- Thrivent Financial (Appleton, WI)
- …will help them live the life they want today-and tomorrow. Job Summary The Senior Personal Trust Officer is responsible for the comprehensive administration ... service while fulfilling fiduciary duties. As a trusted advisor, the Senior Personal Trust Officer builds lasting relationships with clients, beneficiaries,… more
- US Bank (Kansas City, MO)
- …fiduciary laws, internal procedures, and risk tolerance. + Sophisticated knowledge of personal trust services. + Strong communication and collaboration skills ... on the bank's fiduciary responsibilities. + Serve as a subject matter expert on trust and fiduciary matters. + Collaborate with Legal, Risk, and Business partners to… more
- Wells Fargo (Winston Salem, NC)
- …(IRA). **About this role:** Wells Fargo is seeking a Senior Trust Officer ( Senior Fiduciary Specialist) on the Personal Trust Market Service Team in ... personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held… more
- Bank of America (Wilmington, DE)
- Delaware Senior Trust Officer Wilmington, Delaware **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... make an impact. Join us! **Job Description:** The Delaware Senior Trust Officer (Delaware STO) maintains a...Bank's Tax Team, various fund managers, and the clients' personal tax preparers to ensure information is shared with… more
- Wells Fargo (Minneapolis, MN)
- **About this role:** Wells Fargo is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Trust Client & Advisor Services as part of Wealth ... personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held… more
- Wells Fargo (Palm Beach, FL)
- …and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * ... Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Associate Working at Wells Fargo | Jobs and Careers at Wells… more
- LinkedIn (Mountain View, CA)
- …by investing in their growth. We aspire to create a culture thats built on trust , care, inclusion, and fun where everyone can succeed. At LinkedIn, our approach to ... flexible work is centered on trust and optimized for culture, connection, clarity, and the...the company. + Act as a thought partner to senior leaders to prioritize/scope projects, provide recommendations, and evangelize… more
- UMB Bank (Rust, MI)
- …our clients on the investment plan that makes the most sense for their personal financial goals. The Wealth Management department is important to the company because ... the company to have a diverse revenue stream. The Trust Advisor team is one part of the client...serves as subject matter expert on probate estates, conservatorships, personal trusts (inter vivos and testamentary), custody, agency, IRA,… more
- M&T Bank (Washington, DC)
- …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
- Ankura (WY)
- …for fiduciaries, courts, and stakeholders in high-volume claims environments. Role Overview The Trust and Mass Torts Senior Managing Director role is an ... a team of excellence founded on innovation and growth. Practice Overview Ankura's Trust and Mass Torts team has extensive experience providing strategic advice to… more
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