- Abbott (Abbott Park, IL)
- …expert on a variety of topics including but not limited to: grantor trust administration , officer appointments and retirements, proxy advisor modeling, ... Compensation (supervisory). **Required Qualifications** + Bachelor's degree in HR, Business Administration , Economics, Finance or relevant field + 8+ years overall… more
- Canandaigua National Bank & Trust (Sarasota, FL)
- Trust Officer II Canandaigua National Trust Company of Florida - Sarasota, FL Since 2009, Canandaigua National Trust Company of Florida (CNTF) has been ... of personal service that builds long-term relationships. As a Trust Officer II of CNTF you will:...available from trusted partners. + Assume responsibility for the administration and discharge of the bank's legal/fiduciary responsibility for… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …exceed our clients' expectations. In some cases may be assigned to a more senior officer as an Associate Trust Officer / Trust Administrator during the ... a daily basis through the use of the administrative officer 's trial balance. . Instructs the assigned trust...**Knowledge, Skills, and Abilities:** **Knowledge of:** . Principles of trust administration and estate planning. **Skill in:**… more
- Bank of America (Wilmington, DE)
- Delaware Senior Trust Officer Wilmington, Delaware **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... a difference. Join us! **Job Description:** The Delaware Senior Trust Officer (Delaware STO) maintains a ...markets overall. The Delaware STO's primary responsibilities are the administration of the Delaware IM&T book, as well as,… more
- Access Dubuque (Dubuque, IA)
- Trust Officer **Fidelity Bank & Trust ** 1 Positions ID: 3306537 Posted On 05/29/2025 **Job Overview** **_Are you passionate about helping others secure their ... legacy?_** **_Do you thrive in a role that blends trust administration , relationship building, and business development?_**...& Trust Wealth Management team as a ** Trust Officer , in our Waverly branch** and… more
- Bank of America (Jacksonville, FL)
- Trust Officer II (TO II) Jacksonville, Florida **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... to learn, grow, and make an impact. Join us! ** Trust Officer II (TO II), Private Banking,...275-350 core client accounts). **Responsibilities** **:** + Provides fiduciary administration support including the review of trust … more
- Umpqua Bank (Scottsdale, AZ)
- Trust Officer Wealth Management Henderson, Nevada Reno, Nevada Scottsdale, Arizona Phoenix, Arizona **Description** **About Us:** At Umpqua, we create a great ... for business. Together for better. **About the Role:** A Trust Officer is responsible for providing some...projects. + Provide in-house expertise on issues relating to trust administration . + Book new business and… more
- JPMorgan Chase (New York, NY)
- …upon his death through a provision in his will, it is the Trust Officer 's role to oversee the administration of the trust . **Job Responsibilities:** ... that knowledge to client specific planning exercises and account administration . + Work with Tax Officers and trust...reading the fiduciary materials which are circulated to each Trust Officer , attending in-house and external seminars… 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 ... financial advisory function and investment process. **Skill in** : * Personal trust administration . * Strong interpersonal and leadership skills to provide… 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 ... defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to...governance and personal and directed trust administration . + Strong interpersonal and leadership… more
- Bank of America (Atlanta, GA)
- Senior Trust Officer Atlanta, Georgia **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the ... / competencies** **:** + Technical expertise in the areas of trust administration , fiduciary law, and estate and wealth transfer planning + Initiative/proactive… more
- Wells Fargo (Las Vegas, NV)
- …variety of banking and fiduciary topics including investment management, general trust administration , specialty trusts, custody, tax, specialty assets, ... trust services. * Managed Individual Retirement Accounts (IRA). Wells Fargo is seeking a Trust Officer - Fiduciary Specialist in Trust Client & Advisor… more
- Dunham & Associates Investment Counsel, Inc. (Las Vegas, NV)
- TRUST OFFICER Dunham Trust Company (DTC) offers a wide range of traditional trust services designed to meet virtually any client need, from custodial ... The firm also has offices in Las Vegas, Nevada, Wyoming and Colorado. The DTC Trust Officer is responsible for the coordination of services and administration… more
- Bank of America (Chicago, IL)
- Senior Trust Officer Chicago, Illinois **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the ... prospects **Required Qualifications:** + Technical expertise in the areas of trust administration , fiduciary law, and estate and wealth transfer planning +… 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 through ... prospects **Required Qualifications:** + Technical expertise in the areas of trust administration , fiduciary law, and estate and wealth transfer planning +… more
- Wells Fargo (Philadelphia, PA)
- …variety of banking and fiduciary topics including investment management, general trust administration , specialty trusts, custody, tax, specialty assets, ... Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Officer (Senior Fiduciary Specialist) on the Personal Trust … more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …* Interacts with beneficiaries, their advisors and Financial Advisors in the personal trust administration process. * Participates as a voting member of the ... financial advisory function and investment process. **Skill in** : * Personal trust administration . * Strong interpersonal and leadership skills to provide… more
- Wells Fargo (Wayne, PA)
- …variety of banking and fiduciary topics including investment management, general trust administration , specialty trusts, custody, tax, specialty assets, ... (IRA). **About this role:** Wells Fargo is seeking a Trust Officer on the Special Needs ...of disabled individuals + Knowledge and understanding of estate, trust , or fiduciary administration + Ability to… more
- Bank of America (Chicago, IL)
- Senior Trust Officer Chicago, Illinois **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the ... risk. **Required Qualifications:** + Technical expertise in the areas of trust administration , fiduciary law, and estate and wealth transfer planning +… more
- Hills Bank (Cedar Rapids, IA)
- …be responsible for retention and development of existing and new business opportunities, administration and retention of personal trust business and estate ... procedures and legal constraints with primary focus in the area of trust and estate administration and estate planning. + Assist with the preparation and filing… more
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