- City National Bank (Wilmington, DE)
- … ADMINISTRATION OFFICER II* WHAT IS THE OPPORTUNITY? This is an entry level Personal Trust Officer position, responsible for administering personal ... and Co-Fiduciaries. * Complete discretionary distribution requests. Submit formal requests to the Trust Officer for approval. * Coordinate set up, tracking, and… more
- Charles Schwab (Wilmington, DE)
- …in the United States on a full-time basis without employer sponsorship.** The Trust Officer is responsible for developing and maintaining relationships with ... interested parties for an assigned book of business. The Trust Officer assures compliance with all Bank...directed distributions for the administrative file and for the Personal Trust Fiduciary Committee. + Manage volume… more
- Wells Fargo (Charlotte, NC)
- …and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * ... Accounts (IRA). **About this role:** Wells Fargo is seeking an Associate Estate Trust Officer - Associate Fiduciary Specialist focused on Estate Services within… more
- Wells Fargo (Austin, TX)
- …and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * ... estates and deceased grantor trusts as an attorney or trust officer + Knowledge of complex estate...Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …changes. + Interacts with beneficiaries, their advisors and Financial Advisors in the personal trust and estate settlement process. + May participate as a ... voting member of the Administrative Committee. + Exercises discretionary personal trust administrative authority as may be allowed by the Policies and… more
- Edward Jones (Tempe, AZ)
- …and external professionals including attorneys and CPAs. **What You Will Do:** The Trust Officer is responsible for the management of trusts, estates and ... to the volume of applicants. **Team Overview:** Edward Jones Trust Company provides a full range of trust...1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates… 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
- Dunham & Associates Investment Counsel, Inc. (Las Vegas, NV)
- TRUST OFFICER Dunham Trust Company (DTC) provides comprehensive trust and fiduciary services including custodial accounts, wealth management, and ... clients with additional offices in Las Vegas, Wyoming, and Colorado. The DTC Trust Officer is responsible for the coordination of services and administration… more
- M&T Bank (Washington, DC)
- …Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** + Apply deep ... experience and technical understanding to the administration and oversight of complex trust relationships within an assigned book of client trust accounts… more
- Enterprise Bank & Trust (San Jose, CA)
- **Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that ... there's no stopping you!** **Job Title:** SVP, SBA Business Development Officer **Job Description:** **Summary:** The SBA Business Development Officer … more