- KeyBank (Syracuse, NY)
- …KeyCorp's commitment to community REQUIRED QUALIFICATIONS: - Minimum of 5 years of personal trust administration experience or equivalent work experience. - ... South Pearl Street - Albany, New York 12207-1501 Fiduciary Expertise and Trust Administration + Knowledge of and demonstrates capability to meet with clients of… more
- Vanguard (Newtown Square, PA)
- …Financial Planner designation required. + Minimum of five years related to personal trust administration and client relationship management experience. ... 8. Promotes professional development by maintaining an in-depth understanding of trust administration , wealth planning techniques and the corporate trustee… more
- Raymond James Financial, Inc. (MA)
- …planning and preparation process. + Advanced concepts, principles and practices of personal trust administration process. + Fundamental investment concepts, ... MA, VT, NH, ME. **Essential Duties and Responsibilities** + Manages the sale of personal trust accounts to clients of Raymond James affiliated Financial Advisors… more
- Dunham & Associates Investment Counsel, Inc. (Las Vegas, NV)
- …CFP, CPA preferred) Experience Required: Minimum of 5 years of demonstrated personal trust administration experience; Demonstrated understanding of financial ... DTC Trust Officer is responsible for the coordination of services and administration of trust and agency relationships, including living, testamentary, and a… more
- Comerica (Raleigh, NC)
- …activity as needed. Provide strategic advisory services to trust advisors across personal trust administration to foster deep relationships with key ... of experience in staff management 4 years of experience in specialty trust administration to include IRA and ILIT accounts Preferred:CTFA (Certified Trust … more
- US Bank (Seattle, WA)
- …solutions applicable to target market segment - Extensive knowledge of and experience in personal trust administration , fiduciary regulations, and trust ... support services for our clients in conjunction with the Trust Administrators. Participates in the efficient administration ...the Trust Administrators. Participates in the efficient administration of trust accounts for assigned client… more
- Raymond James Financial, Inc. (Portsmouth, NH)
- … administration experience is desired. **Skill in** + IRA governance and personal and directed trust administration . + Strong interpersonal and ... Requirements** + Bachelor's Degree (BA) and a minimum of four (4) years of personal trust and IRA administration experience + OR ~ + Any equivalent… more
- Hills Bank (Cedar Rapids, IA)
- …be responsible for retention and development of existing and new business opportunities, administration and retention of personal trust business and estate ... legal constraints with primary focus in the area of trust and estate administration and estate planning....with direct client-facing personal banking, wealth management, trust or estate account administration responsibility preferred… more
- Truist (Naples, FL)
- …review the following job description:** Responsible for supporting the coordinated delivery of personal trust administration to a challenging and sensitive ... portfolio of affluent clients. Provide client support to Trust Advisors. Help coordinate with other members of the Wealth team (Advisors, Planners, etc.) to render… more
- City National Bank (Las Vegas, NV)
- …and obligations of accounts are met. * Gather/submit pertinent facts to the Trust Administration Committee regarding situations requiring the use of fiduciary ... related issues, processes and activities. * Develop and retain personal trust and investment management business by...Bachelor's Degree or equivalent * 10 plus years in trust administration with strong working knowledge of… more
- BMO Financial Group (Chicago, IL)
- We are seeking an experienced trust officer with 5+ years of trust administration experience to work in one of our downtown or suburban Chicago offices as a ... contributor on a high performing team. The Director of Trust Administration is responsible for overseeing the... Administration & Compliance: * Oversee the day-to-day administration of a portfolio of personal trusts,… more
- Canandaigua National Bank & Trust (Sarasota, FL)
- …has been building upon the upstate New York legacy of Canandaigua National Bank & Trust by providing a higher level of personal service, a diversified team of ... and offer the kind of personal service that builds long-term relationships. As a Trust Officer II of CNTF you will: + Provide trust and estate services,… more
- Truist (Atlanta, GA)
- …Private Wealth, or Institutional Investment Management industry with 5+ years in Trust Administration . 2. Strong knowledge of estate planning, fiduciary and ... and provides fiduciary advice and oversight for all types of Wealth trust accounts including personal trusts, special needs trusts, investment management,… more
- Williams Parker (Sarasota, FL)
- …Probate Paralegal to join our client-centric team in handling high-volume, complex probate and trust administration in the Sarasota, FL area. Why this role is ... probate proceedings by preparing and filing probate documents in the administration of an estate (petitions, motions, testamentary letters, inventories, accountings,… more
- City National Bank (Jersey City, NJ)
- …and regulatory changes and expectations. Key areas of focus and involvement include: Personal and Employee Benefit Trust Administration , Retirement and ... engagement resources to meet plan for the individual audit.* Takes personal responsibility for a complete, multi-stage project (audit)* Participates in social,… more
- Regions Bank (Orlando, FL)
- …Management Trust Advisor is responsible for the acquisition of Personal Trust , Estate, IRA and Investment Management client relationships. Responsibilities ... economics, accounting or related field + Eight (8) years of Trust Administration , Estate/Tax Law, Financial Planning or relevant experience including direct… more
- Wells Fargo (Las Vegas, NV)
- …variety of banking and fiduciary topics including investment management, general trust administration , specialty trusts, custody, tax, specialty assets, ... and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. *… more
- Wells Fargo (Philadelphia, PA)
- …variety of banking and fiduciary topics including investment management, general trust administration , specialty trusts, custody, tax, specialty assets, ... and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. *… more
- Wells Fargo (New York, NY)
- …variety of banking and fiduciary topics including investment management, general trust administration , specialty trusts, custody, tax, specialty assets, ... advice and wealth and asset management services, including: * Personal trust services. * Estate services. *...and/or CTFA preferred + Knowledge and understanding of estate, trust , or fiduciary administration + Ability to… more
- M&T Bank (Washington, DC)
- …regularly with the client on all trust matters and responsible for overall trust administration management for complex trust relationships. + Assess and ... in client presentations, as requested, and serve as subject matter expert concerning trust administration . Represent the Bank in a professional and competent… more