- 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
- JPMorgan Chase (New York, NY)
- …and individuals. When JPMorgan is appointed as corporate executor or trustee of a trust includable in the gross estate of the decedent for estate tax purposes. JP ... and we have been specifically recognized for our succession planning, advice and trust services. **Job Responsibilities:** * Analyze Wills and trust documents… more
- JPMorgan Chase (New York, NY)
- …trusts and estates, loans, mortgages and deposits. **Job Summary:** As a Settlement Officer VP in Wealth Management Solutions, Trust & Estates, you will ... judgment + Client Servicing - client knowledge, gains the trust and confidence of clients + Teamwork/ Personal ...the trust and confidence of clients + Teamwork/ Personal Effectiveness - clear and concise communication, time management,… more
- Raymond James Financial, Inc. (Portsmouth, NH)
- …Experience Requirements** + Bachelor's Degree (BA) and a minimum of four (4) years of personal trust and IRA administration experience + OR ~ + Any equivalent ... defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to...experience is desired. **Skill in** + IRA governance and personal and directed trust administration. + Strong… more
- Canandaigua National Bank & Trust (Syracuse, NY)
- Business Banking Officer II Canandaigua National Bank & Trust Location: Syracuse, NY What does a Business Banking Officer at CNB do? A Business Banking ... Offices to identify opportunities to grow and retain business. The Business Banking Officer will be assigned a group of branches within the CNB footprint and… more
- Hills Bank (Cedar Rapids, IA)
- …development of existing and new business opportunities, administration and retention of personal trust business and estate administration with the objective of ... Doctorate of Law degree (JD) required + Experience with direct client-facing personal banking, wealth management, trust or estate account administration… more
- Wells Fargo (Minneapolis, MN)
- …and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * ... begins with outstanding talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to… more
- M&T Bank (Vero Beach, FL)
- …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
- M&T Bank (Wilmington, DE)
- …relationships. **Primary Responsibilities:** + Administer assigned book of client trust accounts through demonstrated proficiency and sound judgment in exercising ... discretion. + Serve as primary point of contact for the client on the trust account relationship, communicate regularly with the client on all trust matters… more
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