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CFP (Certified Financial Planner) or CTFA (Certified Trust & Fiduciary Advisor) preferred. We are seeking an experienced trust officer to join our team managing client trusts and estates.
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As a trust officer, you will work directly with high net worth clients to manage assets placed in trust, administer estate plans, and provide personalized advice around wealth transfer plans.
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As a trust officer with our firm, you will have the opportunity to work directly with affluent clients to preserve and continue their wealth transfer legacy plans. This is an excellent position if you are looking to advance your career in wealth management and trust services.
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Stay current on trust, tax, and probate laws and regulation. - Provide clients clear explanations and guidance on trust accounts and estate planning strategies. - In-depth knowledge of fiduciary and trust activities.
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Determine trust beneficiaries and distributions; execute investment and payout decisions. - At least 5 years of experience in trust or estate administration. - Review and interpret trust agreements and wills.
$85,000 - $120,000 a yearExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Bachelor's degree in Finance, Accounting or related field; JD degree a plus. Administer various types of trusts and estates. Work closely with investment advisors on developing and implementing investment plans.
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We are seeking an experienced trust officer for a client company to provide investment management and trust administration services to high-net-worth clientele. As a trust officer, you will serve as a knowledgeable resource for high-net-worth clients in managing substantial, sophisticated investment portfolios and administering personalized trust solutions.
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Keywords: Direct Support Professional, DSP, Caregiver, CNA, HHA, Home Health Aide, Help at home, assisted living, human services, disability services, advocate, daily pay, weekly pay, residential, community, supported living, residential services, direct care, direct support, hcbs services, adult day program.
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Insight to REM Community Services Direct Support Professional opportunity - Keywords: Direct Support Professional (DSP), Location: Swaledale, IA - 50477. REM Community Services, a part of the Sevita family, provides community-based services for individuals with intellectual and developmental disabilities.
$17 an hourFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Passion for supporting the professional development of direct reports through coaching, mentoring and a strengths-based approach. Lead an overall team of six professionals, which includes three direct reports (Director of Principal Gifts, Director of Major Gifts (to be hired), and Director of Advancement and Donor Services.
$130,000 - $150,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Due to growth, our client seeks a highly skilled and professional Senior Trust Officer to support their Chief Fiduciary Officer. We are seeking a Senior Trust Officer with in-depth trust knowledge, a thorough understanding of policies and procedures, and the ability to provide top-tier client service.
$115,000 - $125,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Trust Officer A Trust Officer is a banking professional who services trusts and investments. Trust Officer Qualifications: Bachelor’s degree or equivalent JD and/or Masters degree 5-7 years of relevant trust administration experience Strong teammate who enjoys collaboration with internal partners CTFA, CFP, CFA, CES, or equivalent Trust investment knowledge and/or experience with brokerage and/or delivery of trust services through alternative channels For additional information on this opportunity contact Dave Ovall directly at 605.872.
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Knowledge of financial planning, investment management, and trust administration services is strongly preferred; 2+ years as a Financial Advisor, Trust Officer, Internal or External Wholesaler, or similar business development role in financial services is preferred but not required.
$50,000 - $65,000 a yearFull-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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Salesforce Financial Services Cloud is beneficial. Amazing remote Financial Advisor, Insurance Agent, and Relationship Manager opportunity where you earn a base salary and unlimited commission opportunities helping Veterans and their families in a role that does not require any licensures or state exams now or even in the future.
$50,000 - $60,000 a yearFull-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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We provide services similar to Home Instead, Easter Seals Goodwill of North Dakota, Meridian Senior Living, Home Helpers of Williston, Kalix, Community Options for Residential, Hands of Hope LLC, FirstLight Home Care of ND, Edgewood Healthcare and Sagora Senior Living Inc.
$17 - $18.65 an hourFull-timeExpandApply NowActive JobUpdated 3 days ago
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