- 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
- Bank of America (Wichita, KS)
- Senior Trust Officer Wichita, Kansas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through ... include overseeing the administration and business development of complex investment management and trust accounts and working with team members to assure trust … more
- Bank of America (New York, NY)
- Senior Trust Officer New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... include overseeing the administration and business development of complex investment management and trust accounts and working with team members to assure trust … more
- Bank of America (Baltimore, MD)
- Senior Trust Officer Baltimore, Maryland **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... include overseeing the administration and business development of complex investment management and trust accounts and working with team members to assure trust … 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
- US Bank (Gresham, OR)
- …Bachelor's degree, or equivalent work experience - 10 or more years of experience in Trust administration or 4+ years in trust and estates legal practice. - ... not limited to: CTFA, CFP, JD, CPA and/or Graduate of National Trust School Program **Preferred Skills/Experience** - Considerable knowledge of estate settlement,… more
- Wells Fargo (Westlake Village, CA)
- …begins with outstanding talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to ... based on needs related to banking, custom lending, and trust services. These bank specialists leverage resources, valuable research,...(IRA) **About this role:** Wells Fargo is seeking a Senior Fiduciary Specialist Working at Wells Fargo | Jobs… more
- BMO Financial Group (Barrington, IL)
- **Currently** **employed** **as a Senior Portfolio Manager, Trust Investment Officer , Senior Investment Manager at a Wealth Management firm with** **no ... professionals within the assigned portfolio / jurisdiction. + Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth… more
- Enterprise Bank & Trust (San Diego, CA)
- …supporting our communities.** **Together, there's no stopping you!** **Job Title:** AVP Senior SBA Servicing Officer **Job Description:** **Essential Duties and ... **Enterprise Bank & Trust was founded in the spirit of entrepreneurship...skills, and competencies. **_Equal Opportunity Statement:_** Enterprise Bank & Trust is committed to helping individuals with disabilities participate… more
- BankFinancial (Downers Grove, IL)
- …(CTFA) and/or Certified Financial Planner certification (CFP) preferred. Keyword: Administrator, Senior Trust Administrator, Investment Services, Trust ... Primarily responsible for the proper and accurate administration of assigned trust and agency accounts, including contacting clients, attorneys and beneficiaries… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …to develop and execute comprehensive investment strategies that align with the trust company's goals, overseeing the management of client trust portfolios, ... **Strategy, Compliance and Risk Management** + Create and implement an attractive trust investment platform that allows advisors to maintain deep and meaningful… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Job Description** **Job Summary:** Under limited direction from a senior level manager, uses specialized knowledge and skills obtained through experience, ... manage prudent investment of fiduciary and other discretionary assets held in Trust accounts while working in concert with Financial Advisors. Leads defined… more
- Banc of California (Anaheim, CA)
- …employee resource groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The Officer , Senior Loan Administrator is responsible for independent decision-making, ... closings and compliance with bank and regulatory requirements and procedures. + Officer , Senior Loan Administrator collaborates closely and effectively manages… more
- Bayer (Cambridge, MA)
- …brilliant and diverse minds to make a real difference, there's only one choice.** ** Senior Director, Licensing Officer ** The Senior Director, Licensing ... TASKS AND RESPONSIBILITIES** **Key Responsibilities:** The primary responsibilities of this role, Senior Director, Licensing Officer (LO) are to: + Leads the… more
- CACI International (Washington, DC)
- Information Systems Security Officer (ISSO) - Senior Job Category: Information Technology Time Type: Full time Minimum Clearance Required to Start: None Employee ... * * * **The Opportunity:** CACI is seeking a Senior Information Systems Security Officer (ISSO) to...ensure the safety of our nation. **An environment of trust .** CACI values the unique contributions that every employee… more
- CACI International (Herndon, VA)
- Senior Specialized Administrative Support Officer Job Category: Administration Time Type: Full time Minimum Clearance Required to Start: TS/SCI with Polygraph ... of Travel: Local * * * **The Opportunity** The Senior Specialized Administrative Support Officer will provide...ensure the safety of our nation. **An environment of trust .** CACI values the unique contributions that every employee… more
- City National Bank (Montgomery, AL)
- *RESIDENTIAL LENDING LOAN OFFICER SENIOR * WHAT IS THE OPPORTUNITY? This position is responsible for referral-based sales of first mortgage and concurrent second ... needs can result in moderate to complex transactions. This individual may accompany a senior lender on business development calls and participate as a member of a… more
- PNC (Vero Beach, FL)
- …for assigned accounts. Prepares and presents appropriate analysis and recommendations for senior management or committee review. Escalates problems to senior ... management as appropriate. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: + **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary… more
- City of New York (New York, NY)
- …steward of the resources of plan beneficiaries and the City of New York. The Senior Investment Officer will assist in overseeing the investment activity for the ... of New York City government, in order to strengthen trust , secure a thriving future for all New Yorkers,...for the five New York City pension systems. The Senior Investment Officer will report to the… more
- Banc of California (Anaheim, CA)
- …of employee resource groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The Senior Financial Services Officer is responsible for opening new accounts and ... high quality service delivery standards of the Bank. The Senior Financial Services Officer is responsive to...+ Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold… more
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