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
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Trust Officer — Fiduciary expert & Client Advocate in Brentwood, TN vacancy
- ...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
- The-Forge-Companies in Brentwood, TN is seeking a Trust Officer 2 responsible for managing trust administration across complex accounts. The... ...overseeing trust accounts, mentoring staff, and fostering client relationships. Applicants should have strong communication skills...Suggested
- Forge Consulting is seeking a Trust Officer 2 in Brentwood, TN, responsible for managing trust administration across... ...3 years of experience and strong knowledge of fiduciary responsibilities. This role involves client relationship management, training team members, and...Senior
- A full-service financial firm is seeking an experienced Special Needs Trust Officer II to manage trust services and client relationships. The role requires over 5 years of trust administration experience, preferably in the special needs field. Candidates should demonstrate...Senior
- The-Forge-Companies seeks a Special Needs Trust Officer II in Brentwood, Tennessee. This role focuses on managing client relationships and providing exceptional trust services. The ideal candidate will have a strong background in trust administration, with a passion for...Senior
- ...financial advisory firm located in Brentwood, TN is seeking a Senior Trust Manager to oversee daily operations of Trust Officers, ensuring exceptional client service. Responsibilities include managing fiduciary relationships, administering trusts, and collaborating with...SeniorRelocation package
- Tnbankers in Nashville, TN is seeking a Trust Officer to manage a portfolio of fiduciary and investment accounts for high-net-worth clients. The candidate will oversee client communications and service coordination while implementing investment strategies aligned with client...Senior
- The 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... ...trust matters to ensure the highest levels of client service and operational excellence. The ideal candidate...Work at office
- Overview As 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... ...accordance with legal, regulatory, and fiduciary standards. Distributions :...Full timeLocal areaRemote workAfternoon shift
- ...Description The Senior Client Advocate provides strategic relationship management, taking advantage of our specialized industry experience... ...effectively. Serve as a mentor to colleagues and subject matter expert Excellent project management skills. Competency in...SeniorTemporary workLocal areaVisa sponsorshipWork visaFlexible hours
WTW inc.
Nashville, TN21 hours ago $200k - $225k
...Senior Client Advocate The Senior Client Advocate provides strategic relationship management, leveraging deep industry expertise and market... ...Experience mentoring colleagues and serving as a subject matter expert. ~ Strong project management skills. ~ Proficiency in...SeniorTemporary workLocal areaVisa sponsorshipWork visaFlexible hoursWillis Towers Watson
Nashville, TN8 hours ago- ...Consulting team, Parexel is seeking an experienced Senior Regulatory Affairs Consultant (Program / Client Partnership Manager) to join our team. In this pivotal... ...of development and commercial programs. As a trusted leader and client advisor, you will work with considerable...Senior
- Ingram Content Group is hiring for Sr. Client Services Coordinators to support our La Vergne, TN office. You will acquire and maintain expert knowledge of Ingram Content policies, services, and procedures to assist internal and external clients with timely, accurate information...SeniorWork at office
$76k - $125.3k
...Opportunity When you join our Fiduciary/Trust Tax Services team, you’ll be... ...and experience in assisting clients in meeting their business... ...recommendations. Support managers, senior managers and PPEDs with... ...teams and client trust officers to gather required information...SeniorContract workSummer holidayFlexible hours- ...reliable LOS (Loan Origination Software) Client Advocate. This is a customer service position... ...takeaways/status/update) Ability to forge trust relationships and enhance customer dedication... ...of banking computer software and MS Office Experience in creating detailed business...
Tnbankers
Nashville, TN3 days ago - Job Summary Advocacy Trust is looking for an experienced, client service focused Special Needs Trust Officer II to join the team. As a Trust Officer II, you will be responsible for providing trust services, building, and maintaining client and partner relationships, and...Work at office
- ...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
- ...Senior Client Management Associate CAPTRUST is seeking a Senior Client Management Associate... ...including firm-wide initiatives Maintain office, kitchen/breakroom area (keep area... ...to build successful, collaborative, and trusting relationships Instinctive aptitude for...SeniorWork experience placementWork at officeLocal area
- ...right every time, everywhere, makes us the trusted partner of businesses and organizations... ...for a highly qualified Technical Client Advocate (Client Success). This role will have IT... ...located in our downtown Nashville, TN office. Responsibilities Strong collaboration,...Temporary workCasual workWork at officeWorldwideFlexible hours3 days per week
- Job Summary The Senior Trust Manager is responsible for working for the... ...day administration of Trust Officers and Senior Trust Officers.... ...accounts, providing exceptional client service, and overseeing the... ...Coordinate Trust Officers fiduciary and administrative services...SeniorWork experience placementWork at officeRelocation package
- EY is seeking a professional for their Fiduciary/Trust Tax Services team, responsible for preparing tax returns and supporting client engagements. The ideal candidate will have a strong analytical ability and at least 2 years of experience in tax services. You will work...Senior
- The Tennessee Bankers Association is seeking a Trust Officer/Wealth Advisor to manage fiduciary and investment management accounts for high-net-worth clients. Candidates should possess a Bachelor's degree with a preference for a JD or MBA, along with CFP or CTFA certification...Senior
- ...Market Leader General Job Description A Trust Officer manages a portfolio of fiduciary and investment management accounts for high-net-worth clients, including multi-generational families... ...estate legal field. Subject matter expert in Trust Administration, Estate...
- ...purpose: to partner with our clients and help patients gain access... ...Regulatory Affairs Consultant/ Senior Consultant to join a... ...Consultant, you will serve as a trusted regulatory leader supporting... ...Partner with cross‑functional experts and contribute to high‑impact...Senior
- 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
- ...Chief Trust Officer About the Company Renowned B2B financial technology (FinTech) platform streamlining digital asset management... ...national trust bank. The successful candidate will be the senior-most fiduciary executive, responsible for trust administration, fiduciary...
- ...attorneys for a growing Nashville-area firm. These roles focus on guiding high-net-worth clients through crucial planning decisions. With positions available for both junior and senior attorneys, candidates will benefit from a client-centric culture valuing work-life...Senior
- ...Attorney with over 7 years of experience to join our collaborative team. This role offers a unique compensation structure, steady client opportunities, and strong support for business development. Attorneys will benefit from a well-established client base and access to...Senior
- ...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
$60.5k - $90k
...Senior Client Relationship Associate - Nashville, TN (On-Site) Nashville TN - Nashville, TN... ...timely and compliant manner Develop deep trusted relationships with custodian partners,... ...Proficiency using Microsoft Office (Outlook, Word, Excel). Experience with...SeniorFull timeTemporary workWork at officeFlexible hoursShift work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Trust Officer — Fiduciary expert & Client Advocate. Be the first to apply!
Related searches
- fulfillment expert Brentwood, TN
- technology expert Brentwood, TN
- guest service support expert Brentwood, TN
- housing advocate Brentwood, TN
- senior international account manager Brentwood, TN
- senior magento developer Brentwood, TN
- senior manager pmo Brentwood, TN
- senior accountant part time Brentwood, TN
- senior analyst Brentwood, TN
- senior tax Brentwood, TN