- JPMorgan Chase (New York, NY)
- …and estates, loans, mortgages and deposits. **Job Summary:** As a Settlement Officer VP in Wealth Management Solutions , Trust & Estates, you will oversee ... JP Morgan Asset & Wealth Management , with client assets of...the administration of the trust . You will assume the primary responsibility for the… more
- 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 ... beneficiaries and advisors, maintain current information on beneficiaries, and partner with Wealth Advisors, Bankers, Investors, and Trust Officers to grow the… more
- JPMorgan Chase (Newark, DE)
- …the administration of the trust . **Job Summary** As a Trust Officer VP in Wealth Management Solutions , Trust & Estates, you will be an integral ... with beneficiaries and advisors. You will also partner with Wealth Advisors for new trust business and...maintenance, account opening/closing, Investment Systems and Annual Reviews, and management of overdrafts - is a plus JPMorganChase, one… 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 ... Reviews, and management of overdrafts - is a plus Client Relationship Management Trust Officers must develop relationships with beneficiaries and advisors in… 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 ... high net worth individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management , capital markets,… more
- Regions Bank (Hoover, AL)
- …into the careers section of the system. **Job Description:** At Regions, the Client Solutions Trust Administrator - Private Wealth is responsible for the ... + May review accounts for potential transition from Private Wealth Management to Client Solutions .... to Client Solutions . + Ensures appropriate management of trust account assets, with an… more
- Regions Bank (Clayton, MO)
- …into the careers section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of ... & grow the client relationship + Provides guidance and solutions for the development and on-going maintenance of complex...Coordinates client service activities with other wealth management partners + Mentors and coaches junior trust… more
- Bank OZK (Dallas, TX)
- …overseeing the administration and business growth of all fiduciary accounts managed by Trust and Wealth Division. Essential Job Functions + Provides leadership, ... ongoing talent development for regional fiduciary team. + Provides management and guidance through effective communication related to carrying...and educates Bank partners to position the value of Trust and Wealth capabilities. + Develops and… more
- Truist (Philadelphia, PA)
- …perform the essential functions. + Four Year College degree in Accounting, Finance, Business Management , Trust Administration or Law + 10 + years of fiduciary ... job description:** Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as part of the broader… more
- Canandaigua National Bank & Trust (Pittsford, NY)
- …for directly supervising the Wealth Associate staff within the Wealth Solutions department. This position ensures staff can provide administrative ... Wealth 's operating plan. Works closely with the Wealth Solutions Manager in establishing specific goals...education and work experience will be considered. + Specialized wealth management education and training. + A… more
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