- KeyBank (Syracuse, NY)
- …KeyCorp's commitment to community REQUIRED QUALIFICATIONS: - Minimum of 5 years of personal trust administration experience or equivalent work experience. - ... South Pearl Street - Albany, New York 12207-1501 Fiduciary Expertise and Trust Administration + Knowledge of and demonstrates capability to meet with clients of… more
- 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
- City National Bank (New York, NY)
- * TRUST ADMINISTRATION OFFICER II* WHAT IS THE OPPORTUNITY? This is an entry level Personal Trust Officer position, responsible for administering ... personal trust accounts such as testamentary/intervivos trusts, foundations and agency...required *Additional Qualifications* * 3+ years of experience in trust administration preferred * Strong written and… 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
- 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
- AON (New York, NY)
- …the lives of people around the world. As an organization, we are united through trust as one inclusive team and we are passionate about helping our colleagues and ... technology platforms and tools, including those that support policy administration , client engagement, e-signature, document management, and workflow automation.… more