- UMB Bank (Kansas City, MO)
- …custody, agency, IRA, and other assigned accounts, handling complex situations. The ** Sr .** ** Trust Advisor ** within our Private Wealth Management ... another opportunity for the company to have a diverse revenue stream. The Trust Advisor team is one part of the client relationship team that is available… more
- Wells Fargo (Minneapolis, MN)
- **About this role:** Wells Fargo is seeking a Senior Trust Advisor ( Senior Lead Fiduciary Specialist) to join the Trust Services team as part of ... and able to operate within a fast-paced environment + JD and/or Certified Trust and Fiduciary Advisor designation (CTFA) preferred + Collaborate effectively with… more
- Truist (Philadelphia, PA)
- …below. Specific activities may change from time to time. + Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which meet ... and prospect meetings, individually when necessary, providing advice regarding trust and state administration, discretionary actions, modification or termination,… more
- UMB Bank (Rockford, IL)
- …Advisor works closely with the Financial Planner, Private Banker, Portfolio Manager, Trust Advisor and Service Administrator to build the wealth strategy that ... is one of the many reasons why our clients trust us. We get to know them - we...Management, your story is our focus. As the **Wealth Advisor ** , you will lead a highly integrated team-based… more
- M&T Bank (Wilmington, DE)
- …Minimum of 10 years' relevant experience Certified Financial Planner (CFP(R)), Certified Trust & Financial Advisor (CTFA), Certified Public Accountant (CPA) ... other internal client team members to serve the unique needs of Wilmington Trust 's ultra-high net worth (UHNW) clientele. Works closely with Wealth Advisors to… more
- Robert Half Legal (San Marino, CA)
- Description The Trust Advisor is responsible for managing and administering trusts for individuals with special needs. They will be required to work closely with ... culture, philosophy, and background information necessary to provide and facilitate trust services. * Establish and maintain communication with families in-person… more
- City of New York (New York, NY)
- …Manage technical staff and consultants, including and in collaboration with the Trust 's Owner's Advisor and Owner's Representative teams. 6. Coordinate capital ... Governor Kathy Hochul signed the NYC Public Housing Preservation Trust Act, which authorized creation of the NYC Public...attending on-site meetings during all project phases, reporting to senior and executive leadership on the status of the… more
- M&T Bank (Vero Beach, FL)
- …including technical trust and planning experience CTFA (Certified Trust and Financial Advisor ) certification Strong interpersonal skills **\#LI-LP1** ... Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** + Apply deep… more
- BankFinancial (Downers Grove, IL)
- …(CTFA) and/or Certified Financial Planner certification (CFP) preferred. Keyword: Administrator, Senior Trust Administrator, Investment Services, Trust ... Primarily responsible for the proper and accurate administration of assigned trust and agency accounts, including contacting clients, attorneys and beneficiaries… more
- Umpqua Bank (Walnut Creek, CA)
- …strategies and goals. + Reports on the activities of the assigned office to senior management of the trust company. + Responsible for leadership and mentoring ... **About** **You:** + Bachelor's Degreeor equivalent work experience, preferred + Certified Trust and Financial Advisor (CTFA) designation or JD degree, preferred… more
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