- 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
- Comerica (Palo Alto, CA)
- …account paperwork and effectively hand off the relationship to a Comerica Personal Trust Officer for administration. Qualifications Position Qualifications ... Companies and America's Greenest Companies Position Responsibilities: Develop current fee personal trust business through Comerica's various strategic alliance… more
- Bank of America (Wilmington, DE)
- Delaware Senior Trust Officer Wilmington, Delaware **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... a difference. Join us! **Job Description:** The Delaware Senior Trust Officer (Delaware STO) maintains a ...Bank's Tax Team, various fund managers, and the clients' personal tax preparers to ensure information is shared with… more
- Raymond James Financial, Inc. (Memphis, TN)
- …and skills obtained through experience and/or formal training to administer basic-level personal trust , estate, and custody accounts. Fulfills the duties of ... some cases may be assigned to a more senior officer as an Associate Trust Officer...technical abilities for the purposes of monitoring and administering personal trusts. This includes the use of trust… more
- Umpqua Bank (Phoenix, AZ)
- Trust Officer Wealth Management Henderson, Nevada Scottsdale, Arizona Phoenix, Arizona **Description** **About Us:** At Umpqua, we create a great place to work ... for business. Together for better. **About the Role:** A Trust Officer is responsible for providing some...corporate culture in all actions and words. + Takes personal initiative and is a positive example for others… more
- JPMorgan Chase (Chicago, IL)
- Job summary: As a Wealth Management Solutions. Trust & Estates- Estate Officer - VP within the Global Trusts & Estates Practice, you will be responsible for ... of estates or terminating includable trusts. You will analyze Wills and trust documents, make recommendations, oversee investment decisions, work with Tax Officers… 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 ... Officers devote a significant amount of time to personal development and training + Training at JPMorgan consists...reading the fiduciary materials which are circulated to each Trust Officer , attending in-house and external seminars… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and skills obtained through experience and specialized training or certification to administer personal trust accounts. Leads defined work or projects of broad ... changes. * Interacts with beneficiaries, their advisors and Financial Advisors in the personal trust administration process. * Participates as a voting member of… 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 ... changes. * Interacts with beneficiaries, their advisors and Financial Advisors in the personal trust administration process. * May participate as a voting member… more
- Wells Fargo (Purchase, NY)
- …and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * ... role:** Wells Fargo is seeking a Senior Special Needs Trust Officer as part of Wealth and...Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide… more