- City National Bank (New York, NY)
- * TRUST ADMINISTRATION OFFICER II* WHAT IS THE OPPORTUNITY? This is an entry level Personal Trust Officer position, responsible for administering ... Complete discretionary distribution requests. Submit formal requests to the Trust Officer for approval. * Coordinate set...required *Additional Qualifications* * 3+ years of experience in trust administration preferred * Strong written 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 + ... Description Alliance Trust Business Development OfficerThe Alliance Trust Business Development Officer (BDO) III role...an accredited university + 8 years of experience in Trust Sales or Trust Administration … more
- US Tech Solutions (Brooklyn, OH)
- …(with possible extension)** **About The Job (Job Brief):** + Provide trust administration support to enable Trust Officer (s) to effectively manage the ... level of client service. Provide sales support to the Trust Officer . **Essential job functions:** + Provide...other team members to ensure high quality and timely administration of assigned fiduciary accounts. + Keep current on… more
- Abbott (Abbott Park, IL)
- …expert on a variety of topics including but not limited to: grantor trust administration , officer appointments and retirements, proxy advisor modeling, ... officer goal setting/scoring and more + Manage the administration of Abbott's non-qualified deferred compensation plans **Required Qualifications** + Bachelor's… more
- Thrivent Financial (Appleton, WI)
- …they want today-and tomorrow. Job Summary The Senior Personal Trust Officer is responsible for the comprehensive administration of a high-volume portfolio ... administration . Beyond day-to-day account management, the Senior Personal Trust Officer proactively anticipates client needs, resolves complex issues,… more
- Raymond James Financial, Inc. (Columbus, GA)
- …exceed our clients' expectations. In some cases may be assigned to a more senior officer as an Associate Trust Officer / Trust Administrator during the ... a daily basis through the use of the administrative officer 's trial balance. . Instructs the assigned trust...**Knowledge, Skills, and Abilities:** **Knowledge of:** . Principles of trust administration and estate planning. **Skill in:**… more
- Access Dubuque (Dubuque, IA)
- Trust Officer **Fidelity Bank & Trust ** 1 Positions ID: 3306537 Posted On 05/29/2025 Refreshed On 08/30/2025 **Job Overview** **_Are you passionate about ... legacy?_** **_Do you thrive in a role that blends trust administration , relationship building, and business development?_**...& Trust Wealth Management team as a ** Trust Officer , in our Waverly branch** and… more
- JPMorgan Chase (Chicago, IL)
- …tax purposes, it is the Estate Officer 's role to oversee the administration of the estate or terminating includable trust . Job Responsibilities: * Analyze ... Job summary: As a Wealth Management Solutions. Trust & Estates- Estate Officer -...Estates Practice, you will be responsible for overseeing the administration of estates or terminating includable trusts. You will… more
- JPMorgan Chase (Palm Beach, FL)
- …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 Summary** As a ... Officer VP in Wealth Management Solutions, Trust & Estates, you will be an integral part...Global Trusts & Estates Practice. You will oversee the administration of trusts, analyze trust documents for… more
- Columbia Bank (Scottsdale, AZ)
- Trust Officer Wealth Management Henderson, Nevada Scottsdale, Arizona Phoenix, Arizona **Description** **About Us:** At Columbia, we create a great place to work ... for business. Together for better. **About the Role:** A Trust Officer is responsible for providing some...projects. + Provide in-house expertise on issues relating to trust administration . + Book new business and… more
- JPMorgan Chase (Rochester, NY)
- …upon their death through a provision in their will, it is the Trust Officer 's role to oversee the administration of the trust . Through collaboration, ... that knowledge to client specific planning exercises and account administration + Work with Tax Officers and trust...reading the fiduciary materials which are circulated to each Trust Officer , attending in-house and external seminars… more
- Eastern Bank (Manchester, NH)
- …**:** **Cambridge Trust - A Division of Eastern Bank is hiring a Senior Trust Officer in NH** In accordance with Bank's policies and procedures, as well as ... trust and estate matters. + Serves as a voting member of Trust Administration Committee (TAC) reviewing discretionary actions where Bank is serving as a… more
- City National Bank (Wilmington, DE)
- * TRUST OFFICER * WHAT IS THE OPPORTUNITY? This position supports RBC Delaware Trust by administering estate and personal trust accounts including ... the Bank, clients, and Co-Fiduciaries. * Gather/submit pertinent facts to the Trust Administration Committee regarding situations requiring the use of fiduciary… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Financial markets, products, financial advisory function, and investment process. + Directed Trust administration experience is desired. **Skill in** + IRA ... defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to...governance and personal and directed trust administration . + Strong interpersonal and leadership… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …* Interacts with beneficiaries, their advisors and Financial Advisors in the personal trust administration process. * May participate as a voting member of ... financial advisory function and investment process. **Skill in** : * Personal trust administration . * Strong interpersonal and leadership skills to provide… more
- JPMorgan Chase (New York, NY)
- …deposits. **Job Summary:** As a Settlement Officer VP in Wealth Management Solutions, Trust & Estates, you will oversee the administration of the trust . ... needed. **Required qualifications, capabilities and skills:** + Relevant years of trust administration or settlement experience with direct client interactions… more
- JPMorgan Chase (New York, NY)
- …with ability to apply that knowledge to post-mortem planning exercises and account administration . * Work with Tax Officers and trust counsel to resolve ... is appointed as corporate executor or trustee of a trust includable in the gross estate of the decedent...the fiduciary materials which are circulated to each Estate Officer , attending in-house and external seminars and taking required… more
- Hills Bank (Cedar Rapids, IA)
- …be responsible for retention and development of existing and new business opportunities, administration and retention of personal trust business and estate ... procedures and legal constraints with primary focus in the area of trust and estate administration and estate planning. + Assist with the preparation and filing… more
- Veterans Affairs, Veterans Health Administration (Houston, TX)
- Summary This position will serve as a Supervisory Police Officer - Lieutenant at the VA Medical Center in , ensuring a safe and secure environment across all VA ... and/or locations, if necessary. Position Description Title/PD#: Supervisory Police Officer /PD99828S Virtual: This is not a virtual position. Relocation/Recruitment… more
- M&T Bank (Wilmington, DE)
- …regularly with the client on all trust matters and responsible for overall trust administration management for complex trust relationships. + Assess and ... presentations, as requested, and serve as subject matter expert concerning trust administration . Represent the Bank in a professional and competent manner… more