- Canandaigua National Bank & Trust (Pittsford, NY)
- Trust Officer I Canandaigua National Bank Location: Pittsford, NY What does a Trust Officer do? A Trust Officer at Canandaigua National Bank ... , guardianships, corporate trusts, and any other appropriate fiduciary capacity. The Trust Officer assumes responsibility for the administration and discharge of… 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 ... with the power to make a difference. Join us! **Job Description:** The Delaware Senior Trust Officer (Delaware STO) maintains a trust book and is a seasoned … more
- Access Dubuque (Dubuque, IA)
- Trust Officer **Fidelity Bank & Trust ** 1 Positions ID: 3306537 Posted On 05/29/2025 Refreshed On 07/30/2025 **Job Overview** **_Are you passionate about ... Join our growing Fidelity Bank & Trust Wealth Management team as a ** Trust Officer , in our Waverly branch** and play a vital role in managing and growing our… more
- Raymond James Financial, Inc. (Memphis, TN)
- …exceed our clients' expectations. In some cases may be assigned to a more senior officer as an Associate Trust Officer / Trust Administrator during the ... on a daily basis through the use of the administrative officer 's trial balance. . Instructs the assigned trust administrators of those actions to be taken in the… 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 ... people. Together for business. Together for better. **About the Role:** A Trust Officer is responsible for providing some new business for the company through… more
- Bank of America (Jacksonville, FL)
- Trust Officer II (TO II) Jacksonville, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... career with opportunities to learn, grow, and make an impact. Join us! ** Trust Officer II (TO II), Private Banking, Jacksonville, FL** - Trust Officers… 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...Practice. You will oversee the administration of trusts, analyze trust documents for legal, tax, administrative and investment issues,… 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 ... of reading the fiduciary materials which are circulated to each Trust Officer , attending in-house and external seminars and taking required Proficiency Training… more
- Wells Fargo (Purchase, NY)
- …Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Special Needs Trust Officer as part of Wealth and Investment Management. Working at Wells ... talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products...based on needs related to banking, custom lending, and trust services. These bank specialists leverage resources, valuable research,… more
- Bank of America (Newport Beach, CA)
- Senior Trust Officer Newport Beach, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Newport-Beach/Senior- Trust - Officer \_25030335-2) **Job Description:** At Bank of America,… more
- Bank of America (Norfolk, VA)
- Senior Trust Officer Norfolk, Virginia;Richmond, Virginia **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Norfolk/Senior- Trust - Officer \_25014342-2) **Job Description:** At Bank of America,… more
- Bank of America (Boston, MA)
- Senior Trust Officer Boston, Massachusetts **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Boston/Senior- Trust - Officer \_25023603) **Job Description:** At Bank of America,… more
- Bank of America (Chicago, IL)
- Senior Trust Officer Chicago, Illinois **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Chicago/Senior- Trust - Officer \_25023122) **Job Description:** At Bank of America,… 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 ... * Complete discretionary distribution requests. Submit formal requests to the Trust Officer for approval. * Coordinate set up, tracking, and monitoring of… more
- Dunham & Associates Investment Counsel, Inc. (Reno, NV)
- TRUST INVESTMENT OFFICER Dunham Trust Company (DTC) provides comprehensive trust and fiduciary services including custodial accounts, wealth management, ... additional offices in Las Vegas, Wyoming, and Colorado. Position Summary The Trust Investment Officer (TIO) plays a critical role within Dunham Trust 's… more
- Robert Half Finance & Accounting (Reno, NV)
- …Katie Weigel with Robert Half Finance and Accounting is recruiting to fill a Trust Officer position in Reno, Nevada. This role is with a single-family ... The wholly owned trust company is located in Reno, NV. The Trust & Compliance Officer position is located in Reno and will assist with all aspects of … more
- Bank OZK (Charlotte, NC)
- Job Purpose & Scope The VP, Trust Investment Officer constructs and manages individualized investment portfolios in conjunction with clients' financial needs and ... financial goals. Essential Job Functions + Manage investment portfolios for trust accounts, individual investment agency accounts, IRAs, foundations, and escrows by… 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)
- …obtained through experience and specialized training or certification to administer personal trust accounts. Leads defined work or projects of broad scope and ... and clients in defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to review and approve… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …skills obtained through experience, specialized training or certification to administer personal trust accounts. Leads defined work or projects of broad scope and ... and clients in defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to review and approve… more