- City National Bank (Las Vegas, NV)
- *TEAM LEAD TRUST AND ESTATE ADMINISTRATION* WHAT IS THE OPPORTUNITY? Responsible for managing and directing all trust activities (eg conservatorships, ... beneficiaries, attorneys and others regarding accounts.As a player/coach, leads the Trust and Estate Administration activities in a geographic location… more
- Columbia Bank (South Jordan, UT)
- …trust administration,required + 10+ years'thorough understanding of trust administration, fiduciary law and federal estate and state tax requirements and ... Trust Market Manager Wealth Management South Jordan, Utah...in professional organizations Ability to communicate and present advanced estate planning strategies,required + Strong written and verbal communication… more
- Thrivent Financial (Appleton, WI)
- …business development. Success in this position requires deep expertise in estate planning, trust documents, account agreements, investment principles, and ... + Administer a portfolio of complex and high-value personal trust , estate , and terminating trust ...+ Stay current on developments in federal and state trust regulations, tax laws, fiduciary best practices… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …policies and procedures governing estate relationships. Primary responsibility for the estate team's interface with the trust accounting system, the Workflow ... trends and changes in the industry with regard to fiduciary matters (eg estate planning, probate, ...Demonstrate basic knowledge and skills in the areas of trust administration, estate planning strategies and income,… more
- Fifth Third Bank, NA (Birmingham, AL)
- …a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Senior Trust Advisor will provide expertise and fiduciary thought leadership, delivering ... regulatory requirements, while identifying new and fostering strong existing fiduciary client relationships. The Senior Trust Advisor...+ Minimum of 8 -10 years of experience in trust and estate administration, with a proven… more
- First Horizon Bank (Coral Gables, FL)
- …depth of knowledge of fiduciary duties and applicable laws, including trust and tax law, estate planning techniques, financial planning, asset management ... at location listed in job posting. **Summary** : The First Horizon Trust Relationship Manager role manages complex wealth management client relationships and… more
- Regions Bank (Atlanta, GA)
- … Trust Advisor is responsible for the acquisition of Personal Trust , Estate , IRA and Investment Management client relationships. Responsibilities include ... finance, economics, accounting or related field + Eight (8) years of Trust Administration, Estate /Tax Law, Financial Planning or relevant experience including… more
- Eastern Bank (Manchester, NH)
- …as applicable federal and state laws, rules, and regulations: + Review and approval of new trust and estate accounts. + Provide advice and guidance on trust ... Fiduciary account guidance and expertise: + Review Bank's fiduciary acceptance of new irrevocable trust accounts... accounts and estates. + Review administrative matters regarding trust and estate administration, including, but not… more
- Regions Bank (Knoxville, TN)
- …Accounts (IMA), Individual Retirement Accounts (IRA), custody, trust , and estate , ensuring account administration follows the fiduciary procedures. **Primary ... non-standard asset acceptance and retention, trust modifications, trust loan approvals and real estate improvements... Fiduciary (AIF) and four (4) years of Trust Administration, Estate /Tax Law, Financial Planning, Investment… more
- PNC (Washington, DC)
- …to contribute to the company's success. As an Associate Portfolio & Trust Administrator within PNC's Institutional Asset Management (IAM) organization, you will be ... on all relevant systems (CRM - Salesforce, Seismic, Co-Pilot, our proprietary trust system, Factset, Tableau, etc.). * Identify process improvement opportunities and… more