- UMB Bank (Rust, MI)
- …custody, agency, IRA, and other assigned accounts, handling complex situations. The ** Sr .** ** Trust Advisor ** within our Private Wealth Management ... another opportunity for the company to have a diverse revenue stream. The Trust Advisor team is one part of the client relationship team that is available… more
- Fifth Third Bank, NA (Birmingham, AL)
- …step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Senior Trust Advisor will provide expertise and fiduciary thought leadership, ... while identifying new and fostering strong existing fiduciary client relationships. The Senior Trust Advisor partners closely with the Private Bank team to… more
- Comerica (Farmington Hills, MI)
- Job Description Senior Trust Advocacy AdvisorThe Trust Advisor in Comerica's Trust Advocacy group responsible for reviewing legal documentation for ... colleagues are highly engaged in new business acceptance for Personal Trust , Advisor Solutions, and Estate Administration.Responsibilities: New Business Review:… more
- Truist (Raleigh, NC)
- …Specific activities may change from time to time. 1. Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which meet ... and prospect meetings, individually when necessary, providing advice regarding trust and state administration, discretionary actions, modification or termination,… more
- UMB Bank (Rockford, IL)
- …Advisor works closely with the Financial Planner, Private Banker, Portfolio Manager, Trust Advisor and Service Administrator to build the wealth strategy that ... is one of the many reasons why our clients trust us. We get to know them - we...Management, your story is our focus. As the **Wealth Advisor ** , you will lead a highly integrated team-based… more
- Eastern Bank (Manchester, NH)
- …**:** **Cambridge Trust - A Division of Eastern Bank is hiring a Senior Trust Officer in NH** In accordance with Bank's policies and procedures, as ... support, and help to move business forward. + Strengthens and reinforces Cambridge Trust 's role as trusted advisor providing client-centered advice and guidance.… more
- Comerica (New York, NY)
- …Responsibilities:ADMINISTRATION Manages most routine accounts under the direct supervision of a Trust Advisor in accordance with the terms of the various ... investment programs. Works under the direct supervision of a Trust Advisor in developing solutions to most...monitors and tracks tax reporting activities, coordinating with more senior Trust Administrators COMPLIANCE Meets all compliance… more
- Wells Fargo (Sioux Falls, SD)
- …a Senior Trust Associate - Senior Fiduciary Coordinator in Trust Client & Advisor Services as part of Wealth and Investment Management. Learn more ... 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
- Wells Fargo (Winston Salem, NC)
- …Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Officer ( Senior Fiduciary Specialist) on the Personal ... Trust Market Service Team in Trust Client & Advisor Services as part of Wealth and Investment Management. Learn more about the career areas and lines of… more
- KeyBank (Amherst, NY)
- …(eg - CFIRS (Certified Fiduciary & Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor ), or similar). + Comprehensive knowledge of ... execution of compliance monitoring and testing across Key's Wealth Management and Trust lines of business, products, and functional activities. Individuals lead the… more