- KeyBank (Amherst, NY)
- …(eg - trust , private banking, securities/investment management) as well trust /fiduciary related compliance, operations , and risk management strategies with ... execution of compliance monitoring and testing across Key's Wealth Management and Trust lines of business, products, and functional activities. Individuals lead the… more
- Wells Fargo (Palm Beach, FL)
- …It all begins with outstanding talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to ... and families based on needs related to banking, custom lending, and trust services. These bank specialists leverage resources, valuable research, relationships,… more
- JPMorgan Chase (Rochester, NY)
- …families and individuals. When JP Morgan is appointed as corporate trustee of a trust , whether created by a client during 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...of more than $2 trillion, over 260,000 employees and operations in over 60 countries. It operates across four… 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 ... of more than $2 trillion, over 260,000 employees and operations in over 60 countries. It operates across four...support you in getting there. The JP Morgan Private Bank offers high net worth individuals and families personalized,… more
- Robert Half (Dallas, TX)
- …+ Evaluat ing the adequacy and effectiveness of internal controls related to trust operations and fiduciary risk management. + Conduct ing financial and ... recommendations, and risk assessments. + Monitor ing regulatory changes affecting trust operations and recommend necessary adjustments to internal policies.… more
- Thrivent Financial (Appleton, WI)
- …the life they want today-and tomorrow. Job Summary The Senior Personal Trust Officer is responsible for the comprehensive administration of a high-volume portfolio ... of complex personal trust accounts, including revocable and irrevocable trusts, estates, guardianships, and conservatorships. This role operates in a fast-paced… more
- Thrivent Financial (Appleton, WI)
- …Preferred: + Bachelor's degree in business, or related field. + Advanced training in trust operations , administration or related fields, Certified Trust and ... trust administration and/or estate settlement experience in a bank , law firm or trust department environment or related financial experience. + Ability to be… more
- UMB Bank (Kansas City, MO)
- …settlement systems + Oversight of trade details that are entered into the bank 's operations system in alignment with front-office confirmations. + Ensure timely ... cross-border transactions. + Proficiency in Microsoft Excel and banking operations systems + High attention to detail, strong problem-solving...encouraged to support causes you care about. Expect more trust . We want you to do the right thing,… more
- UMB Bank (Kansas City, MO)
- …+ Associate's or bachelor's degree or accounting coursework + 3-5 years specific bank operations experience **Work Schedule: Monday through Friday, 9:30 - 6:00 ... problem-solving skills + Familiarity with one or more specific bank operation's functions, ie, ACH, Wires, Deposit Operations...encouraged to support causes you care about. Expect more trust . We want you to do the right thing,… more
- JPMorgan Chase (New York, NY)
- …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 settlement of a trust including daily interaction with clients, internal partners, and outside intermediaries. This… more