Trust Administrative Officer II - Private Banking
Bank of America ATM
Bank Of America is looking for a Delaware Trust Administrative Officer II to provide vital administrative support within client relationship teams. The role requires ensuring client satisfaction through effective account management and compliance with regulatory standards. The ideal candidate should have a BS/BA degree or equivalent fiduciary support experience and be adept at managing accounts in a fast-paced environment. The position requires a high commitment to legal and regulatory compliance. #J-18808-Ljbffr Bank Of America
- ...Job Description At Bank of America, we are guided by a common... ...is committed to an in‑office culture with specific requirements... ...impact. Join us! Delaware Trust Administrative Officer II (DE TAO II), Wilmington The... ...focusing on high-net-worth Private Banking client service...SuggestedWork at officeShift workDay shift
- ...Private Client Advisor II El Segundo, California To proceed with your application... ...of age. Acknowledge ( Bank of America employees are... ...America is committed to an in-office culture that supports... ...clients and prospects as their trusted advisor, providing integrated...PrivateWork at officeFlexible hoursShift workDay shift
- ...Private Client Manager II Los Angeles, California To proceed with your application... ...of age. Acknowledge ( Bank of America employees are... ...is committed to an in-office culture that supports collaboration... ...of investments, trust and wealth transfer Desired...PrivateWork at officeFlexible hoursShift workDay shift
$100k - $275k
...Sources new clients in alignment with the bank's established risk appetite Leads the... ...Advocates for clients and prospects as their trusted advisor, providing integrated... ...within 90 days of start date 12+ years of private banking and/or complex financial services...PrivateShift workDay shift$200k - $300k
...business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments... ...have significant financial implications. Serve as a trusted advisor to clients who frequently seek strategic advice regarding...PrivateFull time$100k - $275k
...opportunities. Source new clients within the bank’s risk appetite and guide the client team... ...Advocate for clients and prospects as a trusted advisor, providing integrated... ...obtain licenses within 90 days. 12+ years of private banking and/or complex financial services...PrivateShift workDay shift$250k
...general technical strategy of the whole technical area. The Private Bank at Citi (CPB) is part of the Institutional Clients Group and... ...solutions, including investment strategies, banking and lending, trust and specialized services. The Private Bank delivers solutions...PrivateFull timeLocal area$150k - $180k
...Description As a Private Bank Office Branch Manager you will drive branch performance, client experience, and colleague development through inspirational leadership, highly collaborative partnerships, and sound operational practices. The Private Bank Office Branch Manager...PrivateWork at officeLocal areaFlexible hours- ...leading global financial services firm is seeking an experienced Private Banker in Los Angeles. The role involves managing client... .... Candidates should have over 6 years of experience in Private Banking, relevant licenses, and a focus on client experience. This position...Private
- ...Lending Solutions Advisor II Dallas, Texas;Seattle... ...age. Acknowledge ( Bank of America employees are... ...efforts, primarily with Private Wealth Advisors and... ...in Division, Market, and office-level meetings, lending... ..., with ability to build trust and credibility with advisors...PrivateWork at officeShift workDay shift
- JPMorgan Chase & Co. is seeking an Investment Professional to join its U.S. Private Bank team in Los Angeles. The role focuses on managing client relationships, executing brokerage trades, and coordinating with talented colleagues to enhance client experience. Ideal candidates...PrivateBank staff
$170k - $223k
...to be the world’s most trusted financial group, it’s part... ...will work at an MUFG office or client sites four... ...Middle-Market Technology Banking team at MUFG covers the... ...exciting venture backed, private equity owned and... ...Fair Chance Ordinance, (ii) the City of Los Angeles...PrivateWork experience placementWork at officeLocal areaRemote work- ...individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You...Private
- ...Private Banker Opportunity Actively seeking a Private Banker for a very successful regional financial institution. Responsible... ...worth client relationships. Coordinates and leverages a team of banking, trust, and investment professionals around client that meets and...PrivateWork experience placement
