Senior Trust Officer
Found in: beBee S US - 1 week ago
- The Senior Trust Officer maintains a book of fiduciary and investment management accounts.
- Handles regulatory and compliance driven procedures governed by the OCC. Involved with new business development activities with a focus on estate/financial planning and the Bank's fiduciary platform
- The Senior Trust Officer (STO) maintains a trust book and is a seasoned Trust Officer in the market.
- Proactively engage other specialists within Bank of America's Private Bank to best meet client needs (wealth strategists, Office of Chief Fiduciary, etc.)
- Engage in high level trust administration; oversee all administration activities
- Bachelor's Degree and a minimum of 5 years of trust administration and estate planning experience, preferred.
- Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification), preferred.
- Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning
-
Senior Trust Officer
Found in: beBee S US - 1 week ago
Kansas City, United States Bank of America Full timeThe Senior Trust Officer maintains a book of fiduciary and investment management accounts.Handles regulatory and compliance driven procedures governed by the OCC. Involved with new business development activities with a focus on estate/financial planning and the Bank’s fiduciary platformThe Senior Trust Officer (STO) maintains a trust book and is a...
-
Senior Trust Officer
Found in: beBee jobs US - 2 weeks ago
Kansas City, Missouri, United States Bank of America Corporation Full timeThe Senior Trust Officer maintains a book of fiduciary and investment management accounts.Handles regulatory and compliance driven procedures governed by the OCC. Involved with new business development activities with a focus on estate/financial planning and the Bank's fiduciary platformThe Senior Trust Officer (STO) maintains a trust book and is a seasoned...
-
Associate Trust Officer
Found in: Appcast Linkedin GBL C2 - 18 hours ago
Rapid City, United States South Dakota Trust Company LLC Full timeDue to growth and a commitment to customer service, South Dakota Trust Company is seeking a full-time Associate Trust Officer for its Rapid City location. This individual is responsible for the day-to-day administration of a diverse book of complex personal trust accounts for high-net-worth individuals and families along with onboarding new trust...
-
Associate Trust Officer
1 day ago
Rapid City, United States South Dakota Trust Company LLC Full timeDue to growth and a commitment to customer service, South Dakota Trust Company is seeking a full-time Associate Trust Officer for its Rapid City location. This individual is responsible for the day-to-day administration of a diverse book of complex personal trust accounts for high-net-worth individuals and families along with onboarding new trust...
-
Business Office Manager | Traveling
3 days ago
Kansas City, United States Tutera Senior Living & Health Care Full timeBusiness Office Manager (Traveling) Tutera Senior Living & Health Care – Remote - Hybrid Kansas City, MO If you want to work for a company that truly values and appreciates its employees, join Tutera Senior Living & Health Care!We are seeking a Business Office Manager (Traveling)to join our team. Paid Holidays ~ Birthday Holiday ~Low-Cost...
-
Business Office Manager | Traveling
3 days ago
Kansas City, United States Tutera Senior Living & Health Care Full timeBusiness Office Manager (Traveling) Tutera Senior Living & Health Care – Remote - Hybrid Kansas City, MO If you want to work for a company that truly values and appreciates its employees, join Tutera Senior Living & Health Care!We are seeking a Business Office Manager (Traveling)to join our team. Paid Holidays ~ Birthday Holiday ~Low-Cost...
-
Senior Trust Officer
1 week ago
Salt Lake City, United States Bank of Utah Full timeHello, I am Brenda Lambert, and I am the VP Personal Trust Manager for the Bank of Utah. Bank of Utah is one of Utah's largest community banks. At Bank of Utah relationships matter. We take pride in the fact that we know our customer names and they know ours! We are currently looking for a Sr. Trust Officer This position will be located at 50 S. 200 E. Salt...
-
Business Office Manager | Traveling
2 days ago
Kansas City, United States Tutera Senior Living & Health Care Full timeBusiness Office Manager (Traveling) Tutera Senior Living & Health Care – Remote - Hybrid Kansas City, MO If you want to work for a company that truly values and appreciates its employees, join Tutera Senior Living & Health Care!We are seeking a Business Office Manager (Traveling)to join our team. Apply today and let us show you how we are inspired...
-
Business Office Manager | Traveling
Found in: Jooble US O C2 - 1 day ago
Kansas City, MO, United States Tutera Senior Living & Health Care Full timeBusiness Office Manager (Traveling) Tutera Senior Living & Health Care – Remote - Hybrid Kansas City, MO If you want to work for a company that truly values and appreciates its employees, join Tutera Senior Living & Health Care!We are seeking a Business Office Manager (Traveling)to join our team. Paid Holidays ~ Birthday Holiday ~Low-Cost...
