- JPMorgan Chase (Chicago, IL)
- Job summary: As a Wealth Management Solutions. Trust & Estates- Estate Officer - VP within the Global Trusts & Estates Practice, you will be responsible for ... investment objective is appropriate for the needs of the trust and applicable fiduciary law and that...fiduciary materials which are circulated to each Estate Officer , attending in-house and external seminars and taking required… more
- JPMorgan Chase (Rochester, NY)
- …of reading the fiduciary materials which are circulated to each Trust Officer , attending in-house and external seminars and taking required Proficiency ... through a provision in their will, it is the Trust Officer 's role to oversee the administration...investment objective is appropriate for the needs of the trust and applicable fiduciary law and that… more
- JPMorgan Chase (New York, NY)
- …to ensure that the trust 's investment objective is appropriate for the needs of the trust and applicable fiduciary law and that the trust is invested in ... fiduciary materials which are circulated to each Estate Officer , attending in-house and external seminars and taking required...Trust and Estate business; either at a corporate fiduciary or a law firm * Solid Client Relationship… more
- JPMorgan Chase (Palm Beach, FL)
- …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...investment objective is appropriate for the needs of the trust and applicable fiduciary law and that… more
- JPMorgan Chase (New York, NY)
- …trusts and estates, loans, mortgages and deposits. **Job Summary:** As a Settlement Officer VP in Wealth Management Solutions, Trust & Estates, you will ... with Investors. + Work with JPMC's tax department and trust counsel to resolve tax issues, including fiduciary...businesses and many of the world's most prominent corporate, institutional and government clients under the JP Morgan and… more
- Hills Bank (Cedar Rapids, IA)
- …of existing and new business opportunities, administration and retention of personal trust business and estate administration with the objective of profit for the ... and estates for customers and their families, with the expectation of supporting other Trust and Wealth Management Officers with trust and estate planning for… more
- Emory Healthcare/Emory University (Atlanta, GA)
- …consistent with the University's policies and in accordance with its institutional fiduciary responsibilities. Operational Oversight: + Provides leadership and ... and excellence of our academic community. **Description** The Chief Business Officer (CBO) for Emory Law provides overall administrative, financial, and strategic… more
- First National Bank of Omaha (Minneapolis, MN)
- …needs. **Summary of the Job:** We're seeking a visionary Chief Investment Officer (CIO) to lead FNBO's investment strategy across our Wealth Management division ... a client-first mindset rooted in education, communication, and trust . This executive will serve as a public-facing investment leader, guiding strategic thinking,… more
- Neuberger Berman (New York, NY)
- …Trust Investment Oversight Officer to join our team. The Trust Companies support the Private Wealth Management, Institutional , and Intermediary businesses ... dually to Sam Petrucci, Head of Advice, Planning & Fiduciary Services, and Shannon Saccocia, Chief Investment Officer... Fiduciary Services, and Shannon Saccocia, Chief Investment Officer - Wealth. The Trust Investment Oversight… more
- Citigroup (Miami, FL)
- …supports a Private Banker in delivering consistently high quality banking, credit, trust , fiduciary , capital markets and investment services to target market ... Job Description A Bilingual (Spanish and English) Service Officer provides service support to the Citi Private...verbal and written communication skills. + Knowledge of banking, fiduciary , credit and investments required. + Excellent client facing… more
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