- JPMorgan Chase (Chicago, IL)
- Job summary: As a Wealth Management Solutions. Trust & Estates- Estate Officer - VP within the Global Trusts & Estates Practice, you will be responsible for ... of estates or terminating includable trusts. You will analyze Wills and trust documents, make recommendations, oversee investment decisions, work with Tax Officers… 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 ... JPMorgan consists of reading the fiduciary materials which are circulated to each Trust Officer , attending in-house and external seminars and taking required… more
- JPMorgan Chase (Palm Beach, FL)
- …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 . **Job ... Officer VP in Wealth Management Solutions, Trust & Estates, you will be an integral part...delivery of services + Make recommendations regarding how the Bank shall exercise discretionary powers it has as trustee… 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 ... who will support you in getting there. The JP Morgan Private Bank offers high net worth individuals and families personalized, comprehensive financial solutions… 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...the appropriate form of settlement to adequately protect the Bank , including the review of legal documents and accountings.… more
- Berkshire Bank (Boston, MA)
- …and at least 5 years of compliance experience in the investment brokerage, bank and trust industries ensuring compliance with regulations. + Comprehensive ... Berkshire Wealth Management Reports to: Managing Director & Chief Investment Officer , Wealth Management Status: Exempt/ Officer Grade: 12 Salary Range:… more
- Bank of America (Chicago, IL)
- …years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Chicago/Credit- Officer Commercial-Real-Estate-Banking\_25033633) **Job Description:** ... Credit Officer - Commercial Real Estate Banking Chicago, Illinois...we make an impact in the communities we serve. Bank of America is committed to an in-office culture… more
- City National Bank (Jefferson City, MO)
- …of other product and/or services (ie, cash management, foreign exchange, investment and trust , etc.). May interface with other Bank departments as necessary to ... *EXTERNAL LOAN OFFICER - MORTGAGE BANKING* WHAT IS THE OPPORTUNITY? The...May identify business opportunities and solicit referrals of other Bank products or services from existing clients, referral sources… more
- Columbia Bank (Seattle, WA)
- SBA Bus Dev Officer II Retail Banking Group Tacoma, Washington Seattle, Washington **Description** **About Us:** At Columbia, we create a great place to work by ... can only achieve this through the dedication of our employees. We value Trust , Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are… more
- Columbia Bank (Seattle, WA)
- Healthcare Business Development Officer Wealth Management Seattle, Washington **Description** **About Us:** At Columbia, we create a great place to work by offering ... can only achieve this through the dedication of ourassociates. We value Trust , Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are… more