Senior Trust Officer - Private Bank (Complex Trusts)
Fifth Third Bank
The Fifth Third Bank Private Bank Center is seeking a Trust Officer II to administer complex personal trust, agency, IRA and custody accounts with significant fiduciary responsibilities. This role focuses on executing estate plans and discretionary actions for a diverse client base. You'll collaborate with a service team to maintain compliance, manage risk, and enhance client relationships while guiding junior staff and coordinating with attorneys and CPAs to grow assets and deliver premium #J-18808-Ljbffr Fifth Third Bank
$71.1k - $145.9k
Make banking a Fifth Third better® We connect great people... .... GENERAL FUNCTION The Trust Officer II (PBC) is a member of the Private Bank Center (PBC) and is... ...of a variety of more complex personal trust accounts... ...advice and counsel from Senior Trust Officers and Regional...Private- Job Description At Bank of America, we are guided by a common purpose to help... ...Bank of America is committed to an in-office culture that supports collaboration,... ...and business development of complex investment management and trust accounts and working with team members...SeniorWork at officeFlexible hoursShift workDay shift
$75k - $120k
...Trust Officer A Trust Officer administers trusts, estates, investment... ...business. This community bank is seeking an experienced Trust... ...with commercial lenders, private bankers, and wealth-management... ...required. Related titles: Senior Trust Officer, Trust Administrator...Private$140k - $150k
...Senior Trust Officer Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services... ...to influence stakeholders even when the situation might be complex. Our team members are energetic and people-oriented...SeniorPermanent employmentWork at officeLocal areaWork from homeMonday to ThursdayFlexible hours- PNC is seeking a Senior Estate Settlement Advisor within its Private Bank organization. Based in Indianapolis, IN, Bloomington, IL, Houston, TX, or Springfield, IL, the role leads complex estate administration and fiduciary decision-making for high-value estates, coordinating...SeniorPrivate
- Busey Bank is seeking a Tax Specialist III to coordinate tax reporting for fiduciary, trust, and individual tax returns, mentoring junior staff... ...with Wealth Advisors on complex issues. The role requires a... ...Strong communication and MS Office skills are essential. Base pay...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
- ...Attorney Search in Chicago seeks a Senior Associate, Counsel, or Income Partner to join its Private Clients, Trusts & Estates practice. The... ...sophisticated legal solutions and managing complex projects. The role involves advising family offices and business owners, developing...SeniorPrivate practice
- Overview A law firm seeks a Senior Associate, Counsel, or Income Partner to join its Private Clients, Trusts & Estates practice in Chicago, IL. The... ...sophisticated legal solutions and managing complex projects. Responsibilities Advise family offices and closely-held business owners....SeniorPrivate practiceFlexible hoursShift work
- BMO Harris Bank seeks a senior Trust & Estate professional to deliver high-quality client service, oversee fiduciary accounts, and identify opportunities to grow relationships within the branch and regional teams. You will provide technical support for fiduciary management...Senior
- Associated Bank is seeking a Senior Wealth Planner to help high-net-worth individuals, business owners, and executives achieve their long-term... ...business growth. This is an excellent opportunity to serve as a trusted advisor and subject matter expert while making a meaningful...Senior
- Bank of America is seeking a senior fiduciary and investment management professional to manage high-net-worth accounts and multi-generational families. The role focuses on fiduciary administration, trust education, wealth planning, and risk management, with an emphasis...Senior
- Busey Bank is seeking a Tax Specialist III to coordinate tax reporting for fiduciary accounts, prepare trust and individual tax returns, and mentor junior staff. The role interfaces with... ...years of tax experience, with strong MS Office skills and knowledge of Smartsheet...Senior
$102k - $190k
...quality sales and service to Trust & Estate clients to deliver an... ...team.Makes recommendations to senior leaders on strategy and new initiatives... ...run function.Protects the Bank's assets and complies with all... ...to problems that can be complex and non-routine.Implements changes...SeniorContract workPart timeLocal areaShift work- CIBC US is seeking a Senior Audit Manager for the Private Wealth Audit team. The role focuses on independent assurance across trust, RIA, and personal banking components, with leadership in complex audits and relationship building with business partners. The position supports...SeniorPrivate2 days per week
