- BMO Financial Group (San Francisco, CA)
- …and maintain expertise as a subject-matter expert in the area of estate planning and personal trust administration to serve as an internal resource to ... client-focused applicants to join our Trust team as a Director, Trust Administration . In this role, you will manage an existing portfolio of high-net-worth… more
- City National Bank (Los Angeles, CA)
- …in a real estate industry Or * Minimum 5 years of experience in Personal Trust administration *Additional Qualifications* * Strong written and verbal ... * Ability to set priorities, and objectives * Demonstrate working knowledge of trust administration * Demonstrate excellent working knowledge or real estate,… more
- Charles Schwab (Wilmington, DE)
- …training and support to junior staff. **What you have** + 5+ years experience in personal trust administration serving as primary trust professional with ... directed distributions for the administrative file and for the Personal Trust Fiduciary Committee. + Manage volume...work experience + Strong knowledge of the principles of trust administration and practical experience in administering… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …portfolio changes. + Interacts with beneficiaries, their advisors and Financial Advisors in the personal trust administration process. + May participate as a ... + Performs other duties and responsibilities as assigned. **Skill in** + Personal trust administration for high-net-worth and ultra-high-net-worth clients.… more
- Dunham & Associates Investment Counsel, Inc. (Las Vegas, NV)
- …CFP, CPA preferred) Experience Required: Minimum of 5 years of demonstrated personal trust administration experience; Demonstrated understanding of financial ... DTC Trust Officer is responsible for the coordination of services and administration of trust and agency relationships, including living, testamentary, and a… more
- US Bank (Gresham, OR)
- …solutions applicable to target market segment + Extensive knowledge of and experience in personal trust administration , fiduciary regulations, and trust ... support services for our clients in conjunction with the Trust Administrators. Participates in the efficient administration ...the Trust Administrators. Participates in the efficient administration of trust accounts for assigned client… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …markets, products, financial advisory function and investment process. **Skill in** + Personal trust and estate administration . + Strong interpersonal ... + Interacts with beneficiaries, their advisors and Financial Advisors in the personal trust and estate settlement process. + May participate as a voting member… more
- Truist (Atlanta, GA)
- …review the following job description:** Responsible for supporting the coordinated delivery of personal trust administration to a challenging and sensitive ... portfolio of affluent clients. Provide client support to Trust Advisors. Help coordinate with other members of the Wealth team (Advisors, Planners, etc.) to render… more
- City National Bank (Nashville, TN)
- …and obligations of accounts are met. * Gather/submit pertinent facts to the Trust Administration Committee regarding situations requiring the use of fiduciary ... related issues, processes and activities. * Develop and retain personal trust and investment management business by...Bachelor's Degree or equivalent * Ten plus years in trust administration with strong working knowledge of… more
- City National Bank (Wilmington, DE)
- * TRUST ADMINISTRATION OFFICER II* WHAT IS THE OPPORTUNITY? This is an entry level Personal Trust Officer position, responsible for administering ... personal trust accounts such as testamentary/intervivos trusts, foundations and agency...required *Additional Qualifications* * 3+ years of experience in trust administration preferred * Strong written and… more
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