- Umpqua Bank (Salem, OR)
- Trust Officer Wealth Management Salem, Oregon Eugene, Oregon Salem, Oregon Salem, Oregon Eugene, Oregon Eugene, Oregon **Description** **About Us:** At Umpqua, ... place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive....for business. Together for better. **About the Role:** A Trust Officer is responsible for providing some… more
- JPMorgan Chase (New York, NY)
- …his lifetime or upon his death through a provision in his will, it is the Trust Officer 's role to oversee the administration of the trust . **Job ... + Ability to work in a team-based environment. Client Relationship Management Trust Officers must develop relationships...reading the fiduciary materials which are circulated to each Trust Officer , attending in-house and external seminars… more
- Bank of America (Wilmington, DE)
- Delaware Trust Officer II Wilmington, Delaware **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... learn, grow, and make an impact. Join us! **Delaware Trust Officer II, (TO II), Wilmington, DE**...Listening + Collaboration + Critical Thinking + Prioritization + Relationship Building + Mentoring + Oral Communications + Organizational… more
- Charles Schwab (Wilmington, DE)
- …status quo" and transform the finance industry together. We are seeking a diligent and experienced Trust Officer to join our team. The Trust Officer will ... be responsible for the professional administration of a book of assigned trust accounts, ensuring compliance with bank policies and procedures; as well as, legal and… more
- Wells Fargo (Long Beach, CA)
- …services. * Managed Individual Retirement Accounts (IRA). Wells Fargo is seeking an Associate Trust Officer - Associate Fiduciary Specialist in Trust Client ... begins with outstanding talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to… more
- Wells Fargo (Las Vegas, NV)
- …trust services. * Managed Individual Retirement Accounts (IRA). Wells Fargo is seeking a Trust Officer - Fiduciary Specialist in Trust Client & Advisor ... begins with outstanding talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to… more
- BankFinancial (Downers Grove, IL)
- …Administrator, Senior Trust Administrator, Investment Services, Trust Services, Trust , Administration, Estates, Trust Officer From: BankFinancial ... Primarily responsible for the proper and accurate administration of assigned trust and agency accounts, including contacting clients, attorneys and beneficiaries… more
- 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
- KeyBank (Syracuse, NY)
- …fiduciary judgement - Designs and delivers sophisticated fiduciary solutions, using relationship team model, to high-net-worth clients with complex financial needs. ... fiduciary responsibilities, ensuring retention of business and reputation - Advises Relationship Managers (RMs) and other partners on internal fiduciary issues … 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,...administration of assigned accounts + Retains and deepens the relationship with a client and/or outside counsel, including the… more
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