Senior Trust Officer — Fiduciary expert & Client Advocate
United Community
A financial services firm in Brentwood, Tennessee is seeking a Trust Officer to manage trust accounts and ensure compliance with regulations. The ideal candidate will have over 5 years of trust administration experience, strong interpersonal skills, and the ability to communicate effectively with clients. This full-time, non-remote role involves collaboration with internal teams and maintaining comprehensive records of transactions. A Bachelor's degree in a related field is required, along with knowledge of trust laws and estate matters. #J-18808-Ljbffr United Community
- ROBERT W. BAIRD & CO. INCORPORATED is seeking an experienced Trust Officer to administer trust accounts in line with trust documents while delivering high‑level service to clients. You will collaborate with Financial Advisors to ensure client wishes are carried out under...SeniorWork at officeRemote work
- ...Companies in Brentwood, Tennessee, is seeking a Trust Officer 2 responsible for managing trust administration... ...of experience, and the ability to foster strong client relationships while ensuring compliance with fiduciary obligations. #J-18808-Ljbffr The Forge CompaniesSuggested
- United Community Bank seeks a Trust Officer to manage trust accounts, ensure fiduciary compliance, and guide clients on estate matters. You will collaborate with Private Bankers and Portfolio Managers to support investment management and trust sales opportunities. The...Senior
- Baird seeks an experienced Trust Officer to administer trust accounts per instrument terms and provide high‑level client service with Financial Advisors. This role requires on-site attendance in Franklin, TN during training, with a transition to hybrid work after performance...Senior
- ...About the Role: Our Trust Officers are experienced fiduciary professionals responsible for the administration of trust accounts in accordance with... ...while also providing personalized, high-level service to clients. Our Trust Officers work closely with our Financial...SeniorWork at officeRemote work
- OverviewAs a Trust Officer, you’ll play a key role in managing and administering... ...build lasting relationships with clients and beneficiaries, offering expert guidance on trust and estate matters... ...with legal, regulatory, and fiduciary standards.Distributions: Ensure timely...Full timeLocal areaRemote workAfternoon shift
- Westport One is seeking an experienced Trust Advisor to manage sophisticated fiduciary relationships and collaborate with attorneys and financial professionals to make a meaningful impact on high-net-worth families. The role offers a hybrid work environment and a supportive...Senior
- ...Trust Officer 2The Trust Officer 2 is a fiduciary professional and subject matter expert who is responsible for managing all phases of trust administration across a diverse portfolio... ...matters to ensure the highest levels of client service and operational excellence.The...Work at office
- ...Trust Officer IThe Trust Officer I is responsible for providing comprehensive administrative... ...managing up to 30 special needs trust client accounts. The Trust Officer I handles both... ...: possessing and updating technical fiduciary knowledge in the areas of trusts, tax,...Work at office
- Wealthspire Trust in Nashville, TN or Remote is seeking a Senior Trust Advisor to oversee fiduciary trust solutions, onboarding, and administration. The role supports tax coding... ...position emphasizes serving high-net-worth clients, mentoring staff, and driving best...SeniorRemote work
$80.28k - $98.12k
...risk management and servicing of assigned fiduciary and investment management accounts. May... ...). Will likely work as part of a team of experts administering accounts where tasks are assigned... ...- Five or more years of experience in Trust administration- An advanced degree may be...Full timeWork experience placementLocal area- BDO USA is seeking a Tax Manager for Private Client Services to deliver tax compliance and consulting for high-net-worth clients. You will leverage your education and experience to provide accurate, timely tax advice and build client relationships. In this role, you will...Senior
- ...Cumberland Trust was founded on the idea of doing things differently in... ...This applies to how we treat our clients in a personalized fashion, and it... ...Cumberland Trust is searching for a Trust Officer . This position needs an experienced fiduciary professional who will be...Work at office
- ...Job Description Job Description Description: JOB OVERVIEW The Senior Trust Tax Officer role is designed to assist in managing and overseeing the tax-related activities for trust accounts. This position involves preparing documentation, maintaining records, assisting...SeniorWork at office
$80.28k - $98.12k
...risk management and servicing of assigned fiduciary and investment management accounts. May... ...). Will likely work as part of a team of experts administering accounts where tasks are assigned... ...Five or more years of experience in Trust administration An advanced degree may be...Temporary workWork experience placementLocal area3 days per week- ...a leading independent trust and wealth management... ...its search for a Trust Officer to join their growing... ...Trust Officer is a key client-facing position responsible... ...personalized fiduciary guidance across complex... ...fiduciary principles Seniority level Mid-Senior level...Full time
- ...Summary of Position The Customer Service Advocate is an entry level position that assists... ...are typically in training to become a client manager. Essential Job Functions and Responsibilities... ...attention to detail. ~ Microsoft Office product experience (Word, Excel, and...Contract workWork at office
- ...Commercial Insurance Associates in Brentwood, TN is seeking an entry-level Customer Service Advocate to support certificate of information creation, policy endorsements, and routine client inquiries. You will assist with reviewing policies, processing endorsements,...
