• Estate Officer - Fiduciary…

    Wells Fargo (Irvine, CA)
    …Retirement Accounts (IRA). Wells Fargo is seeking a Trust Officer - Fiduciary Specialist focused on estate services within the Banking, Lending, and ... a book of fiduciary relationships within a team-based environment, including analyzing trust and estate documents, implementing client estate plans, and… more
    Wells Fargo (08/22/25)
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  • Senior Trust Officer - Senior…

    Wells Fargo (Winston Salem, NC)
    …a book of fiduciary relationships within a team-based environment, including analyzing trust and estate documents, implementing client estate plans, and ... military experience and education. **Desired Qualifications:** + Solid understanding of trust administration practices, fiduciary responsibilities, estate … more
    Wells Fargo (08/27/25)
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  • Trust Portfolio Manager

    Columbia Bank (Portland, OR)
    …deliver persuasive presentations. + Strategic thinking and decision making. + Familiarity with trust law, estate planning and fiduciary responsibilities. + ... Trust Portfolio Manager Wealth Management Scottsdale, Arizona Boise,...return on investment of assets under management and meet fiduciary objectives. + Proven ability to grow a book… more
    Columbia Bank (09/04/25)
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  • Trust Real Estate Advisor I

    PNC (Pittsburgh, PA)
    …an opportunity to contribute to the company's success. As a Trust Real Estate Advisor I within PNC's Fiduciary organization, you will be based in Pittsburgh, ... retain or sell assets. Conducts annual reviews. Presents recommendations to Real Estate Trust Investment Committee and/or Special Assets Committee, according to… more
    PNC (07/31/25)
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  • Senior Lead Fiduciary Specialist…

    Wells Fargo (San Francisco, CA)
    … accounts. + Administer a book of fiduciary relationships, including analyzing trust and estate documents, implementing client estate plans, and ensuring ... further provides guidance on a variety of banking and fiduciary topics including investment management, general trust ...and wealth and asset management services, including: * Personal trust services * Estate services * Philanthropic… more
    Wells Fargo (09/06/25)
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  • Tax Liaison Sr. - Fiduciary…

    PNC (PA)
    …date. As a Senior Tax Liaison, you will work within the Fiduciary liaison team ( trust tax) and the Estate Liaison team ( estate settlement). You will work ... tax preparers from an outside accounting firm and PNC Fiduciary Advisors who manage those accounts, serving as the...The following qualifications are needed for this role: - Trust and Estate Tax experience - Generation… more
    PNC (06/26/25)
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  • Trust and Estates Fiduciary…

    Tompkins Community Bank (Ithaca, NY)
    …the TFA Fiduciary Team, the individual in this role will prepare detailed fiduciary accounting and draft estate and fiduciary tax returns, ensuring ... and external stakeholders. + Tax Reporting Accuracy - Draft estate and fiduciary tax returns in collaboration...Certificate preferred + A minimum of three (3) years' trust and estate -related experience is preferred +… more
    Tompkins Community Bank (06/21/25)
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  • Special Needs Trust Manager…

    Wells Fargo (Austin, TX)
    …aspirations. BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty ... and wealth and asset management services, including: * Personal trust services * Estate services * Philanthropic...this role:** Wells Fargo is seeking a Special Needs Trust Manager - Fiduciary Manager Working at… more
    Wells Fargo (08/29/25)
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  • Trust Advisor - Lead Fiduciary…

    Wells Fargo (Minneapolis, MN)
    …a book of fiduciary relationships within a team-based environment, including analyzing trust and estate documents, implementing client estate plans, and ... further provides guidance on a variety of banking and fiduciary topics including investment management, general trust ...and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic… more
    Wells Fargo (08/23/25)
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  • Associate Philanthropic Trust Officer…

    Wells Fargo (Winston Salem, NC)
    …to administer a book of philanthropic fiduciary relationships, including analyzing trust and estate documents, implementing client estate plans, and ... aspirations. BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty… more
    Wells Fargo (08/23/25)
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