- Charles Schwab (Henderson, NV)
- …candidate for this role to work on site in the specified locations. The Trust Officer is responsible for developing and maintaining relationships with registered ... and other interested parties for an assigned book of business. The Trust Officer assures compliance with all Bank policies and procedures, as well as… more
- JPMorgan Chase (Newark, DE)
- …their lifetime or upon their death through a provision in their will, it is the Trust Officer 's role to oversee the administration of the trust . **Job ... Officer VP in Wealth Management Solutions, Trust & Estates, you will be an integral part...Practice. You will oversee the administration of trusts, analyze trust documents for legal, tax, administrative and investment issues,… more
- JPMorgan Chase (Rochester, NY)
- …their lifetime or upon their death through a provision in their will, it is the Trust Officer 's role to oversee the administration of the trust . Through ... of reading the fiduciary materials which are circulated to each Trust Officer , attending in-house and external seminars and taking required Proficiency Training… more
- Wells Fargo (Minneapolis, MN)
- …begins with outstanding talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to ... families based on needs related to banking, custom lending, and trust services. These bank specialists leverage resources, valuable research, relationships, custom… more
- US Bank (Milwaukee, WI)
- …degree, or equivalent work experience - Eight or more years of experience in Trust administration - Professional Designation is required and may include, but is not ... limited to: CTFA, CFP, JD, CPA and/or Graduate of National Trust School Program Preferred Skills/Experience - Advanced knowledge of estate settlement, income, estate… more
- Wells Fargo (Purchase, NY)
- …Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Special Needs Trust Officer as part of Wealth and Investment Management. Working at Wells ... talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products...based on needs related to banking, custom lending, and trust services. These bank specialists leverage resources, valuable research,… more
- Bank of America (Newport Beach, CA)
- Senior Trust Officer Newport Beach, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Newport-Beach/Senior- Trust - Officer \_25030335-2) **Job Description:** At Bank of America,… more
- Raymond James Financial, Inc. (Memphis, TN)
- …exceed our clients' expectations. In some cases may be assigned to a more senior officer as an Associate Trust Officer / Trust Administrator during the ... on a daily basis through the use of the administrative officer 's trial balance. . Instructs the assigned trust administrators of those actions to be taken in the… more
- M&T Bank (Vero Beach, FL)
- …Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** + Apply deep ... experience and technical understanding to the administration and oversight of complex trust relationships within an assigned book of client trust accounts… more
- M&T Bank (Wilmington, DE)
- …relationships. **Primary Responsibilities:** + Administer assigned book of client trust accounts through demonstrated proficiency and sound judgment in exercising ... primary point of contact for the client on the trust account relationship, communicate regularly with the client on...account relationship, communicate regularly with the client on all trust matters and responsible for overall trust … more
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