- Wells Fargo (Purchase, NY)
- …and provide personalized advice and wealth and asset management services, including: * Personal trust services * Estate services * Philanthropic services * ... begins with outstanding talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to… more
- City National Bank (New York, NY)
- … ADMINISTRATION OFFICER II* WHAT IS THE OPPORTUNITY? This is an entry level Personal Trust Officer position, responsible for administering personal trust ... agency accounts in accordance with terms specified in the trust instrument. Under general guidance from the trust...approval. * Coordinate set up, tracking, and monitoring of personal property inventory; real estate, mineral, oil and gas,… more
- Raymond James Financial, Inc. (New York, 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
- 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
- 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
- TD Bank (New York, NY)
- …client-facing Distribution teams are both securities-registered and insurance-licensed. Additionally, the Trust Advisors support both personal and corporate ... the Wealth Banking, TD Wealth Management Services, Inc and Investment & Trust business lines ensuring employees are following procedures and complying with… more
- City National Bank (New York, NY)
- …both. * Excellent knowledge in the following areas: asset management, banking/credit, personal trust , and brokerage services. * Excellent analytical and ... financial analysis skills. * Strong computer skills with knowledge in basic software programs like Word, Excel, Power Point, etc. * Strong interpersonal, verbal and written communication skills. * Demonstrated sales skills. *WHAT'S IN IT FOR YOU?*… more
- TD Bank (New York, NY)
- …Distribution teams are both** **securities-registered** **and insurance-licensed. Additionally, the Trust Advisors support both personal and corporate ... of the business, related tools and techniques + Participates in personal performance management and development activities, including cross training within own… more
- LinkedIn (New York, NY)
- …by investing in their growth. We aspire to create a culture that's built on trust , care, inclusion, and fun - where everyone can succeed. Join us to transform the ... LinkedIn, our approach to flexible work is centered on trust and optimized for culture, connection, clarity, and the...document that provides transparency around the way in which LinkedIn handles personal data of employees and job applicants:… more
- JPMorgan Chase (Rochester, NY)
- …families and individuals. When JP Morgan is appointed as corporate trustee of a trust , whether created by a client during their lifetime or upon their death through ... a provision in their will, it is the Trust Officer's role to oversee the administration of the... Officers devote a significant amount of time to personal development and training + Training at JPMorgan consists… more