- JPMorgan Chase (Chicago, IL)
- Job summary: As a Wealth Management Solutions. Trust & Estates- Estate Officer - VP within the Global Trusts & Estates Practice, you will be responsible for ... for estate tax purposes, it is the Estate Officer 's role to oversee the administration...Officer 's role to oversee the administration of the estate or terminating includable trust . Job Responsibilities:… more
- JPMorgan Chase (New York, NY)
- …JPMorgan consists of reading the fiduciary materials which are circulated to each Estate Officer , attending in-house and external seminars and taking required ... When JPMorgan is appointed as corporate executor or trustee of a trust includable in the gross estate of the decedent for estate tax purposes. JP Morgan… more
- JPMorgan Chase (Fort Worth, TX)
- Join our team as a Trust & Estate Operations Insurance Officer , where you will play a pivotal role in managing our Real Estate and Oil & Gas insurance ... Management Trust & Estate Fiduciary client accounts. As a Trust & Estate Operations Insurance Officer in our Asset Wealth Management team, you will… more
- Wells Fargo (Austin, TX)
- …administering estates and deceased grantor trusts as an attorney or trust officer + Knowledge of complex estate planning strategies including tax strategies ... and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held asset management.… more
- Wells Fargo (Irvine, CA)
- …Managed Individual Retirement Accounts (IRA). Wells Fargo is seeking a Trust Officer - Fiduciary Specialist focused on estate services within the Banking, ... and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held asset management.… more
- Bank of America (Chicago, IL)
- Credit Officer - Commercial Real Estate Banking Chicago, Illinois **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Chicago/Credit- Officer Commercial-Real- Estate -Banking\_25033633) **Job Description:** At Bank of… more
- Thrivent Financial (Appleton, WI)
- …live the life they want today-and tomorrow. Job Summary The Senior Personal Trust Officer is responsible for the comprehensive administration of a high-volume ... while fulfilling fiduciary duties. As a trusted advisor, the Senior Personal Trust Officer builds lasting relationships with clients, beneficiaries, and… more
- Eastern Bank (Manchester, NH)
- …**:** **Cambridge Trust - A Division of Eastern Bank is hiring a Senior Trust Officer in NH** In accordance with Bank's policies and procedures, as well as ... federal and state laws, rules, and regulations: + Review and approval of new trust and estate accounts. + Provide advice and guidance on trust and estate… more
- Raymond James Financial, Inc. (Columbus, GA)
- …exceed our clients' expectations. In some cases may be assigned to a more senior officer as an Associate Trust Officer / Trust Administrator during the ... through experience and/or formal training to administer basic-level personal trust , estate , and custody accounts. Fulfills the...a daily basis through the use of the administrative officer 's trial balance. . Instructs the assigned trust… more
- Umpqua Bank (Phoenix, AZ)
- Trust Officer Wealth Management Henderson, Nevada...data processing system, as well as general principles of trust accounting and estate tax law. + ... for business. Together for better. **About the Role:** A Trust Officer is responsible for providing some...+ Good analytical abilities to recognize and solve clients' estate planning and investment issues. + Effective organizational and… more