- Wells Fargo (Philadelphia, PA)
- …* Managed Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Officer ( Senior Fiduciary Specialist) on the ... 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
- 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 (Falls Church, VA)
- …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
- Edward Jones (Tempe, AZ)
- …individuals, businesses, charitable organizations, and private foundations. **What You Will Do:** The Senior Trust Tax Officer is responsible for fiduciary ... track to meet their financial goals. The Edward Jones Trust Company provides a full range of trust...tax return preparation, under the direction of the Trust Tax Manager. Responsibilities include: + Reviewing and understanding… more
- Access Dubuque (Dubuque, IA)
- …Job TH Ad TH Comments **Similar Jobs** Customer Service Representative Fidelity Bank & Trust Development Officer / Senior Development Officer Loras College ... Regional Customer Service Officer **Fidelity Bank & Trust ** 1 Positions ID: 453347271 Posted On 11/06/2025 **Job Overview** **Regional Customer Service… 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. (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
- KeyBank (Brooklyn, OH)
- …The ideal candidate has a functional knowledge of wealth management, trust /fiduciary compliance laws and regulations, risks and supporting operational processes, ... evaluation by focusing on current, high impact wealth management and trust -related compliance and operational risks, developing assessments, and providing input over… more
- KeyBank (Amherst, NY)
- …may be filled at different salary grade levels depending on requirements.** ** Senior Service Officer Job Description:** **JOB BRIEF (PURPOSE)** Responsible for ... establishes and maintains effective relationships with and gains their trust and respect. + **Detail Oriented:** Analyzes and interprets...on job-related factors such as level of experience. The Senior Service Officer position is eligible to… more
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