Private Wealth Trust Specialist
U.S. Bank
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 service excellence. The role requires strong knowledge of estate settlement and fiduciary law, with a focus on accuracy, multi-tasking, and exceptional client service in a regulatory environment. #J-18808-Ljbffr U.S. Bank
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Private Wealth Trust Specialist in Brooklyn, NY vacancy
- BOK Financial Corporation seeks a Market Manager Private Wealth Trust to oversee the Private Wealth Trust Team serving Colorado clients. You will lead staff, manage top accounts, and drive growth while delivering concierge-style client service. The role requires a Bachelor...Private
- ...encounter any issues while trying to apply for a position, please email us ****@*****.***. Market Manager Private Wealth Trust Areas of Interest: Trust Pay Transparency Salary Range: 175,000 - 250,000 Application Deadline: 09/25/2026 BOK Financial...PrivateWork experience placementLocal area
- J.P. Morgan Asset & Wealth Management is a global leader in investment... ...banking services including trusts and estates, loans, mortgages... ...Western Divisional Annuity Specialist, you will support advisors... ...leading investment management and private banking solutions. Asset...Private
- ...Group (PMG) is the implementation engine for Private Banking's discretionary investment... ...accounts across our investment management and trust portfolios. Job Responsibilities:... ...financial services industry with Private Wealth Management experience preferred ~ Demonstrated...PrivateWork experience placementShift work
Chase
Jersey City, NJ18 hours ago - U.S. Bank is seeking a seasoned wealth management professional to retain and grow high net worth client relationships. You will coordinate Banking, Trust and Investment specialists around each client, delivering comprehensive advice and tailored solutions to meet complex...Private
- ...Phillips Avenue USA - South Dakota, 201 South Phillips Avenue Private Client Associate Trust Operations Officer - Private Client South Dakota Trust... ...serve families’ individual goals, while preserving family wealth in perpetuity. Trust operations officers form a team with...Flexible hours
- ...level, or a team of attorneys - to join its Trust & Estate Practice in the Naples, FL... ...clients range from individuals of modest wealth to those of significant wealth, from younger... ...administration of charitable trusts and private foundations. We also assist clients in a...PrivateWork at officeLocal area
Hennessy and Roach
Brooklyn, NY12 hours ago - ...What’s the position? As a Customer Service Specialist, you’ll report to the Customer Service... ...connection plan / speed Must have a private & quiet area to work at home Demonstrate... ...interaction our customers have with us and trust and empower our staff to own and drive their...PrivateWork at officeRemote workWork from homeFlexible hours
GrabJobs
Jersey City, NJ4 days ago $31 - $43 per hour
## Alterations Specialist, Palm Beach Worth AveApplylocations: Palm Beach, Fltime type: Full... ...throughout the boutique to inspire trust and teamwork* Altering or repairing clients... ...Parking**Additional Information:**CHANEL is a private company whose values are grounded in...PrivateTemporary workFlexible hoursNight shiftWeekend workChanel
Brooklyn, NY11 hours ago- ...Development Team is responsible for designing the end-to-end journey for the Analysts & Associates in the Asset & Wealth Management Early Careers Program. In the US Private Bank, this role is specifically focused on ensuring that this pipeline of future Advisors are positioned...Private
- ...Director, the Substance Abuse Assessment Specialist conducts thorough intake interviews and... ...Ability to establish rapport, openness, and trust with clients, families, and partner... ...Requirements Valid driver’s license. Access to a private vehicle for day-to-day job duties. Auto...PrivateInterim role
$100.35k - $205k
...compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable... ...questions, we need to talk about a career with Deloitte’s growing Private Wealth practice! Recruiting for this role ends on May 31, 2027 What...PrivatePrivate practiceWork at officeLocal area$72k - $108k
...and fresh-yet experienced team. All the responsibilities we'll trust you with: RED BULL AMBASSADOR Use your unique personality to showcase... ...the best clubs in town, and the biggest festivals, to the most private and exclusive events. Establish and nurture relationships with...PrivateWork experience placementLocal areaFlexible hoursWeekend workAfternoon shift- ...us ****@*****.***. Remittance Processing Specialist I (Sunday and Monday 6:00AM - 4:00PM) Tulsa, OK, US, 74101 Location... ...BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment...PrivateWork at officeLocal area
- ...mission-critical healthcare equipment . Trusted by over 5,000 US hospitals and 15,000 clinical... ...complex customer problems. Sourcing Specialist Biomed Entry Level - Hybrid What You’ll... ...CEO List 2025 WSJ: Bain Capital Private Equity Scoops Up PartsSource EEO PartsSource...PrivateWork at officeLocal area
$94k - $110k
