- City National Bank (Los Angeles, CA)
- … ADMINISTRATION OFFICER I* WHAT IS THE OPPORTUNITY? This is an entry level Personal Trust Officer position, responsible for administering personal ... Complete discretionary distribution requests. Submit formal requests to the Trust Officer for approval. * Coordinate set...or equivalent * Minimum 3 years of experience in Personal Trust required * Minimum 3 years… more
- Canandaigua National Bank & Trust (Sarasota, FL)
- Sr. Trust Officer - Team Lead Canandaigua National Trust Company Florida Location: Sarasota, FL Since 2009, Canandaigua National Trust Company of Florida ... service that builds long-term relationships. What does a Sr. Trust Officer - Team Lead do? The...with complete trust services to include estates, personal trust , guardianships, and any other appropriate… more
- Wells Fargo (Philadelphia, PA)
- …Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Officer (Senior Fiduciary Specialist) on the Personal Trust Market Service ... personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held… more
- Columbia Bank (TX)
- **About the Role:** A Trust Officer is responsible for providing some new business for the company through marketing programs involving contact with ... corporate culture in all actions and words. + Takes personal initiative and is a positive example for others...+ CTFA or MBA, preferred. + 5 years of Trust Officer experience, required. + 5 years… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Essential Duties and Responsibilities** + Administers personal trust accounts in accordance with statutes and regulations. + Participates in the income tax ... changes. + Interacts with beneficiaries, their advisors and Financial Advisors in the personal trust administration process. + May participate as a voting member… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …changes. + Interacts with beneficiaries, their advisors and Financial Advisors in the personal trust and estate settlement process. + May participate as a ... voting member of the Administrative Committee. + Exercises discretionary personal trust administrative authority as may be allowed by the Policies and… more
- Dunham & Associates Investment Counsel, Inc. (Las Vegas, NV)
- TRUST OFFICER Dunham Trust Company (DTC) provides comprehensive trust and fiduciary services including custodial accounts, wealth management, and ... clients with additional offices in Las Vegas, Wyoming, and Colorado. The DTC Trust Officer is responsible for the coordination of services and administration… more
- Wells Fargo (Irving, TX)
- …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
- M&T Bank (Baltimore, MD)
- …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
- City National Bank (Los Angeles, CA)
- …a real estate industry Or * Minimum 5 years of experience in Personal Trust administration *Additional Qualifications* * Strong written and verbal communication ... *SPECIALTY WEALTH ASSET ADMINISTRATION OFFICER II* WHAT IS THE OPPORTUNITY? This is...responsible for supporting the asset management and administration of Trust Real Estate, Closely Held Businesses, and Mineral/Oil/Gas interests… more
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