- Adecco US, Inc. (Atlanta, GA)
- Adecco is assisting a local client recruiting for Trust Administrative Assistant opportunities onsite in Atlanta, GA. This is an excellent opportunity to join a ... process * Perform tasks necessary to mitigate fiduciary risks, including addressing client issues and concerns Candidates for Trust Administrative Assistant must… more
- Wells Fargo (Charlotte, NC)
- …fiduciary professionals to administer a book of fiduciary relationships, including analyzing trust and estate documents, implementing client estate plans, and ... talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products...clients, advisors and internal partners to deliver a high-touch client experience within a strong risk management framework. +… more
- Charles Schwab (Wilmington, DE)
- …+ CTFA desired + Understanding of personal trust products and trust administration concepts desired + Highly client -oriented with demonstrated experience in ... on a** **full-time basis without employer sponsorship.** Schwab's Personal Trust Services ("PTS") organization provides personal trust ...can be among any PTS product/service and may be client facing or back office. Schwab follows the three… more
- Wells Fargo (Austin, TX)
- …a book of fiduciary relationships within a team-based environment, including analyzing trust and estate documents, implementing client estate plans, and ensuring ... talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products...clients, advisors and internal partners to deliver a high-touch client experience within a strong risk management framework. +… more
- Commerce Bank (Kansas City, MO)
- …the top 25 investment advisors in the US with over $55 billion in client assets. The Commerce Trust Company concentrates on serving individuals, families, ... advisors in the US with over $75 billion in client assets. Commerce Trust concentrates on serving individuals, families, business owners and institutions… more
- JPMorgan Chase (Newark, DE)
- …of 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...out the firm's fiduciary duties and to provide superior client services + Partner with Wealth Advisors with respect… more
- Robert Half Finance & Accounting (Hockessin, DE)
- Description Robert Half is looking for a meticulous and organized Trust Assistant to join our client 's team in Delaware. In this Trust Assistant role, you ... manage multiple responsibilities effectively. Responsibilities: * Establish and maintain new trust accounts by accurately inputting data into accounting and custody… more
- Bank OZK (Atlanta, GA)
- …Essential Job Functions + Develops leads and referrals for revenue generating client investment and trust relationships. + Partners with retirement planning ... for developing, managing, and maintaining revenue generating investment and trust relationships and assists in the development of retirement...and corporate trust specialists to develop and build new business. +… more
- Regions Bank (Memphis, TN)
- …May create and organize PowerPoint presentations and Excel spreadsheets + May attend client meetings with Trust Officers and perform special projects as assigned ... the careers section of the system. **Job Description:** At Regions, the Trust Relationship Specialist provides general and clerical administrative support to an… more
- Regions Bank (Atlanta, GA)
- …+ May create and organize PowerPoint presentations and Excel spreadsheets + May attend client meetings with Trust Officers This position requires the tracking of ... the careers section of the system. **Job Description:** At Regions, the Trust Relationship Specialist provides general and clerical administrative support to an… more