- JPMorgan Chase (New York, NY)
- …and estates, loans, mortgages and deposits. **Job Summary:** As a Settlement Officer VP in Wealth Management Solutions, Trust & Estates, you will oversee ... . You will assume the primary responsibility for the settlement of a trust including daily interaction...counsel to resolve tax issues, including fiduciary income taxation, estate taxation, and Generation Skipping Tax. + Identify and… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Support the Estate Settlement team in every aspect of servicing the client base to ... ESSENTIAL DUTIES AND RESPONSIBILITIES: Client Service + Support the Estate Officer in all aspects of ...Normal office environment. + Extending viewing of computer screens. Estate Settlement Associate At Fifth Third, we… more
- Wells Fargo (Irvine, CA)
- …Managed Individual Retirement Accounts (IRA). Wells Fargo is seeking a Trust Officer - Fiduciary Specialist focused on estate services within the Banking, ... + Solid understanding of trust administration practices, fiduciary responsibilities, estate settlement processes, and applicable tax considerations + Ability… more
- Eastern Bank (Manchester, NH)
- …and banking rules and regulations. Assists with business development opportunities specific to trust and estate settlement . **PROBLEM SOLVING & DECISION ... A Division of Eastern Bank is hiring a Senior Trust Officer in NH** In accordance with...and regulations. Assists with business development opportunities specific to trust and estate settlement .** In… more
- Thrivent Financial (Appleton, WI)
- …+ Act as a technical resource to colleagues within and outside of the Personal Trust & Estate Settlement team. + Coordinate the collection, valuation, and ... they want today-and tomorrow. Job Summary The Senior Personal Trust Officer is responsible for the comprehensive...Degree. + 10+ years of trust administration, estate planning, estate settlement , tax… more
- Wells Fargo (Winston Salem, NC)
- …+ Solid understanding of trust administration practices, fiduciary responsibilities, estate settlement processes, and applicable tax considerations + Proven ... and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic...**About this role:** Wells Fargo is seeking a Senior Trust Officer (Senior Fiduciary Specialist) on the… more
- Chemung Canal Trust Company (Elmira, NY)
- …continuation or declination of application. + Addresses all inconsistencies with loan officer and client, if appropriate; Consults with proper sources to resolve ... conditions as determined by the underwriter; Forwards appropriate documents to the settlement agent and follows-up to ensure deadlines are met on commitment… more
- US Bank (Seattle, WA)
- … Trust School Program **Preferred Skills/Experience:** + Considerable knowledge of estate settlement , income, estate and multi-generational taxation and ... experience + 10 or more years of experience in Trust administration + Professional Designation is required and may...candidates with 3-4 years of experience practicing trusts and estate law. If there's anything we can do to… more
- Anywhere Real Estate (Seattle, WA)
- …are highly preferred. Upward Title and Closing is a full-service title and settlement company providing real estate brokers the opportunity to grow their ... Upward Title and Closing is seeking an experienced Escrow Officer working directly with agents, buyers, and sellers to...Reaching out to new agents, earning their confidence and trust and creating opportunities to market our business; retaining… more
- Anywhere Real Estate (Inverness, FL)
- …+ Employee Resource Groups Upward Title and Closing is a full-service title and settlement company providing real estate brokers the opportunity to grow their ... are the key to home ownership. As an escrow officer , you're the human link between our process and...Reaching out to new agents, earning their confidence and trust , and creating opportunities to market our business; retaining… more
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