- Robert Half (Dallas, TX)
- …REQUISITION Dallas Internal Audit & Financial Advisory (Financial Services - Trust Audits) Senior Consultant LOCATION DALLAS ADDITIONAL LOCATION(S) JOB DESCRIPTION ... Internal Audit & Financial Advisory Senior Consultant focused on Trust Auditing to join our growing Financial Services team....You Be Successful: + You enjoy identifying areas of business and process risk, and opportunities to improve efficiency,… more
- Umpqua Bank (Walnut Creek, CA)
- …base and penetration of existing customers. + Coordination of business development efforts of sales, administrative and investment staff. + Monitors and ... trust administrative team and its assigned book of business ,with the approval and guidance of the Trust Regional Director or Trust President. + Directly… more
- Wells Fargo (Minneapolis, MN)
- …provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax, ... begins with outstanding talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to… more
- Wells Fargo (Minneapolis, MN)
- …Specialist) to join the Trust Services team as part of Wealth and Investment Management. Trust advisors discuss the needs of HNW and UHNW clients and ... Fargo is seeking a Senior Trust Advisor (Senior Lead Fiduciary...Learn more about the career areas and lines of business at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) . **In this role, you… more
- First Horizon Bank (Hickory, NC)
- …the absence of the Trust Officer. + Supporting and contributing to new business development efforts in the bank through client contact and referrals while ... an individual or small group of individuals, relieving them of clerical, administrative and business detail. The Trust Client Specialist will assist Trust … more
- Bank OZK (Dallas, TX)
- …of Trust and Wealth capabilities. + Develops and implements marketing/ business development strategy to meet regional revenue goal; works collaboratively ... Skills & Abilities + Knowledge of applicable probate and trust law and investment regulations. + Knowledge...close supervision. + Ability to demonstrate effective sales and business development skills. + Ability to demonstrate… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …some cases may be assigned to a more senior officer as an Associate Trust Officer/ Trust Administrator during the development process. **Essential Duties and ... of the investment goals and requirements for the achievement of trust objectives, the establishment of an appropriate asset allocation, and the selection of… more
- First Horizon Bank (Knoxville, TN)
- …law, estate planning techniques, financial planning, asset management and prudent investment principles. Seeks continued development of fiduciary and advisory ... software, eg, Microsoft Word, Microsoft Excel, etc. -Relevant certifications -2-4 years of Trust or Investment Advisor experience or the equivalent in education… more
- Wells Fargo (Palm Beach, FL)
- …provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax, ... begins with outstanding talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to… more
- Citigroup (Tampa, FL)
- …The Product Specialist position is available within the Issuer Services - Agency and Trust ("A&T") business located in Tampa. The Product Specialist will be ... The Issuer Services business delivers bespoke capital market transaction services to...objective of the role is to engage in process development for future state solutions and automation to provide… more
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