- JPMorgan Chase (Palm Beach, FL)
- …families and individuals. When JP Morgan is appointed as corporate trustee of a trust , whether created by a client during 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 . **Job Summary** As a Trust Officer VP in Wealth… more
- Regions Bank (Atlanta, GA)
- …section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust , Estate, ... business opportunities + Keeps abreast of trends and developments in the trust and investment management industry to ensure prudent administration and investment… more
- TIAA (Frisco, TX)
- ** Trust Administration Manager** The Trust Administration Manager manages a team of experienced professionals that work on trust and estate accounts. This ... job focuses on ensuring customer requests are consistent with trust laws and regulations. In addition, the Trust... trust laws and regulations. In addition, the Trust Administration Manager oversees the development of new businesses… more
- Eastern Bank (Manchester, NH)
- …guidance and expertise: + Review Bank's fiduciary acceptance of new irrevocable trust accounts and estates. + Review administrative matters regarding trust ... unitrust calculations, or court action. + Completes document reviews for trust and estate accounts, including amendments and restatements, nonjudicial settlement… more
- Wells Fargo (Austin, TX)
- …begins with outstanding talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to ... families based on needs related to banking, custom lending, and trust services. These bank specialists leverage resources, valuable research, relationships, custom… more
- Commerce Bank (Kansas City, MO)
- …relevant experience, skills, and competencies.) For more than a century, Commerce Trust has been a leading provider of wealth management services including financial ... planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means assembling a… more
- KeyBank (Brooklyn, OH)
- …4900 Tiedeman Road - Brooklyn, Ohio 44144-2302 **ABOUT THE JOB (JOB BRIEF)** The Trust Team Manager manages a group of trust professionals that are focused ... to High Net Worth clients and beneficiaries. Actively manages trust relationships, in accordance with established policies and procedures,...revenue base. **ESSENTIAL JOB FUNCTIONS** The role of the Trust Team Manager is to act as a player… more
- City National Bank (Irvine, CA)
- TRUST ADVISOR *WHAT IS THE OPPORTUNITY?* Focus is to avail COIs, bank clients, and prospects of City National Bank (CNB)/Royal Bank of Canada (RBC) fiduciary ... solutions; current trust administration, investment management, and planning opportunities in estate and personal trust accounts (testamentary and intervolves… 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 ... agency accounts in accordance with terms specified in the trust instrument. Under general guidance from the trust... trust instrument. Under general guidance from the trust team, opens and maintains estates, trusts, agency accounts… more
- City National Bank (Las Vegas, NV)
- *TEAM LEAD TRUST AND ESTATE ADMINISTRATION* WHAT IS THE OPPORTUNITY? Responsible for managing and directing all trust activities (eg conservatorships, ... revocable and irrevocable trusts, guardianships and agencies) and the implementation of trust investment policies to promote the growth and profitability of assigned… more