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
- ...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
- 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...SuggestedFull timeLocal areaRemote workAfternoon shift
- ...Job Summary The Trust Officer I is responsible for providing comprehensive administrative support... ...managing up to 30 special needs trust client accounts. The Trust Officer I handles... ...: possessing and updating technical fiduciary knowledge in the areas of trusts, tax,...SuggestedWork at office
- ...Job Summary 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... ...trust matters to ensure the highest levels of client service and operational excellence. The ideal...SuggestedWork 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...SuggestedFull timeWork experience placementLocal area- ...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
- 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
- ...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
- 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
- Description Cumberland Trust was founded on the idea of doing things differently... ...This applies to how we treat our clients in a personalized fashion, and it... ...Trust is searching for a Trust Officer . This position needs an experienced fiduciary professional who will be...Work at office
- ...Client Advocate - Construction ~202602909 ~Dallas, Texas, United States... ...with Producers and/or Senior Client Advocates (SCAs) on large... ...relationships, serving as a trusted advisor on risk and insurance... ...~ Proficiency in Microsoft Office and familiarity with relevant...Full timeTemporary workWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours
$90k - $120k
...Description The Associate Client Advocate (ACA) client-facing functions... ...Service Liaisons (Subject Matter Expert or Client Operations... ...projects Proficient Microsoft Office skills and familiarity with other... ...records. At WTW, we trust you to know your work and the...Temporary workWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours- Summary Of Position The Customer Service Advocate is an entry level position that assists with... ...are typically in training to become a client manager. Summary Of Position The Customer... ...paying close attention to detail. Microsoft Office product experience (Word, Excel, and...Contract workWork at office
- ...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
- 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
$200k - $225k
...Senior Client Advocate (Healthcare / Life Sciences) ~202604166 ~Charlotte, North Carolina, United States ~Miami, Florida, United States... ...Experience mentoring colleagues and serving as a subject matter expert. ~ Strong project management skills. ~ Proficiency in...SeniorFull timeTemporary workLocal areaVisa sponsorshipWork visaFlexible hours- ...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...
- 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
$114.8k - $155.3k
...business management, family office, and retirement plan... ...services - empowering clients to navigate complexity... ...President, Wealthspire Trust Location: Nashville,... ...Wealthspire Trust serves as fiduciary. This role manages... ...Advisors. Additionally, the Senior Trust Advisor plays a...SeniorWork at officeRemote work$47k - $50k
...compassionate and emotionally regulated individual who can guide clients through the initial moments of a pregnancy diagnosis through... ...Manager in training/assisting volunteer client schedulers and advocates. Qualifications Degree/license/experience requirements:...Full timeWork experience placementMonday to Thursday$124k - $335k
...focus on providing advice and guidance to clients on tax planning, compliance, and strategy... ..., and increased efficiencies. As a Senior Manager you are to lead large projects, innovate... .... You are also responsible for building trust with multi-level teams and stakeholders...SeniorH1b$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...Full timeTemporary workWork experience placementLocal area3 days per week- ...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
- 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
- CAPTRUST is seeking a Wealth Planning Senior Associate who will work directly with our wealth advisory teams to provide client and prospective client wealth management solutions... ...planning model and onboarding new offices onto our wealth planning platform. The position...Senior
$130k
Insight Global is looking for a Senior Compensation Manager in Goodlettsville, TN! Below is more... ...Compensation Manager serves as a senior subject‑matter expert responsible for designing, implementing, and operationalizing our client's enterprise compensation programs. This role...SeniorRelocation$125k - $165k
...visionary and results-driven Senior Water/Wastewater PM/CSL to lead... ...strategic goals, manage high-level client relationships, and ensure... ...and key stakeholders, fostering trust and identifying future... ...their work week between Jacobs offices/projects and remote locations...SeniorFull timeContract workFor contractorsFor subcontractorRemote work$142.4k - $213.6k
...has a hybrid (2-3 days per week onsite) Senior Legal Counsel opportunity for candidates... ...legal training programs to internal business clients to enhance their commercial fluency. We... ...ethics and compliance, and we believe that trust is a foundational value. Our Trust...SeniorFull timeContract workTemporary workFlexible hours2 days per week3 days per week$20.83 per hour
...:00 AM Rate: $20.83/hour We're seeking a kind, reliable caregiver to provide post-surgery support and transportation for a client undergoing a cosmetic procedure. The caregiver will assist with transportation to and from the appointment and offer companionship...SeniorStart working today$175k - $185k
...seeking an enthusiastic and driven Senior Counsel ready to lead legal... ...groups Act as a proactive and trusted business partner, offering... ...a service (SaaS) agreements, client agreements, procurement agreements... ...legal experience 4 Days in Office: Metropolis values in-person collaboration...SeniorContract workTemporary workWork experience placementWork at officeLocal area
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