- NYC KIDS RISE (Long Island City, NY)
- …the foundation for the organization's performance management and related project management systems. Chief Technology Officer NYC Kids RISE seeks a creative, ... Chief Technology Officer July 2025 About NYC Kids RISE NYC...asset building, child savings accounts, financial empowerment, education, community wealth building, urban poverty, neighborhood effects and social capital… more
- Plante Moran (Southfield, MI)
- …settlement (post-death administration) process, including any probate administration, for the Trust Officer Identification and collection of assets owned by ... daily transactions and prepare receipts and disbursements Partner with Trust Officer to facilitate communication with clients...one of the nation's largest audit, tax, consulting, and wealth management firms. But dig a little… 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 ... beneficiaries and advisors, maintain current information on beneficiaries, and partner with Wealth Advisors, Bankers, Investors, and Trust Officers to grow the… more
- US Bank (Cincinnati, OH)
- …at-all from Day One. **Job Description** Responsible for the administration, risk management and servicing of assigned fiduciary and investment management ... degree, or equivalent work experience + Eight or more years of experience in Trust administration + Professional Designation is required and may include, but is not… more
- JPMorgan Chase (Palm Beach, FL)
- …the administration of the trust . **Job Summary** As a Trust Officer VP in Wealth Management Solutions, Trust & Estates, you will be an integral ... with beneficiaries and advisors. You will also partner with Wealth Advisors for new trust business and...maintenance, account opening/closing, Investment Systems and Annual Reviews, and management of overdrafts - is a plus JPMorganChase, one… 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 ... 60 countries. It operates across four business segments including Asset & Wealth Management , Corporate and Investment Banking Commercial Banking, Consumer and… more
- JPMorgan Chase (New York, NY)
- …loans, mortgages and deposits. **Job Summary:** As a Settlement Officer VP in Wealth Management Solutions, Trust & Estates, you will oversee the ... JP Morgan Asset & Wealth Management , with client assets of...JP Morgan Asset & Wealth Management , with client assets of $2.8 trillion, is...administration of the trust . You will assume the primary responsibility for the… more
- JPMorgan Chase (New York, NY)
- …60 countries. It operates across four business segments including Asset & Wealth Management , Corporate and Investment Banking Commercial Banking, Consumer and ... * Develop, retain and deepen client relationships. **New Business** * Partner with Wealth Advisors, Bankers, Investors, and Trust Officers to grow the … more
- Access Dubuque (Dubuque, IA)
- …and business development?_** Join our growing Fidelity Bank & Trust Wealth Management team as a ** Trust Officer , in our Waverly branch** and play ... Trust Officer **Fidelity Bank & Trust...Bring:** + Minimum of 3 years of experience in trust and wealth management + Strong knowledge of trust… more
- KeyBank (Amherst, NY)
- …team on projects and testing. The ideal candidate has a functional knowledge of wealth management , trust /fiduciary compliance laws and regulations, risks and ... risk-based monitoring and evaluation by focusing on current, high impact wealth management and trust -related compliance and operational risks, developing… 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 ... for business. Together for better. **About the Role:** A Trust Officer is responsible for providing some...planning and investment issues. + Effective organizational and time management skills. + Ability to work in a team… more
- Bank of America (Wayzata, MN)
- Wealth Management Lending Officer Wayzata, Minnesota **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Wayzata/ Wealth - Management -Lending- Officer \_25023610-2) **Job Description:** Merrill Wealth Management… more
- CIBC (Houston, TX)
- …management or a closely related field + Extensive knowledge of investment strategy, trust administration and wealth management solutions + Highly dynamic ... to develop new alliances and formal networks to grow CIBC's presence in the wealth management space. + Establish and maintain effective partnerships and teamwork… more
- Thrivent Financial (Appleton, WI)
- …external advisors to deliver timely and risk-aware administration. Beyond day-to-day account management , the Senior Personal Trust Officer proactively ... planning, trust documents, account agreements, investment principles, and risk management . The officer collaborates closely with internal teams (Compliance,… more
- Eastern Bank (Manchester, NH)
- …advice and guidance. **REQUIREMENTS** **:** + Minimum 5 years of experience in Wealth Management , Estate Planning, and/or Trust and Estate Administration. ... A Division of Eastern Bank is hiring a Senior Trust Officer in NH** In accordance with...to make independent decisions. + Team focus working with Wealth Management colleagues, partners, and senior leaders… more
- Hills Bank (Cedar Rapids, IA)
- …trusts and estates for customers and their families, with the expectation of supporting other Trust and Wealth Management Officers with trust and estate ... clients of the bank. + Work in conjunction with active and potential Trust and Wealth Management customers and their legal and accounting advisors to develop… more
- M&T Bank (Wilmington, DE)
- **Overview:** Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary ... all trust matters and responsible for overall trust administration management for complex trust...to account administrative activities. Serve as key partner to wealth clients and developing and implementing trust … more
- City National Bank (Wilmington, DE)
- * TRUST OFFICER * WHAT IS THE OPPORTUNITY?...accounts * Comply fully with all Bank Operational and Wealth Management policies and procedures as well ... This position supports RBC Delaware Trust by administering estate and personal trust ...Delaware Trust by administering estate and personal trust accounts including testamentary and intervivos trusts, Charitable Trusts,… more
- M&T Bank (Wilmington, DE)
- …with the client on all trust matters and responsible for overall trust administration management . + Assess and manage risk, exercise fiduciary discretion and ... and procedures related to account administrative activities. Serve as key partner to wealth clients in developing and implementing trust solutions to meet … more
- Bank OZK (Charlotte, NC)
- …or economics, or commensurate work experience, required + 4+ years' experience in a trust / wealth management function or equivalent experience required + CFA ... Job Purpose & Scope The VP, Trust Investment Officer constructs and manages...goals and objectives + Demonstrate effective organizational and time management skills to meet exacting deadlines in a dynamic… more
