- Thrivent Financial (Appleton, WI)
- …help them live 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… more
- US Bank (Kansas City, MO)
- …fiduciary laws, internal procedures, and risk tolerance. + Sophisticated knowledge of personal trust services. + Strong communication and collaboration skills ... on the bank's fiduciary responsibilities. + Serve as a subject matter expert on trust and fiduciary matters. + Collaborate with Legal, Risk, and Business partners to… more
- US Bank (Gresham, OR)
- …for ensuring adherence to regulatory requirements and internal policies within the trust and investment services business line. This role requires a deep ... understanding of fiduciary principles, applicable laws, and trust products. The Fiduciary Officer will lead and support...Responsibilities** + Maintain a high level of expertise in trust and investment products, including trust , agency,… more
- US Bank (Minneapolis, MN)
- …Responsible for maintaining a high degree of knowledge of appropriate laws and regulations for an assigned product specialty or geographic area. Analyzes and ... At US Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition… more
- Hills Bank (Cedar Rapids, IA)
- …development of existing and new business opportunities, administration and retention of personal trust business and estate administration with the objective of ... Doctorate of Law degree (JD) required + Experience with direct client-facing personal banking, wealth management, trust or estate account administration… more
- Comerica (Farmington Hills, MI)
- …These colleagues are highly engaged in new business acceptance for Personal Trust , Advisor Solutions, and Estate Administration.Responsibilities: New Business ... trust advisors in personal wealth, professional alliances and personal trust assisting with resolution of issues with beneficiaries or resolving issues… more
- City National Bank (Las Vegas, NV)
- …management sales related issues, processes and activities. * Develop and retain personal trust and investment management business by maintaining professional and ... have been created and are implemented. * Manage the assigned Personal Trust staff in the assigned regions/offices. Assign responsibilities for the administration… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and skills obtained through experience, specialized training or certification to administer personal trust accounts. Leads defined work or projects of broad ... * Interacts with beneficiaries, their advisors and Financial Advisors in the personal trust administration process. * May participate as a voting member of the… more
- City National Bank (New York, NY)
- … ADMINISTRATION OFFICER II* WHAT IS THE OPPORTUNITY? This is an entry level Personal Trust Officer position, responsible for administering personal trust ... agency accounts in accordance with terms specified in the trust instrument. Under general guidance from the trust...approval. * Coordinate set up, tracking, and monitoring of personal property inventory; real estate, mineral, oil and gas,… more
- Raymond James Financial, Inc. (Columbus, GA)
- …and skills obtained through experience and/or formal training to administer basic-level personal trust , estate, and custody accounts. Fulfills the duties of ... technical abilities for the purposes of monitoring and administering personal trusts. This includes the use of trust... personal trusts. This includes the use of trust accounting and management software as well as word… more