Your passion. Our purpose. This could be powerful. Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day helps people achieve and protect their financial goals. Impacting lives for the better. And...
As a. Trust Officer. you’ll play a key role in managing and administering trust accounts, ensuring compliance with legal and regulatory standards, and fulfilling the terms of trust instruments. You’ll build lasting relationships with clients and beneficiaries, offering expert guidance on trust and estate matters. You’ll also collaborate with Private Bankers and Portfolio Managers to support Investment Management & Trust sales opportunities and cl...
As a Trust Officer for Midwest Trust Company, you will play a crucial role in managing and administering trust accounts on behalf of our clients. Your expertise in trust administration, fiduciary responsibilities, and client relationship management will ensure the effective execution of trust services while maintaining compliance with legal and regulatory requirements. Midwest Trust Company is a full-service wealth management institution offering...
Excellent opportunity for a Trust Officer in the Peninsula with a very successful regional financial institution.RESPONSIBILITIES:Administer a complex case load to ensure the documents and transactions applied are in compliance with the applicable contract terms, laws and department policy.Perform annual oversight of trust tax reporting.Assist with the development of business in the market you serve.Develop and maintain a thorough understanding o...
Overview. As a. Trust Officer. you’ll play a key role in managing and administering trust accounts, ensuring compliance with legal and regulatory standards, and fulfilling the terms of trust instruments. You’ll build lasting relationships with clients and beneficiaries, offering expert guidance on trust and estate matters. You’ll also collaborate with Private Bankers and Portfolio Managers to support Investment Management & Trust sales opportunit...
Our client is seeking a detail-oriented and reliable. Trust Officer. to support the administration of personal trust accounts within our growing wealth management practice. This role is ideal for a professional with strong organizational skills, a customer service mindset, and experience in trust or financial services operations. Unlike traditional trust officer positions, this role is. not. focused on sales or business development. Instead, it c...
Position Overview. The Trust Officer will be responsible for the administration of a diverse book of fiduciary accounts, including personal trusts, estates, investment management, and agency relationships. The Trust Officer will serve as a key liaison between the bank and its clients, ensuring fiduciary responsibilities are met with integrity, precision, and personalized service. In addition to account management, the Trust Officer will play an a...
The Trust Officer serves as a relationship manager to MidFirst Bank clients by providing support and advice in managing their trust and estate administration needs. This role will establish solid working relationships with clients and client agents (i.e. attorneys, co-trustees, CPA’s, etc.) and MidFirst Bank Officers. Objectives include building relationships with potential new business sources and resources, including community leaders, accounta...
The Trust Officer serves as a relationship manager to MidFirst Bank clients by providing support and advice in managing their trust and estate administration needs. This role will establish solid working relationships with clients and client agents (i.e. attorneys, co-trustees, CPA’s, etc.) and MidFirst Bank Officers. Objectives include building relationships with potential new business sources and resources, including community leaders, accounta...
Job Title. Trust Officer. FLSA Status. Exempt. Hours. Full-Time. . Are you looking to make a significant impact in the financial services industry. The financial services industry offers the opportunity to serve and positively impact the lives and well-being of others. Within the industry, a career in estate planning and trusts allows you to amplify your impact. We believe trusts are about love, family and the selfless pursuit of acting today to ...
Job Title. Trust Officer. FLSA Status. Exempt. Hours. Full-Time. . Are you looking to make a significant impact in the financial services industry. The financial services industry offers the opportunity to serve and positively impact the lives and well-being of others. Within the industry, a career in estate planning and trusts allows you to amplify your impact. We believe trusts are about love, family and the selfless pursuit of acting today to ...
A leading. Wealth Management Firm in Portland, ME. is seeking an experienced. Trust Officer (5 years). to join its respected and growing team. This is an excellent opportunity to work with a firm known for its expertise, integrity, and commitment to client service. The Trust Officer will. manage all aspects of trust and estate administration. advising on complex trust, estate, and tax matters. reviewing and approving transactions. coordinating wi...
