- Truist (Raleigh, NC)
- …perform the essential functions. 1. Four Year College degree in Accounting, Finance, Business Management , Trust Administration or Law 2. 10 + years of fiduciary ... job description:** Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as part of the broader… more
- Robert Half Finance & Accounting (Pike Creek, DE)
- …trust accounts. This role will consist of: managing a portfolio of trust accounts, assisting with asset management , maintaining account openings and closings, ... and build prospect client pipeline . Build strong relationships with outside wealth advisors Requirements The ideal Trust Administrator will preferably have… more
- Robert Half Finance & Accounting (Wilmington, DE)
- …will also oversee a team of trust professionals, review and analyze trust documents, coordinate with management on key fiduciary findings, and assist with ... prospect client pipeline . Build strong relationships with outside wealth advisors Requirements The ideal Trust Tax...and are not limited to: . 5+ years of trust tax experience . 2+ years of management… more
- Columbia Bank (Portland, OR)
- Trust Portfolio Manager Wealth Management Scottsdale, Arizona Boise, Idaho Portland, Oregon Salem, Oregon Greenwood Village, Colorado Phoenix, Oregon San ... Trust Portfolio Manager provides expertise in the management of trust and investment relationships, utilizing effective investment solutions that maximize… more
- Enterprise Bank & Trust (Phoenix, AZ)
- …360-degree view of the affluent clients' unique financial needs. Work closely with Wealth Management Team to cross-sell other products and services. Generates ... **Enterprise Bank & Trust was founded in the spirit of entrepreneurship...prospects and utilize internal strategic partners to provide customized solutions and an exceptional level of proactive client service… more
- Robert Half Management Resources (Dallas, TX)
- …to detail when reviewing complex documentation and evidence. * Solid understanding of trust and wealth management processes. * Expertise in identifying ... Description We are looking for an experienced Trust Audit Manager to join our team on...expectations. * Review evidence and documentation related to account management controls, including administrative reviews, investment reviews, and governing… more
- Wells Fargo (Irvine, CA)
- …provides guidance on a variety of banking and fiduciary topics including investment management , general trust administration, specialty trusts , custody, tax, ... and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. *… more
- M&T Bank (Boston, MA)
- …Partners with an integrated Wealth Management team to present Wilmington Trust (WT) credit solutions to high net worth and ultra-high net worth clients ... on their individual needs as part of the integrated Wealth Management team. Source, negotiate, structure and...(complex structured loans, including aircraft, yacht, investor real estate, trust and estate planning solutions , art, restricted… more
- Wells Fargo (New York, NY)
- …provides guidance on a variety of banking and fiduciary topics including investment management , general trust administration, specialty trusts , custody, tax, ... and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services * Estate services *… more
- Wells Fargo (Dallas, TX)
- …provides guidance on a variety of banking and fiduciary topics including investment management , general trust administration, specialty trusts , custody, tax, ... and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. *… more