-
Trust Officer
Found in: Jooble US O C2 - 4 days ago
Boulder City, NV, United States Charles Schwab Full timePosition Type: Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. We are seeking a diligent and experienced Trust Officer to join our team. The Trust Officer will be responsible...
-
Business Office Manager | Traveling
Found in: Jooble US O C2 - 1 day ago
Kansas City, MO, United States Tutera Senior Living & Health Care Full timeBusiness Office Manager (Traveling) Tutera Senior Living & Health Care – Remote - Hybrid Kansas City, MO If you want to work for a company that truly values and appreciates its employees, join Tutera Senior Living & Health Care!We are seeking a Business Office Manager (Traveling)to join our team. Apply today and let us show you how we are inspired...
-
Assistant Service Officer
1 day ago
Kansas City, United States Tutera Senior Living & Health Care Full timeCorporate Services Assistant Tutera Senior Living & Health Care – Kansas City, MO If you want to work for a company that truly values and appreciates its employees, join Tutera Senior Living & Health Care! We have an exciting career opportunity for a dynamic office professional to assume the key full-time position of Corporate Services Assistant ....
-
Business Office Manager
Found in: Jooble US O C2 - 1 day ago
Kansas City, MO, United States Tutera Senior Living & Health Care Full timeBusiness Office Manager NEW CONSTRUCTION SENIOR LIVING COMMUNITY – Chesterfield, MO We are seeking a Business Office Manager to join our team. If you are a dedicated, energetic, and compassionate Business Office Manager, WE WANT YOU ! Paid Holidays Low-Cost Medical Insurance Dental Insurance Business Office Manager Responsibilities The...
-
Assistant Service Officer
Found in: Jooble US O C2 - 1 day ago
Kansas City, MO, United States Tutera Senior Living & Health Care Full timeCorporate Services Assistant Tutera Senior Living & Health Care – Kansas City, MO If you want to work for a company that truly values and appreciates its employees, join Tutera Senior Living & Health Care! We have an exciting career opportunity for a dynamic office professional to assume the key full-time position of Corporate Services Assistant ....
-
Business Development Officer
1 week ago
Traverse City, United States Greenleaf Trust Full timeJob DescriptionJob DescriptionWhat's This Job All About?The Business Development officer will be responsible for originating new business within an assigned geographic area to facilitate the continued growth of the company. This individual will promote Greenleaf Trust's visibility through participation in community events and organizations. What...
-
Medical Office Schedulers
Found in: Jooble US O C2 - 1 day ago
Kansas City, MO, United States Tutera Senior Living & Health Care Full timeTutera Senior Living – Kansas City, MO If you want to work for a company that truly values and appreciates its employees, join Tutera Senior Living! Paid Holidays ~ Low-Cost Medical Insurance ~ Dental Insurance ~ Short-Term & Long-Term Disability Insurance ~ As a Staffing Coordinator (Scheduler), you are responsible for developing and coordinating...
-
Training and Development | Business Office Manager
Found in: Jooble US O C2 - 1 day ago
Kansas City, MO, United States Tutera Senior Living & Health Care Full timeBusiness Office Training and Development Manager Tutera Senior Living & Health Care – Kansas City, MO – Remote - Hybrid If you want to work for a company that truly values and appreciates its employees, join Tutera Senior Living & Health Care!We are seeking a Business Office Training and Development Manager to join our team. Paid Holidays ~...
-
Accountant
Found in: Talent US 2 C2 - 1 week ago
Kansas City, United States Office of the Chief Financial Officer Full timeSummary As an Accountant, you will support branch and division customer service programs and resolve customer requests, issues, and problems. Location of position: General Services Administration, Office of the Chief Financial Officer, Kansas City, MO We are currently filling one vacancy, but additional vacancies may be filled as needed. ...
-
Estate Planning Paralegal
Found in: Resume Library US A2 - 3 weeks ago
Kansas City, Missouri, United States Lewis Brisbois Full timeOverview: The Kansas City office of Lewis Brisbois, a full-service AmLaw 100 firm, is actively seeking an Estate Planning Paralegal / Trust Funding Coordinator. The Trusts & Estates practice group handles trust and estate planning, wealth counseling, and business entity creation and maintenance. Specific responsibilities include: Prepare documents...
-
Estate Planning Paralegal
Found in: Resume Library US A2 - 6 days ago
Kansas City, Missouri, United States Lewis Brisbois Full timeOverview: The Kansas City office of Lewis Brisbois, a full-service AmLaw 100 firm, is actively seeking an Estate Planning Paralegal / Trust Funding Coordinator. The Trusts & Estates practice group handles trust and estate planning, wealth counseling, and business entity creation and maintenance. Specific responsibilities include: Prepare documents...