- Bank of America (Wilmington, DE)
- Delaware Senior Trust Officer Wilmington, Delaware **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... to learn, grow, and make an impact. Join us! **Job Description:** The Delaware Senior Trust Officer (Delaware STO) maintains a trust book and is… more
- Wells Fargo (Minneapolis, MN)
- …* Managed Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Officer ( Senior Fiduciary Specialist) on the ... with us and for advisors to support their clients. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to high-net-worth… more
- Wells Fargo (San Francisco, CA)
- …* Managed Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Estate Trust Officer - Senior Fiduciary Specialist ... in administering estates and deceased grantor trusts as an attorney or trust officer + Knowledge of complex estate planning strategies including tax strategies +… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Essential Duties and Responsibilities** + Administers special needs trust accounts and personal trust accounts in accordance with statutes and regulations. + ... defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to...their advisors and Financial Advisors in the special needs trust and personal trust administration process. +… more
- M&T Bank (Wilmington, DE)
- …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
- 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
- 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 ... on a daily basis through the use of the administrative officer 's trial balance. . Instructs the assigned trust administrators of those actions to be taken in the… more
- Enterprise Bank & Trust (Clayton, MO)
- …our communities.** **Together, there's no stopping you!** **Job Title:** VP, Senior Business Development Officer **Job Description:** **Summary:** Position is ... **Enterprise Bank & Trust was founded in the spirit of entrepreneurship...and needs and identifies and promotes Enterprise Bank & Trust products and services to best meet those needs.… more
- Raymond James Financial, Inc. (Portsmouth, NH)
- …Resolves or recommends solutions to complex problems. Regular contact with senior management and other internal customers is required to identify, research, ... and clients in defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to review and approve… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …skills obtained through experience, specialized training or certification to administer personal trust accounts. Leads defined work or projects of broad scope and ... Resolves or recommends solutions to complex problems. Regular contact with senior management and other internal customers is required to identify, research,… more
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