Job Title. Trust Officer. Reports To. Managing Director, Trust Administration. Direct Reports. N/A. Salary Grade. 12. . SUMMARY. Trust Officer is responsible for managing and administering trust accounts, ensuring compliance with legal and company requirements, and meeting the requirements of the trust instruments. This position will establish and maintain relationships with clients and beneficiaries, providing expert guidance on trust and estate...
Trust Officer. . 2401262. Description. Job Summary. . Under administrative direction uses specialized knowledge and skills obtained through experience, specialized training and/or certification to administer trusteed IRA programs. Leads defined work or projects of broad scope and complexity. Resolves or recommends solutions to complex problems. Regular contact with senior management and other internal customers is required to identify, research, ...
About Rockefeller Capital Management. Rockefeller Capital Management is a leading independent financial advisory firm providing wealth management, asset management, and strategic advisory services to ultra- and high-net-worth individuals, families, businesses, and institutions. Led by President & CEO Gregory J. Fleming, the firm offers an elevated experience based on traditional Rockefeller global family office values of excellence and service. F...
Salary. Market related. Reference. Trust Officer - LSH. Trust Officer. This role is for a banking professional to service trusts and investments. This is a relationship-based role, where customers can span literal generations. This role can service private and corporate trust accounts. Trust Officer Qualifications. Bachelor’s degree or equivalent. JD and/or Masters degree preferred. 5 years of relevant trust administration experience. Strong team...
Salary. Market related. Reference. Trust Officer - LSH. Trust Officer. This role is for a banking professional to service trusts and investments. This is a relationship-based role, where customers can span literal generations. This role can service private and corporate trust accounts. Trust Officer Qualifications. Bachelor’s degree or equivalent. JD and/or Masters degree preferred. 5 years of relevant trust administration experience. Strong team...
Job Type. Full-Time. Location. Muscatine, IA. Job Description. This position will focus on administration of trust services to ensure we are meeting current client needs, in addition to focusing on business development to solicit and develop new client relationships or enhance current relationships. KEY ACCOUNTABILITIES. Will perform daily activities related to the administration and maintenance of personal trust, investment management and probat...
Hello, I am. Brenda Lambert. and I am the VP Personal Trust Manager for the Bank of Utah. Bank of Utah is one of Utah's largest community banks. At Bank of Utah relationships matter. We take pride in the fact that we know our customer names and they know ours. . We are currently looking for a. Trust Officer. This position will be. located at 50 S. 200 E. Salt Lake City, UT. This position is responsible for trust account administration and new bus...
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 Summary. . The Assistant Vice President-Trust Officer serves as a relationship manager to Farmers and Merchants Trust Company (FMTC) clients by providing support and guidance 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.) as well as Farmers and Merchants Bank of Long Beach officers. Additional objectives i...
Job Type. Full-time. Description. The Trust Officer develops new business and manages accounts for which the financial institution acts as trustee, court-appointed financial guardian, estate personal representative, investment agent or custodian. Requirements. Job Requirements. Bachelor's degree. Advanced degree or legal experience preferred. CTFA preferred. 3 years Trust experience required. Basic Trust Accounting knowledge. Technical knowledge ...
Trust Officer. . 2400397. Description. The location for this position we are hiring for is in. NEW JERSEY, NEW YORK or PENNSYLVANIA. Job Summary. . Under administrative direction uses specialized knowledge and skills obtained through experience, specialized training or certification to administer personal trust accounts. Leads defined work or projects of broad scope and complexity. Resolves or recommends solutions to complex problems. Regular con...
Salary Range: $84,100 - $112,100. At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include compre...
