- 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
- Access Dubuque (Dubuque, IA)
- Trust Officer **Fidelity Bank & Trust ** 1 Positions ID: 3306537 Posted On 05/29/2025 Refreshed On 08/30/2025 **Job Overview** **_Are you passionate about ... & Trust Wealth Management team as a ** Trust Officer , in our Waverly branch** and...Food OR RN - Operating Room Registered Nurse MercyOne Senior Controls Specialist Simmons Pet Food EXPERIENCED BARTENDERS -… 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 ... on a daily basis through the use of the administrative officer 's trial balance. . Instructs the assigned trust administrators of those actions to be taken in the… more
- Eastern Bank (Manchester, NH)
- …RESPONSIBILITIES** **:** **Cambridge Trust - A Division of Eastern Bank is hiring a Senior Trust Officer in NH** In accordance with Bank's policies and ... rules, and regulations: + Review and approval of new trust and estate accounts. + Provide advice and guidance...Team focus working with Wealth Management colleagues, partners, and senior leaders to build relationships, provide support, and help… more
- Wells Fargo (Winston Salem, NC)
- …* Managed Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Officer ( Senior Fiduciary Specialist) on the ... talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products...based on needs related to banking, custom lending, and trust services. These bank specialists leverage resources, valuable research,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Resolves or recommends solutions to complex problems. Regular contact with senior management and other internal customers is required to identify, research, ... and clients in defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to review and approve… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …skills obtained through experience, specialized training or certification to administer personal trust accounts. Leads defined work or projects of broad scope and ... Resolves or recommends solutions to complex problems. Regular contact with senior management and other internal customers is required to identify, research,… more
- M&T Bank (North Palm 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 (Seattle, WA)
- …degree, or equivalent work experience + 10 or more years of experience in Trust administration + Professional Designation is required and may include, but is not ... limited to: CTFA, CFP, JD, CPA and/or Graduate of National Trust School Program **Preferred Skills/Experience:** + Considerable knowledge of estate settlement,… more
- City of New York (New York, NY)
- …and maintaining detailed development pro formas, obtaining all financing sources for Trust projects (including as applicable senior debt, historic tax credits, ... public subsidy), and ensuring close coordination with the Chief Project Officer , other Trust leadership and staff, NYCHA, other City agencies, consultants and… more
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