- Canandaigua National Bank & Trust (Sarasota, FL)
- Trust Officer II Canandaigua National Trust Company of Florida - Sarasota, FL Since 2009, Canandaigua National Trust Company of Florida (CNTF) has been ... upstate New York legacy of Canandaigua National Bank & Trust by providing a higher level of personal service,...a diversified team of highly credentialed representatives, the finest trust officers, and a suite of investment choices tailored… more
- Wells Fargo (Chicago, IL)
- **About this role:** Wells Fargo is seeking a Senior Lead Trust Advisor - Special Needs Trust (Senior Lead Fiduciary Advisory Specialist (LO)) responsible for ... fiduciary tax returns and delivers outstanding client service. The Special Needs Trust Advisory Specialist is responsible for growing the credibility and enhancing… more
- BMO Financial Group (Chicago, IL)
- We are seeking an experienced trust officer with 5+ years of trust administration experience to work in one of our downtown or suburban Chicago offices as a ... individual contributor on a high performing team. The Director of Trust Administration is responsible for overseeing the administration of fiduciary accounts.… more
- M&T Bank (Wilmington, DE)
- …relationships. **Primary Responsibilities:** + Administer assigned book of client trust accounts through demonstrated proficiency and sound judgment in exercising ... primary point of contact for the client on the trust account relationship, communicate regularly with the client on...account relationship, communicate regularly with the client on all trust matters and responsible for overall trust … more
- Vanguard (Newtown Square, PA)
- …are properly implemented. Develops thorough understanding of client's needs and trust and wealth planning strategies and provides additional planning solutions as ... 2. Responsible for evaluation of new business by completing comprehensive review of trust documents to ensure compliance with Vanguard National Trust Company… more
- Wells Fargo (Minneapolis, MN)
- …begins with outstanding talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to ... families based on needs related to banking, custom lending, and trust services. These bank specialists leverage resources, valuable research, relationships, custom… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and/or and manage new risk management processes and business continuity for trust operations. Provides training and guidance to less experienced associates. Works ... loss/fraud monitoring, and operational risks. Communicate to the appropriate department at trust or RJA IT infrastructure support for remediation *Collaborates with … more
- Wells Fargo (Philadelphia, PA)
- …begins with outstanding talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to ... families based on needs related to banking, custom lending, and trust services. These bank specialists leverage resources, valuable research, relationships, custom… 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
- Wells Fargo (Frisco, TX)
- …begins with outstanding talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to ... families based on needs related to banking, custom lending, and trust services. These bank specialists leverage resources, valuable research, relationships, custom… more
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