Senior Trust Officer — Wealth & Fiduciary Growth
WNB Financial
WNB Financial in Eau Claire, WI is seeking a Trust Administrator to direct and coordinate trust accounts, administer trust and retirement plans, and ensure compliance with federal and state regulations. The role involves reviewing client accounts, managing disbursements, and setting investment objectives. Collaboration with CPAs and attorneys is essential, as is strong communication and analytical skill. #J-18808-Ljbffr WNB Financial
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Trust Officer — Wealth & Fiduciary Growth in Brooklyn, NY vacancy
- ...by driving Responsible Growth and delivering for our... ...is committed to an in-office culture that supports collaboration... ...for managing a book of fiduciary and investment... ...management and trust accounts and working with... ...assisting clients with wealth planning needs, and managing...SeniorWork at officeFlexible hoursShift workDay shift
National Black MBA Association
Brooklyn, NY4 days ago $140k - $150k
...in 2008, Hightower is a wealth management firm that... ...foundations and family offices, as well as 401(k) consulting... ...Future Team Hightower Trust Company is a wholly... ...Trust Company provides fiduciary services and investment... ...consistently. What You’ll Do The Senior Trust Officer will...SeniorPermanent employmentWork at officeLocal areaWork from homeMonday to ThursdayFlexible hoursHighTower Advisors
Brooklyn, NY3 days ago- Texas Capital Bank seeks an experienced fiduciary services professional to manage administration for assigned accounts, coordinating with beneficiaries, advisors, and legal teams. The role emphasizes prudent decision-making, risk management, and compliance with governing...Senior
- American Bank & Trust is seeking a senior role in trust and wealth management to build enduring client relationships, manage assets, and collaborate with a regional team. The position emphasizes growth in AUM, proactive prospecting, and ensuring compliance with banking...Senior
- ...(in days) to receive an alert: Trust Officer Location: Topeka -TOPE Areas of Interest: Wealth Management; Trust Pay Transparency... ...portfolio management and fiduciary tax services, we deliver personalized... ...are committed to excellence, growth, and investing in the...SuggestedLocal areaWorldwide
BOK Financial
Brooklyn, NY4 days ago - ...SVA’s HNW/Trust & Estates Managers partner with business owners, families, and their advisors from around the US to consultatively optimize... .... Flexible for full/part time or seasonal roles, with remote or hybrid options and offices in select locations. #J-18808-Ljbffr...SeniorFull timePart timeSeasonal workRemote workFlexible hours
SVA Inc
Brooklyn, NY5 days ago - ...Financial Services Group, Inc. seeks an experienced Fiduciary Advisor to support complex fiduciary accounts, execute trust and planning documents, and ensure regulatory... ..., and tailored client solutions within an in-office environment. #J-18808-Ljbffr PNC Financial Services...SeniorWork at office
- A Trust Officer manages a portfolio of fiduciary and investment management accounts for high-net-worth clients, including multi-generational families. This... ...their needs, goals, and governing documents. Provide wealth planning advice and ensure trust product awareness and...
- ...to administer personal trust accounts. Leads defined... .... Regular contact with senior management and other internal... ...with the investment officer to establish the... ...principles and practices of Fiduciary laws and principles... ...services company providing wealth management, capital...Work experience placementWork at office
- ...markets. Provides back-up support to the SVP/Trust & Wealth Management. PRIMARY RESPONSIBILITIES... ...requirements Meets all sales and growth goals. Maintains an active prospect pipeline... ...to lift and move up to 20 pounds of office supplies and equipment. Some bending, turning...Work at officeNight shiftWeekend workAfternoon shift
- ...Phillips Avenue Private Client Assistant Trust Officer - Private Client South Dakota Trust... ...individual goals, while preserving family wealth in perpetuity. The Assistant Trust... ...compliance with legal, regulatory, and fiduciary standards. Liaise with clients, beneficiaries...Flexible hours
$110k - $135k
Washington Trust Weybosset Street, 10 Weybosset... ...and client-focused Senior Financial Planner to join our Wealth Management team. In... ...estate planning; fiduciary trustee experience... ...the full Microsoft Office suite. Highly organized... ...and professional growth. The Washington...SeniorTemporary workWork at office- TIAA, together with Nuveen, seeks a Lead Trust Administrator to lead a team responsible for administering... ...for affluent clients. You will guide fiduciary decisions, ensure compliance with risk controls, and collaborate with Wealth Advisors to grow key client relationships....Senior
- Northern Trust Corp seeks a Relationship Advisor in Houston to manage fiduciary and agency client relationships, delivering high-quality fiduciary services in collaboration... ...team. You will guide clients on goals-based wealth management and coordinate with internal...Senior
- ...Financial Services Group, Inc. is seeking a Senior Investment Advisor based in Erie, PA, to serve as a trusted investment consultant for a diverse... ...term client relationships, collaborate with wealth strategists, and drive growth by expanding relationships and assets under...Senior
- Raymond James Financial, Inc. seeks an experienced trust professional to administer personal trust accounts, coordinate tax planning, and advise beneficiaries. You will work with financial advisors to define goals, review portfolios, and ensure compliance with trust policies...