- ...), Transaction Execution Services (TES), Office of the CFO (OCFO), Valuations (VAL), Performance... ...PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring... ...financial leadership Advise executives, private equity sponsors, lenders, and management...PrivateInterim roleWork at officeRelocation
- ...Manager in Los Angeles to build and maintain high-net-worth client relationships in banking and investments. In this role, you will deliver exceptional client service while fostering trust and understanding client needs. Your responsibilities include developing new...Private
- Us Bank is looking for an experienced professional in Los Angeles to manage medium to large size high net worth client relationships. This role involves building a team of Banking, Trust, and Investment professionals to meet and exceed client needs, while ensuring compliance...Private
- ...someone coming from public accounting, private equity, or family office environments. Responsibilities:... ...Work closely with advisors (tax, banking, insurance) to keep everything running... ...~ Comfortable working in small, high-trust environments with shifting priorities...PrivateWork at officeShift work
$60.8 - $65.18 per hour
...employed by City National Bank. The Opportunity... .... Fiduciary and private banking audits in corporate... ...benefit, and personal trust relationships,... ...controls, security Administration and contingency planning... ...Proficiency in using Microsoft Office suite. Excellent...PrivateWork at officeWork visaShift work- ...Private Banker We are actively looking for exceptionally talented individuals who are... ...clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and... ...relationships with clients by earning trust, thoroughly understanding client needs, providing...PrivateTemporary workWork experience placementLocal area
$175k - $223k
...credit and other fund financing solutions for private equity fund clients. Work arrangement: four days a week onsite at an MUFG office or client sites and one day remote.... ...income generation goals (e.g. FX, Transaction Banking, Securitization, CLO, and other client needs...PrivateWork experience placementLocal areaRemote work$128k - $177k
...of a portfolio of credit facilities for Private Equity fund clients. The Funds Finance Team... ...product areas (i.e. FX, Transaction Banking, Securitization, CLO, and other client needs... ...a decisive asset Highly proficient in MS Office (Excel, PowerPoint) Excellent interpersonal...PrivateWork experience placementLocal area- ...a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly... ...Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted...PrivateTemporary workWork experience placementLocal area
$124.36k - $146.3k
...Description Responsible for retention and growth of medium to large size high net worth client relationships. Builds a team of Banking, Trust and Investment professionals around client that meets and exceeds client needs. Incumbent is a highly seasoned financial industry...PrivateTemporary workWork experience placement3 days per week$91.4k - $186.9k
...balance work with life moments, you’re trusted to deliver results and make an impact.... ...Services industry verticals including Banking, Private Equity, Asset Management, and Fintech.... ...be a licensed CPA in your aligned home office state or to obtain a reciprocal license...PrivateLocal areaHome office$100k - $275k
Bank of America is seeking a seasoned professional in El Segundo, CA, to lead the Client Process Management Process... ...experiences, and advocating for clients as their trusted advisor. Candidates need 12+ years in private banking and strong interpersonal skills, with a...Private$100k
...Intrepid is a specialty investment bank and provides M&A, capital... ...entrepreneurs, family-owned companies, private equity sponsors and major... ...Los Angeles, with additional offices in San Francisco, New York,... ...Francisco Fair Chance Ordinance, (ii) the City of Los Angeles' Fair...PrivateFull timeInternshipWork at officeLocal areaRemote work- ...Bookkeeper, Accountant, Office Manager to join our... ...operations, and providing administrative support to the team.... ...to work with a trusted industry leader that offers... ...clients' commercial and private fleet vehicles in... ...payable and receivable, bank reconciliations, and general...PrivateWork at officeLocal area
$70k - $110k
...corporate development, real estate, capital markets, private capital, banking, and legal communities. Sterling has been... ...complete thousands of deals. With offices in seven major financial centres, Sterling is trusted by its users to deliver exceptional levels of...PrivateWork at officeLocal area$250k
...financial implications. Serve as a trusted advisor to clients who frequently seek... ...establish long‑term connections to the Citi Private Bank. Effectively manage client... ...controls and effective operational and administrative services. Partner with colleagues across...PrivateFull time
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