- 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 ... presentations, as requested, and serve as subject matter expert concerning trust administration . Represent the Bank in a professional and competent manner… more
- Wells Fargo (Purchase, NY)
- …variety of banking and fiduciary topics including investment management, general trust administration , specialty trusts, custody, tax, specialty assets, ... families of disabled individuals + Knowledge and understanding of estate, trust , or fiduciary administration + Ability to read and interpret legal documents +… 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
- JPMorgan Chase (New York, NY)
- …needed. **Required qualifications, capabilities and skills:** + Relevant years of trust administration or settlement experience with direct client interactions ... Summary:** As a Settlement Officer VP in Wealth Management Solutions, Trust & Estates, you will oversee the administration of the trust . You will assume the… more
- Comerica (New York, NY)
- …serving as an account administrator in a specific area of expertise to include trust administration or investments in a client service capacity + 5 years ... This role will participate in the proper management and administration for assigned trust accounts adhering to applicable laws and regulations as well… 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
- Raymond James Financial, Inc. (New York, NY)
- …and preparation process. + Advanced concepts, principles and practices of personal trust administration process. + Fundamental investment concepts, practices and ... Duties and Responsibilities** + Manages the sale of personal trust accounts to clients of Raymond James affiliated Financial...specified geographic region. + Manages the sale of personal trust accounts to individuals who are not Raymond James… more
- SitusAMC (New York, NY)
- …+ Minimum 2+ years of experience in Commercial Real Estate, Loan Servicing/ Administration , Corporate Trust or Community Development or related field + ... to support the Senior Loan Administrators in the day-to-day administration of a diverse portfolio of CRE loan and...multi-currency and project financings. As a member of Loan Administration , you will work alongside colleagues in Asset Management,… more
- Canandaigua National Bank & Trust (Pittsford, NY)
- …, guardianships, corporate trusts, and any other appropriate fiduciary capacity. The Trust Officer assumes responsibility for the administration and discharge of ... Trust Officer I Canandaigua National Bank Location: Pittsford,...other appropriate fiduciary capacity. + Assumes responsibility for the administration and discharge of the bank's legal/fiduciary responsibility for… more
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