- Dunham & Associates Investment Counsel, Inc. (Reno, NV)
- TRUST INVESTMENT OFFICER Dunham Trust Company (DTC) provides comprehensive trust and fiduciary services including custodial accounts, wealth ... with additional offices in Las Vegas, Wyoming, and Colorado. Position Summary The Trust Investment Officer (TIO) plays a critical role within Dunham Trust… more
- Charles Schwab (Henderson, NV)
- …candidate for this role to work on site in the specified locations. The Trust Officer is responsible for developing and maintaining relationships with registered ... investment advisors, trust beneficiaries, and other interested...interested parties for an assigned book of business. The Trust Officer assures compliance with all Bank… more
- Umpqua Bank (Henderson, NV)
- Trust Officer Wealth Management Henderson, Nevada Scottsdale, Arizona Phoenix, Arizona **Description** **About Us:** At Umpqua, we create a great place to work ... for business. Together for better. **About the Role:** A Trust Officer is responsible for providing some...abilities to recognize and solve clients' estate planning and investment issues. + Effective organizational and time management skills.… more
- Robert Half Finance & Accounting (Reno, NV)
- …Katie Weigel with Robert Half Finance and Accounting is recruiting to fill a Trust Officer position in Reno, Nevada. This role is with a single-family ... provides a diverse array of services, including tax, accounting, investment , fiduciary and general services to a multi-generational family...trust company is located in Reno, NV. The Trust & Compliance Officer position is located… more
- City National Bank (Las Vegas, NV)
- …as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange ... *BUSINESS DEVELOPMENT OFFICER - SBA* *Hybrid locations: Nashville, TN -...DC and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client… more
- Dunham & Associates Investment Counsel, Inc. (Reno, NV)
- …granted under applicable policies and procedures, and under the supervision of a designated Trust Officer . The Trust Associate is responsible for managing ... computer skills + Excellent written and verbal communication skills + Paralegal, trust , estate planning, or financial/ investment background not required, but… more
- Cherry Bekaert (Carson City, NV)
- …closings + Designing and reviewing project proposals and summaries for investment opportunities in a clear, compelling, and concise manner Community Development ... in order to develop a sustainable financial plan + Helping secure private investment commitments and a strategy for long-term financial viability + Actively managing… more