase (New York, NY)
- …trusts and estates, loans, mortgages and deposits. **Job Summary:** As a Settlement Officer VP in Wealth Management Solutions, Trust & Estates, you will ... judgment + Client Servicing - client knowledge, gains the trust and confidence of clients + Teamwork/ Personal ...the trust and confidence of clients + Teamwork/ Personal Effectiveness - clear and concise communication, time management,… 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 ... defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to...experience is desired. **Skill in** + IRA governance and personal and directed trust administration. + Strong… more
- Canandaigua National Bank & Trust (Syracuse, NY)
- Business Banking Officer II Canandaigua National Bank & Trust Location: Syracuse, NY What does a Business Banking Officer at CNB do? A Business Banking ... Offices to identify opportunities to grow and retain business. The Business Banking Officer will be assigned a group of branches within the CNB footprint and… more
- Hills Bank (Cedar Rapids, IA)
- …development of existing and new business opportunities, administration and retention of personal trust business and estate administration with the objective of ... Doctorate of Law degree (JD) required + Experience with direct client-facing personal banking, wealth management, trust or estate account administration… more
- Wells Fargo (Minneapolis, MN)
- …and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * ... begins with outstanding talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to… more
- M&T Bank (Vero Beach, FL)
- …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
- M&T Bank (Wilmington, DE)
- …relationships. **Primary Responsibilities:** + Administer assigned book of client trust accounts through demonstrated proficiency and sound judgment in exercising ... discretion. + Serve as primary point of contact for the client on the trust account relationship, communicate regularly with the client on all trust matters… more