- Canandaigua National Bank & Trust (Pittsford, NY)
- …National Bank provides complete trust services to include estates, personal trust , guardianships, corporate trusts, and any other appropriate fiduciary ... customers with complete trust services to include estates, personal trust , guardianships, corporate trusts, and any other appropriate fiduciary capacity. +… more
- Hills Bank (Cedar Rapids, IA)
- …development of existing and new business opportunities, administration and retention of personal trust business and estate administration with the objective of ... Doctorate of Law degree (JD) required + Experience with direct client-facing personal banking, wealth management, trust or estate account administration… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Summary** Leads defined work or projects of broad scope and complexity to personal trust accounts. Resolves or recommends solutions to complex problems. Regular ... and skills obtained through experience, specialized training or certification to administer personal trust accounts. Leads defined work or projects of broad… more
- Charles Schwab (Henderson, NV)
- …Committee. + Document directed distributions for the administrative file and for the Personal Trust Fiduciary Committee. + Manage volume of new accounts through ... staff. **What you have** Required Qualifications: + 5+ years experience in personal trust administration serving as primary trust professional with an… more
- Truist (Atlanta, GA)
- …in Trust Administration , Fiduciary oversight and new business activities for Personal Trust 3. Familiarity and experience with State and other applicable ... laws governing the administration of Personal Trust Accounts 4. Leadership qualities and ability to successfully meet competing deadlines and commitments 5.… more
- City National Bank (Las Vegas, NV)
- …management sales related issues, processes and activities. * Develop and retain personal trust and investment management business by maintaining professional and ... have been created and are implemented. * Manage the assigned Personal Trust staff in the assigned regions/offices. Assign responsibilities for the administration… more
- Wells Fargo (Minneapolis, MN)
- …and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * ... begins with outstanding talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to… more
- Raymond James Financial, Inc. (Houston, TX)
- **Job Description Summary** Administer basic-level processes for personal trust , estate, and custody accounts. Fulfills the duties as a fiduciary or custodian in ... and skills obtained through experience and/or formal training to administer basic-level personal trust , estate, and custody accounts. Fulfills the duties of… more
- Raymond James Financial, Inc. (NY)
- …MA, VT, NH, ME. **Essential Duties and Responsibilities** + Manages the sale of personal trust accounts to clients of Raymond James affiliated Financial Advisors ... locations within a specified geographic region. + Manages the sale of personal trust accounts to individuals who are not Raymond James affiliated Financial… more
- Bank of America (Jacksonville, FL)
- …II), Private Banking, Jacksonville, FL** - Trust Officers focus on serving the personal trust and fiduciary needs of affluent clients as a single point of ... years of trust specific work experience with proven success in a personal trust role is required. + Solid understanding of trust product capabilities and… more
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