- Trustco Bank (Albany, NY)
- **Job Title:** Trust Administrator **Reports to:** Wealth Management Assistant Vice President **FLSA Status:** Non-Exempt **Salary Grade:** NE18 ... **Supervisory Responsibility:** No **SUMMARY:** The Trust Administrator is responsible for maintaining and developing client accounts. Administers an account… more
- JPMorgan Chase (Rochester, NY)
- JP Morgan Asset & Wealth Management , with client assets of $2.8 trillion, is a global leader in investment and wealth management . Its clients include ... trusts and estates, loans, mortgages and deposits. As a Trust Administrator within the Global Trusts &...Develop, retain and deepen client relationships. + Assist the Trust Officer and partner with Wealth Advisors,… more
- Ballston Spa National Bank (Ballston Spa, NY)
- … Management Solutions Department at BSNB continues to grow! We are seeking a Wealth Management Senior Operations Administrator to play a key role in ... supporting the full life cycle of Trust accounts from onboarding new relationships to ongoing transactions....a growing team where you can make an impact! Wealth Management Senior Operations Administrator … more
- UMB Bank (Albany, NY)
- …will execute on responsibilities to deliver unique asset administration services to Private Wealth Management clients. Primary focus will be on executing lower ... + You will help identify value-added services that Personal Trust and Custody can provide. + You will ensure...Excel, PowerPoint, SharePoint). **Bonus points for:** + You have Wealth Management experience. + You have knowledge… more
- Comerica (New York, NY)
- …into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people ... Job Description Trust Advisor II Comerica Advisor SolutionsOur strategic alliance...activities, coordinating with outside CPAs and advisors. Provides comprehensive wealth planning advice to clients. May participate in projects… more
- Comerica (New York, NY)
- …into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people ... Job Description Special Needs Trust Advisor IIThe Special Needs Trust ...activities, coordinating with outside CPAs and advisors. Provides comprehensive wealth planning advice to clients. May participate in projects… more
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