Global Trusts & Estates Leader Senior Trust Officer
JPMorgan Chase & Co.
JPMorgan Chase & Co. is seeking a Trust Officer VP in Wealth Management Solutions, Trust & Estates. You will oversee trust administration, analyze documents for legal and tax implications, and partner with Wealth Advisors to develop and cross-sell trust services. Your role supports the firm’s reputation as a leading global financial services provider. In this senior position, you will manage relationships with beneficiaries and co-trustees, ensuring fiduciary duties are prudently carried out and #J-18808-Ljbffr JPMorgan Chase & Co.
- JP Morgan Trust Company of Delaware is seeking a Trust Officer to oversee trust administration and develop relationships with clients and advisors. The ideal... ...including health care, retirement plans, and mental health support. #J-18808-Ljbffr The Accredited Estate PlannerSenior
- Fidelity Personal Trust Company seeks a Senior Trust Officer to lead fiduciary relationships and oversee comprehensive trust administration for major clients... ...and applicable laws. In this role, you will provide estate and tax guidance, collaborate with Fidelity partners...Senior
- Hightower Advisors is seeking a Senior Trust Officer to administer a book of trust accounts, interpret legal documents, and maintain high service... ...include at least 10 years in trust administration/estate planning with a JD preferred; strong knowledge of trust principles...Senior
- Fidelity Personal Trust Company in Greenville, DE seeks a Trust Officer to be the primary fiduciary contact for some of Fidelity's largest and most sophisticated... ...Administrator. The role requires extensive trust, estate, and tax knowledge, collaboration with internal...Senior
- ...Trust Officer VP in Wealth Management Solutions, Trust & Estates The Global Trusts & Estates Practice is an integral part of the services we offer to clients. With over... ...history spans over 200 years and today we are a leader in investment banking, consumer and small...Suggested
- Hightower Trust Company, a wholly owned subsidiary of Hightower, seeks a Senior Trust Officer to manage a book of trust accounts and cultivate client-advisor relationships. You will interpret legal documents, ensure fiduciary compliance, and maintain high service levels...Senior
- The Global Trusts & Estates Practice is an integral part of the services we offer to clients. With over 170 years of experience in serving as... ...their death through a provision in their will, it is the Trust Officer's role to oversee the administration of the trust. Job...
- ...Brown Brothers Harriman in Wilmington is seeking a Trust Officer to coordinate and administer trust accounts for various clients. This role... ..., a Bachelor's degree, and expertise in trust and estate law. Strong communication and analytical skills are crucial. The...Senior
- ...Description Who We Are At Greenleaf Trust Delaware, our teams are dedicated to providing... ...of knowledge in key areas of trust and estate planning, investment management,... ...Members: Coach and mentor Delaware Trust Officer and team members to ensure each team member...SeniorWork at officeMonday to FridayNight shift
- ...Senior Trust OfficerDue to growth in our business, Fidelity Personal Trust Company seeks a Senior Trust Officer! The Trust Officer is an integral member of the Personal Trust Administration... ...understanding of trust and estate law, personal and trust taxation, and...SeniorFull time
$140k - $150k
...Senior Trust OfficerFounded in 2008, Hightower is a wealth management firm that provides investment... ...to individuals, foundations and family offices, as well as 401(k) consulting and cash... ...10 years of trust administration and/or estate planning experience with at least 7 year...SeniorWork at officeLocal areaWork from homeMonday to ThursdayFlexible hours- ...Assistant Trust Officer Are you a quick-thinking self-starter with a... ...Officers (ATO) administer trusts, estates and other fiduciary accounts... ...management capabilities and global reach. Our Private Wealth... ...account, using as a resource senior staff, and internal and external...Work at office
- Fifth Third Bank, N.A. in Cincinnati, OH is seeking a Trust Officer II for the Private Bank Center. You will administer more complex Personal Trust, agency, IRA, and custody accounts, execute estate plans, and manage fiduciary risk while coordinating with clients and professionals...Senior
- Arden Trust Company in Wilmington, Delaware is seeking a Trust Officer Senior to manage Special Needs Trust accounts. The successful candidate will ensure client satisfaction, oversee account administration, and lead the development of trust administrators. The position...Senior
