Trust Officer Salary at City National Bank BETA

We have an exciting Trust Officer position for an office in Essex, CT. This is a firm that's been open for about 200 years and operates similarly to a family office, where they have a small number of ultra-affluent clients. The position is open due to succession and involves Trust Administration, Relationship Development with their families, and other duties such as reviewing prepared tax documents. JD, CTFA, and other credentials are helpful, but all qualified candidates will be considered. Simply apply with the button on this page or send me a message on LinkedIn for details.

A family-owned Trust firm in SW Florida is seeking an experienced Trust Officer to join their team! This position is due to growth and we are immediately looking to add 1 to 2 people in SW Florida. Industry-specific designations, in-network COI, and an understanding of the local Citrus and Agriculture community are preferred, but all eligible candidates will be considered. Relocation will be considered for the right candidate. Compensation is based on experience.

Trust Officer Opportunity in Jacksonville, IL Job Overview: We are seeking a detail-oriented and client-focused Trust Officer to join our team. This role is responsible for overseeing the administration of trust accounts, managing client relationships, and ensuring compliance with fiduciary standards. The ideal candidate will have experience in trust administration, financial planning, and asset management, with a strong understanding of regulatory requirements. Key Responsibilities: Trust Administration: Manage and oversee a portfolio of trust accounts, ensuring proper administration and compliance with legal and regulatory guidelines. Client Relationship Management: Serve as the primary point of contact for clients, beneficiaries, and advisors, providing expert guidance on trust matters. Investment Oversight: Collaborate with investment professionals to monitor and manage trust assets according to fiduciary standards and client objectives. Estate & Wealth Planning: Work closely with

National Trust Company is expanding its Las Vegas office and is seeking to hire professionals at various levels of seniority: Senior Trust Advisor >> 7-15+ years of experience Administer and review complex trusts for HNW/UHNW clients (25-50mm+ level clientele) Own the client relationship, serving as the main point of contact for HNW/UHNW clients and collaborating with their external advisors True trust administration, no money management, no sales Trust Advisor >> 2-6 years of experience Support Senior Trust Advisor in servicing HNW/UHNW clients (25-50mm+ level clientele) Ensure administration and management of trust accounts True trust administration, no money management; No sales Opportunity to be mentored to take over an existing book of business ~ Relocation Assistance Available ~

Job Description Job Description First National Bank is a local, full-service bank, serving the Ames, Ankeny, Osceola, and West Des Moines communities from eight convenient locations. We pride ourselves on moving forward our Mission of being Customer Focused, Locally Empowered, and Team Member Driven. We offer a great place to work with many benefits for employees. The Trust Officer promotes the growth and profitability of the Bank through the development of new business and building client relationships though portfolio administration of trust and financial management accounts. This includes the following duties: Managing and administering a variety of accounts including investment management, comprehensive financial management, estate and trust, conservatorships, escrow, and real estate exchanges. Meeting with existing and prospective clients to build new relationships and maintain existing relationships. Collaborate with external professionals to review documents, seek professional e

Job Description Job Description Summary: As Trust Officer, you will be in a client service and trust administration role and will be the primary relationship contact for trust clients, beneficiaries, and advisors. The primary role is to manage a book of trust relationships and foster new trust relationships. In this role, you will need to develop a deep understanding of our trust and custody policies and procedures. You will work together across the firm and with our service providers to help ensure a positive relationship with trust beneficiaries and the preservation and/or continued growth of client’s trust assets to achieve trust and estate objectives. The Trust Officer reports to the Principal of the Firm. Salary commensurate with experience. Primary Responsibilities · Administer and manage discretionary trust and agency relationships · Serve as the relationship manager and primary point of contact with grantors, trustees and beneficiaries on trust relationships; get to know, in a

Our client, Zia Trust Inc., is adding a Trust Officer or Senior Trust Officer to its team in Albuquerque or Santa Fe. It is one of the premier Trust Administration and Management firms in the Mountain West, and continues to grow! With the support of an Ops team and Trust Associates, the Trust Officer provides trust account administration and management for various personal and family trust accounts. As the Corporate Trustee, the objective is to free up the families from the burden and conflicts that arise in managing a family estate and financial matters. This is an excellent position for: A current Trust Officer who is seeking a senior role with the opportunity to manage a portfolio of complex trusts. A Trust Officer who does not want to work for a bank or financial institution that requires you to cross-sell in-house advising or proprietary bank investments or mutual funds. A Trust Attorney or Paralegal who has gained experience in trust law and/or litigation, or estate planning and

Your passion. Our purpose. This could be powerful. Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day helps people achieve and protect their financial goals. Impacting lives for the better. And with our remarkable work-life flexibility, one of the lives it could enhance is yours. Job Overview Position Schedule: Full-Time Our Trust Officers work closely with clients and Edward Jones branch teams on a daily basis, with the myriad of their decisions around Trust administration providing a critical service for the firm. While this position is an individual contributor role, you will have informal leadership responsibilities, partnering with financial advisors, internal subject matter experts, and outside business professionals as you del