- Wells Fargo (Pasadena, CA)
- …management. * Oil, gas and mineral management. * Legacy trust services. * Special needs trust services. * Managed Individual Retirement Accounts (IRA) ... this role:** Wells Fargo is seeking an Estate Services Senior Manager for the Northeast division Working at Wells...and develop a team of individual contributor roles in Special Needs Trust Services, promoting… 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 ... changes. + Interacts with beneficiaries, their advisors and Financial Advisors in the special needs trust and personal trust administration process. +… more
- Comerica (New York, NY)
- …+ Bachelor's degree from an accredited university + CTFA or ATFA designation + Special needs trust administration experience + Experience with partnering ... Job Description Trust Administrator II- Special Needs...monitors and tracks tax reporting activities, coordinating with more senior Trust Administrators. Compliance Meets all compliance… more
- Wells Fargo (Philadelphia, PA)
- …management. * Oil, gas and mineral management. * Legacy trust services. * Special needs trust services. * Managed Individual Retirement Accounts (IRA). ... to high-net-worth and ultra-high-net-worth individuals and families based on needs related to banking, custom lending, and trust...**About this role:** Wells Fargo is seeking a Senior Trust Officer ( Senior Fiduciary… more
- Wells Fargo (Winston Salem, NC)
- …management. * Oil, gas and mineral management. * Legacy trust services. * Special needs trust services. * Managed Individual Retirement Accounts (IRA). ... you. **About this role:** Wells Fargo is seeking a Senior Trust Associate - Senior ...to high-net-worth and ultra-high-net-worth individuals and families based on needs related to banking, custom lending, and trust… more
- Wells Fargo (Las Vegas, NV)
- …management * Oil, gas and mineral management * Legacy trust services * Special needs trust services * Managed Individual Retirement Accounts (IRA) ... to high-net-worth and ultra-high-net-worth individuals and families based on needs related to banking, custom lending, and trust...**About this role:** Wells Fargo is seeking a Senior Lead Fiduciary Specialist in Trust Client… more
- Comerica (Detroit, MI)
- Job Description Institutional Trust Senior Relationship ManagerThe Senior Relationship Manager role will oversee the administration of all assigned client ... complexity or be more politically sensitive. Work closely with Team Leaders, Trust Analysts, and other internal colleagues to ensure that all account activities… more
- RTX Corporation (Tucson, AZ)
- …more than 100 years of experience and renowned engineering expertise to meet the needs of today's mission and stay ahead of tomorrow's threat. Our team solves tough, ... more secure world. The Sr. Manager Personnel Security will support the Special Programs Security department by leading the Personnel Security Center team consisting… more
- City National Bank (San Francisco, CA)
- …not limited to but including all types of family trusts, charitable trusts and special needs trusts. * Trust Certification (CTFA) is required *Additional ... of assigned offices consistent with the division's objectives. Handle trust accounts of special significance, especially those...including all types of family trusts, charitable trusts and special needs trusts required *WHAT'S IN IT… more
- Snap Inc. (Los Angeles, CA)
- …are empowered to enjoy their experience on our platform, every day. We're looking for a Senior Trust & Safety Specialist to join our growing proactive Trust ... Snapchat and other services; and its AR glasses, Spectacles (https://www.spectacles.com/) . The Trust & Safety (T&S) Team plays an important role in protecting our… more