UNKNOWN

ADAPTED_NOW

We are approved to offer Conventional, FHA, VA, USDA/Rural Housing, Investor, Jumbo, and Reverse Mortgage products , and we partner with top national lenders to provide clients with the best options for their unique needs . As a broker, we combine the strength of national lending programs with the personal touch of a local, family-owned business — delivering the kind of one-on-one service rarely found at large, name-brand banks.

YEAR

Grandview Lending

Mortgage Loan Officer

WizeHire

The Community Development Officer helps advance that commitment by developing employees, building trusted relationships, and connecting customers with financial solutions that support stronger businesses and financially wise families. This position develops employees, oversees branch operations, delivers exceptional customer service, and supports deposit, lending and revenue growth through proactive outreach, consultative conversations, and community involvement.

FCN Bank

Community Development Officer

J-Vers Cloud

FEED

Responsible for the administration of accounts, involving one of the following areas: trusts, estates or agencies; represents the company in business activities and contacts with customers, attorneys, and beneficiaries relating to these accounts. While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear.

1st Source Bank

Trust Officer, Personal Trust, South Bend, IN

ea_via_bold

Senior Personal Trust Officer requires 10 or more years of experience in Trust or Investment management and/or trustee experience working with a broad range of financial planning areas including advanced estate and generation planning, retirement planning, investment management, risk management, charitable planning, and risk management. Responsible for managing fiduciary and investment-oriented client relationships in which the bank is acting as trustee, executor, administrator, conservator, guardian, depositor or agent, and developing new personal trust business by providing Exceptional Service and Sensible Advice.

Horizon Bancorp

Sr. Personal Trust Officer

About the Role: Our Trust Officers are experienced fiduciary professionals responsible for the administration of trust accounts in accordance with the terms specified in the trust instrument, while also providing personalized, high-level service to clients. Demonstrate expertise on the terms and practical application of trust document provisions, understanding how each trust fits within larger, complex relationships with a variety of account types.

Robert W. Baird & Co. Incorporated

Sr. Trust Officer

Bachelor's degree required; Minimum of 8 years of trust administration experience; Requires extensive knowledge of estates, personal trusts, IRAs, and investment management accounts; Exceptional verbal and written communication skills; Highly proficient with Microsoft Office Suite (Word, Outlook, Excel, etc.). Manage all substantive issues arising within the estate or trust, including formation of budgets, preparation of annual accountings, purchase of suitable real estate, completion of tax documents, collection of assets, resolution of liabilities, review of legal documents and appearance before court.

Wintrust Financial Corp

VP, Trust Officer

FULL_TIME

Responsibilities: As an integral member of the ClearPoint Trust Department, this position is mainly responsible for providing support for trust and investment services to customers; complying with operating policies and procedures established for the trust administration function; communicating with appropriate personnel; responding to inquiries or requests for information; maintaining appropriate records and providing assigned reports. Completes assigned duties to assist in the administration of fiduciary accounts, including but not limited to: Accurately documents and codes trust account transactions, ensuring proper entry and recordkeeping in the relevant systems.

HOUR

Community Financial System, Inc.

Trust Administrator 2

[AW]-iCims

As an integral member of the ClearPoint Trust Department, this position is mainly responsible for providing support for trust and investment services to customers; complying with operating policies and procedures established for the trust administration function; communicating with appropriate personnel; responding to inquiries or requests for information; maintaining appropriate records and providing assigned reports. Completes assigned duties to assist in the administration of fiduciary accounts, including but not limited to: Accurately documents and codes trust account transactions, ensuring proper entry and recordkeeping in the relevant systems.

<h5>For over seventy years Community Bank, a family owned bank, has been partnering with Southern California businesses and clients to help them with their banking needs. With a full suite of deposit and loan products, innovative technology and unlimited access to ATMs &mdash; Community Bank has the tools for all of your banking needs.</h5>
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<h5>&nbsp;FAMILY-OWNED since 1945</h5>
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<h5><strong>Billion in Assets</strong><br /> (as of 9/30/17)</h5>
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<h5><strong>Largest Employer in Pasadena</strong><br /> (Pasadena Chamber of Commerce)</h5>
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<h5><strong>Largest in Assets in LA County</strong><br /> (FDIC as of 9/30/17)</h5>
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Community Bank, N.A.

OTHER

Works with the Trust Officer to complete daily tasks including utilizing proper forms, processes and procedural elements that pertain to specific daily workflow, work with internal operations staff regarding account openings, closings, and asset transfers (if applicable) and basic daily tasks including opening and sorting incoming mail, process outgoing mail, and phone coverage. Accurately executes instructions from Trust Officers including cash movement disbursements (e.g., check requests, ach or wiring funds, paying bills) and receipt of funds, establishes new accounts on the system, maintains account information, closes accounts/trade orders in a timely manner.

Wintrust Financial Corporation

Trust Associate I - St. John, IN

equestftpin

Along with law firm practitioners, we encourage applications from licensed attorneys who have served as trust officers, estate or trust settlement officers, fiduciary counsel, or senior fiduciary advisors at banks, trust companies, or family offices and who want to return to, or move into, private practice. Substantial, senior-level experience (generally 10 or more years) in trust and estate administration, probate, and estate settlement, gained in a law firm, bank or trust company fiduciary department, family office, or similar sophisticated fiduciary setting.

