- JPMorgan Chase (Rochester, NY)
- …upon their death through a provision in their will, it is the Trust Officer 's role to oversee the administration of the trust . Through collaboration, ... that knowledge to client specific planning exercises and account administration + Work with Tax Officers and trust...reading the fiduciary materials which are circulated to each Trust Officer , attending in-house and external seminars… more
- Eastern Bank (Manchester, NH)
- …**:** **Cambridge Trust - A Division of Eastern Bank is hiring a Senior Trust Officer in NH** In accordance with Bank's policies and procedures, as well as ... trust and estate matters. + Serves as a voting member of Trust Administration Committee (TAC) reviewing discretionary actions where Bank is serving as a… more
- City National Bank (Wilmington, DE)
- * TRUST OFFICER * WHAT IS THE OPPORTUNITY? This position supports RBC Delaware Trust by administering estate and personal trust accounts including ... the Bank, clients, and Co-Fiduciaries. * Gather/submit pertinent facts to the Trust Administration Committee regarding situations requiring the use of fiduciary… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Financial markets, products, financial advisory function, and investment process. + Directed Trust administration experience is desired. **Skill in** + IRA ... defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to...governance and personal and directed trust administration . + Strong interpersonal and leadership… more
- Wells Fargo (Winston Salem, NC)
- …variety of banking and fiduciary topics including investment management, general trust administration , specialty trusts, custody, tax, specialty assets, ... Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Officer (Senior Fiduciary Specialist) on the Personal Trust … more
- Wells Fargo (Las Vegas, NV)
- …variety of banking and fiduciary topics including investment management, general trust administration , specialty trusts, custody, tax, specialty assets, ... trust services. * Managed Individual Retirement Accounts (IRA). Wells Fargo is seeking a Trust Officer - Fiduciary Specialist in Trust Client & Advisor… 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
- JPMorgan Chase (New York, NY)
- …deposits. **Job Summary:** As a Settlement Officer VP in Wealth Management Solutions, Trust & Estates, you will oversee the administration of the trust . ... needed. **Required qualifications, capabilities and skills:** + Relevant years of trust administration or settlement experience with direct client interactions… more
- US Bank (Gresham, OR)
- …or equivalent experience. + Ten or more years of experience in compliance, trust administration , or a related field. **Preferred Skills/Experience** + Extensive ... a deep understanding of fiduciary principles, applicable laws, and trust products. The Fiduciary Officer will lead...applicable laws, and trust products. The Fiduciary Officer will lead and support regulatory reviews, audits, and… 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 ... is appointed as corporate executor or trustee of a trust includable in the gross estate of the decedent...the fiduciary materials which are circulated to each Estate Officer , attending in-house and external seminars and taking required… more
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