- Regions Bank (Little Rock, AR)
- …Management Trust Advisor is responsible for the acquisition of Personal Trust , Estate, IRA and Investment Management client relationships. Responsibilities ... client relationships + Keeps abreast of trends and developments in the trust and investment management industry to ensure prudent administration and investment… more
- Comerica (Charlotte, NC)
- …Bachelor's degree from an accredited university + CTFA or ATFA designation + Personal trust administration experience + Experience with partnering with internal ... Job Description Trust Administrator IIThe Trust Administrator II role will be responsible for serving as a relationship manager to most routine and standard… more
- City National Bank (Wilmington, DE)
- * TRUST OFFICER* *WHAT IS THE OPPORTUNITY?* Administer estate and personal trust accounts including testamentary and intervivos trusts, Charitable Trusts, ... Foundations, Special Needs Trusts, and other Agency accounts. Perform initial legal and trust administration review of all potential new trust or investment… more
- Levi, Ray & Shoup, Inc. (Minneapolis, MN)
- …Trust Operations Professional who will provide comprehensive operational support to a personal trust business, ensuring efficient management of trust ... (http://www2.lrs.com) File Transfer Filters Careers Added Oct 31, 2025 Trust Operations Professional (27132) Minneapolis, MN | Contract Apply… more
- Regions Bank (Houston, TX)
- …Management Trust Advisor is responsible for the acquisition of Personal Trust , Estate, IRA and Investment Management client relationships. Responsibilities ... business opportunities + Keeps abreast of trends and developments in the trust and investment management industry to ensure prudent administration and investment… more
- Dunham & Associates Investment Counsel, Inc. (Las Vegas, NV)
- …CPA preferred) Experience Required: Minimum of 5 years of demonstrated personal trust administration experience; Demonstrated understanding of financial markets ... TRUST OFFICER Dunham Trust Company (DTC)...or document in which DTC serves as trustee, executor, personal representative, guardian, or agent for fiduciary, often exercising… more
- US Bank (Minneapolis, MN)
- …activities **Preferred Skills/Experience:** + Thorough knowledge of, and experience in, personal trust administration, fiduciary regulations, and trust ... MN** **with approximately 1 week every 4-5 weeks required in-office.** The Trust Concierge Team provides high quality customer service by responding to telephone… more
- US Bank (San Diego, CA)
- …products, services and solutions applicable to target market segment + Experience in personal trust administration, fiduciary regulations, and trust services ... of administrative support services for our clients in conjunction with the Trust Administrators. Participates in the efficient administration of trust accounts… more
- Wipfli LLP (Denver, CO)
- …remainder and lead trusts + Spousal lifetime access trusts + Intentionally defective grantor trust + Qualified Personal Residence Trust + Grantor Retained ... delivery dates and attending internal collaboration meetings. An understanding of trust agreement language and UniformPrincipal and Income Act ("UPIA") will be… more
- Wipfli LLP (Southfield, MI)
- …remainder and lead trusts + Spousal lifetime access trusts + Intentionally defective grantor trust + Qualified Personal Residence Trust + Grantor Retained ... delivery dates and attending internal collaboration meetings. An understanding of trust agreement language and UniformPrincipal and Income Act ("UPIA") will be… more