- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Essential Duties and Responsibilities** + Administers special needs trust accounts and personal trust accounts in accordance with statutes and regulations. ... with beneficiaries, their advisors and Financial Advisors in the special needs trust and personal trust administration process. + May participate as a voting… more
- Charles Schwab (Henderson, NV)
- …in the United States on a** **full-time basis without employer sponsorship.** Schwab's Personal Trust Services ("PTS") organization provides personal ... role responsible for management and oversight of an operations team withing Personal Trust Services. The team is responsible for supporting clients and RIAs with… more
- Wells Fargo (Austin, TX)
- …and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * ... (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Officer (Senior Fiduciary Specialist) on the Personal Market Service Team in Trust Client &… more
- City National Bank (San Francisco, CA)
- …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
- Comerica (Costa Mesa, CA)
- …These colleagues are highly engaged in new business acceptance for Personal Trust , Advisor Solutions, and Estate Administration.Responsibilities: New Business ... trust advisors in personal wealth, professional alliances and personal trust assisting with resolution of issues with beneficiaries or resolving issues… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and skills obtained through experience, specialized training or certification to administer personal trust accounts. Leads defined work or projects of broad ... * Interacts with beneficiaries, their advisors and Financial Advisors in the personal trust administration process. * May participate as a voting member of the… more
- City National Bank (Wilmington, DE)
- … ADMINISTRATION OFFICER II* WHAT IS THE OPPORTUNITY? This is an entry level Personal Trust Officer position, responsible for administering personal trust ... agency accounts in accordance with terms specified in the trust instrument. Under general guidance from the trust...approval. * Coordinate set up, tracking, and monitoring of personal property inventory; real estate, mineral, oil and gas,… more
- Wells Fargo (Palm Beach, FL)
- …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
- KeyBank (Brooklyn, OH)
- … trust and estate administration, or five to seven plus years of personal trust administration experience, or equivalent work experience with progress towards ... or equivalent knowledge from other industry training or equivalent experience in personal trust administration and probate administration - Undergraduate degree… more
- City National Bank (Wilmington, DE)
- * TRUST OFFICER* *WHAT IS THE OPPORTUNITY?* Administer estate and personal trust accounts including testamentary and intervivos trusts, Charitable Trusts, ... Foundations, Special Needs Trusts, and other Agency accounts. Perform initial legal and trust administration review of all potential new trust or investment… more
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