- HSBC (Irvine, CA)
- Wealth Relationship Officer Brand: HSBC Area of Interest: Asset and Wealth Management Location: Irvine, CA, US, 92604 Work style: Office Worker Date: 29 ... and the planet we all share. The securities licensed Wealth Relationship Officer provides sales support to...follow through client purchase process requirement + Enhance client trust in Wealth 's capability of meeting client… more
- Plante Moran (Southfield, MI)
- …settlement (post-death administration) process, including any probate administration, for the Trust Officer Identification and collection of assets owned by ... daily transactions and prepare receipts and disbursements Partner with Trust Officer to facilitate communication with clients...one of the nation's largest audit, tax, consulting, and wealth management firms. But dig a little… more
- 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 + Seven or more years of experience in Trust administration + An advanced degree may be considered towards years of experience… more
- JPMorgan Chase (Newark, DE)
- …the administration of the trust . **Job Summary** As a Trust Officer VP in Wealth Management Solutions, Trust & Estates, you will be an integral ... with beneficiaries and advisors. You will also partner with Wealth Advisors for new trust business and...maintenance, account opening/closing, Investment Systems and Annual Reviews, and management of overdrafts - is a plus JPMorganChase, one… more
- JPMorgan Chase (New York, NY)
- …loans, mortgages and deposits. **Job Summary:** As a Settlement Officer VP in Wealth Management Solutions, Trust & Estates, you will oversee the ... JP Morgan Asset & Wealth Management , with client assets of...JP Morgan Asset & Wealth Management , with client assets of $2.8 trillion, is...administration of the trust . You will assume the primary responsibility for the… more
- KeyBank (Brooklyn, OH)
- …team on projects and testing. The ideal candidate has a functional knowledge of wealth management , trust /fiduciary compliance laws and regulations, risks and ... risk-based monitoring and evaluation by focusing on current, high impact wealth management and trust -related compliance and operational risks, developing… more
- Columbia Bank (Scottsdale, AZ)
- Trust Officer Wealth Management Henderson, Nevada Scottsdale, Arizona Phoenix, Arizona **Description** **About Us:** At Columbia, we create a great place ... 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
- M&T Bank (Wilmington, DE)
- **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
- Bank of America (Wayzata, MN)
- Wealth Management Lending Officer Wayzata, Minnesota **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Wayzata/ Wealth - Management -Lending- Officer \_25023610-2) **Job Description:** Merrill Wealth Management… more
- Charles Schwab (Sacramento, CA)
- … Advisory role will help promote, retain and delight clients of Schwab's premier wealth management solution, Schwab Wealth Advisory (SWA). The successful ... and investors interested in the offer. The Business Development Officer will need to be an exceptional communicator, both...to be well versed in all aspects of effective wealth management , Schwab's broader solutions, and industry… more
- JPMorgan Chase (New York, NY)
- …you will join a growing and innovative Equity Portfolio Management team within Wealth Management 's Chief Investment Officer Team (Private Bank CIO Team), ... including Investment Banking, Commercial Banking, Treasury & Securities Services, Asset & Wealth Management , Retail Financial Services and Card Services. The… more
- JPMorgan Chase (Chicago, IL)
- …advisor community. + Develop, retain and deepen client relationships. + Assist the Trust Officer and partner with Wealth Advisors, Bankers, Investors, ... JP Morgan Asset & Wealth Management , with client assets of...services. You will work under the supervision of the Trust Officer in the administration of accounts,… more
- JPMorgan Chase (Dallas, TX)
- …the Trust Administrative Officer works under the supervision of the Trust Officer in the administration of the accounts. The Trust Administrative ... skills to provide leverage and back-up coverage for the Trust Officer with whom the Trust...obtaining necessary documents for the Settlements group **Client Relationship Management ** + Trust Administrative Officers must actively… more
- First Horizon Bank (Hickory, NC)
- …The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, ... maintaining account coding. + Preparation of various forms under the guidance of the Trust Officer . + Processing various cash transactions using Trust and… more
- Dunham & Associates Investment Counsel, Inc. (Las Vegas, NV)
- …comprehensive trust and fiduciary services including custodial accounts, wealth management , and specialized investment administration. Chartered in 1999 ... TRUST OFFICER Dunham Trust ... TRUST OFFICER Dunham Trust Company (DTC) provides...and function as the clients' trusted advisor, anticipating their wealth planning needs; + Coordinate fiduciary and administrative services… more
- Wells Fargo (Austin, TX)
- …and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * ... **About this role:** Wells Fargo is seeking a Senior Trust Officer (Senior Fiduciary Specialist) on the...Trust Client & Advisor Services as part of Wealth and Investment Management . Learn more about… more
- Edward Jones (Tempe, AZ)
- …The posting may close early due to the volume of applicants. **Team Overview:** Wealth Management Advice and Solutions (WMAS) is responsible for leading the firm ... Trust Company provides a full range of trust , investment management , and custody services to...and private foundations. **What You Will Do:** The Senior Trust Tax Officer is responsible for fiduciary… more
- City National Bank (Las Vegas, NV)
- * TRUST OFFICER * WHAT IS THE OPPORTUNITY?...accounts * Comply fully with all Bank Operational and Wealth Management policies and procedures as well ... This position supports City National Trust and Estates by administering estate and personal ...Trust and Estates by administering estate and personal trust accounts including testamentary and intervivos trusts, Charitable Trusts,… more
- Bank OZK (Charlotte, NC)
- …or economics, or commensurate work experience, required + 4+ years' experience in a trust / wealth management function or equivalent experience required + CFA ... Job Purpose & Scope The VP, Trust Investment Officer constructs and manages...goals and objectives + Demonstrate effective organizational and time management skills to meet exacting deadlines in a dynamic… more
- KeyBank (Brooklyn, OH)
- …and estate legal and tax related issues - Applies sound fiduciary judgment to trust and estate settlement matters **Client Management :** - High level customer ... administration and post-death settlement of fiduciary accounts by providing expert trust and estate administration and counsel to High-Net-Worth clients and their… more
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