- 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 (Des Moines, IA)
- …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 (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 Reno, Nevada **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees ... aboutjoining us in our journey inbuilding something greatfor ourWealth Management & Trustclients! + ** Trust Officer...Reno, Nevada, you are an experienced Trust Officer , Trust Advisor, or Wealth … more
- UMB Bank (Kansas City, MO)
- As the ** Trust Advisor I** , you will be building long-term client relationships through quality customer service, including anticipating client needs, clear ... + Provide solution-oriented planning for high-net-worth clients. + Coordination of wealth strategy planning. + When appropriate, for accounts without an assigned… more
- Bank OZK (Bradenton, FL)
- …& Scope Responsible for the oversight of the fiduciary administration of personal trust accounts performed by Bank employees as well as maintaining and implementing ... procedures and guidelines related to the administration of personal trust accounts. Essential Job Functions + Provides ongoing and...job functions, duties, skills, and standards may be added. Management reserves the right to add or change the… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …and written communication #LI-GM1 Compliance Officer II - Compliance Testing - Wealth and Asset Management LOCATION -- Cincinnati, Ohio 45227 Fifth Third ... II (COII) you will conduct compliance testing for the Wealth and Asset Management (W&AM) business and...DOL, etc.). * Knowledge of risks associated with Personal Trust , Custody, Investment Management Agency, IRAs, Private… more
- City National Bank (Nashville, TN)
- … ASSET OFFICER SENIOR* WHAT IS THE OPPORTUNITY? Provides investment/asset management services for Specialty Wealth Assets (real estate, closely held entities ... estate as an underlying asset, Mineral/Oil/Gas interests), held in fiduciary accounts on the Wealth Management platform of CNB and RBC. Functions as an asset and… more
- Arrow Financial Corporation (Glens Falls, NY)
- …an experienced professional to join the Trust & Wealth Services team as: Wealth Management Officer This opportunity may be perfect for you if you ... to Meet Deadlines About this position: Responsible for administration of Wealth Management accounts including providing excellent customer service, maintaining… 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