- JPMorgan Chase (Chicago, IL)
- Job summary: As a Wealth Management Solutions. Trust & Estates- Estate Officer - VP within the Global Trusts & Estates Practice, you will be responsible for ... beneficiaries and advisors, maintain current information on beneficiaries, and partner with Wealth Advisors, Bankers, Investors, and Trust Officers to grow the trust… more
- US Bank (Cincinnati, OH)
- …at-all from Day One. **Job Description** Responsible for the administration, risk management and servicing of assigned fiduciary and investment management ... and other regulatory compliance requirements + Basic project and information management skills + Ability to identify and resolve complex problems with… more
- Citigroup (Jacksonville, FL)
- …to end first party fraud risk, including fraud/OD loss mitigation, for our US Wealth Management and Retail Business Banking lines of business. + Support ad-hoc ... skills **Qualifications:** + 5+ years' experience in analytics, policy, risk management , and/or operations, preferably in fraud and/or Wealth domains +… more
- JPMorgan Chase (Palm Beach, FL)
- …Officer 's role to oversee the administration of the trust. **Job Summary** As a Trust Officer VP in Wealth Management Solutions, Trust & Estates, you will ... develop relationships with beneficiaries and advisors. You will also partner with Wealth Advisors for new trust business and cross-selling of JPM products/services.… more
- JPMorgan Chase (New York, NY)
- …including trusts and estates, loans, mortgages and deposits. **Job Summary:** As a Settlement Officer VP in Wealth Management Solutions, Trust & Estates, you ... JP Morgan Asset & Wealth Management , with client assets of $2.8 trillion, is a global leader in investment and wealth management . Its clients include… more
- KeyBank (Brooklyn, OH)
- …activities. Individuals in this role assist in the design and execution of wealth management testing and continuous monitoring to evaluate Key's compliance with ... projects and testing. The ideal candidate has a functional knowledge of wealth management , trust/fiduciary compliance laws and regulations, risks and supporting… more
- Truist (Richmond, VA)
- …America) **Please review the following job description:** Support compliance risk management processes through the performance of compliance reviews; regulatory data ... 6. Implement strategies and methods related to the compliance risk management framework within the organization, including quality assessments, key risk, and… more
- JPMorgan Chase (Rochester, NY)
- …60 countries. It operates across four business segments including Asset & Wealth Management , Corporate and Investment Banking Commercial Banking, Consumer and ... their death through a provision in their will, it is the Trust Officer 's role to oversee the administration of the trust. Through collaboration, intellectual… 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 ... families personalized, comprehensive financial solutions that integrate sophisticated investment management , capital markets, trusts & estates and banking capabilities.… more
- Columbia Bank (Scottsdale, AZ)
- Trust Officer Wealth Management Henderson, Nevada Scottsdale, Arizona Phoenix, Arizona **Description** **About Us:** At Columbia, we create a great place to ... business. Together for better. **About the Role:** A Trust Officer is responsible for providing some new business for...planning and investment issues. + Effective organizational and time management skills. + Ability to work in a team… more
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