- ...'re looking for an experienced Senior Audit Manager to join a Private Wealth Audit team supporting a... ...professional who understands the complexities of wealth management, investment advisory, trust/fiduciary activities, and personal banking and can provide strategic risk...SeniorPrivate
$124k - $335k
...individuals help businesses navigate complex tax regulations and optimise... ...multinational corporations, private equity firms, and private... ...diligence and structuring deals. As a Senior Manager you will lead large... ...and foster a culture of trust and collaboration. Responsibilities...SeniorPrivateH1b$215k
...governments, non-profits and trade associations, and private individuals. Our work spans highly complex, global matters as well as the deeply... ...associate class for its Private Clients, Trusts & Estates group in our Chicago office. The ideal candidate will have estate...PrivateWork at officeFlexible hoursShift work- Northern Trust's Global Family Office (GFO) is hiring a Senior Credit Portfolio Manager in Chicago to manage credit product risk and profitability for a portfolio... ...legal documentation preparation and execution with banking advisors Collect client information, complete...SeniorRotational programWork at office
$120k - $150k
...The Private Wealth Audit team provides independent assurance across... ...portfolio, including trust companies, registered investment advisors, and personal banking. As a Senior Audit Manager, you'll execute... .... In this role, you'll lead complex audits, provide strategic insight...SeniorPrivateRemote workShift work2 days per week$102k - $190k
...retains and grows profitable banking relationships with high-net-worth... ...that meet the client's complex balance sheet management needs... ...objective of becoming their trusted advisor. Develops relationship... ...Makes recommendations to senior leaders on strategy and new initiatives...SeniorPrivatePart timeShift work- ...will work closely with the Chief Compliance Officer in the day-to-day execution of the... ...insurance investment regulations and reinsurance/trust agreements. Code, test and implement... ...experience is required, and exposure to private credit, mortgage loans, private equity,...SeniorPrivate
$250k - $290k
...world of increasing complexity. With deep... ...with CEOs, Boards, Private Equity and Governments... ...As a Senior Director with EY-Parthenon... ...clients, including banking, capital markets,... ...distance to your office location for this... ...planet, while building trust in capital markets...SeniorPrivateWork experience placementSummer holidayWork at officeFlexible hours- ...A highly regarded Chicago law firm is seeking a Trusts & Estates Associate to join its Chambers-ranked private wealth practice. The group advises high-net-worth... ...sophisticated estate planning documents Advise on complex wealth transfer and estate planning strategies Prepare...PrivatePrivate practice
$100k - $220k
...retains and grows profitable banking relationships with high-net-worth... ...that meet the client's complex balance sheet management needs... ...objective of becoming their trusted advisor. Develops relationship... ...Makes recommendations to senior leaders on strategy and new initiatives...SeniorPrivateContract workPart timeLocal areaShift work$107k - $187k
...after 160 years, we know Commerce Bank is only at its best when our... ...more than a century, Commerce Trust has been a leading provider of... ..., investment management, private banking and trust administration... ...Relationship Manager II, III & Senior job and contemplates a wide range...PrivateFull timeLocal areaShift work- Job Description: At Bank of America, we are... ...committed to an in-office culture with specific... ...for moderately complex/complex transactions... ...portfolio performance. The Senior Credit Underwriter... ..., family offices, trusts, and specialized... ..., insurance, private equity, and subscription...SeniorPrivateWork at officeShift workDay shift
- Mohr Talent is seeking a Senior Tax Accountant with Estate & Trust experience to join our public accounting team in Schaumburg, IL. You will work with high-net-worth individuals and complex estates, preparing fiduciary returns and supporting tax planning. You will collaborate...Senior
- Jobot in Chicago seeks a Private Wealth Associate (2-5 yrs exp) to join a leading... ...This role offers hands-on work across trusts, estates, and private wealth matters... ...conduct research, and collaborate with senior attorneys on complex matters, with an emphasis on service,...Private
$239.9k - $419.7k
About Northern Trust As a global leader in innovative... ..., asset management and banking services, Northern... ...managers, strategists, and senior leadership to identify... ...strategy across public and private markets. Develop and... ...working with large and complex datasets and modern data...SeniorPrivateH1bLocal areaWorldwideFlexible hours
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