- Arvest Bank Operations, Inc. (Bartlesville, OK)
- …pm with ability to work additional hours as needed. Summary: SUMMARY: The AWM Trust Officer 2 is primarily responsible for the administration, development, and ... maintenance of less complex trust and IRA accounts and providing administrative services to...Establish a call plan and work closely with Regional Investment Officer to regularly call on the… more
- Morgan Stanley (San Francisco, CA)
- …of the Wealth Management team who assists Financial Advisors / Private Wealth Advisors with the development and execution investment strategies based on ... The Portfolio Management Associate Director works with the Financial Advisor / Private Wealth Advisor to create customized investment plans for clients, creates… more
- Frost Bank (Arlington, TX)
- …finance needs Specialized knowledge of client benefits offered by Frost's brokerage, investment management, trust , and insurance groups Ability to perform with ... legacy of providing unparalleled banking services. Who you are: As a Private Banking Officer II , you will help customers manage their financial lives. Often, our… more
- Whittier Trust (Menlo Park, CA)
- …to clients, clients' families, agents, and professional advisors. Participate with the investment officer in client meetings. Coordinate with the investment ... Whittier Trust is the oldest privately owned multi-family office...West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families. Our… more
- Maslow Wealth Advisors (Austin, TX)
- …of over $2B of assets. Job Title: Portfolio Analyst Reports To: Chief Investment Officer and Portfolio Manager Job Description: The Portfolio Analyst is ... Maslow Wealth Portfolio Analyst Job Description Company Overview :... management services. Our mission is to earn the trust and confidence of our clients through competence, caring,… more
- First Horizon (Knoxville, TN)
- …at location listed in job posting Summary Portfolio Manager / Business Development Officer at Registered Investment Adviser with $1.5 billion in assets under ... Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed… more
- Dunham & Associates Investment Counsel, Inc. (Reno, NV)
- TRUST INVESTMENT OFFICER Dunham Trust Company (DTC) provides comprehensive trust and fiduciary services including custodial accounts, wealth ... in Las Vegas, Wyoming, and Colorado. Position Summary The Trust Investment Officer (TIO) plays...Experience + Experience: 5-10 years in financial services or wealth management with client-facing investment responsibilities. +… more
- JPMorgan Chase (Miami, FL)
- Job Summary: As a Wealth Management Solutions. Trust & Estates- Estate Officer - VP within the Global Trusts & Estates Practice, you will be responsible for ... of estates or terminating includable trusts. You will analyze Wills and trust documents, make recommendations, oversee investment decisions, work with Tax… more
- JPMorgan Chase (New York, NY)
- …60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking Commercial Banking, Consumer and ... advice and trust services. **Job Responsibilities:** * Analyze Wills and trust documents for legal, tax, administrative and investment issues and coordinate… more
- JPMorgan Chase (New York, NY)
- …his lifetime or upon his death through a provision in his will, it is the Trust Officer 's role to oversee the administration of the trust . **Job ... Responsibilities:** Technical and Risk Management + Analyze trust documents for legal, tax, administrative and ...reading the fiduciary materials which are circulated to each Trust Officer , attending in-house and external seminars… more
