- City National Bank (Wilmington, DE)
- … 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
- Raymond James Financial, Inc. (Atlanta, GA)
- **Essential Duties and Responsibilities** + Administers special needs trust accounts and personal trust accounts in accordance with statutes and regulations. ... defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to...their advisors and Financial Advisors in the special needs trust and personal trust administration… more
- Columbia Bank (Henderson, NV)
- Trust Officer Wealth Management Henderson, Nevada **Description** **About Us:** At Columbia, we create a great place to work by offering a unique brand of ... 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
- Wells Fargo (Charlotte, NC)
- …and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * ... Accounts (IRA). **About this role:** Wells Fargo is seeking an Associate Estate Trust Officer - Associate Fiduciary Specialist focused on Estate Services within… more
- Wells Fargo (Austin, TX)
- …and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * ... estates and deceased grantor trusts as an attorney or trust officer + Knowledge of complex estate...Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide… more
- Edward Jones (Tempe, AZ)
- …and external professionals including attorneys and CPAs. **What You Will Do:** The Trust Officer is responsible for the management of trusts, estates and ... to the volume of applicants. **Team Overview:** Edward Jones Trust Company provides a full range of trust...1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates… more
- City National Bank (Wilmington, DE)
- …TRUST OFFICER * *WHAT IS THE OPPORTUNITY?* Administer estate and personal trust accounts including testamentary and intervivos trusts, Charitable Trusts, ... Foundations, Special Needs Trusts, and other Agency accounts. Perform initial legal and trust administration review of all potential new trust or investment… more
- City National Bank (Las Vegas, NV)
- * TRUST OFFICER * WHAT IS THE OPPORTUNITY? This position supports City National Trust and Estates by administering estate and personal trust accounts ... Interact with and provide guidance to Real Property Managers, CPAs and Trust Counsel, Portfolio Managers, Financial Advisors, Investment Advisors, and other bank… more
- KeyBank (Brooklyn, OH)
- … trust and estate administration, or five to seven plus years of personal trust administration experience, or equivalent work experience with progress towards ... or equivalent knowledge from other industry training or equivalent experience in personal trust administration and probate administration - Undergraduate degree… more
- Dunham & Associates Investment Counsel, Inc. (Las Vegas, NV)
- TRUST OFFICER Dunham Trust Company (DTC) provides comprehensive trust and fiduciary services including custodial accounts, wealth management, and ... clients with additional offices in Las Vegas, Wyoming, and Colorado. The DTC Trust Officer is responsible for the coordination of services and administration… more
- M&T Bank (Falls Church, VA)
- …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
- Enterprise Bank & Trust (San Jose, CA)
- **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
- 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 **Job Description:** **Summary:** Receive and resolve inbound customer calls… more
- Enterprise Bank & Trust (Olathe, KS)
- **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:** Electronic Banking Client Service Officer (Hybrid Eligible: Kansas) **Job Description:** **Summary:** Receive and resolve… more
- Enterprise Bank & Trust (Olathe, KS)
- **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:** Resolution Management Officer **Job Description:** **Summary:** This individual is responsible for managing… more
- General Dynamics Information Technology (Ashburn, VA)
- …of Requisition:** Regular **Clearance Level Must Be Able to Obtain:** None **Public Trust /Other Required:** BI Full 6C (T4) **Job Family:** Cyber and IT Risk ... clearance that is transferrable to CBP **MEANINGFUL WORK AND PERSONAL IMPACT** GDIT is looking to hire a Senior...of paid time off plans, including vacation, sick and personal time, holidays, paid parental, military, bereavement and jury… more
- Canandaigua National Bank & Trust (Pittsford, NY)
- Business Banking Officer II Canandaigua National Bank & Trust Location: Monroe County What does a Business Banking Officer at Canandaigua National Bank do? A ... Business Banking Officer at CNB works independently and in conjunction with...CNB footprint and will be responsible for achieving quarterly personal sales goals, including acquiring new business and achieving… more
- JPMorgan Chase (Dallas, TX)
- …the Trust Administrative Officer works under the supervision of the Trust Officer in the administration of the accounts. The Trust Administrative ... skills to provide leverage and back-up coverage for the Trust Officer with whom the Trust...nature of the Trust practice requires that Trust Administrative Officers devote time to personal … more
- JPMorgan Chase (Chicago, IL)
- …our Trusts and Estates services. You will work under the supervision of the Trust Officer in the administration of accounts, ensuring the proper set-up of ... be responsible for risk management, client relationship management, and personal development and training. This role provides an opportunity... counsel to resolve tax issues + Assist the Trust Officer to maintain current information on… more
- Bank OZK (Atlanta, GA)
- …business development plan in conjunction with the Managing Director, Chief Development Officer , Investment Advisors, and other Trust officers in leadership ... Responsible for developing, managing, and maintaining revenue generating investment and trust relationships and assists in the development of retirement planning and… more
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