Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Trust Officer

Jobtailor

Responsibilities Responsible for the administration, risk management and servicing of assigned fiduciary and investment management accounts May include Relationship Management responsibilities as well as product specialty knowledge and expertise such as IRAs, Charitable/Philanthropic Accounts, ILITs, Estates, etc. Will likely work as part of a team of experts administering accounts where tasks are assigned based on complexity Accountable for servicing and retention of existing accounts Administers accounts in a manner which ensures compliance with the governing documents, state statutes and U.S. Bank policies and procedures Responsible for meeting all corporate and regulatory compliance standards Requirements Bachelor's degree, or equivalent work experience 10 or more years of experience in Trust administration Professional Designation is required and may include, but is not limited to: CTFA, CFP, JD, CPA and/or Graduate of National Trust School Program Considerable knowledge of estate settlement, income, estate and multi-generational taxation and trusts Thorough knowledge of fiduciary law, tax implications and practices in multiple jurisdictions, trust accounting/reporting, and other regulatory compliance requirements Strong project and information management skills Strong organizational, analytical and problem-solving skills Basic leadership and team-building skills Excellent interpersonal, verbal and communication skills Well-developed customer service/relations skills #J-18808-Ljbffr

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Trust Officer in Gresham, OR vacancy
  • $119.77k - $140.9k

     ...regulatory compliance standards. Basic Qualifications Bachelor's degree, or equivalent work experience 10 or more years of experience in Trust administration Professional Designation is required and may include, but is not limited to: CTFA, CFP, JD, CPA and/or Graduate of... 
    Senior
    Temporary work
    Work experience placement
    Local area

    U.S. Bank

    Gresham, OR
    5 days ago
  • Clackamas County Bank is seeking a Commercial Loan Officer in Gresham, Oregon, to develop and manage commercial loans, aiming to generate new business and ensure profitability. Candidates must have at least 10 years of experience in commercial lending, strong analytical... 
    Senior

    Gresham Area Chamber of Commerce and Visitors Center

    Gresham, OR
    3 days ago
  • Clackamas County Bank is seeking a Commercial Loan Officer in Gresham, Oregon, to develop and manage commercial loans that meet lending criteria. The role involves analyzing credit requests and financial statements to secure loans up to $4,500,000. Ideal candidates will... 
    Senior

    Clackamas County Bank

    Gresham, OR
    5 days ago
  • $180k - $220k

     ...based on candidate location and business need.  SUMMARY: The Senior Medical Science Liaison (Sr MSL), Movement Disorders provides...  ...working in multiple system atrophy. Serves as a trusted scientific expert through high-quality, compliant scientific exchange... 
    Senior
    Local area
    Remote work
    Flexible hours

    Lundbeck

    Portland, OR
    3 days ago
  •  ...Chief Trust Officer About the Company Renowned B2B financial technology (FinTech) platform streamlining digital asset management...  ...of a national trust bank. The successful candidate will be the senior-most fiduciary executive, responsible for trust administration... 
    Suggested

    Confidential

    Portland, OR
    4 days ago
  • $162.5k - $301.7k

    The Position Senior Thought Leader Liaison (TLL) - Neuroimmunology Why Genentech We’re passionate about delivering on Our Promise ( to...  ...Senior TLL enables demand and patient access by serving as the trusted connection to priority TAEs, converting credibility into... 
    Senior
    Live in
    Local area
    Relocation package
    Flexible hours
    Shift work

    Genentech

    Portland, OR
    2 days ago
  • $86.34k - $91.6k

    Friends of the Children - Portland is seeking a Senior Development Officer to lead fundraising strategies and manage key donor relationships. This full-time hybrid position requires strong communication and project management skills, along with a minimum of 5 years in... 
    Senior
    Full time

    Friends of the Children - Philadelphia

    Portland, OR
    4 days ago
  • Oregon Community Foundation in Portland, Oregon seeks a Senior Complex Gifts Officer to provide expert counsel on complex and non-cash gifts to donors and clients. The role includes strong community outreach and collaboration with donors, OCF teams, and professional advisors... 
    Senior

    Charitable Gift Planners of West Virginia

    Portland, OR
    3 days ago
  • Anywhere Real Estate is seeking an experienced Title Officer in Portland, Oregon. The role involves researching real estate documents and making insurability decisions while demonstrating strong communication and problem-solving skills. Candidates must have a minimum of... 
    Senior

    Anywhere Real Estate

    Portland, OR
    4 days ago
  • Senior Complex Gift Officer Portland, Oregon OCF seeks a creative and driven Senior Complex Gifts Officer (Senior Officer) to provide expert counsel on complex and non-cash gifts to potential and current donors. The successful candidate will provide effective community... 
    Senior

    Charitable Gift Planners of West Virginia

    Portland, OR
    3 days ago
  • The Oregon Community Foundation in Portland, Oregon is seeking a Senior Complex Gifts Officer to counsel on complex and non-cash gifts and to cultivate major donor relationships. The role focuses on developing gift strategies, ensuring policy compliance, and coordinating... 
    Senior

    Building Quality Connections, LLC

    Portland, OR
    2 days ago
  • BCG Attorney Search is seeking a mid to senior level associate for their Trust and Estate Litigation practice group in Portland, OR. The role involves assisting fiduciaries and beneficiaries in contested trust and estate matters, and requires strong litigation and drafting... 
    Senior

    BCG Attorney Search

    Portland, OR
    4 days ago
  • Senior / Principal Regulatory Analyst Senior / Principal Regulatory Analyst - Senior/Principal Level (Career Level P3/P4). Job Function...  ...: use computer regularly for entire work shift. Environment: office. Compensation Actual total compensation, including a performance... 
    Senior
    Full time
    Work at office
    Shift work
    1 day per week

