- 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 (Cincinnati, OH)
- …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 (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
- Wells Fargo (Winston Salem, NC)
- …and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * ... is seeking a Senior Trust Officer (Senior Fiduciary Specialist) on the Personal Trust Market Service Team in Trust Client & Advisor Services as part… 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
- Truist (Atlanta, GA)
- …in Trust Administration , Fiduciary oversight and new business activities for Personal Trust 3. Familiarity and experience with State and other applicable ... laws governing the administration of Personal Trust Accounts 4. Leadership qualities and ability to successfully meet competing deadlines and commitments 5.… 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
- Wells Fargo (Austin, TX)
- …and provide personalized advice and wealth and asset management services, including: * Personal trust services * Estate services * Philanthropic services * ... begins with outstanding talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to… more
- Wells Fargo (Minneapolis, MN)
- …and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * ... begins with outstanding talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to… more