- 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 ... financial advisory function and investment process. **Skill in** : * Personal trust administration . * Strong interpersonal and leadership skills to provide… 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 ... with supervisory interaction and support. + Answers general Financial Advisor inquiries regarding estate planning, trust services,...governance and personal and directed trust administration . + Strong interpersonal and leadership… more
- JPMorgan Chase (New York, NY)
- …with ability to apply that knowledge to post-mortem planning exercises and account administration . * Work with Tax Officers and trust counsel to resolve ... 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… more
- JPMorgan Chase (Newark, DE)
- …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 ... integral part of our Global Trusts & Estates Practice. You will oversee the administration of trusts, analyze trust documents for legal, tax, administrative and… 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 ... as requested, and serve as subject matter expert concerning trust administration . Represent the Bank in a...Preferred:** Juris Doctor (JD) or Master's degree CTFA (Certified Trust and Financial Advisor ) certification Strong interpersonal… 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 ... + Bachelor's Degreeor equivalent work experience, preferred + Certified Trust and Financial Advisor (CTFA) designation or...trust administration , fiduciary law and federal estate and state tax… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …* Interacts with beneficiaries, their advisors and Financial Advisors in the personal trust administration process. * May participate as a voting member of ... financial advisory function and investment process. **Skill in** : * Personal trust administration . * Strong interpersonal and leadership skills to provide… more
- City of New York (New York, NY)
- …Manage technical staff and consultants, including and in collaboration with the Trust 's Owner's Advisor and Owner's Representative teams. 6. Coordinate capital ... June 16, 2022, Governor Kathy Hochul signed the NYC Public Housing Preservation Trust Act, which authorized creation of the NYC Public Housing Preservation Trust… more
- Raymond James Financial, Inc. (New York, NY)
- …and preparation process. + Advanced concepts, principles and practices of personal trust administration process. + Fundamental investment concepts, practices and ... NH, ME. **Essential Duties and Responsibilities** + Manages the sale of personal trust accounts to clients of Raymond James affiliated Financial Advisors with branch… more
- Robert Half Legal (San Marino, CA)
- Description The Trust Advisor is responsible for managing and administering trusts for individuals with special needs. They will be required to work closely with ... of professionalism in managing confidential information. * Prior experience in trust administration , financial planning, case management, or government public… more
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