- Raymond James Financial, Inc. (New York, NY)
- …planning and preparation process. + Advanced concepts, principles and practices of personal trust administration process. + Fundamental investment concepts, ... NH, ME. **Essential Duties and Responsibilities** + Manages the sale of personal trust accounts to clients of Raymond James affiliated Financial Advisors with… more
- Comerica (New York, NY)
- …financial firms. Our alliance allows clients to take advantage of Comerica Bank - Trust , NA's professional trust administration capabilities, as well as the ... as an account administrator in a specific area of expertise to include trust administration , investments or insurance in a client service capacity + 4 years of… more
- Wells Fargo (Purchase, NY)
- …variety of banking and fiduciary topics including investment management, general trust administration , specialty trusts, custody, tax, specialty assets, ... advice and wealth and asset management services, including: * Personal trust services. * Estate services. *...of disabled individuals + Knowledge and understanding of estate, trust , or fiduciary administration + Ability to… more
- M&T Bank (New York, NY)
- …regularly with the client on all trust matters and responsible for overall trust administration management for complex trust relationships. + Assess and ... in client presentations, as requested, and serve as subject matter expert concerning trust administration . Represent the Bank in a professional and competent… more
- JPMorgan Chase (Rochester, NY)
- …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 trust . Through ... that knowledge to client specific planning exercises and account administration + Work with Tax Officers and trust... Officers devote a significant amount of time to personal development and training + Training at JPMorgan consists… more
- JPMorgan Chase (New York, NY)
- …needed. **Required qualifications, capabilities and skills:** + Relevant years of trust administration or settlement experience with direct client interactions ... As a Settlement Officer VP in Wealth Management Solutions, Trust & Estates, you will oversee the administration...judgment + Client Servicing - client knowledge, gains the trust and confidence of clients + Teamwork/ Personal … more
- JPMorgan Chase (New York, NY)
- …with ability to apply that knowledge to post-mortem planning exercises and account administration . * Work with Tax Officers and trust counsel to resolve ... is appointed as corporate executor or trustee of a trust includable in the gross estate of the decedent...Estate Officers devote a significant amount of time to personal development and training. * Training at JPMorgan consists… more
- UMB Bank (New York, NY)
- …Corporate Trust Compliance Specialist is exposed to all facets of Corporate Trust Administration and is responsible for applying all the concepts that govern ... UMB's Corporate Trust Compliance team supports the Corporate Trust group by performing account review, monitoring and ensuring compliance with regulations, and… more
- Truist (New York, NY)
- …essential functions. + Four Year College degree in Accounting, Finance, Business Management, Trust Administration or Law + 10 + years of fiduciary experience, ... client and prospect meetings, individually when necessary, providing advice regarding trust and state administration , discretionary actions, modification or… more
- NYS Housing Trust Fund Corporation (Albany, NY)
- …increase homeownership throughout New York State. This position is on HCR's Housing Trust Fund Corporation (HTFC). HTFC is a public benefit corporation, and a Civil ... Program Director, a Project Manager will: + Provide support in the administration of Community Development Block Grant (CDBG) program's housing and public… more