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If you are a talented and experienced Trust Officer looking for an opportunity to join a dynamic and growing firm, please email your resume to. J. Gaudet Associates, Inc. is working with HM Payson to manage its search for a Trust Officer.
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Based in Denver, CO, and reporting to the President and Chief Executive Officer (CEO), the Chief Financial Officer (CFO) will be a strategic financial leader. The CFO will also serve on other Farm Credit System and CoBank committees, as required, including the Farm Credit System Disclosure Committee and chairing the CoBank Asset/Liability Committee (ALCO), Disclosure Committee, Budget Committee and Retirement Trust Committee; s/he will also represent management in the following CoBank Board Committees – Executive Committee, Compensation and Human Resources Committee, Joint Audit/Risk Committee, and Audit Committee.
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The Senior Trust Officer (STO) is responsible for advising high net worth clients on their trust and estate administration needs and administering trust accounts for Clarfeld Citizens Private Wealth (CCPW.
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3+ years of experience utilizing core organizational development competencies (i.e., relationship building, trust building, emotional intelligence, change management planning and execution, the ability to debate issues and add value to the collective leadership team.
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Works with the prospective resident, family members, and key influencers (physician, attorney, trust officer, as appropriate) to facilitate a timely and favorable commitment to the community.
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As a Trust Officer , you will be responsible for managing trust accounts and ensuring compliance with legal requirements. This is a fantastic opportunity for candidates who are experienced in trust administration and want to work for a family-friendly and supportive environment in banking enironment.
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We are currently seeking a Trust Officer that will represent Old National Bank in contacts with clients, attorneys, beneficiaries and other related parties. Technical knowledge of probate, administration, fiduciary and trust administration.
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Bachelor’s Degree OR equivalent business experience, preferably a minimum of 5 years of trust administration and estate planning experience. Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning.
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The Chesapeake Bay Trust, a non-profit grantmaking organization, seeks a Senior Compliance Officer to provide support to the Program and Finance teams on grants, contracts, and partnerships received from our funders as well as grants and contracts distributed from the Trust to our awardees.
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Specialized knowledge of client benefits offered by Frost's brokerage, investment management, trust, and insurance groups. As a Private Banking Officer II , you will help customers manage their financial lives.
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Administers personal trust, investment agency accounts, and probate accounts. Trust Officers contribute to the profitability and growth of CoreFirst Bank & Trust by meeting customer needs through referring consumer and business banking products to new and existing customers according to our mission statement and performance objectives.
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CTFA (Certified Trust and Financial Advisor) certification. Support market efforts to develop new trust business; participate in client presentations as requested, and serve as subject matter expert concerning trust administration.
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Trust Officer Essential Functions. Conduct regular investment review of portfolio with Investment Officer. Assure accurate information passed to Trust Operations. Self-learn / knowledge of Microsoft Office / Trust Account System.
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EMPLOYEE VALUES: Excellence, Trust, Safety, Innovation, Relationships, Commitment JOB RESPONSIBILITIES: Develops operating procedures for member accounting including billing, payment processing and collections.
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As a Trust Officer you'll provide support to the team to achieve our business objectives, projects and goals as directed by the Client Services Director / Managing Director. As a Trust Officer you'll provide support to the team to achieve our business objectives, projects and goals as directed by the Client Services Director / Managing Director.
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