- Wells Fargo (Philadelphia, PA)
- …Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Officer (Senior Fiduciary Specialist) on the Personal ... a book of fiduciary relationships within a team-based environment, including analyzing trust and estate documents, implementing client estate plans, and… more
- Neuberger Berman (New York, NY)
- … trust and estate administration experience preferably at a bank or trust company. + Strong technical skills in fiduciary administration and good working ... **Summary:** Neuberger Berman Trust Company NA seeks a highly qualified and...The individual should have strong technical knowledge of gift, estate , and fiduciary income tax, ability to… more
- PNC (Pittsburgh, PA)
- …and tax rules; investment principles; and fiduciary standards * Current or prior fiduciary experience as a trust officer or the equivalent work ... valued and have an opportunity to contribute to the company's success. As a Fiduciary Advisor III within PNC's Private Bank organization, you can be based in either… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Essential Duties and Responsibilities** + Administers trust and estate settlements in accordance with statutes and regulations. + Participates in the income ... defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to...beneficiaries, their advisors and Financial Advisors in the personal trust and estate settlement process. + May… more
- KeyBank (Brooklyn, OH)
- …administration and post-death settlement of fiduciary accounts by providing expert trust and estate administration and counsel to High-Net-Worth clients and ... Key's fiduciary responsibilities, ensuring retention of business and reputation ** Trust and Estate Administration:** - Serve as a Fiduciary for Trust… more
- Dunham & Associates Investment Counsel, Inc. (Las Vegas, NV)
- TRUST OFFICER Dunham Trust Company (DTC) provides comprehensive trust and fiduciary services including custodial accounts, wealth management, and ... clients with additional offices in Las Vegas, Wyoming, and Colorado. The DTC Trust Officer is responsible for the coordination of services and administration… more
- City National Bank (Las Vegas, NV)
- * TRUST OFFICER * WHAT IS THE OPPORTUNITY? This position supports City National Trust and Estates by administering estate and personal trust accounts ... to insure sufficient cash is maintained to meet beneficiary distributions, fiduciary fees, trust bills, etc. * Obtain missing documents from clients. * Produce… more
- Columbia Bank (Henderson, NV)
- Trust Officer Wealth Management Henderson, Nevada **Description** **About Us:** At Columbia, we create a great place to work by offering a unique brand of ... for business. Together for better. **About the Role:** A Trust Officer is responsible for providing some...independently. + Basic knowledge of tax preparation, particularly for fiduciary income tax returns and estate tax… more
- City National Bank (Wilmington, DE)
- * TRUST OFFICER * *WHAT IS THE OPPORTUNITY?* Administer estate and personal trust accounts including testamentary and intervivos trusts, Charitable Trusts, ... Trusts, and other Agency accounts. Perform initial legal and trust administration review of all potential new trust...issue. *WHAT WILL YOU DO?* * Administer and interpret fiduciary accounts in accordance with applicable laws and regulations… more
- US Bank (Seattle, WA)
- …for the administration, risk management and servicing of assigned fiduciary and investment management accounts. May include Relationship Management responsibilities ... degree, or equivalent work experience + 10 or more years of experience in Trust administration + Professional Designation is required and may include, but is not… more