- JPMorgan Chase (New York, NY)
- …also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits. **Job Summary:** As a ... Settlement Officer VP in Wealth Management Solutions, Trust & Estates, you will oversee the administration of...& Estates, you will oversee the administration of the trust . You will assume the primary responsibility for the… more
- NANA Regional Corporation (Kotzebue, AK)
- …for developing and implementing strategies and procedures for carrying out the Trust 's mission of empowering the Inupiat through language, culture and education; and ... pleasure of the Board of Trustees for the Aqqaluk Trust and functions as the Chief Executive and Operating...laws, regulations, grant requirements, and best practices for non-profit trusts . + Provides recommendations to the Trustees regarding the… more
- Regions Bank (Hoover, AL)
- …section of the system. **Job Description:** At Regions, the Client Solutions Trust Administrator - Private Wealth is responsible for the administration of Personal ... Trust and Investment Management client relationships. This position is...guidelines. + Manages the set-up, implementation, and administration of trusts , IRAs, and IMAs, ensuring account administration follows fiduciary… more
- First Horizon Bank (Hickory, NC)
- …location listed in job posting. **Summary** : The primary function of the Trust Client Specialist is to provide general clerical administrative support to an ... of individuals, relieving them of clerical, administrative and business detail. The Trust Client Specialist will assist Trust Officers in the administration… more
- UMB Bank (Baton Rouge, LA)
- UMB's Corporate Trust and Escrow Services is a nationally recognized and ranked provider of bond trustee and agency services to the corporate and municipal ... marketplaces. Our trust services reach beyond traditional offerings to servicing ABS,...traditional offerings to servicing ABS, aviation, reinsurance and funeral trusts , while our agency business provides solutions for escrow… more
- Raymond James Financial, Inc. (New York, NY)
- …NH, ME. **Essential Duties and Responsibilities** + Manages the sale of personal trust accounts to clients of Raymond James affiliated Financial Advisors with branch ... specified geographic region. + Manages the sale of personal trust accounts to individuals who are not Raymond James...response to Financial Advisor and client inquiries. + Reviews trusts , wills and other documents to determine whether the… more
- UMB Bank (Houston, TX)
- UMB's Corporate Trust and Escrow Services is a nationally recognized and ranked provider of bond trustee and agency services to the corporate and municipal ... marketplaces. Our trust services reach beyond traditional offerings to servicing aviation,...beyond traditional offerings to servicing aviation, reinsurance and funeral trusts , while our agency business provides solutions for escrow… more
- Commerce Bank (St. Louis, MO)
- …or Successor Corporate Trustee, including deaths of Grantors of Revocable and Irrevocable Trusts with Commerce Trust as Trustee, or where CT has been ... relevant experience, skills, and competencies.) For more than a century, Commerce Trust has been a leading provider of wealth management services including financial… more
- Robert Half Legal (Chicago, IL)
- …Robert Half Legal is partnering with an international, AM100 law firm that's hiring a Trust & Estates Legal Assistant with at least 5-8+ years of experience to join ... their Private Wealth practice group. This Trust & Estates Legal Assistant is responsible for providing...to attorneys in the administration of all aspects of trusts and estates in probate within established administrative procedures.… more
- Comerica (New York, NY)
- Job Description Trust Advisor I - Special Needs SolutionsThe Trust Advisor I role serves as a relationship manager to more routine and standard relationships for ... special needs trusts , conservatorships and guardianships. This role will participate in...participate in the proper management and administration for assigned trust accounts adhering to applicable laws and regulations as… more
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