- Truist (Nashville, TN)
- …Private Wealth, or Institutional Investment Management industry with 5+ years in Trust Administration . 2. Strong knowledge of estate planning, fiduciary and ... and provides fiduciary advice and oversight for all types of Wealth trust accounts including personal trusts, special needs trusts, investment management, custodial… more
- CIBC (San Francisco, CA)
- …+ Partner with Relationship Managers, client service managers and the Senior Trust Advisor to provide trust administration support to an assigned book of ... CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** Reporting to the Senior Trust Advisor , the Trust Administrator ("Administrator")… more
- Regions Bank (Nashville, TN)
- …section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust ... accounting or related field + Eight (8) years of Trust Administration , Estate/Tax Law, Financial Planning or...Master of Taxation) + Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial… more
- Fifth Third Bank, NA (Traverse City, MI)
- …step? Discover a career in banking at Fifth Third Bank. Opportunity for a Senior Trust Advisor in Traverse City or Grand Rapids, Michigan GENERAL FUNCTION: + ... Serve as Trust Advisor for clients with more than...of demonstrated fiduciary client service/sales + Advanced knowledge of trust administration , estate planning strategies, and income… more
- UMB Bank (Kansas City, MO)
- …it provides another opportunity for the company to have a diverse revenue stream. The Trust Advisor team is one part of the client relationship team that is ... available to our high net worth clients. The Trust Advisor team serves as subject matter...products services + 3 or more years experience in Trust Administration , problem solving and dispute resolution… more
- Commerce Bank (Kansas City, MO)
- …based on relevant experience, skills, and competencies.) About This Job As a Trust Investment Compliance Advisor , you'll provide compliance advice to key players ... and communicate complex legal/regulatory concepts + Knowledge of account administration , investments and investment sales practice and procedures +...roles. This compensation range is for the Investment Compliance Advisor - Trust I, II, III &… more
- Huntington National Bank (Grand Rapids, MI)
- … Administration experience Preferred Qualifications: + Juris Doctor, Certified Trust and Fiduciary Advisor (CFTA) designation + Demonstrated success working ... Description Summary: The Trust Advisor II, as part of...opportunities. Duties and Responsibilities: + Responsible for the complete administration of assigned Wealth & Investment accounts of moderate… more
- Truist (Baltimore, MD)
- …essential functions. + Four Year College degree in Accounting, Finance, Business Management, Trust Administration or Law + 10 + years of fiduciary experience, ... client and prospect meetings, individually when necessary, providing advice regarding trust and state administration , discretionary actions, modification or… more
- Regions Bank (Clearwater, FL)
- …of the system. **Job Description:** At Regions, the Philanthropic Solutions Advisor advises individuals, families and institutions to achieve their charitable ... mission. The PS Advisor acquires clients, retains and develops relationships and associated...**Requirements** + Bachelor's Degree with three (3) years of Trust or related experience, preferably in Endowments, Foundations, or… more
- PNC (Louisville, KY)
- … trust , a PNC estate settlement officer manages all aspects of the administration of the estate and trust assets-whatever they may be-in accordance with ... contribute to the company's success. As an Estate Settlement Advisor Sr. within PNC Private Bank organization, you will...filings, and other legal documents as needed in the administration of an estate or trust ; resolving… more