- Canandaigua National Bank & Trust (Pittsford, NY)
- Trust Officer I Canandaigua National Bank Location: Pittsford, NY What does a Trust Officer do? A Trust Officer at Canandaigua National Bank ... , guardianships, corporate trusts, and any other appropriate fiduciary capacity. The Trust Officer assumes responsibility for the administration and discharge of… 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 ... of reading the fiduciary materials which are circulated to each Trust Officer , attending in-house and external seminars and taking required Proficiency Training… more
- Wells Fargo (Purchase, NY)
- …Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Special Needs Trust Officer as part of Wealth and Investment Management. Working at Wells ... talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products...based on needs related to banking, custom lending, and trust services. These bank specialists leverage resources, valuable research,… more
- M&T Bank (New York, NY)
- …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
- NBT Bank (Syracuse, NY)
- Pay Range: $95,860.00 - $127,798.00 Responsible for administering trust accounts and meeting with customers to provide periodic account reviews. Constructs ... the current investment climate while ensuring that customers and Trust Division Officers are kept will informed. Reviews accounts...of the account. Serves as a member of the Trust Investment Committee. Department: Trust Investment Skills… more
- JPMorgan Chase (New York, NY)
- …and individuals. 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 ... and we have been specifically recognized for our succession planning, advice and trust services. **Job Responsibilities:** * Analyze Wills and trust documents… more
- JPMorgan Chase (New York, NY)
- …trusts and estates, loans, mortgages and deposits. **Job Summary:** As a Settlement Officer VP in Wealth Management Solutions, Trust & Estates, you will ... oversee the administration of the trust . You will assume the primary responsibility for the...assume the primary responsibility for the settlement of a trust including daily interaction with clients, internal partners, and… more
- City of New York (New York, NY)
- …grants, and public subsidy), and ensuring close coordination with the Chief Project Officer , other Trust leadership and staff, NYCHA, other City agencies, ... Governor Kathy Hochul signed the NYC Public Housing Preservation Trust Act, which authorized creation of the NYC Public...which authorized creation of the NYC Public Housing Preservation Trust (the Trust ). The Trust … more
- Tompkins Community Bank (Ithaca, NY)
- …Trust Officers focused on client experience and business development; ensure Wealth Advisor/ Trust Officer is in compliance with rules and regulations. + ... coordinating client events; client mailings and holiday gifts and notify Wealth Advisor/ Trust Officer when set alerts/ticklers are triggered. + Assist financial… more
- Neuberger Berman (New York, NY)
- …referred to as the " Trust Companies") are seeking a skilled and experienced Trust Investment Oversight Officer to join our team. The Trust Companies ... Advice, Planning & Fiduciary Services, and Shannon Saccocia, Chief Investment Officer - Wealth. The Trust Investment Oversight Officer will serve as the… more