- Dunham & Associates Investment Counsel, Inc. (Reno, NV)
- TRUST INVESTMENT OFFICER Dunham Trust Company (DTC) provides comprehensive trust and fiduciary services including custodial accounts, wealth ... with additional offices in Las Vegas, Wyoming, and Colorado. Position Summary The Trust Investment Officer (TIO) plays a critical role within Dunham Trust… more
- Umpqua Bank (Henderson, NV)
- Trust Officer Wealth Management Henderson, Nevada Scottsdale, Arizona Phoenix, Arizona **Description** **About Us:** At Umpqua, we create a great place to work ... 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
- Dunham & Associates Investment Counsel, Inc. (Las Vegas, NV)
- TRUST OFFICER Dunham Trust Company (DTC) provides comprehensive trust and fiduciary services including custodial accounts, wealth management, and ... specialized investment administration. Chartered in 1999 and headquartered in Reno,...offices in Las Vegas, Wyoming, and Colorado. The DTC Trust Officer is responsible for the coordination… 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 ... provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax,… more
- City National Bank (Las Vegas, NV)
- *TEAM LEADER TRUST OFFICER NEW BUSINESS* WHAT IS THE OPPORTUNITY? Manage the day-to-day activities of the New Business TeamPartner with Business Development to ... Qualifications* * Internationally recognized professional qualification (eg, CFTA, TEP) * Trust business experience and knowledge * Investment knowledge and… more
- City National Bank (Las Vegas, NV)
- …as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange ... *BUSINESS DEVELOPMENT OFFICER - SBA* *Hybrid locations: Nashville, TN -...DC and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client… more
- Dunham & Associates Investment Counsel, Inc. (Reno, NV)
- …granted under applicable policies and procedures, and under the supervision of a designated Trust Officer . The Trust Associate is responsible for managing ... computer skills + Excellent written and verbal communication skills + Paralegal, trust , estate planning, or financial/ investment background not required, but… more
- Cherry Bekaert (Carson City, NV)
- …closings + Designing and reviewing project proposals and summaries for investment opportunities in a clear, compelling, and concise manner Community Development ... in order to develop a sustainable financial plan + Helping secure private investment commitments and a strategy for long-term financial viability + Actively managing… more