- BMO Financial Group (Chicago, IL)
- We are seeking an experienced trust officer with 5+ years of trust administration experience to work in one of our downtown or suburban Chicago offices as a ... individual contributor on a high performing team. The Director of Trust Administration is responsible for overseeing the administration of fiduciary… more
- Robert Half Legal (Los Angeles, CA)
- …on probate matters is seeking an attorney with 1+ years of experience in probate, trust administration , or estate planning. This role can be hybrid or 100% ... court on routine hearings, and prepare legal documents tied to estate and trust administration . Why This Role Stands Out: + Remote flexibility (must reside in… more
- Truist (Atlanta, GA)
- …Private Wealth, or Institutional Investment Management industry with 5+ years in Trust Administration . 2. Strong knowledge of estate planning, fiduciary and ... and provides fiduciary advice and oversight for all types of Wealth trust accounts including personal trusts, special needs trusts, investment management, custodial… more
- Robert Half Legal (Roseville, CA)
- Description Reputable estate planning firm is seeking an experienced trust administration paralegal to join their team. This position is full-time in the office ... planning * Coordinate and manage the probate and estate administration process * Perform legal research and analysis on...relevant laws and regulations pertaining to estate planning and administration * Collaborate with the legal team to ensure… more
- Williams Parker (Sarasota, FL)
- …Probate Paralegal to join our client-centric team in handling high-volume, complex probate and trust administration in the Sarasota, FL area. Why this role is ... probate proceedings by preparing and filing probate documents in the administration of an estate (petitions, motions, testamentary letters, inventories, accountings,… 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 ... Qualifications** * Bachelor's Degree or equivalent * 10 plus years in trust administration with strong working knowledge of all types of trusts, not limited… more
- Regions Bank (Orlando, FL)
- …finance, economics, accounting or related field + Eight (8) years of Trust Administration , Estate/Tax Law, Financial Planning or relevant experience including ... in the trust and investment management industry to ensure prudent administration and investment management + Partners with Trust Administrator to oversee… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …**Qualifications** **Knowledge, Skills, and Abilities:** **Knowledge of:** . Principles of trust administration and estate planning. **Skill in:** . ... from a four-year college or university and four (4) years of trust administration experience. ~or~ . Any equivalent combination of experience, education, and/or… more
- Comerica (Dallas, TX)
- …serving as an account administrator in a specific area of expertise to include trust administration , investments, insurance in a client service capacity OR High ... as an account administrator in a specific area of expertise to include trust administration , investments or insurance in a client service capacity + 5 years of… more
- Regions Bank (Birmingham, AL)
- …+ Bachelor's degree in related field + Five (5) years of Trust Administration , Estate/Tax Law, Financial Planning, or related experience **Preferences** ... of the system. **Job Description:** At Regions, the Philanthropic Solutions (PS) Trust Support Administrator oversees the administration of accounts in… more
- Raymond James Financial, Inc. (FL)
- …* Interacts with beneficiaries, their advisors and Financial Advisors in the personal trust administration process. * Participates as a voting member of the ... advisory function and investment process. **Skill in** : * Personal trust administration . * Strong interpersonal and leadership skills to provide a high… more
- Raymond James Financial, Inc. (Portsmouth, NH)
- …Financial markets, products, financial advisory function, and investment process. + Directed Trust administration experience is desired. **Skill in** + IRA ... governance and personal and directed trust administration . + Strong interpersonal and leadership skills to provide a high level of customer service. +… more
- Bank of America (Atlanta, GA)
- …**Key attributes / competencies** **:** + Technical expertise in the areas of trust administration , fiduciary law, and estate and wealth transfer planning + ... equivalent business experience, preferably a minimum of 5 years of trust administration and estate planning experience + Fiduciary professional with CTFA, CFP,… more
- M&T Bank (Washington, DC)
- …regularly with the client on all trust matters and responsible for overall trust administration management for complex trust relationships. + Assess and ... presentations, as requested, and serve as subject matter expert concerning trust administration . Represent the Bank in a professional and competent manner… more
- Wells Fargo (Las Vegas, NV)
- …variety of banking and fiduciary topics including investment management, general trust administration , specialty trusts, custody, tax, specialty assets, ... experience and education. **Desired Qualifications:** + Solid understanding of trust administration practices, fiduciary responsibilities, estate settlement… more
- Comerica (Detroit, MI)
- …requirements and efficient service delivery. Develop and implement strategies for trust administration across account within this segment. Manage relationships ... Job Description Manager, Institutional Trust The Manager, Institutional Trust manages the administration and operation of an Institutional Trust business… more
- Vanguard (Scottsdale, AZ)
- …+ Promote professional development by maintaining an in-depth understanding of trust administration , wealth planning techniques and the trustee services ... or Juris Doctorate (JD). + Minimum of three years of trust administration and client relationship management experience. + Exceptional client relationship… more
- KeyBank (Syracuse, NY)
- …66 South Pearl Street - Albany, New York 12207-1501 Fiduciary Expertise and Trust Administration + Knowledge of and demonstrates capability to meet with ... community REQUIRED QUALIFICATIONS: - Minimum of 5 years of personal trust administration experience or equivalent work experience. - Undergraduate degree in… more
- Bank of America (Chicago, IL)
- …and prospects **Required Qualifications:** + Technical expertise in the areas of trust administration , fiduciary law, and estate and wealth transfer planning ... equivalent business experience, preferably a minimum of 5 years of trust administration and estate planning experience **Desired Qualifications:** + 10-15 years… more
- Bank of America (New York, NY)
- …and prospects **Required Qualifications:** + Technical expertise in the areas of trust administration , fiduciary law, and estate and wealth transfer planning ... equivalent business experience, preferably a minimum of 5 years of trust administration and estate planning experience. **Desired Qualifications:** + 10-15 years… more
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