Senior Trust Officer - Private Wealth
U.S. Bank
U.S. Bank is seeking a fiduciary and investment management account administrator who will ensure compliance with governing documents, state statutes, and bank policies. The role includes relationship management and expertise in areas such as IRAs, estates, and charitable accounts. Responsibilities include servicing and retention of existing accounts, meeting corporate standards, and collaborating with a team of experts to handle complex tasks while complying with regulations. #J-18808-Ljbffr Us Bank
- OverviewAs a Trust Officer, you’ll play a key role in managing and administering trust accounts... ...matters. You’ll also collaborate with Private Bankers and Portfolio Managers to support... ...internal policies.Teamwork: Collaborate with Wealth team members and internal partners to...PrivateFull timeLocal areaRemote workAfternoon shift
- A full-service financial firm is seeking an experienced Special Needs Trust Officer II to manage trust services and client relationships. The role requires over 5 years of trust administration experience, preferably in the special needs field. Candidates should demonstrate...Senior
- Forge Consulting is seeking a Trust Officer 2 in Brentwood, TN, responsible for managing trust administration across diverse accounts. The ideal candidate will have at least 3 years of experience and strong knowledge of fiduciary responsibilities. This role involves client...Senior
- ...Chief Trust Officer (CTO) About the Company Highly respected wealth management firm with boutique, client-centric service for sophisticated families. Industry Financial Services Type Privately Held About the Role The Company is in search of a Chief...Private
- United Community Bank is seeking a seasoned Wealth Strategist in Brentwood, TN. In this full-time role, you will develop personalized... ...financial plans for high-net-worth clients while collaborating with Private Bankers and various professionals. The ideal candidate has over...SeniorPrivateFull time
- A financial institution is seeking a Trust Officer to manage trust accounts and ensure compliance with legal and regulatory standards. This... ...strong relationships with clients while collaborating with private bankers. Candidates should have a bachelor's degree, 5+ years...SeniorPrivateFull timeRemote work
- A financial services firm in Brentwood, Tennessee is seeking a Trust Officer to manage trust accounts and ensure compliance with regulations. The ideal candidate will have over 5 years of trust administration experience, strong interpersonal skills, and the ability to communicate...SeniorFull timeRemote work
- ...Husch Blackwell LLP seeks a Private Wealth Senior Counsel with eight years of experience to design and implement sophisticated estate plans for individuals and businesses. The ideal candidate will support wealth management, asset protection, and gift/estate tax matters...SeniorPrivateImmediate start
- U.S. Bank is seeking an experienced fiduciary trust administrator to manage and service complex accounts, including IRAs and estates. You will work as part of a team ensuring compliance with governing documents, laws and bank policies while supporting client retention and...Private
- Job Summary Advocacy Trust is looking for an experienced, client service focused Special Needs Trust Officer II to join the team. As a Trust Officer II, you will be responsible... ...Companies (Forge Consulting, Advocacy Wealth Management, Advocacy Trust, and Forge for Business...Work at office
- ...Job Description Job Description Description: JOB OVERVIEW The Senior Trust Tax Officer role is designed to assist in managing and overseeing the tax-related activities for trust accounts. This position involves preparing documentation, maintaining records, assisting...SeniorWork at office
$110k - $130k
Who You'll Work With:Bernstein Private Wealth Management (“Bernstein”),... ...geographiesWe are seeking a Risk Officer who will work within the... ...management team, business heads and senior management on risk management... ...is simple: to be the most trusted investment firm in the world....PrivateFull timeTemporary workWork experience placement$80.28k - $98.12k
...regulatory compliance standards.Basic Qualifications- Bachelor's degree, or equivalent work experience- Five or more years of experience in Trust administration- An advanced degree may be considered towards years of experiencePreferred Skills/Experience- Thorough knowledge of...Full timeWork experience placementLocal area$171.6k - $338.3k
...corporate strategic buyers and private equity investors And... ...than sharp insights—it takes a trusted partner who can translate those... ...trusted partner and apply to this Senior Manager role today! Recruiting... ...customers. Our clients include asset, wealth, and investment advisers and...SeniorPrivateLocal areaVisa sponsorship- Wealthspire Trust seeks a Senior Trust Advisor to oversee fiduciary trust solutions, manage trust administration, and support new business opportunities. The role partners with Wealthspire Advisors, co-trustees, and clients to ensure compliant, client-centered service...SeniorRemote job
