- KeyBank (Albany, NY)
- …of KeyBank as a corporate fiduciary post-death of clients by providing expert trust and estate settlement administration and counsel to High-Net-Worth clients ... and their beneficiaries. Actively manages trust and estate settlement administrations, in accordance with established policies and procedures, to a high… more
- Edward Jones (St. Louis, MO)
- …provides personalized investment management and fiduciary services. **What You Will Do:** The Estate Settlement Trust Officer is responsible for the ... administration of trusts, estates and investment management accounts. As an Estate Settlement Trust Officer , your responsibilities will include: + Daily… more
- Canandaigua National Bank & Trust (Sarasota, FL)
- Trust Officer II Canandaigua National Trust...Officer II of CNTF you will: + Provide trust and estate services, including estates, personal trusts, ... the administration and discharge of the bank's legal/fiduciary responsibility for all assigned trust and estate accounts. + Complete analysis of requirements of… more
- Umpqua Bank (Henderson, NV)
- Trust Officer Wealth Management Henderson, Nevada...data processing system, as well as general principles of trust accounting and estate tax law. + ... for business. Together for better. **About the Role:** A Trust Officer is responsible for providing some...+ Good analytical abilities to recognize and solve clients' estate planning and investment issues. + Effective organizational and… 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 ... and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held asset management.… more
- Wells Fargo (Las Vegas, NV)
- …Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Officer (Senior Fiduciary Specialist) on the Personal Trust ... and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held asset management.… more
- Bank of America (Baltimore, MD)
- Senior Trust Officer Baltimore, Maryland **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through ... competencies** **:** + Technical expertise in the areas of trust administration, fiduciary law, and estate and...areas of trust administration, fiduciary law, and estate and wealth transfer planning + Initiative/proactive approach to… more
- Wells Fargo (Pasadena, CA)
- …* Managed Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Trust Officer on the Special Needs Trust Services team as part ... and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held asset management.… more
- Bank of America (Chicago, IL)
- Estate Settlement Officer II (ESO II), Estate Settlement Services (ESS) Chicago, Illinois **Job Description:** At Bank of America, we are guided by a common ... with the power to make a difference. Join us! ** Estate Settlement Officer II (SO II), ...Officer is accountable for facilitating, managing, and settling trust terminations that require expertise and knowledge of fiduciary… 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
- Dunham & Associates Investment Counsel, Inc. (Denver, CO)
- TRUST OFFICER An Opportunity to Craft Your...managing financial risk; + Execute the terms of any estate plan or document in which Dunham Trust ... Colorado and Wyoming, built on our commitment to excellence. The Opportunity As a Trust Officer in Wyoming and Colorado, you will be part of the team to build… more
- Bank of America (Chicago, IL)
- Senior Trust Officer Chicago, Illinois **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the ... + Prospecting **Required Qualifications:** + Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning… 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 ... competencies** **:** + Technical expertise in the areas of trust administration, fiduciary law, and estate and...areas of trust administration, fiduciary law, and estate and wealth transfer planning + Initiative/proactive approach to… more
- Wells Fargo (Austin, TX)
- …personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely ... professionals to administer a book of fiduciary relationships, including analyzing trust and estate documents, implementing client estate plans, and ensuring… more
- KeyBank (Syracuse, NY)
- …planning for non-charitable gifts - Estate planning ideas appropriate to situation - Estate taxation of assets held in trust , estate valuation rules - ... to retain and expand existing client relationships - Reviews client estate planning and trust documents and advises RMs, attorneys, etc. on recommended changes -… more
- Dunham & Associates Investment Counsel, Inc. (Las Vegas, NV)
- TRUST OFFICER Dunham Trust Company...managing financial risk; + Execute the terms of any estate plan or document in which DTC serves as trustee, ... has executive offices in Las Vegas, Nevada, Wyoming and Colorado. The DTC Trust Officer is responsible for the coordination of services and administration of … more
- Bank of America (Conshohocken, PA)
- Senior Trust Officer Conshohocken, Pennsylvania;Philadelphia, Pennsylvania **Job Description:** At Bank of America, we are guided by a common purpose to help ... months away from obtaining certification) + Minimum of 8 years of trust administration and estate planning experience + Technical expertise in the areas of … more
- KeyBank (Rochester, NY)
- …gifts + Provides estate planning ideas appropriate to situation + Understands estate taxation of assets held in trust , estate valuation rules, ... 66 South Pearl Street - Albany, New York 12207-1501 Fiduciary Expertise and Trust Administration + Knowledge of and demonstrates capability to meet with clients of… more
- KeyBank (Naples, FL)
- …to determine duties and responsibilities of bank. - Identifies and resolves potential trust and estate tax- related issues. - Applies sound fiduciary judgment ... to retain and expand existing client relationships. - Reviews client estate planning and trust documents and advises RMs, attorneys, etc. on recommended changes.… more
- Enterprise Bank & Trust (Kansas City, KS)
- **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:** Community Mortgage Loan Officer **Job Description:** **Summary:** This position will make service calls to… more