Senior Trust Officer - Chevy Chase

Only for registered members Chevy Chase, United States

1 week ago

Default job background
+

Job summary

This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families.<+

Responsibilities

+
  • Provides fiduciary administration support including the review of trust instruments,+participating in matters where the trustee is exercising discretion,+managing risk,+and conducting periodic trust reviews+
  • Supports investment management accounts including the coordination of opening and closing accounts,+money movement,+and account maintenance+

Lorem ipsum dolor sit amet
, consectetur adipiscing elit. Nullam tempor vestibulum ex, eget consequat quam pellentesque vel. Etiam congue sed elit nec elementum. Morbi diam metus, rutrum id eleifend ac, porta in lectus. Sed scelerisque a augue et ornare.

Donec lacinia nisi nec odio ultricies imperdiet.
Morbi a dolor dignissim, tristique enim et, semper lacus. Morbi laoreet sollicitudin justo eget eleifend. Donec felis augue, accumsan in dapibus a, mattis sed ligula.

Vestibulum at aliquet erat. Curabitur rhoncus urna vitae quam suscipit
, at pulvinar turpis lacinia. Mauris magna sem, dignissim finibus fermentum ac, placerat at ex. Pellentesque aliquet, lorem pulvinar mollis ornare, orci turpis fermentum urna, non ullamcorper ligula enim a ante. Duis dolor est, consectetur ut sapien lacinia, tempor condimentum purus.
Get full access

Access all high-level positions and get the job of your dreams.



Similar jobs

  • Only for registered members Chevy Chase

    This is an onsite role in Chevy Chase, MD that allows for flexible scheduling. A small, but growing Independent Investment Adviser in the Washington, DC area is expanding its client services platform and seeking an experienced financial planning professional to help build and lea ...

  • Only for registered members Chevy Chase

    We are looking for a senior financial planning professional who wants to shape a client-centered platform within a growing independent firm. · ...

  • Only for registered members Chevy Chase

    This role is responsible for acquiring new clients, deepening client relationships, · and building upon an internal and external network to achieve business development goals. · The Private Client Advisor II will lead the Client Management Process within · the client team to iden ...

  • Only for registered members Chevy Chase

    When you join Sunrise Senior Living,you will be able to use your unique skills to empower residents to live longer healthierand happier lives. · ...

  • Only for registered members Indiana Full time $50,000 - $52,000 (USD)

    +At Aspen Dental, we put You First. · Our best-in-class training program will help you thrive in your career. · +Provide superior patient service with compassion and care in accordance with patient needs, · Hire, develop, manage and retain the office staff, · Consult with patient ...

  • Only for registered members Indiana $50,000 - $52,000 (USD)

    We put You First, offering security and job stability with working with a world-class dental service organization (DSO). Our best-in-class training program, competitive compensation, and flexible scheduling will help you thrive in your career. · ...

  • Only for registered members Indiana $18 - $21 (USD)

    We put You First at Aspen Dental, offering job stability and security in working with a dental service organization. · Perform daily front office tasks and duties to create lasting impressions. · Provide superior patient service with compassion and care. · Work collaboratively wi ...

  • Only for registered members Indiana

    Koenig Equipment has been family-owned and setting standards for Agriculture industries since 1904. · We are currently seeking a qualified Ag Equipment Sales Professional focused on serving customers in Indiana business AOR. · ...

  • Only for registered members Indiana Full time $20.50 - $21.50 (USD)

    The Enrollment Case Manager (ECM) supports the Pennsylvania Independent Enrollment Broker (IEB) program by conducting intake visits, facilitating eligibility determinations, and helping applicants connect to essential care services. · Conduct in-home intake visits and assessments ...

  • Only for registered members Indiana

    New Insight Engineering is seeking a remote electrical CAD drafter to create and/or modify drawings from engineer-provided markups. · Prolonged concentration on computer with high attention to detail, organization, and efficiency · Ability to work remotely on multiple projects in ...

  • Only for registered members Indiana

    +We are looking for an experienced Grants Officer to join our busy Engagement and Giving Team and play a vital part in supporting those fundraising for parish churches across the Diocese. · +You will provide guidance on funds available from Trusts and Foundations along with suppo ...

  • General Dentist

    1 month ago

    Only for registered members Indiana

    We are seeking a passionate and driven General Dentist to join our dynamic team in Indiana. · Chestnut Hills - Indiana is seeking a passionate and driven General Dentist to join our dynamic team. · ...

  • Only for registered members Indiana

    +Job summary · A General Dentist Opportunity in Indiana, PA. · +Collaborate with a high-performing 11-person team that thrives on delivering exceptional patient care while fostering a supportive and communicative work culture. · ...

  • Only for registered members Indiana Remote job Part time

    SAIC is looking for a Service Desk Agent for an outstanding opportunity to join our team supporting the USMS. The Tier 1 agent is the first line of contact with the USMS customer base. · ...

  • Only for registered members Indiana

    +Support Business Offices in monthly functions related to Accounts Receivable Billing Collections Payroll Accounts Payable and Monthly Reporting. · Provide support leadership training assisting and managing the monthly functions of Business Offices · ...

  • Only for registered members Indiana Remote job

    This role involves working as a salesperson for an innovative Fortune 500 company. The ideal candidate will have prior experience selling on value and building strong customer relationships. · ...

  • Only for registered members Indiana Remote job

    +Join our collaborative sales team at Thermo Fisher Scientific and contribute as an Account Manager III. · ...

  • Only for registered members Indiana, PA

    Mange a crew in packing loading transporting and delivering household goods in use safely operate company owned commercial motor vehicles between job sites complete paperwork and turn in expense logs in a timely fashion. · Paid on the job training · Overtime after 8 hours · Hourl ...

  • Only for registered members Indiana

    As a key member of the Enterprise Sales team at Stripe in San Paulo - Brazil you will manage and elevate relationships with a named account list while identifying new growth opportunities and ways Stripe can exceed expectations. · ...

  • Chesnut Hills Dental Indiana

    We are seeking a passionate and driven General Dentist to join our dynamic team at Chestnut Hills - Indiana. · Award-winning Heartland Dental is the nation's largest dental support organization with over 2,800 supported dentists across the United States. · ...