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  • 3.1
    Modis – Oriskany, NY
    NEW
    A Fortune 200 company is seeking TrustAssociates in the Oriskany, NY area! Location: Airport Rd., Oriskany, NY, 13424… Contract: 12 months Description: We are seeking an Asset Administrator in Oriskany, NY who will be responsible for the…
  • 4.4
    Country Club Bank – Kansas City, MO
    Est. Salary $43k-$68k
    NEW
    account relationships with somewhat complex legal or unique asset responsibilities. •Develop and maintain knowledge and communication… from existing clients. •Develop cross-sell opportunities from trust client base for other areas of the Bank and subsidiaries of…
  • 3.5
    Bank of America – Providence, RI
    8 days ago 8d
    institutional customer base. U.S. Trust, Bank of America Private Wealth Management (U.S. Trust) U.S. Trust provides comprehensive wealth… .S. Trust provides resources and customized solutions to help meet clients wealth structuring, investment management, trust and…
  • 3.9
    MiTek Industries – Chesterfield, MO
    Est. Salary $49k-$75k
    15 days ago 15d
    technical assets. Essential Duties: Leads the effort to integrate people, process, and technology associated with software… needed. Required Experience Associate Degree (prefer related field) IT asset management: 3+ years of experience…
  • 3.9
    Technalink – New Orleans, LA
    26 days ago 26d
    immediate need for a Director-level associate in the role of overall IT lead for the Trust & Asset Management department. This position… organization. The candidate will be co-located with the Trust & Asset Management group in New Orleans, LA. Responsibilities…
  • 3.5
    Wells Fargo – Menomonee Falls, WI
    Est. Salary $47k-$74k
    NEW
    planning strategies, trust, insurance and both individual and institutional retirement. Wells Fargo Asset Management (WFAM)… diversified financial services company with $1.7 trillion in assets. Founded in 1852, Wells Fargo provides banking, insurance, investments…
  • 3.5
    Bank of America – West Conshohocken, PA
    Est. Salary $49k-$76k
    6 days ago 6d
    specialty asset management, family office services, custom credit solutions, financial administration and family trust stewardship… . Key Responsibilities of a Private Client Associate: Act as trusted advisor to, and an advocate for, clients and prospects…
  • 3.6
    JPMorgan Chase & Co. – New York, NY
    NEW
    Job Description: J.P. Morgan Asset & Wealth Management, with client assets of $2.3 trillion, is a global leader in investment… management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For…
  • 3.1
    BOK Financial – Tulsa, OK
    21 days ago 21d
    personal trust, custody and estate, investment agency and IRA accounts. Works closely with Portfolio Managers, Specialty Asset Managers… Req ID: 25241  Areas of Interest: Trust  BOK Financial (BOKF), Headquartered in Tulsa, Oklahoma, BOK Financial Corporation…
  • 3.6
    Charles Schwab – Henderson, NV
    21 days ago 21d
    Opportunity: The Director, Special Assets Oversight of Charles Schwab Trust Company (the “Trust Company”) is responsible for overseeing… estate and special assets in trust, performing risk reviews and developing oversight controls for special assets. In addition, the…
  • 3.5
    Bank of America – Jacksonville, FL
    Est. Salary $47k-$72k
    17 days ago 17d
    specialty asset management, family office services, custom credit solutions, financial administration and family trust stewardship… . Key Responsibilities of a Private Client Associate: Act as trusted advisor to, and an advocate for, clients and prospects…
  • 3.6
    J.P. Morgan – Birmingham, AL
    NEW
    relating to accounts and special assets. Participate on various committees as needed When the trust terminates the account is transferred… recognized for our succession planning, advice and trust services. The Global Trusts & Estates Practice is an integral part of the…
  • 3.9
    Iberiabank Corporation – Little Rock, AR
    Est. Salary $49k-$88k
    29 days ago 29d
    needs Interfaces with the Trust Management Committee on specific account related investment and asset management issues Maintains… regarding the Division's asset allocation models; actively participate in rebalancing the models and associated accounts. Assist in…
  • MidWestOne Bank – Iowa City, IA
    7 days ago 7d
    assigned trust accounts. Processes paperwork to initiate new account relationships/assets in coordination with the trust accounting… efforts associated with contacts in the community. Participates in Officer calling efforts designated by the Senior Trust Officer…
  • 4.0
    MidWestOne – Orange, NJ
    8 days ago 8d
    assigned trust accounts. Processes paperwork to initiate new account relationships/assets in coordination with the trust accounting… efforts associated with contacts in the community. Participates in Officer calling efforts designated by the Senior Trust Officer…
  • 3.5
    Bank of America – Philadelphia, PA
    Est. Salary $49k-$76k
    14 days ago 14d
