- JPMorgan Chase (Palm Beach, FL)
- …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...businesses and many of the world's most prominent corporate, institutional and government clients under the JP Morgan and… more
- Comerica (Dallas, TX)
- …Serve as a leader for the trust organization to sell Comerica's trust products across personal and institutional markets. Provide input to sales strategies ... Job Description National Trust Sales Manager The Trust Sales Manager is responsible for new client acquisition results across multiple businesses and client… 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...businesses and many of the world's most prominent corporate, institutional and government clients under the JP Morgan and… more
- 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 (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)
- …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
- Citigroup (Houston, TX)
- …the business. Responsible for the implementation and maintenance of Agency & Trust transactions for products covering Structured Finance and Structured Credit. Must ... + Address and resolve inquiries from both internal and external Agency & Trust clients in connection with transactions, + Adhere to A&T/Citibank policies and… more
- M&T Bank (Baltimore, MD)
- **Overview:** Assists with most aspects of Global Capital Markets trust or entity administration and servicing of high net-worth private and institutional ... accounts and facilitating client requests for discretionary distributions and trust terminations. Ensures proper administrative management for accounts under… more
- JPMorgan Chase (Fort Worth, TX)
- Join our team as a Trust & Estate Operations Insurance Officer, where you will play a pivotal role in managing our Real Estate and Oil & Gas insurance operations. ... make a significant impact within our Asset Wealth Management Trust & Estate Fiduciary client accounts. As a ...businesses and many of the world's most prominent corporate, institutional and government clients under the JP Morgan and… more
- JPMorgan Chase (Columbus, OH)
- …years of experience in serving as a corporate fiduciary for families, our Trust and Estate services are delivered by highly skilled professionals who possess both ... **Business Development:** Help drive business development initiatives in collaboration with Trust Officers, Bankers, Wealth Advisors, and external legal and tax… more
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