- Canandaigua National Bank & Trust (Pittsford, NY)
- …National Bank provides complete trust services to include estates, personal trust , guardianships, corporate trusts, and any other appropriate fiduciary ... customers with complete trust services to include estates, personal trust , guardianships, corporate trusts, and any other appropriate fiduciary capacity. +… more
- Raymond James Financial, Inc. (NY)
- …MA, VT, NH, ME. **Essential Duties and Responsibilities** + Manages the sale of personal trust accounts to clients of Raymond James affiliated Financial Advisors ... locations within a specified geographic region. + Manages the sale of personal trust accounts to individuals who are not Raymond James affiliated Financial… more
- KeyBank (Syracuse, NY)
- …commitment to community REQUIRED QUALIFICATIONS: - Minimum of 5 years of personal trust administration experience or equivalent work experience. - Undergraduate ... 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
- Comerica (New York, NY)
- Job Description Trust Advisor II Comerica Advisor SolutionsOur strategic alliance is a professional collaboration between two great financial firms. Our alliance ... allows clients to take advantage of Comerica Bank - Trust , NA's professional trust administration capabilities, as well as the services of their Financial… more
- City National Bank (New York, NY)
- …or legal services organization *Additional Qualifications* * Minimum of 6-8 years personal trust /estate settlement/investment related experience * Completion of ... THE OPPORTUNITY? This position is responsible for the administration and distribution of estate/ trust assets held within an administrative trust or probate. The… more
- Truist (New York, NY)
- …Every decision we make starts with this belief in better. **Touch. Technology. Trust ** Truist is combining distinctive personal service with investments in ... and prospect meetings, individually when necessary, providing advice regarding trust and state administration, discretionary actions, modification or termination,… more
- Palmer Food Services (Utica, NY)
- …+ Answers objections by removing emotional concerns. + Closes business by building personal trust and loyalty. + Provides service by empathizing with customer ... that contributes a significant amount to your total compensation and your personal well-being. Additionally, there are opportunities to distinguish yourself and move… more
- Sunrise Senior Living (Mount Vernon, NY)
- …barriers to trust , and reward others for demonstrating behaviors that cultivate trust . + Demonstrate personal integrity and set an example by being honest, ... promote internal team members to key leadership positions. **Creating a Culture of Trust ** + Foster a work environment that encourages people to act with integrity… more
- JPMorgan Chase (New York, NY)
- …critical analysis and judgment + Client Servicing - client knowledge, gains the trust and confidence of clients + Teamwork/ Personal Effectiveness - clear and ... As a Settlement Officer VP in Wealth Management Solutions, Trust & Estates, you will oversee the administration of...& Estates, you will oversee the administration of the trust . You will assume the primary responsibility for the… more
- JPMorgan Chase (New York, NY)
- …and individuals. When JPMorgan is appointed as corporate executor or trustee of a trust includable in the gross estate of the decedent for estate tax purposes. JP ... and we have been specifically recognized for our succession planning, advice and trust services. **Job Responsibilities:** * Analyze Wills and trust documents… more
Recent Jobs
-
Senior Architect Digital Assets
- Capgemini (Dallas, TX)
-
Laboratory Clinical Specialist
- Beth Israel Lahey Health (Plymouth, MA)