- US Bank (Milwaukee, WI)
- …degree, or equivalent work experience - Eight or more years of experience in Trust administration - Professional Designation is required and may include, ... you excel at-all from Day One. **Job Description** Responsible for the administration , risk management and servicing of assigned fiduciary and investment management… more
- Comerica (Costa Mesa, CA)
- …alliance allows clients to take advantage of Comerica Bank & Trust , NA's professional trust administration capabilities, as well as the services of their ... as an account administrator in a specific area of expertise to include trust administration , investments or insurance in a client service capacity + 6 years of… more
- Bank of America (Atlanta, GA)
- …business experience, preferably a minimum of 5 years of trust administration and estate planning experience + Fiduciary professional with CTFA, CFP, ... / competencies** **:** + Technical expertise in the areas of trust administration , fiduciary law, and estate and wealth transfer planning + Initiative/proactive… more
- M&T Bank (Washington, DC)
- …as requested, and serve as subject matter expert concerning trust administration . Represent the Bank in a professional and competent manner whether ... the client on all trust matters and responsible for overall trust administration management for complex trust relationships. + Assess and manage risk,… more
- Bank of America (Chicago, IL)
- …planning experience **Desired Qualifications:** + 10-15 years of trust administration and estate planning experience + Fiduciary professional with CTFA, ... 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)
- …planning experience. **Desired Qualifications:** + 10-15 years of trust administration and estate planning experience + Fiduciary professional with CTFA, ... prospects **Required Qualifications:** + Technical expertise in the areas of trust administration , fiduciary law, and estate and wealth transfer planning +… more
- 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 ... client-facing individual contributor on a high performing team. The Director of Trust Administration is responsible for overseeing the administration of… 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 ... issues, processes and activities. * Develop and retain personal trust and investment management business by maintaining professional...Bachelor's Degree or equivalent * 10 plus years in trust administration with strong working knowledge of… 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
- 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 ... legal constraints with primary focus in the area of trust and estate administration and estate planning....with the local market area legal and accounting and professional community to enhance and garner business opportunities. +… more
- Regions Bank (Orlando, FL)
- …Master of Business Administration (MBA) or Master of Taxation) + Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), ... economics, accounting or related field + Eight (8) years of Trust Administration , Estate/Tax Law, Financial Planning or relevant experience including direct… 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
- 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...planning software programs. **Ability to** + Function in a professional office environment. + Demonstrate efficiency and flexibility in… 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 ... to community REQUIRED QUALIFICATIONS: - Minimum of 5 years of personal trust administration experience or equivalent work experience. - Undergraduate degree… more
- Bank OZK (Dallas, TX)
- …Provides management and guidance through effective communication related to carrying out Trust administration activities. + Advises fiduciary team regarding ... or commensurate work experience, required. + 10+ years of work experience in trust administration or other relevant work experience, required. + Experience with… more
- Vanguard (Newtown Square, PA)
- …Promotes professional development by maintaining an in-depth understanding of trust administration , wealth planning techniques and the corporate trustee ... Planner designation required. + Minimum of five years related to personal trust administration and client relationship management experience. + Demonstrated… more
- Umpqua Bank (Walnut Creek, CA)
- …to prospective clients,required + 10+ years'successful sales/client service experience in trust administration ,required + 10+ years'thorough understanding of ... trust administration , fiduciary law and federal estate and state tax...state tax requirements and issues,required + 10+ years'involvement in professional organizations Ability to communicate and present advanced estate… more
- Edward Jones (St. Louis, MO)
- …distribution requests, address changes, transfers, etc.) + Support the team in trust onboarding, ongoing administration , and investment matters to ensure the ... relevant professional certification strongly preferred + 3 years of trust or related professional experience required; Previous financial services experience… more
- Charles Schwab (Westlake, TX)
- …governance committees of Charles Schwab Trust Bank, including the Business Trust Administration Committee and the Employer Stock Monitoring Committee. **What ... Legal Counsel** + Provide advice to senior management on issues related to the administration of trust and custody relationships, new products and services, and… more