- US Bank (Milwaukee, WI)
- …new skills and discover 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 servicing of assigned fiduciary and investment ...job functions are guided by our Standards of Excellence: ** Trust Officer Excellence** . Interpret documents while… more
- US Bank (Sioux Falls, SD)
- …at-all from Day One. **Job Description** Responsible for the administration, risk management and servicing of assigned fiduciary and investment management ... degree, or equivalent work experience + Three or more years of experience in Trust administration + An advanced degree may be considered towards years of experience… more
- US Bank (Milwaukee, WI)
- …at-all from Day One. **Job Description** Responsible for the administration, risk management and servicing of assigned fiduciary and investment management ... degree, or equivalent work experience - Eight or more years of experience in Trust administration - Professional Designation is required and may include, but is not… more
- JPMorgan Chase (New York, NY)
- …the Trust Officer 's role to oversee the administration of the trust . **Job Responsibilities:** Technical and Risk Management + Analyze trust ... advisors. + Ability to work in a team-based environment. Client Relationship Management Trust Officers must develop relationships with beneficiaries and advisors… 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
- Umpqua Bank (Reno, NV)
- Trust Officer Wealth Management Henderson, Nevada Scottsdale, Arizona Phoenix, Arizona Reno, Nevada **Description** **About Us:** At Umpqua, we create a ... for business. Together for better. **About the Role:** A Trust Officer is responsible for providing some...planning and investment issues. + Effective organizational and time management skills. + Ability to work in a team… more
- Citigroup (New York, NY)
- …in audit, control, compliance or regulatory management in the banking or wealth management industry. + Previous experience of interacting and working with ... this leader is their ability to build credibility and trust not only with the core US and international...(writing and editing documentation). + Experience working in the wealth management preferred. + Minimal travel may… more
- City National Bank (Wilmington, DE)
- …IS THE OPPORTUNITY? This is an advanced level Specialty Wealth Assets Officer position, responsible for supporting the asset management and administration of ... reports, as well as general support of the asset management team. This position is also responsible to assist...will do * Process administrative tasks related to Specialty Wealth Assets, including the processing of income/expenses, property taxes,… more
- JPMorgan Chase (Newark, DE)
- …advisor community. + Develop, retain and deepen client relationships. + Assist the Trust Officer and partner with Wealth Advisors, Bankers, Investors, ... services. You will work under the supervision of the Trust Officer in the administration of accounts,...in trust and estate practice JP Morgan Wealth Management Solutions comprises a workforce of… more
- Canandaigua National Bank & Trust (Sarasota, FL)
- Trust Officer II Canandaigua National Trust Company of Florida - Sarasota, FL Since 2009, Canandaigua National Trust Company of Florida (CNTF) has been ... of personal service that builds long-term relationships. As a Trust Officer II of CNTF you will:...to help you achieve your financial goals through time-tested trust and investment management strategies- a proven… more