247493 Jobs Found for Wisconsin Bank Trust
The Trust Officer will be responsible for interacting with all clients, whether retained by the Bank for investment asset management or trust administration. Perform and/or assist Trust Officer(s) in the general administration of trust accounts as assigned, and perform duties as directed by the governing document and current pertinent law. ...
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they...
Job Title: Trust Accountant Location: REMOTE Salary: $70k - $110k We are on a mission to help our customers identify and act on the tax-planning strategies that have historically been limited to family offices. Just like Roman Health and Hims have produced regulated healthcare processes to make them more available to all, we are building a system t...
Longevity Holdings (doing business through its subsidiaries PBI Research Services, The Berwyn Group, Inc., ITM, Life Insurance Trust Company, Fasano Underwriting, Twentyfirst, Maple Life Financial, Maple Life Analytics, and LexServ) is a fast-growing company that provides senior longevity data, analytics and services to the pension, benefits, life ...
Description Position Summary: The Trust Advisor ("TA") is a highly experienced, well-rounded fiduciary professional who partners with other Wealth Management and Bank teammates to deliver high-level advice and service to individuals, families, and institutions. They are responsible for fiduciary administration and planning, relationship management,...
Required Skills & Experience - 5 years' experience of relevant fiduciary, personal trust or trust administration - Proficient experience reading trust documents and understanding them - Great attention to detail and communication - Bachelors Nice to Have Skills & Experience - CTFA (has to be willing to get this while onsite through the bank. bank w...
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 and/or Masters degree preferred 5 years of relevant ...
A strong financial organization is actively seeking a dynamic and experienced Trust Administrator to join its team. The ideal Trust Administrator will have 2-5 years of experience working with a reputable trust department or company. This role involves managing trust accounts, ensuring compliance with regulations, and providing exceptional client s...
A local community bank that is growing rapidly is looking for a Trust Officer . This is a fantastic opportunity for candidates who are experienced in trust administration and want to work for a family-friendly and supportive environment. As a Trust Officer , you will be responsible for managing trust accounts and ensuring compliance with legal requ...
Trust Officer Trust Officer Qualifications: Bachelor's degree or equivalent JD is a plus 5 years of relevant trust administration experience Strong teammate who enjoys collaboration with internal partners CTFA, CFP, CFA is a plus Trust investment knowledge and/or experience with brokerage and/or delivery of trust services through alternative chann...