- Thrivent Financial (Appleton, WI)
- …that will help them live the life they want today-and tomorrow. Job Summary The Senior Personal Trust Officer is responsible for the comprehensive ... client service while fulfilling fiduciary duties. As a trusted advisor, the Senior Personal Trust Officer builds lasting relationships with clients,… 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 ... make an impact. Join us! **Job Description:** The Delaware Senior Trust Officer (Delaware STO)...Bank's Tax Team, various fund managers, and the clients' personal tax preparers to ensure information is shared with… more
- Wells Fargo (San Francisco, CA)
- …* Managed Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Estate Trust Officer - Senior Fiduciary Specialist ... advice and wealth and asset management services, including: * Personal trust services. * Estate services. *...estates and deceased grantor trusts as an attorney or trust officer + Knowledge of complex estate… more
- Wells Fargo (Winston Salem, NC)
- …this role:** Wells Fargo is seeking a Senior Trust Officer ( Senior Fiduciary Specialist) on the Personal Trust Market Service Team in Trust ... personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held… more
- Wells Fargo (Minneapolis, MN)
- …* Managed Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Officer ( Senior Fiduciary Specialist) on the ... personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held… 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
- Raymond James Financial, Inc. (Columbus, GA)
- …services that exceed our clients' expectations. In some cases may be assigned to a more senior officer as an Associate Trust Officer / Trust ... 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. (St. Petersburg, FL)
- …and skills obtained through experience, specialized training or certification to administer personal trust accounts. Leads defined work or projects of broad ... changes. * Interacts with beneficiaries, their advisors and Financial Advisors in the personal trust administration process. * May participate as a voting member… more
- KeyBank (Brooklyn, OH)
- …may be filled at different salary grade levels depending on requirements.** ** Senior Service Officer Job Description:** **JOB BRIEF (PURPOSE)** Responsible for ... establishes and maintains effective relationships with and gains their trust and respect. + **Detail Oriented:** Analyzes and interprets...on job-related factors such as level of experience. The Senior Service Officer position is eligible to… more
- Raymond James Financial, Inc. (Portsmouth, NH)
- …Experience Requirements** + Bachelor's Degree (BA) and a minimum of four (4) years of personal trust and IRA administration experience + OR ~ + Any equivalent ... or recommends solutions to complex problems. Regular contact with senior management and other internal customers is required to...experience is desired. **Skill in** + IRA governance and personal and directed trust administration. + Strong… more
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