- City National Bank (New York, NY)
- * TRUST ADMINISTRATION OFFICER II* WHAT IS THE OPPORTUNITY? This is an entry level Personal Trust Officer position, responsible for administering personal ... trusts, foundations and agency accounts in accordance with terms specified in the trust instrument. Under general guidance from the trust team, opens and… more
- JPMorgan Chase (New York, NY)
- …and deposits. **Job Summary:** As a Settlement Officer VP in Wealth Management Solutions, Trust & Estates, you will oversee the administration of the trust . You ... assume the primary responsibility for the settlement of a trust including daily interaction with clients, internal partners, and...advisors for remaindermen. + Work with remaindermen on any planning issues that may arise. + Identify and avoid… more
- 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
- US Bank (Charlotte, NC)
- …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
- Perkins & Co (Portland, OR)
- …role you should have substantial experience working with high net worth individuals and the trust and estate issues that often go hand in hand with those types ... + Strong experience working with high net worth individual clients and trust / estate issues; Review experience of forms 1040,1041 and appropriate forms and… more
- JPMorgan Chase (Columbus, OH)
- …160 years of experience in serving as a corporate fiduciary for families, our Trust and Estate services are delivered by highly skilled professionals who possess ... strategically growing and managing closely held business assets owned in trusts and estate accounts of Private Banking clients. Reporting to the CHAM Practice Lead,… more
- Robert Half Finance & Accounting (Walnut, CA)
- …including venture capital and private equity portfolios. * Provide support for estate planning , tax-related activities, and family financial inquiries. * ... of high-level responsibilities. * Excellent organizational and communication skills to support estate planning and tax-related tasks. Robert Half is the world's… more
- Truist (Raleigh, NC)
- …limited to providing financial planning guidance in the areas of estate planning , estate administration, charitable, philanthropic, risk solutions, and ... and prospect meetings, individually when necessary, providing advice regarding trust and state administration, discretionary actions, modification or termination,… more
- Commerce Bank (Kansas City, MO)
- …management services including financial planning , estate and tax planning , investment management, private banking and trust administration services. Our ... financial journey is uniquely crafted for their goals. Commerce Trust is a division of Commerce Bank. About This...combination of education and experience required + 6+ years trust , bank or investment management experience required + Chartered… more
- Comerica (Phoenix, AZ)
- …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