- M&T Bank (Wilmington, DE)
- …with the client on all trust matters and responsible for overall trust administration management. + Assess and manage risk, exercise fiduciary discretion and ... in client presentations as requested, and serve as subject matter expert concerning trust administration . Represent the Bank in a professional and competent… more
- Umpqua Bank (Walnut Creek, CA)
- …to prospective clients,required + 10+ years'successful sales/client service experience in trust administration ,required + 10+ years'thorough understanding of ... corporate culture in all actions and words. + Takes personal initiative and is a positive example for others...trust administration , fiduciary law and federal estate and state tax… more
- Umpqua Bank (Portland, OR)
- …to become "Business Bank of Choice". **About** **You:** + College degree in business administration Preferred ABA (or other) trust courses, preferred. + 1 year ... Trust Relationship Specialist Wealth Management Portland, Oregon **Description**...timely and accurate correspondence with clients as necessary for administration of their account. + Assume responsibility for routine… more
- Bank of America (Jacksonville, FL)
- …II), Private Banking, Jacksonville, FL** - Trust Officers focus on serving the personal trust and fiduciary needs of affluent clients as a single point of ... 275-350 core client accounts). **Responsibilities** **:** + Provides fiduciary administration support including the review of trust ... specific work experience with proven success in a personal trust role is required. + Solid… more
- JPMorgan Chase (Rochester, NY)
- …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 trust . Through ... that knowledge to client specific planning exercises and account administration + Work with Tax Officers and trust... Officers devote a significant amount of time to personal development and training + Training at JPMorgan consists… more
- JPMorgan Chase (New York, NY)
- …needed. **Required qualifications, capabilities and skills:** + Relevant years of trust administration or settlement experience with direct client interactions ... As a Settlement Officer VP in Wealth Management Solutions, Trust & Estates, you will oversee the administration...judgment + Client Servicing - client knowledge, gains the trust and confidence of clients + Teamwork/ Personal … more
- Edward Jones (St. Louis, MO)
- …applicable laws and regulations while achieving its business objectives. + Day-to-day administration of the Trust Company's risk-based Bank Secrecy Act ... firm to support the continued growth of Edward Jones Trust Company's business and our commitment to bring to...its business objectives. **What You Will Do:** + Day-to-day administration of the risk-based compliance program intended to provide… more
- Umpqua Bank (Phoenix, AZ)
- …of work or projects. + Provide in-house expertise on issues relating to trust administration . + Book new business and retain business through cross-selling. ... Trust Officer Wealth Management Henderson, Nevada Scottsdale, Arizona...corporate culture in all actions and words. + Takes personal initiative and is a positive example for others… more
- Comerica (Costa Mesa, CA)
- …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...strategic thinking, negotiation, market knowledge, and team building strong administration skills, including motivation, communication, and decision-making abilities About… more
- JPMorgan Chase (New York, NY)
- …with ability to apply that knowledge to post-mortem planning exercises and account administration . * Work with Tax Officers and trust counsel to resolve ... is appointed as corporate executor or trustee of a trust includable in the gross estate of the decedent...Estate Officers devote a significant amount of time to personal development and training. * Training at JPMorgan consists… more