- Edward Jones (Tempe, AZ)
- …to individuals, businesses, charitable organizations, and private foundations. **What You Will Do:** The Senior Trust Tax Officer is responsible for ... fiduciary tax return preparation, under the direction of the Trust Tax Manager. Responsibilities include:"> + Reviewing and understanding trust … more
- Wells Fargo (Austin, TX)
- …experience in administering estates and deceased grantor trusts as an attorney or trust officer + Knowledge of complex estate planning strategies including ... variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax , specialty assets,… 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. + ... Participates in the income tax planning and preparation process, performs such ...defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to… 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)
- …multi-generational taxation and trusts + Thorough knowledge of fiduciary law, tax implications and practices in multiple jurisdictions, trust ... 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
- KeyBank (Atlanta, GA)
- …may be filled at different salary grade levels depending on requirements.** ** Senior Service Officer Job Description:** **JOB BRIEF (PURPOSE)** Responsible for ... to $85,000.00 annually depending on job-related factors such as level of experience. The Senior Service Officer position is eligible to earn a base salary in… 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 ... accounts. . Knows and utilizes applicable local law and tax law in the administration of revocable and irrevocable...a daily basis through the use of the administrative officer 's trial balance. . Instructs the assigned trust… 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
- 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
- Banc of California (Beverly Hills, CA)
- …of employee resource groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The Senior Financial Services Officer is responsible for opening new accounts and ... high quality service delivery standards of the Bank. The Senior Financial Services Officer is responsive to...+ Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold… more
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