Senior Fiduciary Trust Advisor
Jobtailor
Jobtailor seeks a senior Trust Administrator in Oregon to oversee fiduciary and investment management accounts. You will collaborate with a team of experts to manage risk, ensure compliance with governing documents and U.S. Bank policies, and strive for high client retention by delivering accurate servicing. Candidates should bring a Bachelor's degree (or equivalent), 10+ years in trust administration, and professional designations (CTFA/CFP/JD/CPA). #J-18808-Ljbffr Jobtailor
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Fiduciary Trust Advisor in Gresham, OR vacancy
$119.77k - $140.9k
U.S. Bank in Gresham, Oregon is seeking a Trust Officer for fiduciary and investment management accounts. Candidates must have over 10 years of trust administration experience and a relevant professional designation. The role involves ensuring compliance, account servicing...Senior$119.77k - $140.9k
U.S. Bank is seeking an experienced professional to manage fiduciary and investment management accounts in Portland, Oregon. Candidates should have over 10 years of experience in trust administration and hold a relevant professional designation. Responsibilities include...Senior$85k - $145k
Mercer Advisors is searching for a Wealth Advisor in Portland, Oregon to deepen relationships with clients and grow their practice. The... ...for both remote and office work, emphasizing client-first fiduciary responsibility. Responsibilities include analyzing clients' financial...SeniorWork at officeRemote work$120k - $215k
About the Role: Senior Portfolio Manager to lead client acquisition and portfolio management... ...acumen, a strong understanding of fiduciary trust laws, and expertise in alternative... ...teams to position the firm as a trusted advisor to UHNW families. Develop and execute strategic...SeniorWork experience placementWork at officeLocal areaImmediate start- ...the administration, risk management and servicing of assigned fiduciary and investment management accounts May include Relationship Management... ...equivalent work experience 10 or more years of experience in Trust administration Professional Designation is required and may...SeniorWork experience placement
- SupportFinity™ is seeking a Tax Senior Manager for its Estate & Trust team in Portland, Oregon. This role involves leading various projects to develop... ...holds a Bachelor’s degree, has over seven years of fiduciary preparation experience, and is a CPA or working towards...Senior
- U.S. Bank is seeking a Standby Letter of Credit Advisor in Gresham, Oregon, to provide expert guidance in structuring complex credit transactions. This role involves reviewing legal documentation, ensuring compliance with bank risk standards, and delivering exceptional...Senior
- U.S. Bank in Oregon seeks a senior wealth management leader to retain and grow medium to large high net worth client relationships. You will convene a team of Banking, Trust and Investment professionals around each client to meet and exceed complex wealth-management needs...Senior3 days per week
- ...seeks a skilled professional to manage high net worth client relationships. The role involves building a competent team of Banking, Trust, and Investment professionals and requires extensive experience in wealth management. Candidates should possess strong relationship...Senior
$64.2k - $116.4k
...Antonio, Charlotte The opportunity In the Engagement Business Advisor (EBA) – Senior Associate role, you will be an experienced finance... ...opportunity and engagement lifecycle. You will serve as a trusted advisor to a defined book of business supporting PPMDs (Partners...SeniorContract workWork experience placementSummer holidayWork at officeFlexible hoursEY
Portland, OR2 days ago$172.5k - $222.5k
...Enterprises, financial institutions, and developers use Circle to power trusted, internet‑scale financial innovation. Learn more at circle.com.... .... What You’ll Be Responsible For Circle is looking for a Senior Manager, Model Risk Management to join its Financial Risk...SeniorFlexible hours$150k - $200k
...planning, spanning several industries. Description Tax Senior Manager, Estate & Trust We are seeking a Tax Senior Manager for our Estate & Trust... ...lead trusts, and charitable remainder trusts. Prepare fiduciary accounting. Manage client relationships and liaison with...SeniorSummer workFlexible hours$80k - $135k
...the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance... ...With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our... ...heart of our Private Client Group, build trusting relationships with our clients and educate...Work experience placementWork at officeWork from homeFisher Investments
Gresham, OR3 hours ago- BUCHALTER LLP is seeking a mid to senior level associate to join our Trust and Estate Litigation practice in Portland, Oregon. This role involves assisting with litigation tasks, including drafting petitions and discovery, taking depositions, and making court appearances...Senior
$119.77k - $140.9k
...the administration, risk management and servicing of assigned fiduciary and investment management accounts. May include Relationship Management... ...equivalent work experience 10 or more years of experience in Trust administration Professional Designation is required and may...SeniorTemporary workWork experience placementLocal area$170k - $210k
...Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors... ...years, Mercer Advisors is an independent fiduciary legally bound to act in our clients'... ...and strategic initiatives. Serve as a trusted advisor to affluent clients , identifying...SeniorTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- Job Overview A law firm seeks a Corporate Trust Finance Associate to join their Finance & Banking Practice Group in Portland, OR. This role offers the opportunity to work in a dynamic and collaborative environment, focusing on structured finance transactions. Duties Represent...
