- Hills Bank (Cedar Rapids, IA)
- …development of existing and new business opportunities, administration and retention of personal trust business and estate administration with the objective of ... Doctorate of Law degree (JD) required + Experience with direct client-facing personal banking, wealth management, trust or estate account administration… more
- Wells Fargo (Wayne, PA)
- …and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * ... 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
- Wells Fargo (Philadelphia, PA)
- …and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * ... is seeking a Senior Trust Officer (Senior Fiduciary Specialist) on the Personal Trust Market Service Team in Trust Client & Advisor Services as part… more
- City National Bank (Las Vegas, NV)
- …management sales related issues, processes and activities. * Develop and retain personal trust and investment management business by maintaining professional and ... have been created and are implemented. * Manage the assigned Personal Trust staff in the assigned regions/offices. Assign responsibilities for the administration… more
- Wells Fargo (New York, NY)
- …and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * ... 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
- Wells Fargo (Frisco, TX)
- …and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * ... 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
- Wells Fargo (Las Vegas, NV)
- …and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * ... 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
- Wells Fargo (Winston Salem, NC)
- …and provide personalized advice and wealth and asset management services, including: * Personal trust services * Estate services * Philanthropic services * ... 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. (MA)
- …MA, VT, NH, ME. **Essential Duties and Responsibilities** + Manages the sale of personal trust accounts to clients of Raymond James affiliated Financial Advisors ... locations within a specified geographic region. + Manages the sale of personal trust accounts to individuals who are not Raymond James affiliated Financial… more
- Bank of America (Jacksonville, FL)
- …II), Private Banking, Jacksonville, FL** - Trust Officers focus on serving the personal trust and fiduciary needs of affluent clients as a single point of ... years of trust specific work experience with proven success in a personal trust role is required. + Solid understanding of trust product capabilities and… more
- Vanguard (Newtown Square, PA)
- …Financial Planner designation required. + Minimum of five years related to personal trust administration and client relationship management experience. + ... are properly implemented. Develops thorough understanding of client's needs and trust and wealth planning strategies and provides additional planning solutions as… more
- Regions Bank (Orlando, FL)
- …Management Trust Advisor is responsible for the acquisition of Personal Trust , Estate, IRA and Investment Management client relationships. Responsibilities ... business opportunities + Keeps abreast of trends and developments in the trust and investment management industry to ensure prudent administration and investment… more
- Wells Fargo (Winston Salem, NC)
- …and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * ... **About this role:** Wells Fargo is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Trust Client & Advisor Services as part of Wealth and… more
- KeyBank (Syracuse, NY)
- …commitment to community REQUIRED QUALIFICATIONS: - Minimum of 5 years of personal trust administration experience or equivalent work experience. - Undergraduate ... 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
- Raymond James Financial, Inc. (Portsmouth, NH)
- …Experience Requirements** + Bachelor's Degree (BA) and a minimum of four (4) years of personal trust and IRA administration experience + OR ~ + Any equivalent ... experience is desired. **Skill in** + IRA governance and personal and directed trust administration. + Strong interpersonal and leadership skills to provide… more
- Dunham & Associates Investment Counsel, Inc. (Las Vegas, NV)
- …CPA preferred) Experience Required: Minimum of 5 years of demonstrated personal trust administration experience; Demonstrated understanding of financial markets ... TRUST OFFICER Dunham Trust Company (DTC)...or document in which DTC serves as trustee, executor, personal representative, guardian, or agent for fiduciary, often exercising… more
- US Bank (Seattle, WA)
- …applicable to target market segment - Extensive knowledge of and experience in personal trust administration, fiduciary regulations, and trust services - ... of administrative support services for our clients in conjunction with the Trust Administrators. Participates in the efficient administration of trust accounts… more
- Wipfli LLP (Detroit, MI)
- …remainder and lead trusts + Spousal lifetime access trusts + Intentionally defective grantor trust + Qualified Personal Residence Trust + Grantor Retained ... delivery dates and attending internal collaboration meetings. An understanding of trust agreement language and UniformPrincipal and Income Act ("UPIA") will be… more
- City National Bank (Los Angeles, CA)
- …team level reporting duties. Administer closing process for all estate and personal trust accounts including testamentary and intervivos trusts, Charitable ... point of contact for all aspects of probate and non-probate estate and trust matters assigned by National Manager. Driver of settlement process, aligning financial… more
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