- 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 ... people. Together for business. Together for better. **About the Role:** A Trust Officer is responsible for providing some new business for the company through… 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...Practice. You will oversee the administration of trusts, analyze trust documents for legal, tax, administrative and investment issues,… 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...based on needs related to banking, custom lending, and trust services. These bank specialists leverage resources, valuable research,… 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
- Dunham & Associates Investment Counsel, Inc. (Las Vegas, NV)
- TRUST OFFICER Dunham Trust Company (DTC) provides comprehensive trust and fiduciary services including custodial accounts, wealth management, and ... clients with additional offices in Las Vegas, Wyoming, and Colorado. The DTC Trust Officer is responsible for the coordination of services and administration of … 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 ... * Complete discretionary distribution requests. Submit formal requests to the Trust Officer for approval. * Coordinate set up, tracking, and monitoring of… more
- Bank OZK (Charlotte, NC)
- …OZK benefits (https://careers.ozk.com/benefits) . Job Purpose & Scope The VP, Trust Investment Officer constructs and manages individualized investment ... financial goals. Essential Job Functions + Manage investment portfolios for trust accounts, individual investment agency accounts, IRAs, foundations, and escrows by… more
- 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 service… 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. + ... defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to...their advisors and Financial Advisors in the special needs trust and personal trust administration process. +… more