- M&T Bank (Vero Beach, FL)
- …regularly with the client on all trust matters and responsible for overall trust administration management for complex trust relationships. + Assess and ... presentations, as requested, and serve as subject matter expert concerning trust administration . Represent the Bank in a professional and competent manner… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …* Interacts with beneficiaries, their advisors and Financial Advisors in the personal trust administration process. * Participates as a voting member of the ... advisory function and investment process. **Skill in** : * Personal trust administration . * Strong interpersonal and leadership skills to provide a high… more
- Bank of America (Norfolk, VA)
- …+ Prospecting **Required Qualifications:** + Technical expertise in the areas of trust administration , fiduciary law, and estate and wealth transfer planning ... equivalent business experience, preferably a minimum of 5 years of trust administration and estate planning experience **Desired Qualifications:** + 10-15 years… more
- Raymond James Financial, Inc. (Portsmouth, NH)
- …Financial markets, products, financial advisory function, and investment process. + Directed Trust administration experience is desired. **Skill in** + IRA ... governance and personal and directed trust administration . + Strong interpersonal and leadership skills to provide a high level of customer service. +… more
- UMB Bank (Rust, MI)
- …banking, retirement planning). + You have 10 or more years' experience in Trust Administration , problem solving and dispute resolution and assistance with ... + Ensures compliance with the Bank's fiduciary duties in the administration of estate, trust , IRA and custody accounts according to the directives in the… more
- Wells Fargo (Purchase, NY)
- …variety of banking and fiduciary topics including investment management, general trust administration , specialty trusts, custody, tax, specialty assets, ... families of disabled individuals + Knowledge and understanding of estate, trust , or fiduciary administration + Ability to read and interpret legal documents +… more
- 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 ... presentations as requested, and serve as subject matter expert concerning trust administration . Represent the Bank in a professional and competent manner whether… more
- Robert Half Finance & Accounting (Wilmington, DE)
- … Administrator role include and are not limited to: . 3+ years legal and/or trust administration experience . MUST be proficient in MS Excel . Experience with ... company located in the Greater Delaware area seeks a Trust Administrator who can oversee the day-to-day administration... Trust Administrator who can oversee the day-to-day administration of trust accounts. This role will… more
- US Tech Solutions (Brooklyn, OH)
- …6 months contract (with possible extension)** **About The Job (Job Brief):** + Provide trust administration support to enable Trust Officer(s) to effectively ... level of client service. Provide sales support to the Trust Officer. **Essential job functions:** + Provide support to...other team members to ensure high quality and timely administration of assigned fiduciary accounts. + Keep current on… 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 ... guidance of the Trust Regional Director or Trust President. + Directly responsible for the administration...trust administration , fiduciary law and federal estate and state tax… more
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