Trust Officer
Ascendo Resources
Ascendo is excited to present an amazing opportunity in the wealth management industry. We are looking for an experienced Trust Officer to join a fantastic team. The ideal candidate will have a strong background in managing trust portfolios and a deep understanding of international regulations, particularly concerning FATCA and CRS regimes. This role is a primarily remote position, though it requires the individual to be based in South Florida for periodic in-person meetings. Responsibilities Oversee the routine administration of a trust portfolio, ensuring full compliance with all laws and regulations. Serve as the primary liaison for beneficiaries, providing professional support and preparing necessary reports and communications. Coordinate the preparation of financial statements and regulatory reports for trusts and their associated entities. Administer trust distributions, managing both communication with beneficiaries and the processing of payments. Collaborate with external legal counsel and various service providers as required. Qualifications 8+ years of experience within the trust and fiduciary sector. A strong grasp of finance, accounting, and tax regulations. Proven ability to work autonomously and manage a fast-paced workload. Experience with corporate structures and governance. A bachelor’s degree in a relevant field such as finance, accounting, or law. In-depth familiarity with international compliance standards including AML and KYC. Benefits Competitive health coverage Company-sponsored retirement options Professional growth and training opportunities Team-oriented and supportive environment ALL RESUMES RECEIVED WILL REMAIN HIGHLY CONFIDENTIAL AND NOT RELEASED TO ANYONE WITHOUT YOUR CONSENT. Seniority level Mid-Senior level Employment type Full-time Job function Finance and Administrative Industries Investment Management and Trusts and Estates Get notified about new Trust Officer jobs in Miami-Fort Lauderdale Area . Fort Lauderdale, FL $1,500.00-$3,800.00 1 month ago #J-18808-Ljbffr
$98.1k - $210k
...beneficiaries involving multi‑generational families. Responsibilities Provides fiduciary administration support including the review of trust instruments, participating in matters where the trustee is exercising discretion, managing risk, and conducting periodic trust...SuggestedShift workDay shiftBank of America
New York, NY1 day ago- ...Job Summary To undertake the day-to-day administration of a portfolio of Client Company and trust structures. From time to time to undertake specific additional tasks as advised. Work with the rest of the Fiduciary management team to improve profitability, limit both Praxis...SuggestedLocal area
Praxis Group
New York, NY1 day ago - ...Chief Trust Officer About the Company Renowned B2B financial technology (FinTech) platform streamlining digital asset management services Industry Financial Services Type Privately Held, VC-backed Founded 2015 Employees 51-200 Funding $10...Suggested
$98.1k - $210k
...beneficiaries involving multi‑generational families. Responsibilities Provides fiduciary administration support including the review of trust instruments, participating in matters where the trustee is exercising discretion, managing risk, and conducting periodic trust...SuggestedShift workDay shift$120k - $145k
...Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across... ...worth and ultra high-net-worth individuals and families, family offices, endowments, foundations, and institutions. Our investment...SuggestedWork at officeLocal area3 days per weekDormont Manufacturing Company
New York, NY1 day ago$120k - $145k
...We are hiring a Trust Officer to join our NY Market team in Midtown. Responsibilities Work in close coordination with Trust Officers, Relationship Managers, and Portfolio Managers to provide industry‑leading client service and financial advice. Develop and nurture centers...Work at officeLocal area3 days per weekFranklin Templeton Investments
New York, NY5 days ago$70k - $80k
...Current Employees and Contractors Apply Here Osaic Careers Trust Officer Opportunity in Trust Services Premier Trust – Trust Officer Location: 2270 Corporate Circle Suite 200, Henderson, NV 89074 Schedule: Osaic has returned to the office on a hybrid schedule requiring...Full timeFor contractorsWork at officeImmediate startDormont Manufacturing Company
Brooklyn, NY1 day ago- ...create a better world - for our customers, our people, our investors, our communities and the planet we all share. The Trust Relationship Officer is responsible for providing high‑quality trust and fiduciary services to Ultra and High Net Worth (UHNW/HNW) clients. The...
- Dormont Manufacturing Co is seeking a Trust Officer for Premier Trust. The role involves administering assigned accounts, ensuring compliance with policies, and engaging with customers and professionals. The ideal candidate will have a bachelor's degree (preferred), a minimum...
