- Thrivent Financial (Appleton, WI)
- …help them live the life they want today-and tomorrow. Job Summary The Senior Personal Trust Officer is responsible for the comprehensive administration of ... while fulfilling fiduciary duties. As a trusted advisor, the Senior Personal Trust Officer builds lasting relationships with clients, beneficiaries, and… more
- City National Bank (New York, NY)
- … ADMINISTRATION OFFICER II* WHAT IS THE OPPORTUNITY? This is an entry level Personal Trust Officer position, responsible for administering personal ... and Co-Fiduciaries. * Complete discretionary distribution requests. Submit formal requests to the Trust Officer for approval. * Coordinate set up, tracking, and… more
- Comerica (Palo Alto, CA)
- …account paperwork and effectively hand off the relationship to a Comerica Personal Trust Officer for administration. Qualifications Position Qualifications ... Companies and America's Greenest Companies Position Responsibilities: Develop current fee personal trust business through Comerica's various strategic alliance… more
- Columbia Bank (Scottsdale, AZ)
- Trust Officer Wealth Management Henderson, Nevada Scottsdale, Arizona Phoenix, Arizona **Description** **About Us:** At Columbia, we create a great place to work ... for business. Together for better. **About the Role:** A Trust Officer is responsible for providing some...corporate culture in all actions and words. + Takes personal initiative and is a positive example for others… 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 ... some cases may be assigned to a more senior officer as an Associate Trust Officer...technical abilities for the purposes of monitoring and administering personal trusts. This includes the use of trust… more
- JPMorgan Chase (Chicago, IL)
- Job summary: As a Wealth Management Solutions. Trust & Estates- Estate Officer - VP within the Global Trusts & Estates Practice, you will be responsible for ... of estates or terminating includable trusts. You will analyze Wills and trust documents, make recommendations, oversee investment decisions, work with Tax Officers… more
- JPMorgan Chase (Rochester, NY)
- …their lifetime or upon their death through a provision in their will, it is the Trust Officer 's role to oversee the administration of the trust . Through ... Officers devote a significant amount of time to personal development and training + Training at JPMorgan consists...reading the fiduciary materials which are circulated to each Trust Officer , attending in-house and external seminars… more
- Wells Fargo (Winston Salem, NC)
- …Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Officer (Senior Fiduciary Specialist) on the Personal Trust Market Service ... personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and skills obtained through experience, specialized training or certification to administer personal trust accounts. Leads defined work or projects of broad ... changes. * Interacts with beneficiaries, their advisors and Financial Advisors in the personal trust administration process. * May participate as a voting member… more
- City National Bank (Wilmington, DE)
- * TRUST OFFICER * WHAT IS THE OPPORTUNITY? This position supports RBC Delaware Trust by administering estate and personal trust accounts including ... Interact with and provide guidance to Real Property Managers, CPAs and Trust Counsel, Portfolio Managers, Financial Advisors, Investment Advisors, and other bank… more
- JPMorgan Chase (New York, NY)
- …and individuals. When JPMorgan is appointed as corporate executor or trustee of a trust includable in the gross estate of the decedent for estate tax purposes. JP ... and we have been specifically recognized for our succession planning, advice and trust services. **Job Responsibilities:** * Analyze Wills and trust documents… more
- JPMorgan Chase (New York, NY)
- …trusts and estates, loans, mortgages and deposits. **Job Summary:** As a Settlement Officer VP in Wealth Management Solutions, Trust & Estates, you will ... judgment + Client Servicing - client knowledge, gains the trust and confidence of clients + Teamwork/ Personal ...the trust and confidence of clients + Teamwork/ Personal Effectiveness - clear and concise communication, time management,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Experience Requirements** + Bachelor's Degree (BA) and a minimum of four (4) years of personal trust and IRA administration experience + OR ~ + Any equivalent ... defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to...experience is desired. **Skill in** + IRA governance and personal and directed trust administration. + Strong… more
- Enterprise Bank & Trust (Atlanta, GA)
- **Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that ... there's no stopping you!** **Job Title:** SVP, SBA Business Development Officer **Job Description:** **Summary:** The SBA Business Development Officer … more
- 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
- Enterprise Bank & Trust (St. Louis, MO)
- **Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that ... **Together, there's no stopping you!** **Job Title:** Lead Client Service Officer **Job Description:** **Summary:** Responsible for leading the Client Service … more
- M&T Bank (Wilmington, DE)
- …Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** + Apply deep ... experience and technical understanding to the administration and oversight of complex trust relationships within an assigned book of client trust accounts… more
- M&T Bank (Wilmington, DE)
- …relationships. **Primary Responsibilities:** + Administer assigned book of client trust accounts through demonstrated proficiency and sound judgment in exercising ... discretion. + Serve as primary point of contact for the client on the trust account relationship, communicate regularly with the client on all trust matters… more
- CalSTRS (Sacramento, CA)
- Job Posting: Investment Officer II - Direct Investments State Teachers' Retirement System JC-479600 - Investment Officer II - Direct Investments INVESTMENT ... are still in consideration and do not need to reapply.** **The Investment Officer II position is eligible for incentive compensation and has a maximum incentive… more
- Access Dubuque (Dubuque, IA)
- President & Chief Executive Officer **Greater Dubuque Development Corporation** 1 Positions ID: 80989 Posted On 09/08/2025 **Job Overview** Greater Dubuque ... leader to become its next President & Chief Executive Officer ("CEO"). The new CEO will work closely with...making it an ideal place for both professional and personal growth. Key industries in this region include manufacturing,… more
Related Job Searches:
Officer,
Personal,
Personal Trust,
Senior Personal Trust Officer,
Trust,
Trust Officer