Junior Trust Officer - Private Banking
Bank of America
Bank of America in White Plains, NY seeks a Trust Officer I to support fiduciary accounts and assist senior officers in complex client relationships. You will coordinate trust administration activities, liaise with attorneys and advisors, and help deliver fiduciary products with a client-focused approach. The role blends hands-on trust duties with collaboration across teams, offering growth in a respected, in-office culture that values integrity, inclusivity, and professional development. #J-18808-Ljbffr Bank of America
$84.3k - $123.3k
At Bank of America, we are guided by a common purpose to help make financial lives... ...of America is committed to an in-office culture that supports collaboration,... ...grow, and make an impact. Join us! Trust Officer I, (TO I), Private Bank - Trust Officer I (TO I) is a hybrid...PrivateWork at officeWork from homeFlexible hoursShift workDay shift$106.25k - $177.05k
...Senior Trust Officer At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional...SuggestedContract workTemporary workWork at officeFlexible hours$25 - $38.46 per hour
...Private Client Banker Location: 270 Martine Avenue - White Plains... ...Summary: Be a problem solver, trusted advisor, and partner to the people... ...Investment Services, Private Bank, Mortgage or Business Banking.... ...of PCs (MS Windows and Office Products including Word, Excel...PrivateHourly payWork experience placementDay shift- DescriptionThe Global Trusts & Estates Practice is an integral part of the services we... ...provision in his will, the Trust Administrative Officer works under the supervision of the Trust... ...Officer works.The J.P. Morgan Private Bank offers high net worth individuals and families...Private
- ...Wealth Management Solutions, Trust & Estates, Trust Administrator... ...financial services firm & investment bank Industry Financial... ...investment bank asset management private banking and commercial... ...a Trust Administrative Officer to join its Global Trusts & Estates...Private
$200k
...which have significant financial implications. Serve as a trusted advisor to clients who frequently seek strategic advice regarding... ...generations to establish long‑term connections to the Citi Private Bank. Effectively manage client expectations regarding what can...PrivateFull time$200k
...Connecticut. The position requires 15+ years of experience in Private Banking, specifically in handling ultra-high-net-worth clients.... ...prospects, developing investment solutions, and serving as a trusted advisor for clients. This role demands strong communication...Private$58k - $115k
...providing a wide range of investment banking, securities, investment... ...from more than 1,200 offices in 43 countries. As a market... ...Worth Lending business in the Private Bank that serves clients with... ...the team. Develop and mentor junior colleagues on the team. Qualifications...PrivateTemporary workLocal areaWorldwide- JPMorgan Chase is hiring a Private Banker in Greenwich, Connecticut to manage client relationships and provide financial advisory services... ...candidate will have over three years of experience in Private Banking and relevant qualifications, ensuring an exceptional client...Private
- ...98273 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private... ...Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.) (...PrivateTemporary workDay shift
$110k - $175k
...forces can drive opportunity. With offices nationwide, the firm serves... ...for a Tax Manager to join our Private Client Services Group team... ...create opportunity, value, and trust for our clients, our people, and... ...together at the local food bank, there are so many ways to find...PrivatePrivate practiceWork at officeLocal areaFlexible hours3 days per week$165k - $275k
...to join our team as a Regional Compliance Officer in WM Field Compliance to engage directly... ...Compliance, Compliance Conduct Risk, Private Wealth Management, International Wealth Management... ..., Equities, Options, Unit Investment Trusts, and Mutual Funds;A thorough...PrivateTemporary workWork experience placement$119k - $218.3k
...evolving U.S. regulatory expectations, and prepare for the future of banking and capital markets by advising on everything from regulatory... ...prioritiesand deadlinesAdvanced aptitude with Microsoft Office products, particularly Microsoft PowerPoint, Excel, and VisioExperience...Work at office$110k - $190k
...ideal candidate will have a minimum of 5 years’ experience with an investment or private bank, alongside strong client service and sales skills. This role requires expert knowledge in MS Office and proficiency in Tableau to drive marketing and sales initiatives...$58k - $115k
...you will provide unparalleled support to Financial Advisors and Private Bankers with in-depth knowledge of SBL products and services.... ...candidate will possess a BA/BS degree and at least 2 years of relevant banking/finance experience. Expected pay ranges from $58,000 to $115,00...Private- ....Fantastic opportunity to build out an office, recruit top producing advisors and be... ...advising on and implementing investment, banking and trust/estate solutions for core clients with... ...Full lending, credit, mortgage and all private bank offerings for your clients - don't...PrivateWork at office
- ...Digital Assets About the Company Top-tier global investment bank Industry Financial Services Type Public Company... ...research institutional consulting wealth management and private wealth management private wealth management and social media...Private
- As a Select Growth Advisor to a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice... ...innovations to help clients become more digitally confident and bank when, where, and how they wantChampion and support your...
