- M&T Bank (Falls Church, VA)
- **Overview:** Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary ... all trust matters and responsible for overall trust administration management for complex trust...to account administrative activities. Serve as key partner to wealth clients and developing and implementing trust … more
- Wells Fargo (Charlotte, NC)
- …and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * ... this role:** Wells Fargo is seeking an Associate Estate Trust Officer - Associate Fiduciary Specialist focused...the Banking, Lending, and Trust division of Wealth and Investment Management . Learn more about… more
- Wells Fargo (Austin, TX)
- …and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * ... estates and deceased grantor trusts as an attorney or trust officer + Knowledge of complex estate...documents, probate laws, and tax provisions + Experience in wealth management with high-net-worth clients of at… more
- Dunham & Associates Investment Counsel, Inc. (Las Vegas, NV)
- …comprehensive trust and fiduciary services including custodial accounts, wealth management , and specialized investment administration. Chartered in 1999 ... TRUST OFFICER Dunham Trust ... TRUST OFFICER Dunham Trust Company (DTC) provides...and function as the clients' trusted advisor, anticipating their wealth planning needs; + Coordinate fiduciary and administrative services… more
- City National Bank (Wilmington, DE)
- * TRUST OFFICER * *WHAT IS THE OPPORTUNITY?*...Opportunity. * Comply fully with all Bank Operational and Wealth Management policies and procedures as well ... Administer estate and personal trust accounts including testamentary and intervivos trusts, Charitable Trusts,...Trusts, and other Agency accounts. Perform initial legal and trust administration review of all potential new trust… more
- KeyBank (Brooklyn, OH)
- …Team to identify and prioritize opportunities to deepen relationships + Identifies Investment Management and Trust Opportunities as well as any other banking, ... for the administration and post-death settlement of fiduciary accounts by providing expert trust and estate administration and counsel to High Net Worth clients and… more
- KeyBank (Brooklyn, OH)
- …and estate legal and tax related issues - Applies sound fiduciary judgment to trust and estate settlement matters **Client Management :** - High level customer ... administration and post-death settlement of fiduciary accounts by providing expert trust and estate administration and counsel to High-Net-Worth clients and their… more
- Bank OZK (Charlotte, NC)
- …or economics, or commensurate work experience, required + 4+ years' experience in a trust / wealth management function or equivalent experience required + CFA ... OZK benefits (https://careers.ozk.com/benefits) . Job Purpose & Scope The VP, Trust Investment Officer constructs and manages individualized investment… more
- Truist (Seattle, WA)
- …the following job description:** Responsible for marketing and selling of Corporate Trust & Escrow Services ("CTES") business in specified markets, regions, and/or ... expertise to help Commercial, Municipal and Corporate clients in CCB, CIG and Wealth meet their financial goals and deepen their relationship with Truist. CTES… more
- Commerce Bank (St. Louis, MO)
- …than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment ... and trust administration services. Our approach to wealth management means assembling a team of...in ways that enhance credibility, drive interest, and support officer conversations with prospects and clients. An effective candidate… more