Description: Midwest Trust Company, a leading Independent Trust Company, is looking for an experienced Relationship Manager who will work with high net worth clients and Financial Advisors in managing Irrevocable Life Insurance Trusts. This opportunity is located in Columbus,
Our Story Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations.
The Assistant Trust Officer will be responsible for the Trust Department meeting its reporting requirements to clients, management, regulators and other parties, as necessary. Duties include preparation and review of client reports, preparing for in-person and/or virtual meetings, and
JOB SUMMARY Establish and maintain trust accounts for financial institution clients. Responsible for the administration of accounts. Responsible for business development and relationship management. ESSENTIAL FUNCTIONS Administer trusts, estates, agency accounts, and conservatorships in accordance with terms specified
Maintain relationships for trust accounts to develop and retain satisfied and loyal clients through adherence to client segment service standards, maintenance of the relationship, and identifying other potential bank products to help solve client neeTrust, Officer, Portfolio Manager,
At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone
Acts as a relationship manager for clients financial and planning needs by coordinating with internal operations, portfolio management, mineral management, bank lenders, accountants, attorneys, and other professionals. Performs administration on comTrust, Officer, Wealth, Relationship Manager, Portfolio Manager,
GPAC, a well-known recruitment company with over 30 years of experience, is partnering with a leading Financial Services company that is looking for a Trust Officer. This is a fantastic opportunity for candidates who are experienced in trust administration
Trust Officer Trust Officer Qualifications: Bachelor’s degree or equivalent. JD is a plus 5-7 years of relevant trust administration experience. Strong teammate who enjoys collaboration with internal partners CTFA, CFP, CFA, or equivalent Trust investment knowledge and/or experience with brokerage and/or delivery
Trust Officer Qualifications: Bachelor’s degree or equivalent. JD is a plus 5-7 years of relevant trust administration experience. Strong teammate who enjoys collaboration with internal partners CTFA, CFP, CFA, or equivalent Trust investment knowledge and/or experience with brokerage and/or delivery
At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone
GPAC, a well-known recruitment company with over 30 years of experience, is partnering with a leading Financial Services company that is looking for a Trust Officer. This is a fantastic opportunity for candidates who are experienced in trust administration
A Trust Officer is responsible for servicing and administering assigned accounts in a fiduciary capacity in accordance with account agreements, terms of legal documents, Trust Policy, state fiduciary statutes, banking regulations, and federal/state laws. The types of accounts serviced
Trust Officer 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 trust accounts. Trust Officer Qualifications: Bachelor’s degree or equivalent. JD
As a Vice President, Senior Trust Officer:Participate in business development and marketing activities, including meetings with internal partners, centers of influence (COIs) and clients. Initiate meetings with COIs and prospects to help market our tTrust, Officer, Vice President, Senior,
At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone
Ref ID: 00800-0012617043 Classification: Sr. Financial Analyst Compensation: DOE Financial Services company located in the Newark Delaware area seeks a Sr. Trust Officer that holds a CTFA certificate. In this role, you be the primary point person for
GPAC, a well-known recruitment company with over 30 years of experience, is partned with a leading Financial Services company that is looking for a Trust Officer. This is a fantastic opportunity for candidates who are experienced in Trust Administration
At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone
At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone
