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Trust Team Manager - Philanthropic The candidate manages a Trust Team within an office or center environment. Will be accountable for the performance of the associated Trust Team including growth, profit management and risk management. Assigns accounts and ensures relationships...
Management TC Senior Fiduciary Relationship Specialist The candidate will be responsible for managing, retaining and growing an assigned book of the most complex accounts in the affluent segment utilizing the products, processes and tools available. Proactively engages the client in...
Trust Team Manager - Philanthropic The candidate manages a Trust Team within an office or center environment. Will be accountable for the performance of the associated Trust Team including growth, profit management and risk management. Assigns accounts and ensures relationships...
Administrator The candidate provides a variety of senior level administration and assistance for all trust officers with administration of personal trust, agency, conservatorship, estate and IRA accounts. Communicates directly with clients regarding account matters and client inquiries. Participates in client...
The candidate administers Personal Trusts, Estates, Conservatorships, Investment Agencies,... Powers of Attorney, and Escrows. Manages accounts and communicates with customers of related accounts through effective coordination of actions between supporting administrative and support staff members. Should have College degree or...
Wealth Management Trust Adviser The candidate develops, manages, and retains client relationships for Personal Trust area in Community Banking. Manages relationship with clients to ensure clients' financial needs are met and exceeded. Provides expert financial advice and counsel to clients...
dealing with probate, wills, trusts, powers of attorney and... other related matters and have an active license with the Minnesota Bar Association. While not required, reciprocity with a contiguous state and/or experience in business planning is considered a plus. Should...
Estate Planning Attorney Candidate will support mission of providing accessible, affordable, and inclusive estate planning. Must have: Active license. Maryland State Bar Membership. 2+ years of post-graduate legal experience. Understanding of Gmail, Google Calendar, Calendly. Must be interested in new...
Party Risk Consultant The candidate will identify key risk and controls of assigned business lines and will need to convey all elements of the TPRM program to meet internal audit and OCC/Regulatory requirements. Directly or indirectly works with business lines,...
Legal Counsel - Corporate Trust The candidate will review and comment on structured finance documents, escrow agreements, and other transaction documentation. Advise administrators on post-closing extraordinary administrative duties of a legal nature. Maintain expertise and advise Compliance Officer and Corporate...