- Canandaigua National Bank & Trust (Sarasota, FL)
- Trust Officer II Canandaigua National Trust...Officer II of CNTF you will: + Provide trust and estate services, including estates, personal trusts, ... the administration and discharge of the bank's legal/fiduciary responsibility for all assigned trust and estate accounts. + Complete analysis of requirements of… more
- Bank of America (Chicago, IL)
- Estate Settlement Officer II (ESO II), Estate Settlement Services (ESS) Chicago, Illinois **Job Description:** At Bank of America, we are guided by a common ... with the power to make a difference. Join us! ** Estate Settlement Officer II (SO II), ...Officer is accountable for facilitating, managing, and settling trust terminations that require expertise and knowledge of fiduciary… more
- Bank of America (Clayton, MO)
- Estate Settlement Officer III Clayton, Missouri **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... that require a higher level of technical expertise and knowledge in estate and trust administration. * Responsible for increasing estate revenue by… more
- Banc of California (San Diego, CA)
- …groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** Act as a managing officer for real estate portfolio. Initiate and maintain customer contact, maintain ... Initiate and maintain contact with new and existing real estate customers. + Obtain necessary financial and operating data,...+ Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold… more
- Umpqua Bank (Salem, OR)
- Trust Officer Wealth Management Salem, Oregon...data processing system, as well as general principles of trust accounting and estate tax law. + ... for business. Together for better. **About the Role:** A Trust Officer is responsible for providing some...+ Good analytical abilities to recognize and solve clients' estate planning and investment issues. + Effective organizational and… more
- Wells Fargo (Las Vegas, NV)
- …trust services. * Managed Individual Retirement Accounts (IRA). Wells Fargo is seeking a Trust Officer - Fiduciary Specialist in Trust Client & Advisor ... and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held asset management.… more
- Wells Fargo (Long Beach, CA)
- …services. * Managed Individual Retirement Accounts (IRA). Wells Fargo is seeking an Associate Trust Officer - Associate Fiduciary Specialist in Trust Client ... and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held asset management.… more
- Hills Bank (North Liberty, IA)
- …of existing and new business opportunities, administration and retention of personal trust business and estate administration with the objective of profit ... other Trust and Wealth Management Officers with trust and estate planning for their customers. ACCOUNTABILITIES: Account Administration: + Administer… more
- City National Bank (Wilmington, DE)
- … OFFICER I* WHAT IS THE OPPORTUNITY? This is an entry level Personal Trust Officer position, responsible for administering personal trust accounts such as ... and Co-Fiduciaries. * Complete discretionary distribution requests. Submit formal requests to the Trust Officer for approval. * Coordinate set up, tracking, and… more
- US Bank (Milwaukee, WI)
- …what you excel at-all from Day One. **Job Description** As a Wealth Management Trust Officer you will be responsible for the administration, risk management and ... As such, the job functions are guided by our Standards of Excellence: ** Trust Officer Excellence** . Interpret documents while applying fiduciary principles and… 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 ... and prospects **Required Qualifications:** + Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning… more
- Bank of America (Boise, ID)
- Sr. Trust Officer Seattle, Washington;Boise, Idaho; Spokane, Washington **Job Description:** At Bank of America, we are guided by a common purpose to help make ... competencies** **:** + Technical expertise in the areas of trust administration, fiduciary law, and estate and...areas of trust administration, fiduciary law, and estate and wealth transfer planning + Initiative/proactive approach to… more
- KeyBank (Syracuse, NY)
- …planning for non-charitable gifts - Estate planning ideas appropriate to situation - Estate taxation of assets held in trust , estate valuation rules - ... to retain and expand existing client relationships - Reviews client estate planning and trust documents and advises RMs, attorneys, etc. on recommended changes -… more
- Wells Fargo (Westlake Village, CA)
- …provide personalized advice and wealth and asset management services, including: * Personal trust services * Estate services * Philanthropic services * Closely ... book of fiduciary philanthropic relationships within a team-based environment, including analyzing trust and estate documents, implementing client estate … more
- KeyBank (Syracuse, NY)
- …gifts + Provides estate planning ideas appropriate to situation + Understands estate taxation of assets held in trust , estate valuation rules, ... 66 South Pearl Street - Albany, New York 12207-1501 Fiduciary Expertise and Trust Administration + Knowledge of and demonstrates capability to meet with clients of… more
- Edward Jones (St. Louis, MO)
- …The posting may close early due to the volume of applicants. As a Tax Officer within the Edward Jones Trust Company, you will partner with our outside ... preparation, review, and filing, under the direction of the Trust Tax Team Leader. You will communicate with tax...estate , and income taxation + Able to use Trust accounting system and work with multiple systems +… more
- Enterprise Bank & Trust (Kansas City, 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:** Community Mortgage Loan Officer **Job Description:** **Summary:** This position will make service calls to… 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:** AVP, Loan Review Officer **Job Description:** **Essential Duties & Responsibilities** + Conducts independent… more
- KeyBank (Naples, FL)
- …to determine duties and responsibilities of bank. - Identifies and resolves potential trust and estate tax- related issues. - Applies sound fiduciary judgment ... to retain and expand existing client relationships. - Reviews client estate planning and trust documents and advises RMs, attorneys, etc. on recommended changes.… 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. - ... is not limited to: CTFA, CFP, JD, CPA and/or Graduate of National Trust School Program **Preferred Skills/Experience** - Considerable knowledge of estate … more