- Northern Trust Corp is a global financial services company providing wealth management, asset servicing, and banking services. The role involves coordinating account administration across fiduciary and custody accounts for complex relationships and supporting service delivery...Senior
$85k - $93k
...Improves Results | Truth Builds Trust If our mission, values, and... ...from you! Your opportunity A Senior Analyst role within the Investment... ...user of the Microsoft Office suite of applications Basic/intermediate... ...No Potential for growth Regular training Continuing education...SeniorWork at officeFlexible hoursJanus Henderson Group
Brooklyn, NY2 days ago- Argent Financial Group is seeking a seasoned Wealth Advisor to manage and grow relationships with high-net-worth clients, delivering personalized wealth management strategies. You will conduct detailed financial assessments, provide expert guidance on investment management...Senior
- ...Responsibilities Managing all aspects of fiduciary administration for assigned... ...personnel, customer’s trusted advisors, and the like.... ...negotiate and influence at more senior levels of the organization. Demonstrates... ...Headquartered in Dallas with offices in Austin, Fort Worth,...Work experience placementImmediate startDay shift
Texas Capital Bank
Brooklyn, NY5 days ago - ...activities relating to creating and administering trust accounts in accordance with terms... ...and possible future business. Reviews fiduciary tax returns, individual tax returns and client... ...: Work is performed largely in an office environment with minimal chance for personal...Hourly payWork at officeLocal areaShift workNight shift
Wnbfinancial
Brooklyn, NY3 days ago $156k - $234k
...difference, there’s only one choice. Senior Medical Science Liaison, Oncology (NYC... ...Medical Science Liaison (MSL) serves as a trusted scientific expert and partner representing... ...accountability to continuous learning and growth (Franchise data, MSL role, Soft Skills,...SeniorLocal areaBayer
Jersey City, NJ4 days ago- ...their best work — both in and out of the office. We are seeking a Senior Regulatory Affairs Specialist to... ...working in a fast-paced startup or high-growth medtech environment is preferred At... ...listed only on the ŌURA Careers page and trusted job boards. We will never ask for...SeniorRemote jobWork at officeLocal areaFlexible hours
$62k - $72k
...unquestioned integrity and trust* Capability to handle... ...is an organization of wealth, asset, and business... ...wealth management, family office, and business... ...boutique, client-first fiduciary philosophy, Focus helps... ...people, support their growth, and create meaningful...Work at officeLocal areaFocus Partners Wealth
Brooklyn, NY5 days ago- ...for an accommodation or an alternative application process. Trust Officer Full Time VP Level Las Vegas, NV, US Location: Las Vegas, NV... ...alongside the company. Role: As a TRUST OFFICER, you will serve as a fiduciary and regulatory subject matter expert responsible for...Full timePart time
- ...Non-Exempt Remote Options/Office Hours : On-Site/Hybrid - No... ...Manager Summary of Position The Senior Paralegal – Trusts & Estates provides... ...to beneficiaries, trustees, fiduciaries, and financial institutions... ...development and professional growth. Maintain MCLE requirements...SeniorHourly payLocal areaRemote work
DLKLawGroup PC
Brooklyn, NY2 days ago - ...+ employees world-wide. As a Senior Clinical Regulatory Specialist... ...and establish credibility as a trusted regulatory resource.... ...Fast-paced and highly iterative growth environment Open communication... ...Hybrid work environment with in-office collaboration two days per week...SeniorTemporary workWork at office2 days per week
$25k
...Greenville or Columbia Position Summary The Senior Major Gift Officer (Sr. MGO) is a strategic fundraising... ...for long-term sustainability and growth. Key Responsibilitie s Strategic Donor... ..., we partner with schools to build trusting relationships, remove barriers, and support...SeniorWeekend workAfternoon shift- ...creating a culture where collaboration, inclusion, and professional growth are at the forefront. Job Summary In this crucial role, you... ...as the AOC representative and may be tasked as a Liaison Officer (LNO) at forward exercise locations. Active Secret Clearance....SeniorFull timeContract workTemporary workLocal area
$89k - $94k
...justice and anti-oppressive principles, who centers community trust in their approach to grantmaking. Working closely with the Assistant Director of Programs and the Grants Team, the Senior Program Officer will support the development of our multi-year Community Grants...SeniorFull timeCasual workLive inWork at officeRemote workRelocationAfternoon shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Trust Officer — Wealth & Fiduciary Growth. Be the first to apply!
Related searches
- senior network engineer remote Brooklyn, NY
- senior app developer Brooklyn, NY
- senior manager legal Brooklyn, NY
- sr project manager Brooklyn, NY
- senior account executive Brooklyn, NY
- senior manager strategic initiatives Brooklyn, NY
- senior staff systems engineer Brooklyn, NY
- senior commercial counsel Brooklyn, NY
- senior data manager Brooklyn, NY
- senior safety manager Brooklyn, NY