    specialty asset management, family office services, custom credit solutions, financial administration and family trust stewardship… . Key Responsibilities of a Private Client Associate: Act as trusted advisor to, and an advocate for, clients and prospects…
  • Jobvertise – Santa Ana, CA
    Est. Salary $31k-$59k
    NEW
    Qualifications* Associates degree or equivalent experience.* 4+ years' experience in a Bank Trust department or at a Trust company in… California, First American Trust is a federal savings bank that has provided banking, wealth management, and trust solutions on a local…
  • 3.7
    Northern Trust – Stuart, FL
    Est. Salary $52k-$90k
    9 days ago 9d
    March 31, 2017, Northern Trust Corporation had: $121 billion in banking assets $7.1 trillion in assets under custody $8.9… $8.9 trillion in assets under custody/administration $1.0 trillion in assets under management…
  • 3.7
    Harvard Management Company – Boston, MA
    12 days ago 12d
    revenue. The Trusts and Gifts group at HMC is responsible for the management of all aspects of charitable trust arrangements,… and excellence in three Pooled Income Funds, Remainder Trusts, Lead Trusts, and individual accounts. In addition to certain accounting…
  • 3.2
    Vacasa – Portland, OR
    17 days ago 17d
    Trust account reconciliation Account statement preparation and processing Building support processes for trust accounting… embody them. What Were Looking For: We are looking for a Trust Accountant to join our team. A person acting in this position…
  • 3.5
    Ameriprise – Minneapolis, MN
    7 days ago 7d
    management topics, ILIT and insurance assets in trusts, investment management of trusts as it relates to the financial planning… Operations Job Description The AssociateTrust Investment Officer will be responsible for trust investment administration duties…
  • 3.4
    Regions Financial Corp – Knoxville, TN
    7 days ago 7d
    administrative support to an individual in the trust department and/or the trust department as a group, relieving them of clerical… related field One plus years trust administrative experience with a solid understanding of trust office processes Skill and…
  • 3.5
    Bank of America – Wilmington, DE
    Est. Salary $44k-$84k
    NEW
    specialty asset management, family office services, custom credit solutions, financial administration and family trust stewardship… fulfillment activities to meet U.S. TrustsTrust and Investment Management client needs and expectations. Trust product expert who acts as…
  • 3.8
    Winston Resources – New York, NY
    Est. Salary $49k-$73k
    NEW
    Administer estates including probate, valuations and transfer of assets. Prepare Federal and State estate tax returns. Assemble info… planning for estate. email ...@winstonstaffing.com Associated topics: attorney, client, consultant, customer, court, criminal…
  • 3.1
    Iron Mountain Incorporated – San Antonio, TX
    NEW
    regulations, recover from disaster, and protect their data and assets from a complex world. Visit the company website at www.ironmountain.com… and securely manage their physical and digital information assets. With unmatched innovation and collaboration, our teams create…
  • 3.0
    Parker Lynch – New York, NY
    4 days ago 4d
    sophisticated tax planning, wealth transfer and asset protection planning. Drafting wills and trusts. Obtaining IRS exemptions. Working… Legal is working with a client at an AmLaw 100 firm in their Trusts and Estates group for a position that is off-track. This is…
  • 3.3
    Special Counsel – New York, NY
    5 days ago 5d
    sophisticated tax planning, wealth transfer and asset protection planning Draft wills and trusts Obtain IRS exemptions Work with nonprofit… including probate, asset collection, estate tax returns and accounting proceedings Assistance with trust administration Develop…
  • 3.5
    Wells Fargo – Cedar Rapids, IA
    NEW
    details Previous client associate experience in brokerage and/or investment management and/or trust Strong attention to detail… management, brokerage, private banking, estate planning strategies, trust, insurance and both individual and institutional retirement.…
  • 3.4
    Fifth Third Bank – Cincinnati, OH
    5 days ago 5d
    RESPONSIBILITIES: Assists with supervision and training of TrustAssociates and support staff. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES… grow # as a customer or as a team member. The Wealth and Asset Management division puts more than 100 years of experience to…
  • 3.5
    Bank of America – Pennington, NJ
    7 days ago 7d
    funding trusts with unique assets i.e. real estate, LLC/LPs. Prepare all new account paperwork for the various types of trust business… role, at this core, is the trust new business coordinator for ADG. After the Trust Specialist/Trust Interns Specialist have the…
  • 3.5
    Wells Fargo – Meridian, MS
    Est. Salary $26k-$39k
    Today 10hr
    management, brokerage, private banking, estate planning strategies, trust, insurance and both individual and institutional retirement.… diversified financial services company with $1.7 trillion in assets. Founded in 1852, Wells Fargo provides banking, insurance, investments…
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