- 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 ... of reading the fiduciary materials which are circulated to each Trust Officer , attending in-house and external seminars and taking required Proficiency Training… more
- City National Bank (New York, NY)
- … OFFICER II* WHAT IS THE OPPORTUNITY? This is an entry level Personal Trust Officer position, responsible for administering personal trust accounts such ... * Complete discretionary distribution requests. Submit formal requests to the Trust Officer for approval. * Coordinate set up, tracking, and monitoring of… more
- KeyBank (Albany, NY)
- …66 South Pearl Street - Albany, New York 12207-1501 Fiduciary Expertise and Trust Administration + Knowledge of and demonstrates capability to meet with clients of ... high net worth + Administers complex trust (ex: Special/Supplemental Needs Trust , Private Foundations, Scholarship Trusts, Trust Under Agreement, Trust … 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 ... and we have been specifically recognized for our succession planning, advice and trust services. **Job Responsibilities:** * Analyze Wills and trust documents… more
- JPMorgan Chase (New York, NY)
- …trusts and estates, loans, mortgages and deposits. **Job Summary:** As a Settlement Officer VP in Wealth Management Solutions, Trust & Estates, you will ... oversee the administration of the trust . You will assume the primary responsibility for the...assume the primary responsibility for the settlement of a trust including daily interaction with clients, internal partners, and… more
- City of New York (New York, NY)
- …grants, and public subsidy), and ensuring close coordination with the Chief Project Officer , other Trust leadership and staff, NYCHA, other City agencies, ... Governor Kathy Hochul signed the NYC Public Housing Preservation Trust Act, which authorized creation of the NYC Public...which authorized creation of the NYC Public Housing Preservation Trust (the Trust ). The Trust … more
- KeyBank (Amherst, NY)
- …The ideal candidate has a functional knowledge of wealth management, trust /fiduciary compliance laws and regulations, risks and supporting operational processes, ... evaluation by focusing on current, high impact wealth management and trust -related compliance and operational risks, developing assessments, and providing input over… more
- Tompkins Community Bank (Ithaca, NY)
- …Trust Officers focused on client experience and business development; ensure Wealth Advisor/ Trust Officer is in compliance with rules and regulations. + ... coordinating client events; client mailings and holiday gifts and notify Wealth Advisor/ Trust Officer when set alerts/ticklers are triggered. + Assist financial… more
- Neuberger Berman (New York, NY)
- …referred to as the " Trust Companies") are seeking a skilled and experienced Trust Investment Oversight Officer to join our team. The Trust Companies ... Advice, Planning & Fiduciary Services, and Shannon Saccocia, Chief Investment Officer - Wealth. The Trust Investment Oversight Officer will serve as the… more
- MTA (New York, NY)
- Cybersecurity Officer - Application Security Job ID: 12376 Business Unit: MTA Headquarters Location: New York, NY, United States Regular/Temporary: Regular ... IT CISO Date Posted: Aug 6, 2025 Description JOB TITLE: Cybersecurity Officer - Application Security SALARY RANGE: $148,784.00 - $196,730.00 HAY POINTS: 805 DEPT/DIV:… more