...next two decades. The largest transfer of wealth in human history. If you’re ready to be... ...operational risk tasks. As an Trading Specialist on the Middle Office Trading team, you’ll... ...the opportunity to invest in a private employee fund that provides exposure to...PrivateWork at officeFlexible hoursShift work3 days per week- ..., you will serve as a Grants Management Specialist performing work that involves implementing... ...a background investigation for Public Trust/High Risk as a condition of placement into... ..., a state or local government, or private sector, and must demonstrate the following...PrivatePart timeWork experience placementWork at officeLocal areaRelocation
$73.17k - $81.3k
Title: Conservation Impact Specialist Supervisor: Central Regional Director Location: Flexible... ...Identify existing public and private funding programs that can support implementation... ...federal agencies, Joint Ventures, land trusts, conservation districts, university...PrivateFull timeLocal areaFlexible hours- ...OneWell Wealth Strategist Princeton, NJ·Bethesda, MD·Full time Company website The Wealth... ...strategies across public and highly sought-after private market opportunities. Our work is... ...planning considerations. Identify estate and trust planning needs and work closely with...PrivateFull timeWork at office
OneWell
Brooklyn, NY3 days ago - ...is committed to doing good well.Serving private sector, government, and nonprofit clients... ...brands.Position SummaryProgram Delivery Specialists play a key role in delivering Public... ...Engagement & SupportBuild positive and trusting relationships with participants to support...PrivatePart timeWork at office
- ...as employees and as people. We reward exemplary professional efforts at every level of the firm. Carlton Fields is seeking a Trust Specialist for its Tampa office. The TrustSpecialistresponsibilitiesinclude, but are not limited to: Banking Trust account transactions for...Work at office
Carlton Fields
Brooklyn, NY3 days ago $81k - $122k
...Deal Desk.. We’re looking for a Proposal Specialist to support our AMER Upmarket sales... ...working with RFPs across AMER markets (private sector & public) A background or interest... ...swipes. By combining clarity, ownership, and trust, we create space for big thinking and meaningful...PrivateLive outWork at officeRemote workFlexible hoursShift work- ...Phillips Avenue USA - South Dakota, 201 South Phillips Avenue Private Client Assistant Trust Officer - Private Client South Dakota Trust Company’s... ...serve families’ individual goals, while preserving family wealth in perpetuity. The Assistant Trust Officer will support the...Flexible hours
- ...Select how often (in days) to receive an alert: Private Wealth Banker Location: Tulsa -TUL Areas of Interest: Wealth Management Pay Transparency... ...BOK Financial®. Bonus Type Formula Based Summary Acting as a trusted advisor, finding and recommending the right financial...PrivateLocal area
BOK Financial
Brooklyn, NY12 hours ago $170k - $300k
...Securities, Markets, Banking, Functions, Wealth, US Commercial Cards, and the Enterprise... ...Data Office. We operate as highly skilled, trusted partners to our businesses, ensuring our... ...Wealth Management businesses, including Citi Private Bank, Citi Gold, and Wealth at Work. This...PrivateFull timeWork at officeRemote work- ...Select how often (in days) to receive an alert: Trust Officer Location: Topeka -TOPE Areas of Interest: Wealth Management; Trust Pay Transparency Salary Range:... ...BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal...PrivateLocal areaWorldwide
BOK Financial
Brooklyn, NY2 days ago $99k - $138k
...OPPORTUNITY**As the Lead Workplace Protection Specialist, you will be responsible for providing... ..., security contractors, and outside private sector security and intelligence resources... ...confidence while remaining worthy of trust and confidence.* Individually or in collaboration...PrivateContract workFor contractorsLocal areaShift work- ...THE ROLE This is a Wealth Advisor seat on the firm’s flagship team, working directly alongside... ..., focused advisor teams built around trust, long‑term relationships, and genuine... ...company financial analysis M&A advisory, private equity, investment banking, equity research...PrivateWork at office
Retirement Resource Center LLC
Brooklyn, NY18 hours ago $158.31k - $193.49k
...high net worth client relationships. Builds a team of Banking, Trust and Investment professionals around client that meets and exceeds... ...seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert...PrivateTemporary workWork experience placementLocal areaU.S. Bank
Brooklyn, NY3 days ago- ...Engineer III at JPMorganChase within Asset & Wealth Management (AM Services), you serve as a... ...of an agile team to design and deliver trusted market-leading technology products in a... ...industry-leading investment management and private banking solutions. Asset Management...Private
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Wealth Trust Specialist. Be the first to apply!
Related searches
- junk removal specialist Brooklyn, NY
- correspondence specialist Brooklyn, NY
- measurement specialist Brooklyn, NY
- disclosure specialist Brooklyn, NY
- partnership specialist Brooklyn, NY
- absence management specialist Brooklyn, NY
- continuous improvement specialist Brooklyn, NY
- loss prevention specialist Brooklyn, NY
- hospitality specialist Brooklyn, NY
- learning management system specialist Brooklyn, NY