    Portland General Electric

    Portland, OR
    5 days ago
  • Portland General Electric is seeking a Senior / Principal Regulatory Analyst to develop regulatory strategy and ensure compliance with established guidelines. The successful candidate will advocate for the company’s interests with regulatory bodies, providing oversight... 
    Senior

    Portland General Electric

    Portland, OR
    5 days ago
  • $62k - $92k

    Indeed, located in Portland, Oregon, is hiring a Legal Analyst - Contracts to support public sector engagements by drafting, negotiating, and managing client agreements. This role requires excellent communication, problem-solving skills, and the ability to manage workloads...
    Senior

    Indeed

    Portland, OR
    2 days ago
  • A leading supervision services provider in Portland, Oregon, seeks a Supervision Consultant to enhance customer success and compliance. The role involves onboarding clients, developing service strategies, and ensuring regulatory adherence. Ideal candidates will have a background...
    Senior

    Smarsh

    Portland, OR
    4 days ago
  • Healthcare Distributors Association is looking for a Sr. Specialist in Supplier Quality Management to execute quality programs and assist in quality audits. You will manage supplier risk assessments and lead the development of standard operating procedures while ensuring...
    Senior

    Healthcare Distributors Association

    Portland, OR
    3 days ago
  • $119.77k - $140.9k

     ...professional to manage fiduciary and investment management accounts in Portland, Oregon. Candidates should have over 10 years of experience in trust administration and hold a relevant professional designation. Responsibilities include compliance with governance and meeting... 
    Senior

    Us Bank

    Portland, OR
    1 day ago
  • JPMorgan Chase seeks a Corporate Specialist to report to the General Counsel, providing extensive support across various departments. This role involves managing corporate secretarial functions, overseeing contract management, and ensuring compliance with regulatory obligations...
    Senior
    Contract work

    JPMorganChase

    Portland, OR
    4 days ago
  •  ...Service Advisor II in Portland, OR, to blend automotive knowledge with outstanding customer service and sales skills. You will act as a trusted advisor, guiding customers through vehicle repairs while collaborating with technicians to ensure accurate, efficient, and quality... 
    Senior

    Gills Point S Tire & Auto

    Portland, OR
    2 days ago
  • Genentech is seeking a Senior Thought Leader Liaison (TLL) in Neuroimmunology. The role connects national and regional TAEs with commercial strategy, translating scientific insights into market actions to accelerate product adoption and patient access. The Senior TLL partners... 
    Senior

    Genentech

    Portland, OR
    2 days ago
  • Genentech seeks a Senior Thought Leader Liaison (TLL) in Neuroimmunology to serve as the strategic bridge to National & Regional TAEs, translating scientific insights into commercial execution and shaping brand strategy. The role is field-based with travel up to 60%, collaborating... 
    Senior

    Genentech

    Portland, OR
    2 days ago
  •  ...Health Services, LLC is seeking a detail-oriented Business Office Audit Specialist to support compliance and financial oversight across our skilled nursing and senior care facilities. The role focuses on resident trust accounts, on-site audits, and enforcing internal... 
    Work at office

    Sapphire Health Services, LLC

    Portland, OR
    4 days ago
  • $24 - $27 per hour

     ...holidays and volunteer time Your Role As a Member Relationship Officer , you will be the primary relationship builder for our new...  ...growing membership, loans, and financial relationships through trusted advice Minimum Qualifications 3-5 years of experience in banking... 
    Hourly pay
    Work from home

    Pacific NW Federal Credit Union

    Troutdale, OR
    3 days ago
  • $65k - $95k

    Ascensus is hiring for a Compliance Associate position based in Portland, Oregon. This role involves facilitating complex interactions with Plan Consultants and ensuring compliance with retirement plan regulations. The ideal candidate should have a bachelor’s degree, 3 ...
    Senior

    Ascensus

    Portland, OR
    4 days ago
  • $295k

    Overview Stoel Rives LLP is seeking a senior-level regulatory attorney with five or more years of experience to join its Energy Development...  ...Group. This position can be based in any one of the firm’s offices, with a preference for the Portland or Minneapolis office. Our... 
    Senior
    Work at office
    Local area

    Stoel Rives LLP

    Portland, OR
    1 day ago
  • $295k

    Stoel Rives LLP is seeking a senior-level regulatory attorney with five or more years of experience to join its Energy Development Practice...  ...Group. This position can be based in any one of the firm’s offices, with a preference for the Portland or Minneapolis office.Our... 
    Senior
    Work at office
    Local area

    Stoel-Rives-LLP

    Portland, OR
    5 days ago
  • Kaiser Permanente is seeking a compliance professional responsible for conducting compliance activities and collaborating with internal and external stakeholders. This role involves developing compliance reports, conducting investigations, and ensuring regulatory compliance...
    Senior

    Kaiser Permanente

    Portland, OR
    3 days ago
  • Pacific Power is seeking a Sr. Net Power Cost Analyst based in Portland, Oregon, to conduct financial analyses and prepare regulatory filings. The ideal candidate will have a bachelor's degree in Finance or a related field and at least three years of experience in analytical...
    Senior

    Pacific Power

    Portland, OR
    2 days ago
  • $100k - $150k

    Job Description The Senior Information Security Compliance Analyst is a key member of the SRO Compliance & Portfolio Management team, responsible for ensuring the organization maintains compliance with applicable regulatory, statutory, and contractual requirements, as... 
    Senior
    Work experience placement

    Motorola Solutions

    Portland, OR
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Trust Officer. Be the first to apply!