Senior Trust Officer

Senior Trust OfficerWe are seeking a highly skilled Senior Trust Officer to join our team at Westport One. This is a salaried position with bonus opportunities and excellent benefits, including 100% paid medical benefits, dental, and vision.About the Role:The Senior Trust Officer will report to the Director of the Trust Group and will be responsible for...

Senior Trust OfficerOur client is looking for a Senior Trust Officer. This position will report to the Director of the Trust Group. They have an office consisting of about 15 employees that is continuing to grow! The qualities needed to be successful with this firm are growth-orientatation, open/honest/vulnerability, adaptive to change, & can-do attitude....

Overview: Founded in 2001, National Advisors Holding, Inc. ("NAH"), along with National Advisors Trust Company, its wholly owned federally chartered trust company, and National Advisors Trust of South Dakota, Inc., its wholly owned South Dakota chartered trust company, provides corporate directed trustee and custodial services to the financial services...

{"h1": "Job Opportunity at IQ-EQ", "p": "We are seeking a skilled and motivated individual to join our team as a Trust Officer. As a Trust Officer, you will be responsible for coordinating investment and distribution activities, interacting with families and their trusted advisors to implement investment strategies and manage cash flow. You will also assist...

Job OverviewIQ-EQ is a specialized trust company that provides flexible and cost-efficient directed trustee services to high-net-worth individuals and their trusted advisors.Key ResponsibilitiesCoordinate investment and distribution activities, interacting with families and their advisors to implement investment strategies and manage cash flow.Assist with...

Trust OfficerThis role is for a banking professional to service trusts and investments. This is a relationship-based role, where customers can span generations. This role can service private and corporate trust accounts.Trust Officer Qualifications:Bachelor’s degree or equivalent.JD and/or Masters degree preferred2+ years of relevant trust administration...

Trust Officer Role OverviewThis is a banking professional position that focuses on servicing trusts and investments. The role involves building relationships with customers across generations, servicing private and corporate trust accounts, and collaborating with internal partners.Trust Officer Qualifications and ResponsibilitiesBachelor's degree or...

About the RoleWe are seeking a highly skilled Trust Officer to join our team at BOK Financial Corporation Group. As a Trust Officer, you will be responsible for administering personal trust, custody, and estate accounts, providing exceptional service to our clients and ensuring compliance with governing instruments, state and federal law, and fiduciary...

Job DescriptionTrust Officer Are you a driven professional with a keen understanding of investment management and financial planning? We are seeking a dynamic Trust Officer to join our Trust Department. This role offers an exciting opportunity to manage client portfolios, engage with clients, and contribute to their financial well-being. If you have a...

Trust Officer Job DescriptionWe are seeking a skilled Trust Officer to join our team at Career 1 Source. As a Trust Officer, you will be responsible for managing client portfolios, engaging with clients, and contributing to their financial well-being.Key Responsibilities:Account Administration: Manage and administer client accounts, ensuring compliance with...

Job SummaryBOK Financial is seeking a skilled Trust Officer to administer personal trust, custody, and estate accounts. The ideal candidate will have a strong understanding of trust and probate law, as well as excellent analytical and problem-solving skills.Key ResponsibilitiesAdminister assigned accounts in accordance with governing instruments, applicable...

Trust Officer Job DescriptionThis role is for a banking professional to service trusts and investments. This is a relationship-based role, where customers can span generations. This role can service private and corporate trust accounts.Key Responsibilities:Responsible for trust account servicing, including ongoing account reviews, discretionary distribution...

Unlock Your Potential as a Senior Trust AdvisorWe're seeking a seasoned professional to join our team as a Senior Trust Advisor. In this role, you'll serve as a trusted advisor to clients with complex financial needs, providing expert guidance on trust administration, estate planning, and wealth management.Key Responsibilities:Develop and maintain close...

Req ID: 75217 Location: Oklahoma City -OKC Areas of Interest: Trust Pay Transparency Salary Range: Not Available Application Deadline: 08/07/2024BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA...

Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Opportunity for a Senior Trust Advisor in Traverse City or Grand Rapids, Michigan GENERAL FUNCTION: Serve as Trust Advisor for clients with more than $5MM in investable assets Work with...

Transforming Wealth ManagementFifth Third Bank is seeking a seasoned professional to join our team as a Senior Trust Advisor. This role requires a deep understanding of trust administration, estate planning strategies, and income and estate tax matters. As a trusted advisor, you will develop close relationships with clients and their families, anticipating...

About This RoleWe are seeking a highly motivated and experienced Business Development Officer to join our team at Greenleaf Trust. As a Business Development Officer, you will be responsible for originating new business within an assigned geographic area to facilitate the continued growth of the company.Key ResponsibilitiesNew Business DevelopmentSource new...

About the Role:Career 1 Source is seeking a skilled Trust Officer to join our team. As a Trust Officer, you will be responsible for managing client portfolios, engaging with clients, and contributing to their financial well-being.Key Responsibilities:Manage and administer client accounts, ensuring compliance with policies and regulations.Oversee investment...

Business Development OpportunityGreenleaf Trust is seeking a skilled Business Development Officer to originate new business and promote the company's visibility in the community.Key Responsibilities:Source new business by building relationships with prospects, referral sources, and centers of influence.Represent Greenleaf Trust at community events, financial...

Job Title: Senior Sales DirectorAt Sunrise Senior Living, we are seeking a highly skilled Senior Sales Director to join our team. As a key member of our sales team, you will be responsible for developing and executing sales strategies to drive business growth and revenue.Key Responsibilities:Develop and implement sales plans to achieve business...