- Wells Fargo (Pasadena, CA)
- **About this role:** Wells Fargo is seeking a Senior Trust Officer on the Special Needs Trust Services team as part of Wealth and Investment Management. ... beneficiaries with varying degrees of disability and/or incapacity + Work with trust partners, attorneys, caseworkers, and other professionals to ensure that Special… more
- Wells Fargo (Charlotte, NC)
- …* Managed Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Officer Working at Wells Fargo | Jobs and Careers ... 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
- BankFinancial (Downers Grove, IL)
- …(CTFA) and/or Certified Financial Planner certification (CFP) preferred. Keyword: Administrator, Senior Trust Administrator, Investment Services, Trust ... Primarily responsible for the proper and accurate administration of assigned trust and agency accounts, including contacting clients, attorneys and beneficiaries… more
- Bank of America (Wichita, KS)
- Senior Trust Officer Wichita, Kansas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through ... include overseeing the administration and business development of complex investment management and trust accounts and working with team members to assure trust … more
- Bank of America (New York, NY)
- Senior Trust Officer New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... include overseeing the administration and business development of complex investment management and trust accounts and working with team members to assure trust … more
- Bank of America (Baltimore, MD)
- Senior Trust Officer Baltimore, Maryland **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... include overseeing the administration and business development of complex investment management and trust accounts and working with team members to assure trust … more
- M&T Bank (Vero Beach, FL)
- …relationships. **Primary Responsibilities:** + Administer assigned book of client trust accounts through demonstrated proficiency and sound judgment in exercising ... primary point of contact for the client on the trust account relationship, communicate regularly with the client on...account relationship, communicate regularly with the client on all trust matters and responsible for overall trust … more
- Wells Fargo (Minneapolis, MN)
- …begins with outstanding talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to ... based on needs related to banking, custom lending, and trust services. These bank specialists leverage resources, valuable research,...(IRA). **About this role:** Wells Fargo is seeking a Senior Fiduciary Specialist Working at Wells Fargo | Jobs… more
- US Bank (Gresham, OR)
- …Bachelor's degree, or equivalent work experience - 10 or more years of experience in Trust administration or 4+ years in trust and estates legal practice. - ... not limited to: CTFA, CFP, JD, CPA and/or Graduate of National Trust School Program **Preferred Skills/Experience** - Considerable knowledge of estate settlement,… more
- PNC (Vero Beach, FL)
- …for assigned accounts. Prepares and presents appropriate analysis and recommendations for senior management or committee review. Escalates problems to senior ... Strategy, Investment Management, Legal Practices, Real Estate Settlements, Revenue Recognition , Risk Assessments **Competencies** Account Management, Accuracy and Attention… more