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JD, MBA, CTFA, CPWA or STEP Certification in International Trust Management is preferred. The Sr. Trust Advisor, GFO (STA) is responsible for managing a complex book of relationships consisting of principal and single family office clients that require a mix of fiduciary, asset servicing, advisory services, banking, technology & reporting, and investment solutions.
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We are seeking a Trust Officer to join the team within Premier Trust, a member of Osaic. Licenses Preferred: Certified Trust and Fiduciary Advisor (CTFA) The Trust Officer is responsible for the administration of assigned accounts.
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Apply principles of the California Probate Code applicable to trust administration and understand the tax implications of the various kinds of trusts. · 3-5 years of trust administration or planning experience with a focus on exemplary customer service service for high net-worth clients ($1MM+ level clientele.
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Apply principals of the California Probate Code applicable to trust administration and understand the tax implications of the various kinds of trusts. · 8+ years of trust administration or planning experience with a focus on exemplary customer service for high net-worth clients ($1MM+ level clientele.
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JD, MBA, CTFA, CFP or CPA and four (4) years personal trust administration experience. Bachelor s Degree (B.A) and a minimum of seven (7) to ten (10) years of personal trust administration experience.
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Strong knowledge of fiduciary law, trust administration, and estate planning, coupled with problem solving and perseverance to bring challenges to resolution. A minimum of eight (8) years' experience in personal trust administration and estate planning, experience in a directed trust environment preferred.
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Experience working on teams that build trust with customers or tackle sensitive subject matter (Trust & Safety teams or equivalent: privacy, security, equity, integrity, user safety, risk management, compliance.
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They will consider a fully remote candidate IF they reside in Nevada and have Trust Officer experience within Nevada. Sierra Executive Solutions, Inc. (SES) is a 3rd party search firm recruiting for a Trust Company's Trust Administrative Officer in Reno, NV. AND Hiring company will also consider a higher-level Trust Officer with a J.D. credential at a higher salary/wage.
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The Senior Trust Officer works with the Fidelity National Information Services, Inc. (FIS) Trust System to provide administrative services and create administrative reports. Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families, and institutions.
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The Trust Officer is responsible for the oversight and management of personal trusts, estates, agencies and investment management accounts. Gather/submit pertinent facts to the Trust Administration Committee regarding situations requiring the use of fiduciary discretion as appropriate.
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The Trust organization's mission is to maximize trust and expand access to Cash App's ecosystem. Software Engineering Manager - Trust Support Product. Our mission is to build lasting trust with customers by making it effortless to get helpful, caring support.
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As Product Marketing Director - Trust you will be responsible for developing messaging, positioning enablement and GTM strategy for everything Trust and Security at DocuSign. This includes shaping our company narrative on the DocuSign Trust Center, driving the GTM for trust related products like DocuSign Notary and enhancing the Trust components of all DocuSign products.
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Additionally, the Trust Officer will serve as a key relationship manager and fiduciary advisor, ensuring exceptional trust administration for our valued client relationships. Moneta is seeking an accomplished Trust Officer to oversee the development, execution, and management of all facets of Moneta Trust operations.
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Technical knowledge of probate, administration, fiduciary and trust administration. We are currently seeking a Trust Officer that will represent Old National Bank in contacts with clients, attorneys, beneficiaries and other related parties.
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The Senior Trust Officer maintains a book of fiduciary and investment management accounts. Bachelor's Degree and a minimum of 5 years of trust administration and estate planning experience, preferred.
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