$15 per hour
...Financial Solutions Advisor At Bank of America, we are guided by a common purpose to help make financial lives better through the... ...approved tuition reimbursement to further your education. As a Senior FSA, you can look forward to: Unlimited potential for...SeniorWork at officeImmediate startShift workDay shiftBank of America
Portland, OR4 days ago$172.5k - $222.5k
...assessments across products, customer segments, channels, and geographies, ensuring risks are identified, mitigated, and reported to senior management and regulators where required. Define and monitor key fraud metrics (KPIs and KRIs) to assess performance, support...SeniorLocal areaFlexible hoursSupportFinity
Portland, OR2 days ago$92.36k - $123.16k
...environment where employees are connected, inspired, and valued. Career Development Whether you’re just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for...SeniorFull timeTemporary workPart timeWork experience placementWork visaFlexible hoursNBT Bank
Portland, OR5 days ago- Responsibilities Oversee the financial management and performance of multifamily and commercial real estate investment funds Manage fund financial models, coordinate and review tax returns, administer capital calls and distributions Monitor fund performance against projected...Senior
- Jobtailor is seeking an experienced finance professional to oversee the financial management and performance of multifamily and commercial real estate investment funds. You will lead fund financial modeling, tax coordination, and capital call distributions while monitoring...Senior
- A global consulting firm is seeking a Senior Technology Analyst to contribute in Oracle Cloud Finance projects. Your role involves interacting with business stakeholders and ensuring technology solutions meet business needs. Candidates should possess a bachelor's degree...Senior
$100k - $196k
...About this role: Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager for clients with annual revenue of $100MM to $2B as part of the Commercial Bank. Learn more about the career areas and business divisions at wellsfargojobs.com ( . In this role...SeniorWork experience placementWork at officeWells Fargo
Portland, OR2 days ago- Mercury, a leading fintech company, is seeking a Product Designer to enhance customer experiences in financial dispute situations. The role will involve designing intuitive workflows and fostering collaboration across various teams. The ideal candidate has over four years...Senior
- Calling all Esteemed Leaders! Are you a philanthropy leader who excels at developing transformational fundraising strategies, cultivating high-capacity donor relationships, and advancing mission-driven philanthropy across a complex healthcare system? Do you thrive in...SeniorMinimum wageFull timeInterim roleLive inRemote workShift work
$750 per week
ApexFocusGroup collaborates with research firms, universities, and trusted brands to gather genuine consumer insights. We help connect everyday people with flexible remote market research opportunities that influence real products, services, and customer experiences. Role...Part timeCasual workRemote workFlexible hours- ...and community members Ability to connect and communicate with interpersonally with various groups of people Ability to build trust within relationships and keep information confidential Must be able to travel to the Latino Network main office, La Plaza Esperanza...Temporary workPart timeSeasonal workWork at officeFlexible hoursWeekend workAfternoon shift
$168k - $240k
...impactful work and the evolution of Slalom. The Role: M&A Principal/Senior Principal The Role: M&A Principal/Senior Principal What You’ll... ...ways of working, and new products and services to life. We are trusted by leaders across the Global 1000, many successful enterprise...SeniorTemporary workWork at officeLocal area- ...Senior Director, Principal Gifts About the Company Philanthropic organization supporting Indigenous culture & individuals Industry Non-Profit Organization Management Type Non Profit Founded 2017 Employees 11-50 Categories...Senior
Confidential
Portland, OR2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Fiduciary Trust Advisor. Be the first to apply!
Related searches