Trust Officer
3 days ago
The Trust Officer will be responsible for interacting with all clients, whether retained by the Bank for investment asset management or trust administration. Perform and/or assist Trust Officer(s) in the general administration of trust accounts as assigned, and perform duties as directed by the governing document and current pertinent law.
RESPONSIBILITIES:
- Deal directly with trust beneficiaries and agency clients regarding personal financial situation with minimal supervision.
- Independently prepare for new business meetings with prospective clients and/or assist Relationship Managers (RM), Director (D) and Trust Officers (TO) in preparation for new business meetings with prospective clients.
- Trust and estate administration, estate planning, creation of business entities, tax planning and complex real estate and securities transactions.
- Excels in communication with clients, accountants, financial advisors, banking personnel, realtors, appraisers and other attorneys.
- Preparation of documents and forms including allocation agreements, sales agreements, pleadings, affidavits, deeds, promissory notes and letters of instruction to financial institutions. Excellent with numbers.
- Facilitates preparation of fiduciary accountings, income tax returns and estate tax returns.
- Creates and maintains all office forms, templates and office procedures. Trains and supports other paralegals and staff.
- Investment account management, compliance, administrative reviews, corporate trustee, relationship officer.
- Trust administration: terminating trusts, discretionary trusts, charitable remainder unitrusts, special needs trusts, irrevocable trusts created for estate tax planning purposes and agency trusts.
- Acts as Durable Power of Attorney for finances and Successor Trustee.
- Real property and personal property sales and management.
- Direct client contacts and community engagement.
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Trust Officer
2 days ago
Anchorage, AK, United States Peak Trust Company Full timeTrust Officer Location: Anchorage, Alaska Reports to: Fiduciary Team Manager Employment Type: Full-time, in office Overview: We are actively seeking a driven and professional Trust Officer to become a valuable member of our team. In this role, you will assume the crucial responsibility of delivering trust and administration services to our clients as...
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Senior Trust Officer
3 days ago
Denver, CO, United States Midwest Trust Company Full timeDescription Midwest Trust Company – Denver, CO As a Senior Trust Officer for Midwest Trust Company, you will play a crucial role in managing and administering trust accounts on behalf of our clients. Your expertise in trust administration, fiduciary responsibilities, and client relationship management will ensure the effective execution of trust services...
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Trust Officer—Los Angeles
2 days ago
Los Angeles, CA, United States San Pasqual Fiduciary Trust Company Full timeSan Pasqual Fiduciary Trust Company is the only California and Nevada-based trust company dedicated to providing trustee-only services. We do not sell investment products, which enables us to provide our clients with truly impartial fiduciary service. We devote our skills, expertise, and resources to trust administration and management. We are a small but...
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Trust Administrator
1 month ago
Wilmington, DE, United States Commonwealth Trust Company Full timeAdminister trusts in accordance with terms created in trust, will, or court order. Coordinate with other departments to ensure the accurate flow of information. Provide oversight for compliance, both internally and externally.BACKGROUND & EXPERIENCE:• BA/BS from an accredited 4-year college or university• Additional certification (Paralegal certificate...
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Trust Officer
1 week ago
Alexander, ND, United States GPAC Full timeTrust 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...
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Trust Advisor
4 weeks ago
Boston, MA, United States Loring, Wolcott & Coolidge Trust, LLC Full timeAs a Fiduciary Services department member, this position supports the Trustees and Clients of Loring, Wolcott & Coolidge Trust, LLC. It involves handling multiple Client and Trustee needs with minimal supervision, making it necessary to adapt to various personalities and working styles. The Trust Advisor performs a wide range of complex trust administration...
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Trust Officer
1 month ago
West Chester, OH, United States Insight Global Full timeRequired Skills & Experience- 5 years' experience of relevant fiduciary, personal trust or trust administration * maybe even a Paralegal that's done the estate planning - Proficient experience reading trust documents and understanding them - Great attention to detail and communication - BachelorsNice to Have Skills & Experience- CTFA (has to be willing to...
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Senior Trust Officer
1 month ago
Wilmington, DE, United States International Search Consultants Full timeSenior Trust OfficerWilmington, DE ISC’s team of Financial Services Recruiters are partnering on a Senior Trust Officer search for a leading Wealth Management firm with a well-established and growing Trust Company in Wilmington. The Senior Trust Officer will provide support and advice to UHNW Clients on trust and estate administration and planning....
