- US Tech Solutions (Brooklyn, OH)
- …interface with centralized support areas such as Trust Operations, Trust Tax, Trust Revenue and Real Estate to ensure completion. + Monitor accounts on a ... and refer complex inquiries to Trust Officer. + Assist Trust Officer with planning client meetings (in person and telephonically), and record activity in CE… more
- City National Bank (Las Vegas, NV)
- * TRUST OFFICER* WHAT IS THE OPPORTUNITY? This position supports City National Trust and Estates by administering estate and personal trust accounts ... Interact with and provide guidance to Real Property Managers, CPAs and Trust Counsel, Portfolio Managers, Financial Advisors, Investment Advisors, and other bank… more
- Robert Half Legal (Castle Rock, CO)
- …This position is ideal for a proactive individual with expertise in estate planning , probate, guardianships, trust administration, conservatorships, real ... in Colorado with active credentials. * Minimum of 3 years of experience in estate planning , probate, or related legal areas. * Proven ability to independently… more
- Dunham & Associates Investment Counsel, Inc. (Las Vegas, NV)
- TRUST OFFICER Dunham Trust Company (DTC) provides comprehensive trust and fiduciary services including custodial accounts, wealth management, and specialized ... clients with additional offices in Las Vegas, Wyoming, and Colorado. The DTC Trust Officer is responsible for the coordination of services and administration of … more
- US Bank (Naples, FL)
- …with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning , and trust services to frame, acquire, and ... Our teams advise clients holistically and comprehensively on wealth and estate planning , investments, banking, credit, insurance, charitable giving, and… more
- Truist (Nashville, TN)
- …appropriate. 2. Provide financial planning guidance in the areas of estate planning , estate administration, charitable, philanthropic, and risk ... and prospect meetings, individually when necessary, providing advice regarding trust and state administration, discretionary actions, modification or termination,… more
- Insight Global (Phoenix, AZ)
- … administration documents with courts and government agencies. -Conduct legal research on estate planning , probate, and trust laws and regulations. -Gather ... individual will be supporting two attorneys. Key Responsibilities -Draft and review estate planning documents, including wills, trusts, powers of attorney, and… more
- US Bank (Nashville, TN)
- …with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning , and trust services to frame, acquire, and ... their financial objectives. Our teams advise clients holistically on wealth and estate planning , investments, banking, credit, insurance, charitable giving, and… more
- Comerica (Charlotte, NC)
- …a custom marketing plan for assigned market; organizing and conducting investment management, estate planning and trust seminars for communities and ... client experience with a robust platform of investments, credit, trust and planning solutions. We offer a competitive compensation and benefits package… more
- NYS Housing Trust Fund Corporation (Albany, NY)
- …increase homeownership throughout New York State. This position is on HCR's Housing Trust Fund Corporation (HTFC). HTFC is a public benefit corporation, and a Civil ... + Maintain records of employee training interests for ongoing program planning . On-the-Job Training Support + Assist program managers and supervisors with… more