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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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Will meet with clients, co-trustees and beneficiaries to ensure BNY Mellon is adhering to the highest fiduciary standards as trust advisor to multi-generational families. Fiduciary administration: Subject matter expert on all fiduciary topics which impacts clients and have in-depth knowledge of WM's fiduciary practices, policies and procedures.
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Facilitate the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance. Facilitate the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance.
$65,000 - $65,500 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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In-depth knowledge of Personal Trust Administration processes and procedures. Provides technical expertise for all aspects of Trust & Estate account management and administration.
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Oversee Microsoft Dynamics 365 (MBC) workflows and general administration/security levels. We pride ourselves on forging meaningful relationships with our clients, built upon trust, and imparting our principal values into our individualized approach to each case.
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Experienced candidates from the financial, estate, and/or philanthropic planning, law, and trust administration fields are encouraged to apply. Experienced candidates from the financial, estate, and/or philanthropic planning, law, and trust administration fields are encouraged to apply.
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4-year college or university degree with course work in Human Resources Management, Business Administration and Industrial Psychology, Economics or a Healthcare related field. At NFP, your sharp eye for detail, marketplace knowledge, and problem-preventing insights will earn you the trust of clients as you serve as lead consultant.
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Proactively perform daily trust officer administration responsibilities and consistently deliver a quality CCPW client experience. They lead the day to day management and administration of trust accounts, and for working with CCPW partners to introduce trust clients and beneficiaries to CCPW's comprehensive suite of investment, financial planning, insurance, and tax services.
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Manages corporate estate administration for trust terminations and smaller core estate matters by preparation of estate administration records including schedules for estate tax returns, excel spreadsheets, collection of assets and satisfaction of debts and administration expenses.
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Manages probate, trust, and agency accounts. In-depth knowledge of Trust Tax, Trust Accounting and Investment Management. Provides administrative support to team members and relationship managers that includes financial reports, asset & account reconciliation, compliance, tax matters, posting, fee collection and other related activities; ensures proper documentation and administration decisions.
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Our firm specializes in assisting clients with estate planning, trust administration, and litigation related to probate and trusts. We are a boutique law firm located in Palm Beach Gardens, FL. Since 1994, we have been providing comprehensive probate, estate, trust, tax, and guardianship legal services to individuals and families in Florida.
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Performs and documents the NIHSS and bedside swallow, assists with telemedicine consult and physician examination/evaluation of thrombolytic therapy inclusion/exclusion criteria, mixing and administration of thrombolytic therapy if patient deemed a candidate, preparation of patient for Endovascular treatment as indicated, assumes patient care of the stroke alert.
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Must be an experienced and versatile lawyer, be an active member of the Florida bar and have 3+ years of experience in estate planning, trust administration, and probate, which will be keys to success in this growing, stable organization.
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