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General Function: The Wealth Management & Trust Advisor partners with high-net worth clients to identify their financial goals, analyze and develop recommendations that will help them work towards well defined financial objectives.
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Requirements Qualifications:Bachelor's degree in finance, business administration, or related field; advanced degree preferably a law degree and/or professional certifications (e.g., CTFA, CFP, CFA preferred)Extensive experience (5+ years) in trust administration, estate planning, or wealth management preferably within a trust company or financial institution.
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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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Licenses Preferred: Certified Trust and Fiduciary Advisor (CTFA) We are seeking a Trust Officer to join the team within Premier Trust, a member of Osaic. The Trust Officer is responsible for the administration of assigned accounts.
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Responsibilities include risk management, elevating concerns to leadership, adhering to policies and procedures, deepening relationships with the client’s external advisors, developing referral sources, and ensuring the next generation(s) in assigned relationships view the company and the Trust Administrative Officer as their advisor.
$95,000 - $125,000 a yearFull-timeExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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Experience with trust administration for high net worth or ultra-high net worth individuals preferred. In depth product knowledge of fiduciary concepts and legal policies, and tax and investment issues related to trust administration.
$110,000 - $120,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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These tasks include comprehensive review and interpretation of governing trust and account documents, cash management, trouble shooting, and proper memorialization of files in the iWork document imaging system and Advisor Desktop systems.
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They are seeking a highly skilled and experienced Tax, Trusts & Estates Associate/Attorney to join their team at their New York office.
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They are seeking a highly skilled and experienced Tax, Trusts & Estates Associate/Attorney to join their team at their New York office.
$225,000 - $315,000Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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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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They are seeking a highly skilled and experienced Tax, Trusts & Estates Associate/Attorney to join their team at their New York office.
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They are seeking a highly skilled and experienced Tax, Trusts & Estates Associate/Attorney to join their team at their New Jersey office.
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They are seeking a highly skilled and experienced Tax, Trusts & Estates Associate/Attorney to join their team at their New Jersey office.
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Midwest Trust Company is a full-service wealth management institution offering complete trust services in the areas of personal trust administration, estate planning, investment management, retirement and investment planning, and profit sharing and 401(k) programs.
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They are seeking a highly skilled and experienced Tax, Trusts & Estates Associate/Attorney to join their team at their Florida office.
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Title: trust advisor Company: Plante Moran
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