- Raymond James Financial, Inc. (St. Petersburg, FL)
- … of trust accounts as needed * Attends and presents at monthly Trust Investment Committee meeting. * Ensures portfolios are compliant with company policies ... and securities industry operations. * Various security types. * Investment management concepts as they pertain to trust... Investment management concepts as they pertain to trust accounts. **Skill in:** * Preparing and delivering written… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …**Strategy, Compliance and Risk Management** + Create and implement an attractive trust investment platform that allows advisors to maintain deep and ... review of product trends and offerings that may be suitable for the trust investment platform as well as research and other due diligence resources available to… more
- Canandaigua National Bank & Trust (Sarasota, FL)
- Trust Officer II Canandaigua National ...a diversified team of highly credentialed representatives, the finest trust officers, and a suite of investment ... of personal service that builds long-term relationships. As a Trust Officer II of CNTF you will:...the company's role. + Have a thorough knowledge of investment and trust related products and services.… more
- CalSTRS (Sacramento, CA)
- Job Posting: Investment Officer , Real Estate State Teachers' Retirement System JC-476514 - Investment Officer , Real Estate INVESTMENT OFFICER ... is seeking an experienced individual to work as an Investment Officer III (willing to consider ...Information** **CalSTRS: Securing the financial future and sustaining the trust of California's educators** CalSTRS is the largest educator-only… more
- CalSTRS (Sacramento, CA)
- Job Posting: Investment Officer III, Investment Data Solutions State Teachers' Retirement System JC-474999 - Investment Officer III, Investment ... is seeking an experienced individual to work as an Investment Officer III, STRS (IO III) on...Information** **CalSTRS: Securing the financial future and sustaining the trust of California's educators** CalSTRS is the largest educator-only… more
- Aston Carter (West Hartford, CT)
- Deputy Chief Investment Officer (DCIO) Department: Investment Management Unit Reports To: City Treasurer Location: City of Hartford Treasurer's Office ... qualified and experienced investment professional to serve as the Deputy Chief Investment Officer (DCIO). This role supports the management and oversight of… more
- City and County of San Francisco (San Francisco, CA)
- …SFERS seeks an experienced investment professional for the position of Investment Officer ("IO") for its Asset Allocation, Risk Management, and Innovative ... dedicated to securing, protecting, and prudently investing the pension trust assets, administering mandated benefits programs, and providing promised... management experience at a position equivalent to an Investment Officer or higher with an … more
- City and County of San Francisco (San Francisco, CA)
- …For SFERS seeks an experienced investment professional for the position of Investment Officer ("IO") for its Real Assets portfolio, which includes real ... dedicated to securing, protecting, and prudently investing the pension trust assets, administering mandated benefits programs, and providing promised... management experience at a position equivalent to an Investment Officer or higher with an … more
- City of New York (New York, NY)
- …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,...the five New York City pension systems. The Senior Investment Officer will report to the DCIO… more
- City of New York (New York, NY)
- …steward of the resources of plan beneficiaries and the City of New York. The 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 Investment Officer will report to the DCIO… more
- City of New York (New York, NY)
- …steward of the resources of plan beneficiaries and the City of New York. The 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 Investment Officer will report to the DCIO… more
- City National Bank (Los Angeles, CA)
- * INVESTMENT RELATIONSHIP OFFICER * WHAT IS THE OPPORTUNITY? Assist Financial Advisors by providing day to day client support and operational service on all CNS ... accounts and work directly with clients, Financial Advisors, CNS Investment Operations and CNB Trust Operations to open, fund, and provide ongoing support and… more
- ADP (Wilmington, DE)
- **ADP is hiring a Chief Financial Officer - Delaware Investment Center** The Chief Financial Officer (CFO) of the ADP Delaware Investment Center will ... positions for a number of legal entities, including ADP Trust Company, NA, a trust bank which...CFO will ensure compliance with regulatory requirements. The Delaware Investment Center manages fixed income portfolios with approximately $40… more
- JPMorgan Chase (New York, NY)
- …his lifetime or 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:** Technical and Risk Management + Analyze trust documents for legal, tax, administrative and ...reading the fiduciary materials which are circulated to each Trust Officer , attending in-house and external seminars… more
- Neuberger Berman (New York, NY)
- …of Collective Investment Trusts (CIT) as well as Outsourced Chief Investment Officer (OCIO) clients which are primarily endowments, foundations and pension ... Officer is an important member of the Institutional Trust team of NBTC. The team supports Institutional, Private...for all aspects of client satisfaction and delivery of investment and fiduciary services to CIT and OCIO clients… 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 ... Key responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team… more
- BankFinancial (Downers Grove, IL)
- …Administrator, Senior Trust Administrator, Investment Services, Trust Services, Trust , Administration, Estates, Trust Officer From: BankFinancial ... trust operating system. + Works with third party investment managers utilizing their expertise to preserve and grow...+ Make recommendations for fiduciary approval by the SVP Trust and Investment Services Manager or the… 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 ... safekeeping of assets to family trusts, wealth management and investment options. Headquartered in Reno, Nevada, Dunham Trust...in Las Vegas, Nevada, Wyoming and Colorado. The DTC Trust Officer is responsible for the coordination… more
- Umpqua Bank (Reno, NV)
- Trust Officer Wealth Management Henderson, Nevada Scottsdale, Arizona Phoenix, Arizona Reno, Nevada **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...abilities to recognize and solve clients' estate planning and investment issues. + Effective organizational and time management skills.… 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 ... provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax,… more
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