Senior Trust Officer

Job SummaryWe are seeking a highly skilled Senior Trust Officer to join our team at Westport One. As a Senior Trust Officer, you will be responsible for administering trusts and serving as a trustee. This is a salaried position with bonus opportunities and excellent benefits.Key ResponsibilitiesAdminister trusts and serve as a trusteeWork with primarily...

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....

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....

Company OverviewIQ-EQ Trust Company U.S. is a specialized, non-depository trust company that provides flexible and cost-efficient directed trustee services to high-net-worth individuals and their trusted advisors. Our company is strategically positioned at the intersection of the investment, accounting, and legal services industries, offering a unique...

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...

Job Title: Trust OfficerAre you a driven professional with a keen understanding of investment management and financial planning? We are seeking a dynamic Trust Officer to manage client portfolios, engage with clients, and contribute to their financial well-being. This role offers an exciting opportunity to work with a supportive team culture that fosters...

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...

Job Title: Specialized Fiduciary Officer II, IRA - Trust AdministrationJob Summary:Bank of America is seeking a highly skilled Specialized Fiduciary Officer II, IRA - Trust Administration to join our team. As a key member of our fiduciary services team, you will be responsible for administering trusteed individual retirement accounts (TIRAs) to ensure...

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...

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...

Two Trusts & Estates Attorneys - Senior Counsel/Junior Partner and AssociateOur established Midtown Trusts & Estates boutique law firm, with a sophisticated client practice, a professional support staff and a contemporary office setting, has two positions open:1. An attorney with an existing and expandable client base to join as a full-time junior...

Two Trusts & Estates Attorneys - Senior Counsel/Junior Partner and AssociateOur established Midtown Trusts & Estates boutique law firm, with a sophisticated client practice, a professional support staff and a contemporary office setting, has two positions open:1. An attorney with an existing and expandable client base to join as a full-time junior...

About UsNational Advisors Trust Company is a leading provider of trust administration and custody services to registered investment advisors and their high net worth clients. As a non-depository trust company, we offer conflict-free trust administrative services, allowing advisors to cultivate and maintain crucial client relationships. Our company is...

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...

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...

Job Summary:We are seeking an experienced Administrative Assistant to provide support to our Specialized Fiduciary Officers in the Trust Department. The successful candidate will be responsible for coordinating information and activities with external business partners and internal support partners, as well as performing routine administrative duties such as...