- ...Chief Trust Officer (CTO) About the Company Highly respected wealth management firm with boutique, client-centric service for sophisticated families. Industry Financial... ...leadership position within its expanding fiduciary and wealth planning platform. The...
$250k - $350k
...Sr. Client Advocate- Construction ~202605666 ~Atlanta, Georgia, United... ...Towers Watson. The Senior Client Advocate provides strategic... ...records. At WTW, we trust you to know your work and the... ...of remote, in-person and in-office interactions dependent on the...SeniorFull timeTemporary workWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours- ...reinvention partner of choice for our clients and to be the most client-... ...working on a priority. At a Senior Manager level, it could... ...are not limited to the specific office location, role, skill set, and... ...our clients reinvent and build trusted, lasting relationships. We measure...SeniorFull timeLive inWork at officeLocal area
$90k - $120k
...America Construction Associate Client Advocate Willis Towers Watson (... ...Client Advocate (CA) or more senior account lead and an assigned... ...projects Proficient Microsoft Office skills and familiarity with... ...conviction records. At WTW, we trust you to know your work and the...Full timeTemporary workWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours- Wealthspire Trust seeks a Senior Trust Advisor to oversee fiduciary trust solutions, manage trust administration, and support new business opportunities. The... ...partners with Wealthspire Advisors, co-trustees, and clients to ensure compliant, client-centered service across...SeniorRemote job
- Wealthspire Advisors seeks a Senior Trust Advisor to oversee trust administration, support new business development... ...across Wealthspire Trust. The role focuses on fiduciary oversight, collaboration with Advisors and clients, and scaling specialized trust and estate...SeniorRemote job
- A financial institution is seeking a Trust Officer to manage trust accounts and ensure compliance with legal and regulatory standards. This role requires building strong relationships with clients while collaborating with private bankers. Candidates should have a bachelor...SeniorFull timeRemote work
- ...consulting firm is seeking an experienced professional to support clients with claim reporting and management. This role involves... ...experience in the insurance industry, and proficiency in Microsoft Office. Excellent communication skills and a detail-oriented approach...SeniorWork at office
- A leading consulting firm in Brentwood, TN is seeking a Technology Lead – WebMethods to drive integration solutions and mentor junior team members. The ideal candidate will possess extensive experience with webMethods products and methodologies, supporting complex project...SeniorFull time
$114.8k - $155.3k
...business management, family office, and retirement plan... ...services - empowering clients to navigate complexity... ...President, Wealthspire Trust Location: Nashville, TN... ...Trust serves as fiduciary. This role manages associated... ...Advisors. Additionally, the Senior Trust Advisor plays a...SeniorWork at officeRemote work- ...Our Practice. The attorneys in our Trusts & Estates Practice Group are highly regarded... ...attorneys regularly provide advice to clients on a broad range of both tax and non-tax... ...alternative-track role based in our Nashville office. Attorneys who join our practice will...Work at office
- Quorum Health Corporation seeks a Senior Revenue Cycle Associate - Collections to serve as SME for assigned RCM functions and perform advanced A/R, denial management, and self-pay collections tasks. This role provides guidance to team members, supports quality and productivity...SeniorRemote jobFull time
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