- Tompkins Community Bank (Ithaca, NY)
- … Advisors/ Trust Officers focused on client experience and business development; ensure Wealth Advisor / Trust Officer is in compliance with rules ... plans by coordinating client events; client mailings and holiday gifts and notify Wealth Advisor / Trust Officer when set alerts/ticklers are triggered. +… 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 ... advisors, maintain current information on beneficiaries, and partner with Wealth Advisors, Bankers, Investors, and Trust Officers...decedent for estate tax purposes, it is the Estate Officer 's role to oversee the administration of the estate… 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 ... clients with additional offices in Las Vegas, Wyoming, and Colorado. Position Summary The Trust Investment Officer (TIO) plays a critical role within Dunham … more
- JPMorgan Chase (New York, NY)
- …* Develop, retain and deepen client relationships. **New Business** * Partner with Wealth Advisors, Bankers, Investors, and Trust Officers to grow the ... is appointed as corporate executor or trustee of a trust includable in the gross estate of the decedent...It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking Commercial Banking, Consumer… 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 ... JPMorgan consists of reading the fiduciary materials which are circulated to each Trust Officer , attending in-house and external seminars and taking required… more
- Canandaigua National Bank & Trust (Pittsford, NY)
- Trust Officer I Canandaigua National Bank...of each, and provides assistance. + Coordinates with the Wealth Advisor to monitor the cash and ... Location: Pittsford, NY What does a Trust Officer do? A ... and estate planning experience preferred. + CTFA (Certified Trust and Financial Advisor ) certification preferred. What… more
- M&T Bank (Vero Beach, FL)
- …and procedures related to account administrative activities. Serve as key partner to wealth clients and developing and implementing trust solutions to meet ... and business partners. + Serve as fiduciary resource to Wealth Advisors and other internal partners. + Support the...technical trust and planning experience CTFA (Certified Trust and Financial Advisor ) certification Strong interpersonal… more
- M&T Bank (Wilmington, DE)
- …and procedures related to account administrative activities. Serve as key partner to wealth clients in developing and implementing trust solutions to meet ... Experience Preferred:** Juris Doctor (JD) or Master's degree CTFA (Certified Trust and Financial Advisor ) certification Strong interpersonal skills **Physical… more
- Bank OZK (Charlotte, NC)
- Job Purpose & Scope The VP, Trust Investment Officer constructs and manages individualized investment portfolios in conjunction with clients' financial needs and ... objectives. As their trusted advisor , you will work directly with clients to help...work experience, required + 4+ years' experience in a trust / wealth management function or equivalent experience required… more
- Thrivent Financial (Minneapolis, MN)
- …JOB SUMMARY The VP, Financial Planning & Analysis (FP&A) for Advice & Wealth Management (AWM) and Insurance serves as strategic business partner and trusted ... advisor to the leaders of the AWM, Insurance Product,...Operations, and Distribution functions, including the EVP, Chief Distribution Officer (CDO) and is a key member of the… more