Assist and Support Senior Trust Officers in the daily performance of duties and servicing of client relationships. Duties & Responsibilities. Duties will include, but are not limited to the following. Communicate clearly and effectively with clients (e.g. account owners, trust beneficiaries and portfolio managers) on a daily basis. Responds to their requests and works with them to resolve issues and meet their needs. Prepare and process cash cont...
Job Description. A small trust office in Darien, CT, is seeking a full-time Trust Officer to join our team. This person would be responsible for maintaining client relationships through proactive client communication and the coordinated delivery of services to families. This person would also be responsible for ensuring compliance with legal requirements and the settler's intentions. The position also includes communicating with clients, agencies...
LOCATION: Rockford. CLASSIFICATION: Exempt. LAST REVISED: April 2024. POSITION SUMMARY. As a member of the Trust and Wealth Management Department, this position provides appropriate fiduciary services to bank clients, in compliance with all regulatory requirements, while supporting the department’s strategic and competitive objectives. PRIMARY RESPONSIBILITIES AND ACCOUNTABILITIES. Provide professional, confidential and collaborative assistance t...
Job Title. Trust Officer. Reports To. Managing Director, Trust Administration. Direct Reports. N/A. Salary Grade. 12. . SUMMARY. Trust Officer is responsible for managing and administering trust accounts, ensuring compliance with legal and company requirements, and meeting the requirements of the trust instruments. This position will establish and maintain relationships with clients and beneficiaries, providing expert guidance on trust and estate...
Trust Officer. . 2401262. Description. Job Summary. . Under administrative direction uses specialized knowledge and skills obtained through experience, specialized training and/or certification to administer trusteed IRA programs. Leads defined work or projects of broad scope and complexity. Resolves or recommends solutions to complex problems. Regular contact with senior management and other internal customers is required to identify, research, ...
Salary. Market related. Reference. Trust Officer - LSH. Trust Officer. This role is for a banking professional to service trusts and investments. This is a relationship-based role, where customers can span literal generations. This role can service private and corporate trust accounts. Trust Officer Qualifications. Bachelor’s degree or equivalent. JD and/or Masters degree preferred. 5 years of relevant trust administration experience. Strong team...
Salary. Market related. Reference. Trust Officer - LSH. Trust Officer. This role is for a banking professional to service trusts and investments. This is a relationship-based role, where customers can span literal generations. This role can service private and corporate trust accounts. Trust Officer Qualifications. Bachelor’s degree or equivalent. JD and/or Masters degree preferred. 5 years of relevant trust administration experience. Strong team...
Job Type. Full-Time. Location. Muscatine, IA. Job Description. This position will focus on administration of trust services to ensure we are meeting current client needs, in addition to focusing on business development to solicit and develop new client relationships or enhance current relationships. KEY ACCOUNTABILITIES. Will perform daily activities related to the administration and maintenance of personal trust, investment management and probat...
Hello, 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. Trust Officer. This position will be. located at 50 S. 200 E. Salt Lake City, UT. This position is responsible for trust account administration and new bus...
The Trust Officer serves as a relationship manager to MidFirst Bank clients by providing support and advice in managing their trust and estate administration needs. This role will establish solid working relationships with clients and client agents (i.e. attorneys, co-trustees, CPA’s, etc.) and MidFirst Bank Officers. Objectives include building relationships with potential new business sources and resources, including community leaders, accounta...
. Job Summary. . The Assistant Vice President-Trust Officer serves as a relationship manager to Farmers and Merchants Trust Company (FMTC) clients by providing support and guidance in managing their trust and estate administration needs. This role will establish solid working relationships with clients and client agents (i.e. attorneys, co-trustees, CPA’s, etc.) as well as Farmers and Merchants Bank of Long Beach officers. Additional objectives i...
Trust 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 well as collaborating with our referral partners. The ideal candidate for this position posse...