- Kestra PWS is seeking a qualified professional in Wilmington, Delaware to oversee trust administrative functions and manage fiduciary relationships. This role involves delegating tasks, analyzing data for new business opportunities, and implementing strategic policies to...Senior
- The Goldman Sachs Group is looking for a Senior Trust Officer (STO) for their Wilmington, Delaware office. This role involves managing key trust company relationships and providing expert fiduciary services to high-net-worth clients. You will be part of a collaborative...SeniorWork at office
- Nuveen is seeking a Trust Administrator to serve as a subject matter expert on fiduciary matters, focusing on growth, retention and client... ..., and partners on laws and options concerning trusts and estate matters. The role involves administering and growing Trust, Investment...Senior
- ...complex fiduciary relationships, including high-net-worth and specialty trust accounts, in accordance with governing documents, applicable laws, and organizational policies. The Senior Trust Officer serves as a primary relationship manager and fiduciary advisor,...SeniorShift work
- TIAA is seeking a Senior Trust Administrator to serve as a subject matter expert on fiduciary matters for high-net-worth clients. You will... ...with clients, agencies, and advisors about trusts and estate options, ensuring regulatory compliance and superior service....Senior
- Bank of America is seeking a Delaware Trust Officer I in Wilmington to professionally administer fiduciary accounts and provide expert support across trust-related services. The role collaborates with relationship managers and portfolio managers to address client needs...
- The Trust Officer coordinates and administers trust accounts for various clients of Brown Brothers... ..., BBH clients, accountants, trusts & estates attorneys and other intermediaries as a... ...book of trust accounts with support from a Senior Trust Officer and/or Trust Company...Work at officeLocal area
- Firm Description Chilton Trust (“CTC”) is a private wealth management firm launched in 2010 by Richard L. Chilton Jr. CTC... ...of separate portfolio accounts, tax advice, trust and estate planning and family office services. CTC has offices in Charlotte, Connecticut, Delaware...Work at office
- Bank of America in Wilmington, DE seeks a Trust Officer I to professionally administer fiduciary accounts and provide expert fiduciary guidance... ...to address client needs, focusing on legality, tax and estate planning aspects while growing your book of business. Ideal candidates...
$81.4k - $118k
Trust Administrator The Sr. Trust Administrator serves as subject... ...options concerning trusts and estate matters. Key Responsibilities... ...thrive in a collaborative in-office environment where teams work across... ...here . ForApplicants of TIAA Global Capabilities, click here ....SeniorWork experience placementWork at office$71.87k - $114.8k
...Job Description Job Description TRUST OFFICER II CUSTODY WHAT IS THE OPPORTUNITY? This position is responsible for the administration of custody, business escrow, agency and Individual Retirement Accounts (IRA's) where CNB is acting as Trustee. Achieves compliance...Full timeWork at officeRemote work- A leading public accounting firm in Delaware is seeking a professional for their Estate & Trust Practice Area. This role requires expertise in estate and trust taxation, including preparing complex tax returns and providing consultation on estate planning. The firm offers...SeniorRemote jobFlexible hours
- Chilton Trust is seeking a Chief Trust Officer to supervise trust operations and fiduciary accounts. The role involves presenting recommendations, compliance... ...monitoring, and collaborating with Wealth Planners on estate planning and tax advice. The ideal candidate will have...
- JTC is seeking a Trust Relationship Manager and Estate Settlement Advisor to oversee complex fiduciary accounts for US domestic and international clients from its Delaware office. The role involves managing estate settlements, ensuring fiduciary compliance, and guiding...SeniorWork at office
- ...America is committed to an in-office culture that supports collaboration... ...in the communities we serve. Global Impact Learn about the six... .... Pay Transparency: Delaware Trust Officer I (DE TO I), Wilmington... ..., particularly in the area of estate planning. Additionally, Trust...Work at officeWork from homeFlexible hoursShift workDay shift
- ...accounting firms in Delaware, is seeking a professional to join our Estate & Trust Practice Area. Interested individuals must have expertise and... .../Axcess software, Thomson Reuters Checkpoint, Microsoft Office and other programs related to tax planning, depreciation and accounting...SeniorWork at officeRemote workRelocation packageFlexible hours
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