Trust officer Jobs in USA
Last updated: 13 hours ago
This role is for a banking professional to service trusts and investments.This is a relationship-based role, where customers can span generations.
This role can service private and corporate trust a...Show moreLast updated: 13 hours ago
Please submit resume to [email protected] perform administration, accounting and customer service on fiduciary accounts while ensuring compliance requirements are met for each account, al...Show moreLast updated: 8 days ago
Wealth Management; Professional; Relationship Management; Trust.Pay Transparency Salary Range : .BOK Financial Corporation Group includes BOKF, NA.
BOK Financial Securities, Inc.BOK Financial Private...Show moreLast updated: 10 days ago
If you have a passion for service and helping people, take a look at this.This role requires a strong understanding of the probate process and the ability to coach clients on financial strategies.F...Show moreLast updated: 1 day ago
Trust Officer Opportunity in Jacksonville, IL.We are seeking a detail-oriented and client-focused.This role is responsible for overseeing the administration of trust accounts, managing client relat...Show moreLast updated: 3 days ago
At Schwab, you’re empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry togeth...Show moreLast updated: 13 hours ago
Trust Officers perform administration, accounting and customer service on fiduciary accounts while ensuring compliance requirements are met for each account along with timely, efficient service to ...Show moreLast updated: 13 days ago
Citizens First National Bank of Storm Lake, Iowa is eager to find a dynamic, customer-focused professional to join our team as a Trust Officer.
This position requires an individual who is not only m...Show moreLast updated: 20 days ago
National Trust Company is expanding its Las Vegas office and is seeking to hire professionals at various levels of seniority : .
Administer and review complex trusts for HNW / UHNW clients (25-50mm+ lev...Show moreLast updated: 13 days ago
At The Trust Company of Tennessee, we believe everyone can live confidently and reach their financial goals.Would you like to be part of a team that works with individuals, families, businesses, an...Show moreLast updated: 30+ days ago
Westamerica is among the largest commercial banks headquartered in California.We are looking for outstanding people to join our winning team.
We reached our current strength because our employees, c...Show moreLast updated: 11 days ago
The Trust Officer will report directly to the Trust Department President.The Trust Officer will handle the administration of accounts which name our client in fiduciary capacities.They will communi...Show moreLast updated: 26 days ago
Teton Trust Company is a premier trust and fiduciary services provider based in Jackson Hole, Wyoming.We specialize in delivering customized trust administration, estate planning, and wealth manage...Show moreLast updated: 28 days ago
A family-owned Trust firm in SW Florida is seeking an experienced.This position is due to growth and we are immediately looking to add 1 to 2 people in SW Florida.
Industry-specific designations, in...Show moreLast updated: 3 days ago
As a Trust Officer, you will administer and manage trust accounts and ensure that such administration is in compliance with federal and state laws as well as internal procedures.You must understand...Show moreLast updated: 4 days ago
Do you trust us, we trust you! Apply now for a great opportunity for a Trust Officer for an impressive and employee-centered organization in the banking industry, based in Honolulu.Are you an exper...Show moreLast updated: 25 days ago
This role is for a banking professional to service trusts and investments.This is a relationship-based role, where customers can span literal generations.
This role can service private and corporate...Show moreLast updated: 4 days ago
A Trust Officer manages a portfolio of fiduciary and investment management accounts for high-net-worth clients, including multi-generational families.
This role involves overseeing the administratio...Show moreLast updated: 30+ days ago
Our client is an established and expanding wealth management firm with over $18B in assets, is seeking a Trust Officer, who will be responsible for fiduciary and client relationship management of i...Show moreLast updated: 30+ days ago
- Promoted
- New!
Trust Officer
GPACWilliston, ND, USFull-time
- Promoted
Trust Officer
The Arnold GroupHutchinson, KS, United States$62,000.00–$72,000.00 yearly
Permanent
- Promoted
Trust Officer
BOK FinancialTulsa, OK, United StatesFull-time
- Promoted
Trust Officer
Palmer GroupCedar Rapids, IA, United StatesFull-time
- Promoted
Trust Officer
The AgencyJacksonville, IL, United StatesFull-time
- Promoted
- New!
