Trust Officer - New York

Our client is an investment manager seeking a Trust Officer to join their Manhattan office. · ...

We are seeking a Trust Officer to work closely with the Firm's Head of Trust and Estates/Chief Trust Officer. · ...

A growing financial institution headquartered in Midtown Manhattan is seeking an experienced Trust Officer to establish and lead the development of a new trust services division. · Bachelor's degree required; advanced degree (JD, MBA, LLM in Taxation) preferred · Minimum 7–10+ ye ...

We are seeking an experienced Trust Officer to join our team in Manhattan. · Administer personal trust relationships and communicate with clients. · Evaluate client needs for trust distributions and provide advice on appropriate products and services. · ...

First Manhattan is seeking a Trust Officer. First Manhattan is a $36B+ AUM investment advisory firm with over six decades of experience in long-term wealth compounding. The Firm strives to deliver strong financial returns through a research-driven investment approach, customized ...

Trust Officer · Location: Midtown Manhattan, New York, NY-Hybrid · Position Type: Full-Time | Executive / Senior Level · Base Salary $160,000+195,000 + Discretionary Bonus/Great Benefits · Position Overview · A growing financial institution headquartered in Midtown Manhattan is s ...

We are seeking a Trust Officer to administer personal trusts and work with investment teams. · The ideal candidate will have 7-10 years of experience in trust administration. · Candidates will work collaboratively with the investment teams under the Chief Trust Officer. · ...

A financial services firm in South Florida specializes in Trust and Estate Administration, Wealth Management, and Financial Planning. · ...

The Trust Officer is responsible to develop deepen and maintain relationships with investment management clients trust clients beneficiaries and other interested parties for an assigned book of business. · Performs responsibilities related to creating and administering personal t ...

The Trust Officer is responsible to develop deepen and maintain relationships with investment management clients trust clients beneficiaries and other interested parties for an assigned book of business and is expected to maintain and expand the network of centers of influence. · ...

We are currently seeking an experienced Trust Officer to join our team. · The ideal candidate brings strong fiduciary knowledge, exceptional client service skills, and the ability to manage complex financial and legal matters with discretion and professionalism. · Administer trus ...

+ Develop, deepen, and maintain relationships with investment management clients, trust clients, beneficiaries, and other interested parties for an assigned book of business · + Performs responsibilities related to creating and administering personal trusts, investment agency, IR ...

At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term i ...

A Trust Officer is responsible for managing and administering assigned books of accounts with a focus on Special Needs Trusts. · ...

Participar directamente hasta al 40% en los utilidades totales del negocio. · Responsabilidad: Fuerza legal, redacción, gestión y protección internacional contrato. · ...

Job Description · Job summary: · As a Wealth Management Solutions. Trust & Estates- Estate Officer - VP within the Global Trusts & Estates Practice, you will be responsible for overseeing the administration of estates or terminating includable trusts. You will analyze Wills and t ...

A privately held family office based in New York City is seeking a Tax Associate to support the tax planning, compliance, · and reporting needs of a multi-generational ultra-high-net-worth family.The role offers meaningful exposure to complex individual, · partnership trust and e ...

The Associate Client Advisor role is an exciting opportunity to join a collaborative team of dedicated professionals that service Bessemer's ultra-high net worth clients. This individual will be responsible for developing and maintaining client relationships through proactive cli ...

A privately held family office based in New York City is seeking a Tax Associate to support the tax planning compliance and reporting needs of a multi-generational ultra-high-net-worth family. · ...

A long term opportunity to play a meaningful role in building and stabilizing a private family office tax platform. · ...