$120k - $235k
Job Description:At Bank of America, we are guided by... ...is committed to an in-office culture that supports collaboration... ...insurance providers), Private Higher Education, and... ...relationship owner and trusted advisor for a portfolio... ....Mentor and develop junior bankers while fostering...PrivateFull timeWork experience placementWork at officeLocal areaFlexible hoursShift workDay shift- ...Private Banker We are actively looking for exceptionally talented individuals who are... ...clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and... ...relationships with clients by earning trust, thoroughly understanding client needs, providing...PrivateTemporary workWork experience placementLocal area
$100.35k - $205k
...services to large global and dynamic midsize banking and securities clients? If you answered “... ...tax services is relevant for public and private companies and range from tax planning to... ...CPA in state of practice/primary office if eligible to sit for the CPAIf not CPA...PrivateWork at office$90k - $120k
...standards? We are looking for an Administrative Officer to: lead High Net Worth (HNW) Client... ...account issues bridge gap between the private wealth advisors and the associates, ensure... ...wealth manager and the leading universal bank in Switzerland. We also provide diversified...PrivateFull timeWork at officeFlexible hours- ...minimum of five years of compliance consulting experience supporting private markets clients, including private equity, private credit, real... ...training sessions for client teams, mentor and train junior staff, and monitor regulatory developments impacting private markets...Private
$205.7k - $360.1k
...asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the... ...NTAM’s Global Co‑Chief Investment Officers, this role is the senior investment... ...responsibility.Deep understanding of public and private markets, portfolio construction,...PrivateOdd jobFull timeH1bWorldwideFlexible hours- ...a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly... ...bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve...PrivateWork experience placement
$112k - $210k
...Road, Tarrytown New YorkJob SummaryKey Private Bank (KPB) is dedicated to serving our clients... ...assembles the extended advisory team, including trust, investment and planning strategists,... ...Competencies.Physical DemandsGeneral Office - Prolonged sitting, ability to...PrivateFull timeWork experience placementWork at officeLocal areaFlexible hoursNight shift$150k - $165k
...a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly... ...Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted...PrivateTemporary workWork experience placementLocal area- ...Private BankerWe are actively looking for exceptionally talented individuals who are collaborative... ...within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset... ...maintain relationships with clients by earning trust, thoroughly understanding client needs,...PrivateTemporary workWork experience placementLocal area
- Investment Banking Analyst Location: Greenwich, CT If you are not currently working full time... ...significant interest from leading private equity sponsors and strategic acquirers.... ...leadership Regular team lunches (the entire office gathers multiple times per week) A genuinely...PrivateFull timeWork at officeRemote workWork from homeVisa sponsorshipWork visaWeekend work
$115k - $190k
...firm providing a wide range of investment banking, securities, investment management and... ...governments and individuals from more than 1,200 offices in 43 countries. As a market leader,... ...will partner with teams across Advisory/Private Wealth Management, E*TRADE, Workplace &...PrivateFull timeTemporary workWork at officeWorldwide
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