- 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
- US Bank (Waterloo, IA)
- …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 + Five 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
- 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 (Henderson, NV)
- Trust Officer Wealth Management Henderson, Nevada **Description** **About Us:** At Columbia, we create a great place to work by offering a unique brand ... 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
- 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
- M&T Bank (Wilmington, DE)
- …processes, and operations. + Maintain current knowledge of financial markets, Wilmington Trust investment process and wealth management offerings **HOW ... delivery and expand client relationships + Serve as a support associate to assigned Trust Officer (s) as required. + Core Training - Participate in ten weeks… 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
- 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
- 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
- Zions Bancorporation (Salt Lake City, UT)
- …Dealer, Broker/Dealer, Trust Divisions, Municipal Advisors and Finance, Wealth Management Activities, Registered Investment Advisors, Insurance Agency, ... a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly...**We are currently seeking a** **Risk and Compliance Testing Officer ** **within the Market, Liquidity, Wealth Risk… 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
- 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
- City National Bank (Wilmington, DE)
- * TRUST OFFICER * *WHAT IS THE OPPORTUNITY?*...Opportunity. * Comply fully with all Bank Operational and Wealth Management policies and procedures as well ... Administer estate and personal trust accounts including testamentary and intervivos trusts, Charitable Trusts,...Trusts, and other Agency accounts. Perform initial legal and trust administration review of all potential new trust… 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
- 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
- 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
- Bangor Savings Bank (Portland, ME)
- …other business lines serving as a resource representing our group + Represents the Wealth Management Group and the Bank within the marketplace General: + ... under the direction and guidelines established by the Chief Investment Officer -WMG, the Senior Portfolio Manager is primarily responsible for maintaining client… more