- Thrivent Financial (Appleton, WI)
- …Strong understanding of investment principles and portfolio management as they relate to personal trust administration . + Highly organized and goal-oriented ... the life they want today-and tomorrow. Job Summary The Senior Personal Trust Officer is responsible for the comprehensive administration of a high-volume… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …portfolio changes. * Interacts with beneficiaries, their advisors and Financial Advisors in the personal trust administration process. * May participate as a ... products, financial advisory function and investment process. **Skill in** : * Personal trust administration . * Strong interpersonal and leadership skills to… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- … 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
- Comerica (Palo Alto, CA)
- …account paperwork and effectively hand off the relationship to a Comerica Personal Trust Officer for administration . Qualifications Position Qualifications ... and America's Greenest Companies Position Responsibilities: Develop current fee personal trust business through Comerica's various strategic...an accredited university + 8 years of experience in Trust Sales or Trust Administration … 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 (Tampa, 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
- Comerica (Farmington Hills, MI)
- …are highly engaged in new business acceptance for Personal Trust , Advisor Solutions, and Estate Administration .Responsibilities: New Business Review: Review ... to support ongoing administration . Compliance/Risk Management: Complete consultations with trust advisors in personal wealth, professional alliances and … more
- Regions Bank (Hoover, AL)
- …Solutions Trust Administrator - Private Wealth is responsible for the administration of Personal Trust and Investment Management client relationships. ... Business Administration (MBA) + Juris Doctor (JD) + Experience in Trust Administration and Institutional/Retirement Services Administration + Experience… 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
- City National Bank (New York, NY)
- * TRUST ADMINISTRATION OFFICER II* WHAT IS THE OPPORTUNITY? This is an entry level Personal Trust Officer position, responsible for administering ... personal trust accounts such as testamentary/intervivos trusts, foundations and agency...required *Additional Qualifications* * 3+ years of experience in trust administration preferred * Strong written and… more
- Comerica (New York, NY)
- …financial firms. Our alliance allows clients to take advantage of Comerica Bank - Trust , NA's professional trust administration capabilities, as well as the ... as an account administrator in a specific area of expertise to include trust administration , investments or insurance in a client service capacity + 4 years of… more
- US Bank (Gresham, OR)
- …or equivalent experience. + Ten or more years of experience in compliance, trust administration , or a related field. **Preferred Skills/Experience** + Extensive ... for ensuring adherence to regulatory requirements and internal policies within the trust and investment services business line. This role requires a deep… more
- US Bank (Kansas City, MO)
- …fiduciary laws, internal procedures, and risk tolerance. + Sophisticated knowledge of personal trust services. + Strong communication and collaboration skills ... responsibilities. + Serve as a subject matter expert on trust and fiduciary matters. + Collaborate with Legal, Risk,...+ Minimum of 10 years of fiduciary experience (eg, administration , legal practice, fiduciary advisory). + Minimum of 10… more
- City National Bank (Dallas, TX)
- …and regulatory changes and expectations. Key areas of focus and involvement include: Personal and Employee Benefit Trust Administration , Retirement and ... to meet plan for the individual audit. * Takes personal responsibility for a complete, multi-stage project (audit) *...reports and demonstrated ability to develop people * Certified Trust Compliance Professional (CTCP) Or * Certified Fiduciary &… more
- Raymond James Financial, Inc. (Columbus, GA)
- …and skills obtained through experience and/or formal training to administer basic-level personal trust , estate, and custody accounts. Fulfills the duties of ... **Qualifications** **Knowledge, Skills, and Abilities:** **Knowledge of:** . Principles of trust administration and estate planning. **Skill in:** .… more
- Regions Bank (Atlanta, GA)
- …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 (Austin, TX)
- …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 *...of public benefits as they relate to Special Needs Trust administration . + Direct fiduciary experience administering… more
- City National Bank (Irvine, CA)
- …National Bank (CNB)/Royal Bank of Canada (RBC) fiduciary solutions; current trust administration , investment management, and planning opportunities in estate ... and personal trust accounts (testamentary and intervolves trusts),...Trusts, and other Agency accounts. Perform initial legal and trust administration review of all potential new… more
- Wells Fargo (Winston Salem, NC)
- …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
- UMB Bank (Rust, MI)
- …banking, retirement planning). + You have 10 or more years' experience in Trust Administration , problem solving and dispute resolution and assistance with ... investment plan that makes the most sense for their personal financial goals. The Wealth Management department is important...Ensures compliance with the Bank's fiduciary duties in the administration of estate, trust , IRA and custody… more