- City National Bank (Los Angeles, CA)
- * TRUST ADMINISTRATION OFFICER I* 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...a plus. * Up to three years' experience in trust administration preferred. * Strong written and… more
- City National Bank (Wilmington, DE)
- *SPECIALTY WEALTH ASSET ADMINISTRATION OFFICER II* WHAT IS THE OPPORTUNITY? This is an advanced level Specialty Wealth Assets Officer position, responsible ... industry Or * Minimum 5 years of experience in Personal Trust administration *Additional Qualifications* * Strong written and verbal communication skills *… 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
- JPMorgan Chase (Summit, NJ)
- …his will, the Trust Administrative Officer works under the supervision of the Trust Officer in the administration of the accounts. The Trust ... skills to provide leverage and back-up coverage for the Trust Officer with whom the Trust...trust and estates industry + Experience in the administration and support of trusts including general understanding of… more
- JPMorgan Chase (Newark, DE)
- …delivering our Trusts and Estates services. You will work under the supervision of the Trust Officer in the administration of accounts, ensuring the proper ... counsel to resolve tax issues + Assist the Trust Officer to maintain current information on...trust and estates industry + Experience in the administration and support of trust and estates… more
- Canandaigua National Bank & Trust (Sarasota, FL)
- Sr. Trust Officer - Team Lead Canandaigua National Trust Company Florida Location: Sarasota, FL Since 2009, Canandaigua National Trust Company of Florida ... service that builds long-term relationships. What does a Sr. Trust Officer - Team Lead do? The...and current ongoing developments as they apply generally to trust and estate administration . Thinks through different… more
- Dunham & Associates Investment Counsel, Inc. (Las Vegas, NV)
- TRUST OFFICER Our affiliate, Dunham Trust Company (DTC), located in Reno, NV is looking for a Trust Officer in DTC's Las Vegas location. DTC provides ... worth clients with additional offices in Las Vegas, Wyoming, and Colorado. The DTC Trust Officer is responsible for the coordination of services and … more
- KeyBank (Brooklyn, OH)
- …and counsel to High Net Worth clients and their beneficiaries. Actively manages trust administration and settlement, in accordance with established policies and ... to meet production goals. **ESSENTIAL JOB FUNCTIONS** **Fiduciary Expertise and Trust Administration ** + Maintains deep expertise in fiduciary, investment,… more
- JPMorgan Chase (Newark, DE)
- …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
- 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 ... an impact. Join us! **Job Description:** The Delaware Senior Trust Officer (Delaware STO) maintains a ...markets overall. The Delaware STO's primary responsibilities are the administration of the Delaware IM&T book, as well as,… more
- Bank of America (Wilmington, DE)
- Delaware Trust Administrative Officer II Wilmington, Delaware **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Wilmington/Delaware- Trust -Administrative- Officer -II\_26000677) **Job Description:** At Bank of America,… more
- Louisiana Department of State Civil Service (Baton Rouge, LA)
- Finance Officer (Natural Resource Trust Authority) Print (https://www.governmentjobs.com/careers/louisiana/jobs/newprint/5159725) Apply Finance Officer ... administrative, and external stakeholders. Job Duties and Other Information The Finance Officer supports the Natural Resources Trust Authority in managing the… more
- M&T Bank (Baltimore, MD)
- …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
- Columbia Bank (TX)
- **About the Role:** A Trust Officer is responsible for providing some new business for the company through marketing programs involving contact with ... projects. + Provide in-house expertise on issues relating to trust administration . + Book new business and...+ CTFA or MBA, preferred. + 5 years of Trust Officer experience, required. + 5 years… more
- Bank of America (Wilmington, DE)
- Delaware Trust Officer II Wilmington, Delaware **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... learn, grow, and make an impact. Join us! **Delaware Trust Officer II (Delaware TO II), Wilmington**...overall. The Delaware TO II's primary responsibilities are the administration of the Delaware IM&T book, as well as,… 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 ... other duties and responsibilities as assigned. **Skill in** + Personal trust administration for high-net-worth and ultra-high-net-worth clients. + Strong… more
- Wells Fargo (Winston Salem, NC)
- …variety of banking and fiduciary topics including investment management, general trust administration , specialty trusts, custody, tax, specialty assets, ... 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
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …products, financial advisory function and investment process. **Skill in** + Personal trust and estate administration . + Strong interpersonal and leadership ... **Essential Duties and Responsibilities** + Administers trust and estate settlements in accordance with statutes...defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to… more
- Texas A&M University System (Laredo, TX)
- Job Title Vice President for Finance and Administration / Chief Financial Officer Agency Texas A&M International University Department Office of the VP for ... Type Staff Job Description Vice President for Finance and Administration / Chief Financial Officer Lead at...resources with a new presidential vision + Strengthening transparency, trust , and financial literacy across campus + Preparing the… more
- Insight Global (Orlando, FL)
- Job Description A client of Insight Global is seeking a Trust Officer to support their business in Orlando, FL. A typical day involves managing trust ... Privacy Policy: https://insightglobal.com/workforce-privacy-policy/. Skills and Requirements *5+ years of trust administration experience in a corporate banking… more