- Banco Popular Puerto Rico (San Juan, PR)
- Date: Nov 21, 2025 Location: San Juan, PR Company: Popular Workplace Type: Hybrid Trust Account Officer Job Type Full Time - Exempt General Description ... Manage the accounting for the assigned retirement plans. Maintain strong client relationships and oversee plan's day-to-day plan activities to ensure excellent service. Essential Duties and Responsibilities * Manage assigned plans in accordance with customer… more
- City National Bank (Wilmington, DE)
- … OFFICER II* WHAT IS THE OPPORTUNITY? This is an entry level Personal Trust Officer position, responsible for administering personal trust accounts such ... and Co-Fiduciaries. * Complete discretionary distribution requests. Submit formal requests to the Trust Officer for approval. * Coordinate set up, tracking, and… more
- Columbia Bank (Henderson, NV)
- Trust Officer Wealth Management Henderson, Nevada **Description** **About Us:** At Columbia, we create a great place to work by offering a unique brand of ... for business. Together for better. **About the Role:** A Trust Officer is responsible for providing some...+ Administer accounts in a satisfactory manner, including maintaining account files. + Assist clients in achieving planned goals… more
- JPMorgan Chase (Newark, DE)
- …their lifetime or upon their death through a provision in their will, it is the Trust Officer 's role to oversee the administration of the trust . **Job ... Officer VP in Wealth Management Solutions, Trust & Estates, you will be an integral part...apply that knowledge to client specific planning exercises and account administration Preferred Qualifications, Skills and Capabilities + MBA… more
- Wells Fargo (Philadelphia, PA)
- …Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Officer (Senior Fiduciary Specialist) on the Personal Trust ... talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products...policies and procedures including, but not limited to, distributions, account maintenance, account opening and closing, KYC… more
- City National Bank (Wilmington, DE)
- * TRUST OFFICER * *WHAT IS THE OPPORTUNITY?* Administer estate and personal trust accounts including testamentary and intervivos trusts, Charitable Trusts, ... Foundations, Special Needs Trusts, and other Agency accounts. Perform initial legal and trust administration review of all potential new trust or investment… more
- City National Bank (Las Vegas, NV)
- * TRUST OFFICER * WHAT IS THE OPPORTUNITY? This position supports City National Trust and Estates by administering estate and personal trust accounts ... Interact with and provide guidance to Real Property Managers, CPAs and Trust Counsel, Portfolio Managers, Financial Advisors, Investment Advisors, and other bank… more
- M&T Bank (Falls Church, VA)
- …discretion. + Serve as the primary point of contact for the client on the trust account relationship, communicate regularly with the client on all trust ... process including reviewing all critical forms and documents, and ensuring proper trust funding, account opening with correct coding regarding statements,… more
- First International Bank and Trust (Watford City, ND)
- Commercial Loan Officer Department: Commercial Sales Location: Watford City, ND PT/FT/Temporary : Full Time START YOUR APPLICATION ... (https://apply.hrmdirect.com/resumedirect/ApplyOnline/Apply.aspx?req\_id=3522379&source=3522379-CJB-0) First International Bank and Trust is a family-owned community bank and one of… more
- Enterprise Bank & Trust (St. Louis, MO)
- **Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that ... **Together, there's no stopping you!** **Job Title:** Client Service Officer **Job Description:** **Summary:** Receive and resolve inbound customer calls… more