- US Bank (Sioux Falls, SD)
- …degree, or equivalent work experience + Eight or more years of experience in Trust administration + Professional Designation is required and may include, ... you excel at-all from Day One. **Job Description** Responsible for the administration , risk management and servicing of assigned fiduciary and investment management… more
- Bank of America (Atlanta, GA)
- …business experience, preferably a minimum of 5 years of trust administration and estate planning experience + Fiduciary professional with CTFA, CFP, ... / competencies** **:** + Technical expertise in the areas of trust administration , fiduciary law, and estate and wealth transfer planning + Initiative/proactive… more
- M&T Bank (Vero Beach, FL)
- …as requested, and serve as subject matter expert concerning trust administration . Represent the Bank in a professional and competent manner whether ... the client on all trust matters and responsible for overall trust administration management for complex trust relationships. + Assess and manage risk,… more
- Bank of America (New York, NY)
- …planning experience. **Desired Qualifications:** + 10-15 years of trust administration and estate planning experience + Fiduciary professional with CTFA, ... prospects **Required Qualifications:** + Technical expertise in the areas of trust administration , fiduciary law, and estate and wealth transfer planning +… more
- M&T Bank (Baltimore, MD)
- …as requested, and serve as subject matter expert concerning trust administration . Represent the Bank in a professional and competent manner whether ... client on all trust matters and responsible for overall trust administration management. + Assess and manage risk, exercise fiduciary discretion and… more
- Williams Parker (Sarasota, FL)
- …Probate Paralegal to join our client-centric team in handling high-volume, complex probate and trust administration in the Sarasota, FL area. Why this role is ... probate proceedings by preparing and filing probate documents in the administration of an estate (petitions, motions, testamentary letters, inventories, accountings,… more
- KeyBank (Palm Beach Gardens, FL)
- …probate estate administration , or five to seven plus years of personal trust administration and probate administration experience, or equivalent work ... equivalent knowledge from other industry training or equivalent experience in personal trust administration and probate administration + Undergraduate degree… more
- M&T Bank (Bridgeport, CT)
- …Assists in collecting critical documents and assets, preparing disbursements, and other trust administration tasks. Supports the administration and fiduciary ... client on trust matters and support overall trust administration management. + Ensure high-level client...requested, with supervision. + Represent the Bank in a professional and competent manner whether over the phone or… more
- Regions Bank (Atlanta, GA)
- …Master of Business Administration (MBA) or Master of Taxation) + Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), ... economics, accounting or related field + Eight (8) years of Trust Administration , Estate/Tax Law, Financial Planning or relevant experience including direct… more
- BankFinancial (Downers Grove, IL)
- Job Descriptions: Summary: Primarily responsible for the proper and accurate administration of assigned trust and agency accounts, including contacting clients, ... the initial account review. + Manages all assigned accounts, assuring proper administration according to the operating document, trust policies and procedures.… more