Trust Officer, Trust Administration
Charles SchwabWESTLAKE, Texas, United States$74,900.00–$145,000.00 yearly
Full-time
- Promoted
Trust Officer
First National Bank of HutchinsonHutchinson, KS, USFull-time
- Promoted
Trust Officer
Citizens 1st National BankStorm Lake, IA, USFull-time
- Promoted
Trust Officer
TWM Executive SearchLas Vegas, NV, United StatesFull-time
- Promoted
Trust Officer
The Trust Company of TennesseeKnoxville, TN, USFull-time
- Promoted
Trust Officer
Westamerica BankSacramento, CA, USFull-time
- Promoted
Trust Officer
Adams KeeganMemphis, TN, USFull-time
- Promoted
Trust Officer
Teton Trust CompanyJackson, WY, USFull-time
- Promoted
Trust Officer
Financial Recruiters Internationalfort myers, FL, United StatesFull-time
- Promoted
Trust Officer
WesBanco Bank Inc.Wheeling, WV, United StatesFull-time
- Promoted
Trust Officer
Bishop & CompanyHonolulu, HI, USFull-time
- Promoted
Trust Officer
gpacWausau, WI, United StatesFull-time
- Promoted
Trust Officer
Argent Financial GroupNew Orleans, LA, USFull-time
- Promoted
Trust Officer
Anew RecruitingLos Gatos, CA, USFull-time
Trust Officer
GPACWilliston, ND, US13 hours ago
Job type
- Full-time
Job descriptionResponsible for trust account servicing, including ongoing account reviews, discretionary distribution reviews, relationship building with advisers, clients, and attorneys, assisting in researching legal issues, knowledge of state and federal statutes governing trust administration, and assisting in interpreting and executing actions as advised by governing documents including Wills, Trusts, Codicils, Amendments, FLP, Contracts, etc. Actively participate in Trust Administrative Sub-Committee meetings. Perform administrative account reviews annually. Accountable for servicing and retention of existing accounts. Supervise and monitor new account establishment and funding Work with advisers, internal trust team, attorneys, accountants, and family members to ensure timely and accurate estate settlement including review documents to assist in figuring out dis-positive provisions, review / approve payment of final expenses, a coordinate gathering of material / documents for the final income tax return and estate tax return, assist in settling other asset flow into trust / estate, ensure proper distributions made to beneficiaries, ongoing communication with beneficiaries and advisers, etc. Coordinate preparation of trust tax returns and Agency letters with an accountant, address coding and other issues impacting preparation of returns, assist in the development of new policies and procedures to address improvements and changes, review tax returns for accounts administered, assist other team members to help ensure timely preparation and review of all returns is completed. Lead and / or participate in projects as a subject matter authority (e.g., IRA development, coordination with Financial Planning, system conversions, team process improvements, etc.).
Trust Officer
This role is for a banking professional to service trusts and investments. This is a relationship-based role, where customers can span generations. This role can service private and corporate trust accounts.
Trust Officer Qualifications :
- Bachelor’s degree or equivalent.
- JD and / or Masters degree preferred
- 2 years of relevant trust administration experience.
- Strong team mate who enjoys collaboration with internal partners
- CTFA, CFP, CFA, CES, or equivalent preferred
- Trust investment knowledge and / or experience with brokerage and / or delivery of trust services through alternative channels
Trust Officer Responsibilities :
This opportunity includes an excellent compensation and benefits package. This bank prides itself on retaining employees and has one of the best tenure backgrounds in the area - a competitive salary and bonus incentive program.
The right Trust Officer candidate will take over an existing portfolio of clients to help service and grow!
Contact your local North Dakota banking / finance recruiter, Joe Albert to learn more about this Trust Officer position and other finance opportunities throughout the state.
Joe Albert
Senior Search Consultant | gpac
To be considered, please apply with a resume. You can email me directly at :
Follow me on Linkedin :
Joe Albert
All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.
GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.