- Wells Fargo (Long Beach, CA)
- **About this role:** Wells Fargo is seeking a Senior Trust Officer on the Special Needs Trust Services team as part of Wealth and Investment Management. ... beneficiaries with varying degrees of disability and/or incapacity + Work with trust partners, attorneys, caseworkers, and other professionals to ensure that Special… 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
- Bank of America (Atlanta, GA)
- Senior Trust Officer Atlanta, Georgia **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through ... include overseeing the administration and business development of complex investment management and trust accounts and working with team members to assure trust … more
- Bank of America (New York, NY)
- Senior Trust Officer New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... include overseeing the administration and business development of complex investment management and trust accounts and working with team members to assure trust … more
- Bank of America (Baltimore, MD)
- Senior Trust Officer Baltimore, Maryland **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... include overseeing the administration and business development of complex investment management and trust accounts and working with team members to assure trust … more
- KeyBank (Rochester, NY)
- …66 South Pearl Street - Albany, New York 12207-1501 Fiduciary Expertise and Trust Administration + Knowledge of and demonstrates capability to meet with clients of ... high net worth + Administers complex trust (ex: Special/Supplemental Needs Trust , Private Foundations, Scholarship Trusts, Trust Under Agreement, Trust … more
- M&T Bank (Vero Beach, FL)
- …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
- US Bank (Gresham, OR)
- …Bachelor's degree, or equivalent work experience - 10 or more years of experience in Trust administration or 4+ years in trust and estates legal practice. - ... not limited to: CTFA, CFP, JD, CPA and/or Graduate of National Trust School Program **Preferred Skills/Experience** - Considerable knowledge of estate settlement,… more
- PNC (Vero Beach, FL)
- …for assigned accounts. Prepares and presents appropriate analysis and recommendations for senior management or committee review. Escalates problems to senior ... Strategy, Investment Management, Legal Practices, Real Estate Settlements, Revenue Recognition , Risk Assessments **Competencies** Account Management, Accuracy and Attention… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Job Description** **Job Summary:** Under limited direction from a senior level manager, uses specialized knowledge and skills obtained through experience, ... manage prudent investment of fiduciary and other discretionary assets held in Trust accounts while working in concert with Financial Advisors. Leads defined… more
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