- US Bank (Minneapolis, MN)
- …at-all from Day One. **Job Description** Responsible for the administration, risk management and servicing of assigned fiduciary and investment management ... degree, or equivalent work experience + Three or more years of experience in Trust administration + An advanced degree may be considered towards years of experience… more
- JPMorgan Chase (New York, NY)
- …the Trust Officer 's role to oversee the administration of the trust . **Job Responsibilities:** Technical and Risk Management + Analyze trust ... advisors. + Ability to work in a team-based environment. Client Relationship Management Trust Officers must develop relationships with beneficiaries and advisors… more
- Umpqua Bank (Salem, OR)
- Trust Officer Wealth Management Salem, Oregon Eugene, Oregon Salem, Oregon Salem, Oregon Eugene, Oregon Eugene, Oregon **Description** **About Us:** At ... for business. Together for better. **About the Role:** A Trust Officer is responsible for providing some...planning and investment issues. + Effective organizational and time management skills. + Ability to work in a team… 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:...to help you achieve your financial goals through time-tested trust and investment management strategies- a proven… more
- Bank OZK (Fort Lauderdale, FL)
- …employees. + Meets with and educates Bank partners to position the value of Trust and Wealth capabilities. + Creates market-wide business development plan in ... conjunction with the Managing Director, Chief Development Officer , Investment Advisors, and other Trust officers...delivery of quality fiduciary services to all clients of Trust and Wealth in assigned market. +… 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 ... responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team members… more
- Dunham & Associates Investment Counsel, Inc. (Cheyenne, WY)
- TRUST OFFICER An Opportunity to Craft Your Future...Dunham Trust Company has honed its legacy in trust services and wealth management . Our ... on our commitment to excellence. The Opportunity As a Trust Officer in Wyoming, you will be...and function as the clients' trusted advisor, anticipating their wealth planning needs; + Coordinate fiduciary and administrative services… more
- Bank of America (New York, NY)
- Senior Trust Officer New York, New York...Management + Customer and Client Focus + Risk Management + Wealth Planning + Client Experience ... responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team members… 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 ... accounts and safekeeping of assets to family trusts, wealth management and investment options. Headquartered in...in Las Vegas, Nevada, Wyoming and Colorado. The DTC Trust Officer is responsible for the coordination… more
- Bank of America (Baltimore, MD)
- …with an established and prestigious financial services firm, most likely in a wealth management , private banking and/or trust field. + Knowledge ... Senior Trust Officer Baltimore, Maryland **Job Description:**...Management + Customer and Client Focus + Risk Management + Wealth Planning + Client Experience… more
- Wells Fargo (Las Vegas, NV)
- …and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * ... Individual Retirement Accounts (IRA). Wells Fargo is seeking a Trust Officer - Fiduciary Specialist in ...Trust Client & Advisor Services as part of Wealth and Investment Management . Learn more about… more
- M&T Bank (Vero Beach, FL)
- **Overview:** Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary ... all trust matters and responsible for overall trust administration management for complex trust...to account administrative activities. Serve as key partner to wealth clients and developing and implementing trust … more
- Neuberger Berman (New York, NY)
- …the Institutional Trust team of NBTC. The team supports Institutional, Private Wealth Management and Intermediary businesses of the firm, and services a ... Fiduciary Officer is an important member of...internal and external managers + Significant interface with Private Wealth Investment Group to implement asset allocations in accordance… more
- Wells Fargo (Pasadena, CA)
- …Wells Fargo is seeking a Senior Trust Officer on the Special Needs Trust Services team as part of Wealth and Investment Management . Learn more about ... beneficiaries with varying degrees of disability and/or incapacity + Work with trust partners, attorneys, caseworkers, and other professionals to ensure that Special… more
- M&T Bank (Baltimore, MD)
- …with the client on all trust matters and responsible for overall trust administration management . + Assess and manage risk, exercise fiduciary discretion and ... and procedures related to account administrative activities. Serve as key partner to wealth clients in developing and implementing trust solutions to meet … more
- Wells Fargo (Westlake Village, CA)
- … services. **About this role:** Wells Fargo is seeking an Associate Philanthropic Trust Officer -- Assoicate Fiduciary Specialist Working at Wells Fargo | ... guidance on a variety of banking and fiduciary topics including investment management , general trust administration, specialty trusts, custody, tax, specialty… more
- BankFinancial (Downers Grove, IL)
- …and trust beneficiaries to discuss their needs and the benefits of using our Wealth Management Services. + Maintains knowledge of the Onesource Trust Tax ... Administrator, Senior Trust Administrator, Investment Services, Trust Services, Trust , Administration, Estates, Trust Officer From: BankFinancial more
- KeyBank (Naples, FL)
- …who require complex strategies to protect, grow and transition personal and family wealth . Actively manages trust and agency accounts, in accordance with ... deep expertise in fiduciary, investment, tax, and other related wealth issues. - Designs and delivers sophisticated fiduciary solutions,...tax- related issues. - Applies sound fiduciary judgment to trust matters. Client Management - Works with… more
- Wells Fargo (Palm Beach, FL)
- …and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * ... guidance on a variety of banking and fiduciary topics including investment management , general trust administration, specialty trusts, custody, tax, specialty… more
- Tompkins Community Bank (Ithaca, NY)
- …business systems enhancements, changes and procedures + Partner with Wealth Management Assistant Lead and TFA Compliance officer on reviewing, incorporating ... data reporting by working closely with the TFA Compliance Officer and the client service teams. This role will...+ A minimum of 3-5 years' experience in a wealth management and or trust … more