Trust Officer

Location West Chester, OH 45069 (on-site) Overview The Fiduciary Officer is responsible for the efficient administration of trust accounts for the Banks wealth management clients. This includes managing accounts where the Bank serves as trustee, executor, administrator, conservator, guardian, or agent. The officer provides expert advice on estate planning...

LocationWest Chester, OH 45069 (on-site) Overview The Fiduciary Officer is responsible for the efficient administration of trust accounts for the Bank's wealth management clients. This includes managing accounts where the Bank serves as trustee, executor, administrator, conservator, guardian, or agent. The officer provides expert advice on estate planning...

We are seeking a highly skilled Fiduciary Officer to join our team at First Financial Bancorp. In this role, you will be responsible for the efficient administration of Trust Accounts for our wealth management clients.Key Responsibilities:Manage Risk: Monitor and control risk in all aspects of trust and account administration.Customer Focus: Resolve problems...

Administer 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...

Required 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...

As 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...

Senior 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....

Job 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...

Piper Companies is looking for a Senior Personal Trust Officer  for a Chartered Trust Company for a Full Time, Hybrid position in Wilmington, Delaware.Responsibilities for the Senior Personal Trust Officer·      Responsible for all aspects of trust administration, including quality checking of new account setup, annual reviews, and ongoing...

The Opportunity As a Trust Officer for MassMutual Private Wealth & Trust you will be responsible for administering a diverse book of trust and personal wealth management accounts for high net worth individuals, families, and foundations. This role provides customized, concierge-level client service by serving as the primary point of contact for the client...

Senior 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....

As a Senior Trust Officer at Kestra Financial, you will oversee account administration, ensuring client satisfaction and supporting business objectives.Develop and execute policies that impact client operations and the business unit or division.Work on complex issues requiring in-depth knowledge of organizational objectives and enterprise analysis.Perform...

The OpportunityAs a Trust Officer for MassMutual Private Wealth & Trust you will be responsible for administering a diverse book of trust and personal wealth management accounts for high net worth individuals, families, and foundations. This role provides customized, concierge-level client service by serving as the primary point of contact for the client...

TRUST ADMINISTRATORFinancial Center, 425 US Hwy 6 EGeneseo, ILFull TimeMonday through FridayExempt SalariedThis is an in-person position, not remote or hybrid.FUNCTION OF JOB The Trust Administrator assists with the general administration and operation of the Trust & Asset Management Division in coordination with Trust Officers and the Trust Operations team....

Position Overview:The Loan Officer Assistant provides support to United Trust Bank mortgage loan officers in their daily duties to increase loan production levels. The Loan Officer Assistant works directly with UTB customers, loan officers, and processors to ensure a positive customer experience and facilitate timely loan closings.Position Pay - $20-$25 and...

Chief Financial Officer - A cover letter and resume are required for consideration. The Chief Financial Officer (CFO) provides both operational and programmatic support to the organization. The CFO will work with the chief executive officer (CEO) on all strategic and tactical matters as they relate to budget management, cost benefit analysis, forecasting...

Job Description:The RoleDue to growth in our business, Fidelity Personal Trust Company seeks a Trust Officer.The Trust Officer is an integral member of the Personal Trust Administration team. The team provides trust services to Fidelity Institutional business partners and individual trust clients across the U.S. The incumbent will be the primary fiduciary...

Job Description:The RoleDue to growth in our business, Fidelity Personal Trust Company seeks a Senior Trust Officer.The Trust Officer is an integral member of the Personal Trust Administration team. The team provides trust services to Fidelity Institutional business partners and individual trust clients across the U.S. The incumbent will be the primary...

Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. -With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we're strong,...

LHH is working with a mid size law firm to find an estates and trusts paralegal. This firm offers a collaborative environment, excellent benefits and compensation depending on experience. Job RequirementsExperience working in fast-paced office environment; law office experience preferredFamiliarity with estate documents and tax returns preferredAbility to...