- 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 ... and offer the kind of personal service that builds long-term relationships. As a Trust Officer II of CNTF you will: + Provide trust and estate services,… 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, ... people. Together for business. Together for better. **About the Role:** A Trust Officer is responsible for providing some new business for the company through… 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 ... career with opportunities to learn, grow, and make an impact. Join us! **Delaware Trust Officer II, (TO II), Wilmington, DE** **-** The Delaware Trust … 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 ... of reading the fiduciary materials which are circulated to each Trust Officer , attending in-house and external seminars and taking required Proficiency Training… more
- Charles Schwab (Wilmington, DE)
- …status quo" and transform the finance industry together. We are seeking a diligent and experienced Trust Officer to join our team. The Trust Officer will ... for the professional administration of a book of assigned trust accounts, ensuring compliance with bank policies and procedures;...be the point of contact for a portfolio of trust accounts and oversee all aspects of trust… more
- US Bank (Milwaukee, WI)
- …what you excel at-all from Day One. **Job Description** As a Wealth Management Trust Officer you will be responsible for the administration, risk management and ... As such, the job functions are guided by our Standards of Excellence: ** Trust Officer Excellence** . Interpret documents while applying fiduciary principles and… more
- Wells Fargo (Pasadena, CA)
- **About this role:** Wells Fargo is seeking a Senior Trust Officer on the Special Needs Trust Services team as part of Wealth and Investment Management. ... beneficiaries with varying degrees of disability and/or incapacity + Work with trust partners, attorneys, caseworkers, and other professionals to ensure that Special… 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 ... talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products...based on needs related to banking, custom lending, and trust services. These bank specialists leverage resources, valuable research,… 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 ... talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products...based on needs related to banking, custom lending, and trust services. These bank specialists leverage resources, valuable research,… more
- BankFinancial (Downers Grove, IL)
- …Administrator, Senior Trust Administrator, Investment Services, Trust Services, Trust , Administration, Estates, Trust Officer From: BankFinancial ... Primarily responsible for the proper and accurate administration of assigned trust and agency accounts, including contacting clients, attorneys and beneficiaries… 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 ... a successful career with opportunities to learn, grow, and make an impact. Join us! ** Trust Officer II (TO II)** - This job is responsible for managing a book of… 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 ... include overseeing the administration and business development of complex investment management and trust accounts and working with team members to assure trust … 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 ... include overseeing the administration and business development of complex investment management and trust accounts and working with team members to assure trust … 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 ... Trusts would be considered a plus, but not required. As an Institutional Trust Officer (ITO), you will serve as the day-to-day contact for all administrative… more
- City National Bank (Wilmington, DE)
- … OFFICER I* WHAT IS THE OPPORTUNITY? This is an entry level Personal Trust Officer position, responsible for administering personal trust accounts such as ... * Complete discretionary distribution requests. Submit formal requests to the Trust Officer for approval. * Coordinate set up, tracking, and monitoring of… more
- M&T Bank (Vero Beach, FL)
- …Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** + Apply deep ... experience and technical understanding to the administration and oversight of complex trust relationships within an assigned book of client trust accounts… more
- KeyBank (Syracuse, NY)
- …Relationship Managers (RMs) and other partners on internal fiduciary issues Trust Administration - Administers complex trust (ex: Special/Supplemental Needs ... Trust , Private Foundation, Trust Under Agreement, Trust Under Will, etc.) accounts with a proactive, disciplined, consistent and comprehensive approach -… 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 clients of ... high net worth + Administers complex trust (ex: Special/Supplemental Needs Trust , Private Foundations, Scholarship Trusts, Trust Under Agreement, Trust … more
- M&T Bank (Baltimore, MD)
- …relationships. **Primary Responsibilities:** + Administer assigned book of client trust accounts through demonstrated proficiency and sound judgment in exercising ... primary point of contact for the client on the trust account relationship, communicate regularly with the client on...account relationship, communicate regularly with the client on all trust matters and responsible for overall trust … more
- Hills Bank (North Liberty, IA)
- …of existing and new business opportunities, administration and retention of personal trust business and estate administration with the objective of profit for the ... and their families, with the expectation of supporting other Trust and Wealth Management Officers with trust ...other Trust and Wealth Management Officers with trust and estate planning for their customers. ACCOUNTABILITIES: Account… more