- The Trust Officer I is responsible for providing comprehensive administrative support to an assigned Trust Officer, while independently managing up to 30 special needs trust client accounts. The Trust Officer I handles both the administrative support for the assigned Trust...Work at office
$124k - $335k
...ApplicableSpecialismEntrepreneurial & Private Business (EPB) -... ...team focus on key issues like wealth management, compliance, cash flow... ...careers, now and in the future.As a Senior Manager, you'll work as part... ...and stakeholders to build trust.Uphold the firm's code of ethics...SeniorPrivateFull timeH1b- The Trust Officer 2 is a fiduciary professional and subject matter expert who is responsible for managing all phases of trust administration across a diverse portfolio of complex trust accounts. The role involves administering trusts, providing guidance on trust matters...Work at office
$77k - $214k
...& SummaryA career within PwC Private will provide the opportunity to... ...team focus on key issues like wealth management, compliance, cash flow... ..., now and in the future.As a Senior Associate, you'll work as part... ...to establish a secure and trusted workplace for all.SummaryLocation...SeniorPrivateFull timeH1b$80.28k - $98.12k
...regulatory compliance standards. Basic Qualifications Bachelor's degree, or equivalent work experience Five or more years of experience in Trust administration An advanced degree may be considered towards years of experience Preferred Skills/Experience Thorough knowledge of...Temporary workWork experience placementLocal area3 days per week- ...Talent is partnering with a leading independent trust and wealth management firm in Nashville, TN in its search for a Trust Officer to join their growing team. The Trust... ...of estate planning and fiduciary principles Seniority level Mid-Senior level Employment type Full...Full time
- ...Job Description Job Description Senior Civil Engineer Cornerstone Engineering, Inc... ...broad array of clients in the public and private sectors, including with local and federal... ...Serve clients and colleagues with a focus on trust and reliability. Approach every...SeniorPrivateFor contractorsLocal area
- ...the US has an opening for a Private Wealth Advisor (PWA) . This is an exclusive... ...resources and on-site back-office support. We are inviting you... ...and estate planning, and trust services will help frame, acquire... ...with a title such as a PWA, Senior Wealth Manager, Private...PrivateTemporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week
- ...We’re looking for a seasoned and client-focused Wealth Strategist to join our team. In this role, you’ll... ...goals. You’ll also collaborate closely with Private Bankers and colleagues across Investment Management & Trust to support sales opportunities and client relationship...PrivateFull timeLocal areaRemote work
- ...THE ROLE This is a Wealth Advisor seat on the firm’s flagship team... ...well as multigenerational family office services to the ultra-high-net... ...advisor teams built around trust, long-term relationships, and... ...financial analysis M&A advisory, private equity, investment banking,...PrivateWork at office
- ...CAPTRUST is seeking a Wealth Planning Senior Associate who will work directly with our wealth advisory teams to provide client and prospective... ...centralized financial planning model and onboarding new offices onto our wealth planning platform. The position requires 2-...Senior
- ...services, personal insurance, retirement, and private wealth management products and services. With... ...and almost 20,000 employees in 600 offices throughout North America, HUB has grown... ...States. Position Summary We're seeking a Senior Accountant to join our growing Specialty...SeniorPrivateWork at officeRemote workFlexible hoursShift work
- The Forge Companies in Brentwood, Tennessee, is seeking a Trust Officer 2 responsible for managing trust administration for diverse accounts. This role requires expertise in trust laws, exceptional attention to detail, and collaboration with various professionals. The ideal...
$174.46k - $261.68k
...Senior Medical Science Liaison – Cell Therapy (Kentucky, Ohio, and Tennessee) Do you have expertise in, and passion for Medical... ...information in accordance with company policy Establish oneself as a trusted scientific advisor, peer and expert to both internal...SeniorFull timeTemporary workLocal area- ...communities thrive. We are the world's trusted infrastructure consulting firm... ...is actively seeking Senior Roadway Design Engineers to join... ...in the Nashville area office. As a Senior Roadway Design Engineer... ...variety of clients in public and private industries. You will also have...SeniorPrivateWork at officeLocal areaRemote workWorldwideFlexible hours2 days per week
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