- City National Bank (Wilmington, DE)
- * TRUST ADMINISTRATION OFFICER I* WHAT IS THE OPPORTUNITY? This is an entry level Personal Trust Officer position, responsible for administering ... Complete discretionary distribution requests. Submit formal requests to the Trust Officer for approval. * Coordinate set...Degree a plus * One year of experience in trust administration a plus * Strong written… more
- BankFinancial (Downers Grove, IL)
- …Administrator, Senior Trust Administrator, Investment Services, Trust Services, Trust , Administration , Estates, Trust Officer From: BankFinancial ... Job Descriptions: Summary: Primarily responsible for the proper and accurate administration of assigned trust and agency accounts, including contacting clients,… 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:...available from trusted partners. + Assume responsibility for the administration and discharge of the bank's legal/fiduciary responsibility for… more
- Charles Schwab (Wilmington, DE)
- …and experienced Trust Officer to join our team. The Trust Officer will be responsible for the professional administration of a book of assigned ... portfolio of trust accounts and oversee all aspects of trust administration , including, but not limited to: effectively establishing and maintaining strong… 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 Umpqua, ... for business. Together for better. **About the Role:** A Trust Officer is responsible for providing some...projects. + Provide in-house expertise on issues relating to trust administration . + Book new business and… more
- JPMorgan Chase (New York, NY)
- …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:** ... that knowledge to client specific planning exercises and account administration . + Work with Tax Officers and trust...reading the fiduciary materials which are circulated to each Trust Officer , attending in-house and external seminars… more
- US Bank (Milwaukee, WI)
- …at-all from Day One. **Job Description** As a Wealth Management Trust Officer you will be responsible for the administration , risk management and servicing ... job functions are guided by our Standards of Excellence: ** Trust Officer Excellence** . Interpret documents while...experience - Seven or more years of experience in Trust administration - An advanced degree may… 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 wealth transfer planning + Initiative/proactive… more
- Bank of America (Wilmington, DE)
- Delaware Trust Officer II Wilmington, Delaware **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... learn, grow, and make an impact. Join us! **Delaware Trust Officer II, (TO II), Wilmington, DE**...markets overall. The Delaware TOII's primary responsibilities are the administration of the Delaware IM&T book, as well as,… 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 ... prospects **Required Qualifications:** + Technical expertise in the areas of trust administration , fiduciary law, and estate and wealth transfer planning +… more
- Wells Fargo (Las Vegas, NV)
- …variety of banking and fiduciary topics including investment management, general trust administration , specialty trusts, custody, tax, specialty assets, ... trust services. * Managed Individual Retirement Accounts (IRA). Wells Fargo is seeking a Trust Officer - Fiduciary Specialist in Trust Client & Advisor… more
- Bank of America (Boca Raton, FL)
- Trust Officer II (TO II) Boca Raton, Florida **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... to learn, grow, and make an impact. Join us! ** Trust Officer II (TO II)** - This...needs, and managing risk. Responsibilities **:** + Provides fiduciary administration support including the review of trust … more
- Wells Fargo (Long Beach, CA)
- …variety of banking and fiduciary topics including investment management, general trust administration , specialty trusts, custody, tax, specialty assets, ... * Managed Individual Retirement Accounts (IRA). Wells Fargo is seeking an Associate Trust Officer - Associate Fiduciary Specialist in Trust Client & Advisor… more
- Hills Bank (North Liberty, IA)
- …be responsible for retention and development of existing and new business opportunities, administration and retention of personal trust business and estate ... procedures and legal constraints with primary focus in the area of trust and estate administration and estate planning. + Assist with the preparation and filing… 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
- City National Bank (Wilmington, DE)
- *SPECIALTY WEATH ASSET ADMINISTRATION OFFICER II* WHAT IS THE OPPORTUNITY? This is an advanced level Specialty Wealth Assets Officer position, responsible ... estate industry Or * Minimum 5 years of experience in Personal Trust administration *Skills and Knowledge* * Strong written and verbal communication skills *… more
- PNC (Pittsburgh, PA)
- …have an opportunity to contribute to the company's success. As an Institutional Trust Officer II within PNC's Institutional Asset Management organization. You ... considered a plus, but not required. As an Institutional Trust Officer (ITO), you will serve as...+ Maintains and retains assets under management or under administration , by educating clients on available tools and resources… more
- M&T Bank (Vero Beach, FL)
- …regularly with the client on all trust matters and responsible for overall trust administration management for complex trust relationships. + Assess and ... presentations, as requested, and serve as subject matter expert concerning trust administration . Represent the Bank in a professional and competent manner… more
- KeyBank (Syracuse, NY)
- …66 South Pearl Street - Albany, New York 12207-1501 Fiduciary Expertise and Trust Administration + Knowledge of and demonstrates capability to meet with ... community REQUIRED QUALIFICATIONS: - Minimum of 5 years of personal trust administration experience or equivalent work experience. - Undergraduate degree in… more
- Neuberger Berman (New York, NY)
- …Institutional Fiduciary Officer is an important member of the Institutional Trust team of NBTC. The team supports Institutional, Private Wealth Management and ... of Collective Investment Trusts (CIT) as well as Outsourced Chief Investment Officer (OCIO) clients which are primarily endowments, foundations and pension funds.… more