- Charles Schwab (Henderson, NV)
- …and other interested parties for an assigned book of business and trust settlement . The Trust Officer assures compliance with all Bank policies and ... **Your opportunity** The Trust Officer is responsible for developing and maintaining relationships with registered investment advisors, trust beneficiaries,… more
- Edward Jones (St. Louis, MO)
- …Overview** **Position Schedule:** Full-Time **Team Overview:** Do you have a strong background in trust and estate management? Do you have a desire to work on a ... Part of the Products team in our WMAS division, our Edward Jones Trust Company provides personalized investment management and fiduciary services. Edward Jones … more
- Comerica (Charlotte, NC)
- Trust Advisor III (Estate Settlement Officer ) Comerica's estate settlement unit is team of knowledgeable and experienced professionals, whose goal is to ... process as seamless as possible for all concerned. As a Trust Advisor III in Estate Settlement , you will be responsible for serving as an Executor or Personal… more
- Bank of America (Los Angeles, CA)
- Estate Settlement Officer II, Private Banking Los Angeles, California **Job Description:** At Bank of America, we are guided by a common purpose to help make ... the power to make a difference. Join us! **Estate Settlement Officer II, Private Banking -** Accountable...and mentoring administrators and junior level officers within the Trust Settlement team. + Works closely while… more
- Bank of America (Dallas, TX)
- Estate Settlement Officer III Dallas, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... higher level of technical expertise and knowledge. Assigns tasks to the Settlement Assistants, monitors progress and approves completed work. Will be responsible for… more
- Plante Moran (Southfield, MI)
- …settlement (post-death administration) process, including any probate administration, for the Trust Officer + Identification and collection of assets owned by ... and monitor daily transactions and prepare receipts and disbursements + Partner with Trust Officer to facilitate communication with clients alongside legal, tax,… more
- Fifth Third Bank, NA (Chicago, IL)
- …a career in banking at Fifth Third Bank. GENERAL FUNCTION: Support the Estate Settlement team in every aspect of servicing the client base to ensure greater client ... estate relationships. Primary responsibility for the estate team's interface with the trust accounting system, the Workflow System, and all trust operations… more
- US Bank (Milwaukee, WI)
- …what you excel at-all from Day One. **Job Description** As a Wealth Management Trust Officer you will be responsible for the administration, risk management and ... As such, the job functions are guided by our Standards of Excellence: ** Trust Officer Excellence** . Interpret documents while applying fiduciary principles and… more
- NBT Bank (Lakeville, CT)
- … trust and estate administration and all fiduciary matters. Fills in for Chief Trust Officer as needed and provides guidance and direction to junior officers. ... financial experience + 8 years relevant administrative experience in a trust department, charitable or other financial services, organization, insurance company, or… more
- Bank OZK (Bradenton, FL)
- …and modifications, receipts, release and indemnification agreements, court petitions, and settlement agreements. + Oversees specialized lines of trust ... & Scope Responsible for the oversight of the fiduciary administration of personal trust accounts performed by Bank employees as well as maintaining and implementing… more