- Wells Fargo (Purchase, NY)
- …of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services * Estate services ... guidance on a variety of banking and fiduciary topics including investment management , general trust administration, specialty trusts, custody, tax, specialty… 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
- JPMorgan Chase (New York, NY)
- …mortgages and deposits. **Job Summary:** As a Settlement Officer VP in Wealth Management Solutions, Trust & Estates, you will oversee the administration of ... judgment + Client Servicing - client knowledge, gains the trust and confidence of clients + Teamwork/ Personal ...Personal Effectiveness - clear and concise communication, time management , adaptability, ability to delegate, coach and train +… more
- JPMorgan Chase (Rochester, NY)
- …Reviews, and management of overdrafts - is a plus Client Relationship Management Trust Officers must develop relationships with beneficiaries and advisors in ... Officers are also required to assist in training and developing their Trust Administrative Officers and Professionals, including performance management and… 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 ... It operates across four business segments including Asset & Wealth Management , Corporate and Investment Banking Commercial Banking, Consumer and Community Banking.… 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 ... with branch locations within a specified geographic region. + Manages the sale of personal trust accounts to individuals who are not Raymond James affiliated… more
- KeyBank (Albany, NY)
- …commitment to community REQUIRED QUALIFICATIONS: - Minimum of 5 years of personal trust administration experience or equivalent work experience. - Undergraduate ... Team to identify and prioritize opportunities to deepen relationships + Identifies Investment Management and Trust Opportunities as well as any other banking,… more
- UMB Bank (New York, NY)
- UMB's Corporate Trust Compliance team supports the Corporate Trust group by performing account review, monitoring and ensuring compliance with regulations, and ... losses that could be incurred by UMB The Corporate Trust Compliance Specialist II role is responsible for the...You will partner with internal teams including the Relationship Management team to prepare summaries and reports, as well… more
- UMB Bank (Albany, NY)
- UMB's Corporate Trust and Escrow Services is a nationally recognized and ranked provider of bond trustee and agency services to the corporate and municipal ... marketplaces. Our trust services reach beyond traditional offerings to servicing ABS,...client inquiries, and providing overall assistance to the Relationship Management team including; compiling performance data, record keeping, coordinating… more
- NYS Housing Trust Fund Corporation (New York, 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 ... and set and manage deliverables based on priority + Experience with program management , compliance, and/or grants management + Experience working with networks… more