- Edward Jones (St. Louis, MO)
- …provides personalized investment management and fiduciary services. **What You Will Do:** The Estate Settlement Trust Officer is responsible for the ... administration of trusts, estates and investment management accounts. As an Estate Settlement Trust Officer , your responsibilities will include: + Daily… more
- Canandaigua National Bank & Trust (Sarasota, FL)
- Trust Officer II Canandaigua National Trust...Officer II of CNTF you will: + Provide trust and estate services, including estates, personal trusts, ... the administration and discharge of the bank's legal/fiduciary responsibility for all assigned trust and estate accounts. + Complete analysis of requirements of… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …exceed our clients' expectations. In some cases may be assigned to a more senior officer as an Associate Trust Officer / Trust Administrator during the ... through experience and/or formal training to administer basic-level personal trust , estate , and custody accounts. Fulfills the...a daily basis through the use of the administrative officer 's trial balance. . Instructs the assigned trust… more
- Umpqua Bank (Henderson, NV)
- Trust Officer Wealth Management Henderson, Nevada...data processing system, as well as general principles of trust accounting and estate tax law. + ... for business. Together for better. **About the Role:** A Trust Officer is responsible for providing some...+ Good analytical abilities to recognize and solve clients' estate planning and investment issues. + Effective organizational and… more
- Raymond James Financial, Inc. (FL)
- …conference calls and seminar events. * Answers general Financial Advisor inquiries regarding estate planning, trust services, estate taxes and other relevant ... office equipment and ability to learn software applications including computer based trust accounting systems and other common estate planning software programs.… more
- Raymond James Financial, Inc. (FL)
- …meetings, conference calls and seminar events. * Answers Financial Advisor inquiries regarding estate planning, trust services, estate taxes and other ... office equipment and ability to learn software applications including computer based trust accounting systems and other common estate planning software programs.… more
- Wells Fargo (Long Beach, CA)
- …services. * Managed Individual Retirement Accounts (IRA). Wells Fargo is seeking an Associate Trust Officer - Associate Fiduciary Specialist in Trust Client ... and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held asset management.… more
- Bank of America (Baltimore, MD)
- Senior Trust Officer Baltimore, Maryland **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through ... competencies** **:** + Technical expertise in the areas of trust administration, fiduciary law, and estate and...areas of trust administration, fiduciary law, and estate and wealth transfer planning + Initiative/proactive approach to… more
- Wells Fargo (Pasadena, CA)
- …* Managed Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Trust Officer on the Special Needs Trust Services team as part ... and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held asset management.… more
- Bank of America (Chicago, IL)
- Estate Settlement Officer II (ESO II), Estate Settlement Services (ESS) Chicago, Illinois **Job Description:** At Bank of America, we are guided by a common ... with the power to make a difference. Join us! ** Estate Settlement Officer II (SO II), ...Officer is accountable for facilitating, managing, and settling trust terminations that require expertise and knowledge of fiduciary… more
- US Bank (Milwaukee, WI)
- …what you excel at-all from Day One. **Job Description** As a Wealth Management Trust Officer you will be responsible for the administration, risk management and ... As such, the job functions are guided by our Standards of Excellence: ** Trust Officer Excellence** . Interpret documents while applying fiduciary principles and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …conference calls and seminar events. * Answers general Financial Advisor inquiries regarding estate planning, trust services, estate taxes and other relevant ... office equipment and ability to learn software applications including computer based trust accounting systems and other common estate planning software programs.… more
- Bank of America (New York, NY)
- Senior Trust Officer New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through ... and prospects **Required Qualifications:** + Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning… more
- Bank of America (New York, NY)
- Senior Trust Officer New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through ... and prospects **Required Qualifications:** + Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning… more
- Bank of America (Atlanta, GA)
- Senior Trust Officer Atlanta, Georgia **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the ... competencies** **:** + Technical expertise in the areas of trust administration, fiduciary law, and estate and...areas of trust administration, fiduciary law, and estate and wealth transfer planning + Initiative/proactive approach to… more
- Wells Fargo (Austin, TX)
- …personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely ... professionals to administer a book of fiduciary relationships, including analyzing trust and estate documents, implementing client estate plans, and ensuring… more
- Dunham & Associates Investment Counsel, Inc. (Las Vegas, NV)
- TRUST OFFICER Dunham Trust Company...managing financial risk; + Execute the terms of any estate plan or document in which DTC serves as trustee, ... also has offices in Las Vegas, Nevada, Wyoming and Colorado. The DTC Trust Officer is responsible for the coordination of services and administration of trust… more
- KeyBank (Rochester, NY)
- …gifts + Provides estate planning ideas appropriate to situation + Understands estate taxation of assets held in trust , estate valuation rules, ... 66 South Pearl Street - Albany, New York 12207-1501 Fiduciary Expertise and Trust Administration + Knowledge of and demonstrates capability to meet with clients of… more
- CIBC (Chicago, IL)
- …Real Estate Credit Risk in the US Region, the Commercial Real Estate Credit Officer is accountable for managing a material corporate credit portfolio ... please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) CIBC Bank USA's Commercial Real Estate Credit Risk Management department is responsible for managing… more
- University of Southern California (Los Angeles, CA)
- …Real Estate Loan OfficerApply (https://usc.wd5.myworkdayjobs.com/ExternalUSCCareers/job/Los-Angeles-CA University-Park-Campus/Credit-Union-Real- Estate -Loan- ... USC Credit Union is seeking a dedicated and experiencedReal Estate Loan Officerto join our team. We located near...loans to Credit Union members. Originates first and second trust deed mortgage loans in accordance with investor requirements… more