Title: WM Trust Officer Job Responsibilities: The WM Trust Officer is responsible for the administration, risk management, and servicing of assigned fiduciary and investment management accounts. This role may involve relationship management responsibilities as well as specialized product knowledge and expertise, including...
regulation with respect to licensing, retail banking, consumer credit, and anti-money laundering and OFAC compliance. Must have a... background advising financial institutions and corporate clients on general corporate matters and banking and financial services regulation. Must have excellent interpersonal, ve...
The following jobs are no longer active but were real openings previously posted by employers.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.
Trust Onboarding Officer The candidate will work directly with company Financial Consultants, attorneys, and clients, and collaborate with teammates to provide a superior experience from initial contact through the stages of trust onboarding including trust review, feedback, drafting/amendment, and trustee designation and appointment. Educate internal partners, centers of influence (. attorneys, CPAs), and clients about the onboarding process, the services CSTC p... 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Note: This job is no longer active.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
Associate Personal Trust Consultant The candidate is a key member of our growing trust organization and is responsible for ensuring exceptional client and partner experiences from initial inquiry through designation and appointment of CSTC as successor or full corporate trustee. Partner and collaborate with teammates and work directly with company Financial Consultants, attorneys, and clients to provide a superior, white-glove experience for every partner and client,... 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
Associate Trust Services Consultant The candidate responsibilities will include: Partner and collaborate with teammates and work directly with Schwab Financial Consultants, attorneys, and clients to provide a superior, white-glove experience for every partner and client, every time. Effectively communicate with Schwab Financial Consultants, attorneys, clients, and internal business partners regarding the trust services CSTC provides, the assets CSTC accepts, and the i... 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 On boarding The candidate will provide duties include: Partner and collaborate with teammates and work directly with firm Financial Consultants, attorneys, and clients to provide a superior, white-glove experience for every partner and client, every time. Review trust agreements, court documents, and asset statements to assess acceptability, profitability, and potential for risk in serving as trustee. Effectively communicate with firm Financial Consultants, at... 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 Onboarding The candidate will partner and collaborate with teammates and work directly with firm's Financial Consultants, attorneys, and clients to provide a superior, white-glove experience for every partner and client, every time. Will review trust agreements, court documents, and asset statements to assess acceptability, profitability, and potential for risk in serving as trustee. Effectively communicate with firm's Financial Consultants, attorneys, clients... 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
Assistant The candidate will be responsible for maintaining legal and regulatory compliance by researching and communicating requirements; obtaining approvals; developing, implementing, and maintaining the NAF PMP Library. Assists in the creation and revision of policies and procedures, forms, and other required documentation. Vendor vetting and reporting; pulling active licensing from internet, active sec of state filings, SEC filings, attorney bar licensing, CPA... 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
Associate Trust Services Consultant The candidate will partner and collaborate with teammates and work directly with firm Financial Consultants, attorneys, and clients to provide an outstanding, white-glove experience for every partner and client, every time. Effectively communicate with firm's Financial Consultants, attorneys, clients, and internal business partners regarding the services CSTC provides, the assets CSTC accepts, and the information, forms, and legal docu... 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
Services Consultant The candidate will work directly with internal and external partners to identify, develop and close new trust business and uncover opportunities to assist clients with additional assets. Collaborate with internal partners (. Wealth Strategists, Company’s Charitable) to deliver presentations to clients and partners explaining the benefits of using a corporate trustee and the trust services Company’s provides. Partner and collaborate with teammates... 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 Transition and Support The candidate is a key member of the trust organization and is responsible for taking ownership of assigned new trust opportunities to ensure outstanding client and partner experiences from initial inquiry through designation and appointment as successor or a current corporate trustee. This includes speaking with clients, attorneys, accountants, and beneficiaries; as well as partnering with internal partners to ensure key information a... 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
office of our client seeks a manager, trust transition, and support with 5+ years of experience. Must have experience in banking or financial industry, trust and estate administration or related trust, financial or legal/paralegal experience a plus. 3+ years of... 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