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VP - Trust Officer
1 month ago
Franklin, TN, United States Meraki Talent Ltd Full timeJob Title: VP - Trust OfficerLocation: Franklin, TennesseeAre you an experienced trust officer with a strong understanding of fiduciary responsibilities and a commitment to delivering exceptional service to high-net-worth clients? We’re seeking a VP - Trust Officer to join our established team in Franklin, Tennessee. This role is ideal for a professional...
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Software Engineer, Trust
3 days ago
San Francisco, CA, United States Trust A-tech Full timeAbout Anthropic Anthropic is an AI safety and research company that’s working to build reliable, interpretable, and steerable AI systems. We want AI to be safe and beneficial for our customers and for society as a whole. Our interdisciplinary team has experience across ML, physics, policy, business and product. Responsibilities: Develop monitoring systems...
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Senior Trust Officer
1 month ago
Sarasota, FL, United States Westport One Full timeSenior Trust OfficerOur client is looking for a strong fiduciary professional that works directly with clients, administers trusts, manages the relationship, while taking a collaborative team-based approach to service their clients. They need someone who is a great communicator internally and externally. Client service must be delivered at the highest level....
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Senior Trust Officer Wilmington, DE
2 days ago
Wilmington, DE, United States International Search Consultants Full timeISC’s team of Financial Services and Banking Recruiters are partnering on a Senior Trust Officer search for a leading Wealth Management firm with a well-established and growing Trust Company in Wilmington. The Senior Trust Officer will provide support and advice to UHNW Clients on trust and estate administration and planning. Excellent opportunity to serve...
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, NJ, United States Gloucester Charities Trust Full timeWe are currently looking for a suitably qualified and experienced individual to join our busy team managing our Finance Department reporting direct to the CEO. Your primary role is to manage the accounting and payroll function for all the operations of the Trust including the requirement to provide reports within agreed deadlines and liaising with external...
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Chief Risk
3 days ago
Chicago, IL, United States Northern Trust Full timeAbout Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring...
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Estates & Trusts Attorney
1 month ago
Los Angeles, CA, United States Offit Kurman, P.A. Full timeEstates & Trusts -Senior Associate/ Junior Partner (LA)Offit Kurman is expanding its LA Estates and Trusts team.Job Requirements:Ten plus (10+) years of experience practicing trusts and estates law.Ability to first-chair draft both basic and sophisticated estate planning documents which incorporate estate and income tax planning including irrevocable...
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Menlo Park, CA, United States Trust A-tech Full timeMeta was built to help people connect and share, and over the last decade our tools have played a critical part in changing how people around the world communicate with one another. With over a billion people using the service and more than fifty offices around the globe, a career at Meta offers countless ways to make an impact in a fast growing...
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Executive Assistant
1 month ago
Los Angeles, CA, United States TRUST Full timeCompany Description TRUST is a first-of-its-kind Influencer Marketplace for the Long Tail, connecting businesses and brands with social media influencers to create, collaborate, and earn. The company is currently part of Jason Calacanis's Launch.co Founder University pre-accelerator Cohort 9 and is actively hiring full stack developers, and two executive...
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Trust & Estate Planning Attorney
1 month ago
Los Angeles, CA, United States Ascendion Full timeWe are recruiting for a full-service law firm with multiple offices in California that seeks an attorney for its Trusts and Estates department, to work in LA or Irvine offices.About the RoleIdeal candidates will have significant work experience in estate planning, although an LL.M. in Estate Planning will be considered instead of work experience. The...
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Trusts & Estates Attorney
3 days ago
San Francisco, CA, United States DLKLawGroup PC Full timeThe Trusts & Estates Attorney must have at least three (3) years of recent experience designing plans for high-net-worth clients, including designing and drafting irrevocable trusts such as Crummey trusts, intentionally defective grantor trusts, irrevocable life insurance trusts, charitable split-interest trusts, and grantor retained annuity trusts, as well...
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Sr. Analyst, Fixed Income
3 days ago
Chicago, IL, United States Northern Trust Full timeAbout Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring...