Title: Director, Senior Trust Officer Job Responsibilities: - Serve as the primary fiduciary contact for some of the largest and most sophisticated trust relationships within the company. - Manage all facets of trust administration and relationship management for assigned clients, supported by a...
The following jobs are no longer active but were real openings previously posted by employers. These listings provide valuable insight into employer hiring trends and frequently lead to job offers. In many cases, employers are still hiring or open to strong candidates even if no new job is posted. Applying to these listings often makes you the only applicant, increasing your chances of being hired.
Business Development Officer The candidate manages the sale of personal trust accounts to clients of company affiliated Financial Advisors with branch locations within a specified geographic region. Performs public speaking at seminars designed to train and educate professional tax and legal advisors, current and prospective clients, and Financial Advisors. Prepares sales illustrations, seminar outlines and other documentation used in the sales and marketing of trust s... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Trust - Wealth Planner The candidate will partner closely with Private Bankers and other Private Bank team members to increase revenue by identifying and closing both current and future trust, estate and insurance opportunities with... existing CPB clients and prospects. A key focus of the role is to develop, deliver and implement customized wealth plans, which includes proactive estate planning solutions based upon... each prospect/client's individual circumstances. Additionally,... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Trust Officer The candidate under supervision of a Manager and / or a Senior Trust Officer, works with clients to strategize toward the preservation and continued growth of trust assets while achieving their specific trust and estate planning objectives and introduces... clients to a broad range of investment management opportunities. Manage an existing book of trust and estate accounts: types of accounts... include revocable and irrevocable trusts, testamentary trusts, ILITS and... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Wealth 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 wealth planning conversations in collaboration with... business partners. Provides analysis of client s total financial situation and offers creative thinking to arrive at workable solutions... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Trust Staff Attorney Duties: Assist Trust Counsel with overflow work providing legal advice and counsel to the Personal and Corporate Trust Groups on matters of Tax law and compliance and Personal and Corporate Trust law. Assist with review and oversight of tax compliance and reporting for the Trust division. Conduct Tax and Trust law research and analysis for the most complex of client situations, leverage broad-based knowledge of wealth and asset management and planning... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Trust Administrator I , Grade 8 Duties: Will be responsible for the oversight and management of all client service and fiduciary issues for trusts where company's Delaware Trust Company acts as trustee, preserving the trust’s assets, maximizing yield with safety of capital and/or fulfilling other specific requirements as outlined in the trust agreement. Work with Trust Counsel, TRESA, and Trust Tax professions in order to assure proper documentation and administrati... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Trust Officer The candidate will manage an existing book of trust and agency accounts: types of accounts may include revocable and irrevocable trusts (foreign and domestic), testamentary trusts, ILITS and IRA accounts, various types of charitable trusts, estate accounts, and agency accounts,... both discretionary and directed; initiate investment management of the accounts by coordinating with Private Bankers and Investment Counselors and utilizing both internal and external in... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Trust Fiduciary Lead Responsibilities: Under supervision of a Fiduciary Services Head, this position requires administration of UNHW ongoing fiduciary relationships which entails working with clients to strategize toward the preservation and continued growth of trust assets while achieving their specific trust and estate planning objectives and introduces... clients to a broad range of investment management opportunities. Manage an existing book of trust and estate accounts: ty... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Trust Officer Responsibilities: Under supervision of a Fiduciary Services Head, administration of UNHW ongoing fiduciary relationships which entails working with clients to strategize toward the preservation and continued growth of trust assets while achieving their specific trust and estate planning objectives and introduces... clients to a broad range of investment management opportunities. Manage an existing book of trust and estate accounts: types of accounts... include revoca... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
book of trust and estate accounts: types of accounts... types of charitable trusts, estate accounts, and agency accounts,... both discretionary and directed; initiate investment management of the accounts by coordinating with Private Bankers and Investment Counselors an... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here