- City National Bank (Wilmington, DE)
- … ADMINISTRATION OFFICER I* 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 (Costa Mesa, CA)
- …new account paperwork and effectively hand off the relationship to a Comerica Personal Trust Officer for administration. Equal Opportunity Employer ... Alliance Trust Business Development Officer IV The...Most Sustainable Corporations Position Responsibilities: * Develop current fee personal trust business through Comerica's various strategic… more
- Canandaigua National Bank & Trust (Sarasota, FL)
- …goals 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 ... Trust Officer II Canandaigua National ... Trust Officer II Canandaigua National Trust Company...upstate New York legacy of Canandaigua National Bank & Trust by providing a higher level of personal… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …execution of fiduciary responsibility. Collaborate with the Managing Director of Personal Trust and the Chief Fiduciary Officer to set trust ... Leadership Responsibilities* In collaboration with the Managing Director of Personal Trust , the Chief Fiduciary Officer and in consultation… more
- Umpqua Bank (Salem, OR)
- Trust Officer Wealth Management Salem, Oregon...corporate culture in all actions and words. + Takes personal initiative and is a positive example for others ... for business. Together for better. **About the Role:** A Trust Officer is responsible for providing some...returns and estate tax returns. + Ability to use personal computers, Windows, and related software applications. + Basic… more
- Charles Schwab (Wilmington, DE)
- …status quo" and transform the finance industry together. We are seeking a diligent and experienced Trust Officer to join our team. The Trust Officer will ... you have** **Required qualifications:** + 5 + years of experience in personal trust administration serving as the primary point of contact with an assigned… more
- JPMorgan Chase (New York, NY)
- …his lifetime or upon his death through a provision in his will, it is the Trust Officer 's role to oversee the administration of the trust . **Job ... Officers devote a significant amount of time to personal development and training. Training at JPMorgan consists of...reading the fiduciary materials which are circulated to each Trust Officer , attending in-house and external seminars… more
- Wells Fargo (Pasadena, CA)
- **About this role:** Wells Fargo is seeking a Senior Trust Officer on the Special Needs Trust Services team as part of Wealth and Investment Management. ... beneficiaries with varying degrees of disability and/or incapacity + Work with trust partners, attorneys, caseworkers, and other professionals to ensure that Special… more
- Wells Fargo (Las Vegas, NV)
- …and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * ... services. * Managed Individual Retirement Accounts (IRA). Wells Fargo is seeking a Trust Officer - Fiduciary Specialist in Trust Client & Advisor Services as… more
- Wells Fargo (Long Beach, CA)
- …and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * ... * Managed Individual Retirement Accounts (IRA). Wells Fargo is seeking an Associate Trust Officer - Associate Fiduciary Specialist in Trust Client & Advisor… more
- Edward Jones (St. Louis, MO)
- …The posting may close early due to the volume of applicants. As a Tax Officer within the Edward Jones Trust Company, you will partner with our outside ... preparation, review, and filing, under the direction of the Trust Tax Team Leader. You will communicate with tax...1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates… more
- Canandaigua National Bank & Trust (Syracuse, NY)
- Business Banking Officer II Canandaigua National Bank & Trust Location: Syracuse, NY What does a Business Banking Officer at CNB do? A Business Banking ... Offices to identify opportunities to grow and retain business. The Business Banking Officer will be assigned a group of branches within the CNB footprint and… more
- PNC (Pittsburgh, PA)
- …have an opportunity to contribute to the company's success. As an Institutional Trust Officer II within PNC's Institutional Asset Management organization. You ... Remainder Trusts would be considered a plus, but not required. As an Institutional Trust Officer (ITO), you will serve as the day-to-day contact for all… 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:** AVP, Loan Review Officer **Job Description:** **Essential Duties & Responsibilities** + Conducts independent… more
- Hills Bank (North Liberty, 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:** Client Service Officer Card Specialist (Hybrid Eligible: KS, MO, NM) **Job...and Software Skills** + Skilled in operation of a personal computer and mobile device + Microsoft Office Suite… more
- Wells Fargo (Westlake Village, CA)
- …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
- M&T Bank (Vero Beach, FL)
- …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
- KeyBank (Syracuse, NY)
- …commitment to community. REQUIRED QUALIFICATIONS: - Minimum of 5 years of personal trust administration experience or equivalent work experience. - Undergraduate ... Relationship Managers (RMs) and other partners on internal fiduciary issues Trust Administration - Administers complex trust (ex: Special/Supplemental Needs… 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
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