- A leading firm in wealth management is seeking an experienced Trust Officer to manage trust portfolios, ensuring compliance with international regulations. The ideal candidate will have over 8 years of experience in the trust sector, a strong understanding of finance, and...Remote jobFull time
$70k - $130k
## Institutional Trust Officer III - Charitable & EndowmentApplylocations: Home Location-OH (OHH01): Home Location-PA (PAH01): Home Location-FL (FLH01)time type: Full timeposted on: Posted Todayjob requisition id: R226827# **Position Overview**At PNC, our people are our...Full timeTemporary workPart timeWork experience placementWork at officeRemote workWork from home$140k - $190k
Brown Brothers Harriman & Co. is seeking a Compliance Officer to oversee compliance for two trust company subsidiaries. This role includes managing the compliance program, interacting with regulators, and ensuring adherence to relevant laws. Applicants should have over...- Amalgamated Bank is looking for a dedicated professional to support Trust Client Services involving our outsource partner, FIS. Your responsibilities will include managing requests to FIS, assisting in fee billing processes, and ensuring accurate logging of payments received...3 days per week
$120k - $145k
Franklin Templeton Investments in New York is seeking a Trust Officer to join their Midtown market team. This role involves providing high-quality client service and financial advice while administering trust accounts. Candidates should have strong experience in trust administration...$125k - $180k
Job Summary As a Wealth Management Solutions. Trust & Estates- Estate Officer - VP within the Global Trusts & Estates Practice, you will be responsible for overseeing the administration of estates or terminating includable trusts. You will analyze Wills and trust documents...$145k - $180k
...ended projects, and engaging with highly sensitive subject matter (with potential exposure to sensitive visual content) as part of the Trust & Safety team. How you’ll make an impact Produce and lead high‑quality regulatory documentation, including risk assessments Use...Temporary work$106.25k - $177.05k
...Position Title: Senior Trust Officer Locations: Tarrytown_NY Time Type: Full time Req ID: JR1352-Tarrytown_NY At Midland, were proud to be a little different. You can see it in our bright orange signs-but theres more to it than...Full timeContract workTemporary workWork at officeFlexible hoursMidland States Bank
Englewood Cliffs, NJ3 days ago- ...Trust Officer Are you the kind of Trust Officer who enjoys navigating complex fiduciary relationships, solving sophisticated planning challenges, and building lasting client partnerships? We're looking for a talented Trust Officer to join our clients New York City...Permanent employmentWork at office
$150 per hour
...you, we would love to meet you! About the Role As a Chief People Officer at Talent to Team, you'll be a key strategic partner to the... ...nurture long‑term relationships with clients, serving as their trusted advisor Proactively identify opportunities to expand client relationships...Hourly payRemote work10 hours per weekTalent to Team
New York, NY4 days ago$290k - $310k
...Exchange”) seeks a visionary leader to serve as Chief Advancement Officer (CAO). This is a unique opportunity to build and lead a... ...cultural, religious, sexual, and gender identity. Ability to develop trust and strong collaborative working relationships; experience nurturing...Temporary workWork experience placementLocal areaVisa sponsorshipJobleads-US
New York, NY3 days ago$270k - $310k
...& strategic partnership Strengthen employee experience, building on what works today while addressing gaps as we scale Serve as a trusted advisor to leadership, providing high‑judgment input on org design, talent decisions, and sensitive employee matters Handle sensitive...Immediate startShift workPearl Health
New York, NY1 day ago- ...receive high-quality, compassionate support. The Chief Clinical Officer will guide clinical strategy, strengthen standards of care,... ...leaders Ability to serve as both a strategic executive partner and a trusted clinical voice for the organization Incredibly competitive base...Local areaRemote work
McCulloh Consulting
New York, NY5 days ago - ...Chief Program Officer To apply visit: Our Story The West Side Federation for Senior and Supportive Housing, Inc. (WSFSSH) is a community... ...and mission-driven organizations culture. A leader who inspires trust, encourages teamwork, and develops high-performing talent....Full timeTemporary workMonday to FridayFlexible hours
Stryker
New York, NY3 days ago $190k
...Chief Schools Officer Coney Island Preparatory Public Charter School Brooklyn, New York What is the Role? Coney Island Prep... ..., academic data, and teacher evaluation systems Build trust-based relationships and navigate across organizational layers to...Full timeTemporary workWork at officeWork from home2 days per weekConey Island Prep
New York, NY4 days ago$10k - $100k
...organization with more than 90,000 members and supporters, and eight offices statewide. We work in the courts, in the legislatures and on... ...an organizational environment where all people feel valued, trusted, and respected. We are committed to diversity, equity, and inclusion...Full timeA Hiring Company
New York, NY1 day ago$200k - $220k
...POSITION SPECIFICATION Chief Program Officer, The Door New York, NY ABOUT THE OPPORTUNITY Reporting to the CEO of The... ...and mission-driven organizational culture. A leader who inspires trust, encourages teamwork, and develops high-performing talent. Commitment...Local areaSandler Search
New York, NY5 days ago$360k - $400k
...of everything we make. We're on the hunt for a Chief Creative Officer (CCO) who brings bold vision, undeniable presence, and a proven... ...hard as it inspires. ~ A people-first approach that builds trust and confidence in rooms of clients, colleagues, and collaborators...Work at officeMonks Limited
New York, NY5 days ago- ...the United States. In parallel, we are building toward a federal trust charter and Electronic Money Institution (EMI) licensing and... ...stablecoin issuance. The Opportunity Dakota is hiring a BSA Officer to formally lead and operate our financial crimes program as we...Work at officeRemote work
Dakota Co
New York, NY5 days ago $100k - $139k
...Job Description Job Description Project Officer II / III US-NY-Long Island City Job ID: 2023-2793 # of Openings: 2 Category... ...strengthen relationships and capabilities to continue being a trusted resource for our clients in the public and private sector. We...Full timeContract workFor contractorsLocal areaImmediate startThe LiRo Group
New York, NY17 days ago- ...Chief of Staff to Global Chief Claims Officer page is loaded## Chief of Staff to Global Chief Claims Officerlocations: 399 Park Avenue... ...progress.**The Chief of Staff will serve as a strategic partner and trusted advisor to the Global Chief Claims Officer (GCCO), supporting...Work at officeWorldwide
Starr Companies
New York, NY1 day ago
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