- Wells Fargo (San Francisco, CA)
- …* Managed Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Estate Trust Officer - Senior Fiduciary ... deceased grantor trusts as an attorney or trust officer + Knowledge of complex estate planning strategies including tax strategies + Solid understanding of … more
- Wells Fargo (Minneapolis, MN)
- …role:** Wells Fargo is seeking a Senior Trust Officer ( Senior Fiduciary Specialist) on the Estate Settlement Administration Team in Trust Client ... and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held asset management.… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …conference calls and seminar events. + Answers general Financial Advisor inquiries regarding estate planning, trust services, estate taxes and other relevant ... office equipment and ability to learn software applications including computer based trust accounting systems and other common estate planning software programs.… more
- US Bank (Seattle, WA)
- …degree, or equivalent work experience + 10 or more years of experience in Trust administration + Professional Designation is required and may include, but is not ... limited to: CTFA, CFP, JD, CPA and/or Graduate of National Trust School Program **Preferred Skills/Experience:** + Considerable knowledge of estate settlement,… more
- KeyBank (Atlanta, GA)
- …may be filled at different salary grade levels depending on requirements.** ** Senior Service Officer Job Description:** **JOB BRIEF (PURPOSE)** Responsible for ... closing functions required for credit products offered by Real Estate Capital, primarily the Community Development Lending and Investment...on job-related factors such as level of experience. The Senior Service Officer position is eligible to… more
- Raymond James Financial, Inc. (Columbus, GA)
- …services that exceed our clients' expectations. In some cases may be assigned to a more senior officer as an Associate Trust Officer / Trust ... through experience and/or formal training to administer basic-level personal trust , estate , and custody accounts. Fulfills the...a daily basis through the use of the administrative officer 's trial balance. . Instructs the assigned trust… more
- Raymond James Financial, Inc. (Portsmouth, NH)
- …with supervisory interaction and support. + Answers general Financial Advisor inquiries regarding estate planning, trust services, estate taxes and other ... office equipment and ability to learn software applications including computer based trust accounting systems and other common estate planning software programs.… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …conference calls and seminar events. * Answers general Financial Advisor inquiries regarding estate planning, trust services, estate taxes and other relevant ... office equipment and ability to learn software applications including computer based trust accounting systems and other common estate planning software programs.… more
- CACI International (Alexandria, VA)
- Senior IT Administrator and Action Officer Job Category: Consulting Time Type: Full time Minimum Clearance Required to Start: Secret Employee Type: Regular ... (CIO) is searching for a Policy Analyst with experience dealing with Senior Government Officials within DoD CIO, Joint Staff, Military Services, Combatant Commands,… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …clients via letters, phone, e-mail, or personal interaction. o Support the Trust Officer to administer multigenerational trusts, often with discretionary income ... responsible and complex nature for a centralized group of Trust , Account and Investment officers, including Senior ...members, while managing financial risk o Partner with the Trust , Account and Investment Officer to retain… more