- 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 and offers ... in our journey inbuilding something greatfor ourWealth Management & Trustclients! + ** Trust Officer ** **:** Serves as thein-houseexperton trust … more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …exceed our clients' expectations. In some cases, may be assigned to a more senior officer as an Associate Trust Officer / Trust Administrator during the ... on a daily basis through the use of the administrative officer 's trial balance. * Instructs the assigned trust administrators of those actions to be taken in the… more
- Bank of America (Dallas, TX)
- Senior Trust Officer Dallas, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the ... along with the power to make a difference. Join us! **Job Description:** The Senior Trust Officer (STO) maintains a trust book and is a seasoned Trust … more
- JPMorgan Chase (Newark, DE)
- …their lifetime or upon their death through a provision in their will, it is the Trust Officer 's role to oversee the administration of the trust . **Job ... Officer VP in Wealth Management Solutions, Trust & Estates, you will be an integral part...Practice. You will oversee the administration of trusts, analyze trust documents for legal, tax, administrative and investment issues,… more
- Citigroup (DE)
- **Assistant Trust Officer ** Partner with and provide overall support to Trust Officers to engage with Ultra High Net Worth clients to administer their trusts ... solutions, and meet their investment objectives and distribution needs. + Support the Trust Officer in serving as an excellent fiduciary on behalf of Citi for… more
- JPMorgan Chase (Miami, FL)
- …lifetime or upon their death through a provision in their will, it is the Trust Officer 's role to oversee the administration of the trusts. Job Responsibilities: ... of reading the fiduciary materials which are circulated to each Trust Officer , attending in-house and external seminars and taking required Proficiency Training… more
- City National Bank (Augusta, ME)
- ** TRUST OFFICER II CUSTODY & RETIREMENT SERVICES** **WHAT IS THE OPPORTUNITY?** This position is responsible for the administration of custody, business escrow, ... benefit and defined contribution plans, ESOPs, other employee benefit trust , agency and custodial accounts using third party record...custodian. This position ensures that the administration of the trust is in accordance with the trust … more
- City National Bank (Phoenix, AZ)
- ** TRUST OFFICER ** **WHAT IS THE OPPORTUNITY?** This position supports RBC Delaware Trust by administering personal trust accounts with a focus on Special ... Interact with and provide guidance to Real Property Managers, CPAs and Trust Counsel, Portfolio Managers, Financial Advisors, Investment Advisors, and other bank… more
- Bank of America (Dallas, TX)
- Trust Officer II (TO II) Dallas, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the ... and make an impact, along with the power to make a difference. Join us! ** Trust Officer II (TO II)** - This job is responsible for managing a book of fiduciary… more
- Bank of America (Atlanta, GA)
- Senior Trust Officer Atlanta, Georgia **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the ... include overseeing the administration and business development of complex investment management and trust accounts and working with team members to assure trust … more