Barnes & Thornburg LLP

Private Client Services – Trust & Estate Administration – Counsel

Team Leadership: Ability to lead, develop, and align a team to achieve high performance by setting clear expectations, driving accountability, and fostering a strong, collaborative team environment. This leader owns the financial architecture of the business — the systems, the forecasting discipline, the capital decisions, and the reporting that gives leadership a clear and honest view of performance.

McGuire Sponsel

Chief Financial Officer (CFO)

clearcompany

Our comprehensive benefits program includes, but is not limited to: Medical, dental and vision coverage Wellness program, including free screenings Healthcare and Dependent Care Spending Accounts (HSA) Retirement savings plan Life insurance Disability income protection Employee Assistance Program (EAP) Fitness center discount program Tuition assistance and career development Paid Time Off (PTO) Reward and recognition programs Join our team of healthcare professionals at Powers Health. This leader partners closely with the President and CEO, Board of Directors, and executive leadership team to develop and execute financial strategies that strengthen operating performance, optimize revenue, improve cash flow, manage costs, and support the organizations long-term financial sustainability.

219 Health Network

Sr Vice President of Finance and Chief Financial Officer (CFO)

The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Job Description: At Regions, the Corporate Trust Relationship Consultant handles trust-related issues involving the scheduling of payments, clients' special requests, and other non-investment matters for basic accounts.

<p>Regions Financial Corporation (NYSE:RF), with $121 billion in assets, is a member of the S&P 500 Index and is one of the nation's largest full-service providers of consumer and commercial banking, wealth management, mortgage, and insurance products and services. Regions serves customers in 16 states across the South, Midwest and Texas, and through its subsidiary, Regions Bank, operates approximately 1,700 banking offices and 2,000 ATMs. Additional information about Regions and its full line of products and services can be found at www.regions.com.</p>

Regions Financial Corp

Corporate Trust Relationship Consultant

In addition to acute-based hospital care, we are proud to provide a wide range of community based and post-acute services including: community wellness, physical rehabilitation, home care, physician clinics, outpatient services, independent and assisted senior living, memory care and affordable senior apartments. Assists in the development and implementation of the physician Continuous Quality Improvement process throughout the RHM, provides for the functioning and effectiveness of quality improvement systems to include internal and external operating systems that affect the delivery of physician care within the RHM.

Trinity Health is one of the largest not-for-profit, faith-based health care systems in the nation. It is a family of 121,000 colleagues and nearly 36,500 physicians and clinicians caring for diverse communities across 27 states. Nationally recognized for care and experience, the Trinity Health system includes 101 hospitals, 126 continuing care locations, the second largest PACE program in the country, 136 urgent care locations and many other health and well-being services. In fiscal year 2023, the Livonia, Michigan-based health system invested $1.5 billion in its communities in the form of charity care and other community benefit programs.

Trinity Health

Chief Medical Officer, CMO - Saint Joseph Health System - Indiana

Team Leadership: Ability to lead, develop, and align a team to achieve high performance by setting clear expectations, driving accountability, and fostering a strong, collaborative team environment. This leader owns the financial architecture of the business - the systems, the forecasting discipline, the capital decisions, and the reporting that gives leadership a clear and honest view of performance.

McGuire Sponsel, LLC

As part of Optum, SCA Health is redefining specialty care by developing more accessible, patient-centered practice solutions for a network of more than 370 ambulatory surgical centers, over 400 specialty physician practice clinics and numerous labs and surgical hospitals. Facility Partnership Performance: Leads, mentors and develops a high performing facility team of clinical and operational professionals focused on clinical quality outcomes, volume growth drivers, labor efficiencies and operational excellence.

SCA Health

CEO - Beltway Surgery Center at Springmill

Complete month-end, quarter-end, and year-end close of income statement and balance sheet, recording journal entries, reconciling accounts, managing cash, and handling G/L analysis. Reporting directly to the CEO, with regular engagement with the Board of Directors, you'll own financial planning, strategy, capital and investor relations, budget management, A/P, A/R, and day-to-day financial operations.

Your Money Line

Chief Financial Officer

BreezyHR

Chief Financial Officer (Remote)

The Chief Scientific and Policy Affairs Officer will strengthen the company's scientific credibility, thought leadership, and trusted voice by translating emerging science into business insight, developing corporate scientific and regulatory positions, leading engagement on public policy and regulatory matters, and ensuring the organization is prepared to address evolving scientific, regulatory, and public policy issues. This role will establish the scientific and regulatory affairs capability needed to help the company anticipate emerging issues, inform executive decision-making, strengthen relationships with external stakeholders, and position Heartland Food Products Group and its brands as trusted, evidence-based leaders in nutrition and food science.

Heartland Food Products Group LLC

Chief Scientific & Policy Affairs Officer

We're looking for a high-agency leader with deep experience in and a genuine passion for helping companies grow and scale, who will also help shape how Topo delivers strategic finance as the firm grows. About this role: Reporting to Topo's CEO, you will serve as the senior finance leader for a portfolio of Topo's customers, directing Topo's team members to deliver high-quality finance and accounting support.

Trust Officer Jobs in Indiana

Mortgage Loan Officer Grandview Lending

Community Development Officer FCN Bank

Trust Officer, Personal Trust, South Bend, IN 1st Source Bank

Sr. Personal Trust Officer Horizon Bancorp

Sr. Trust Officer Robert W. Baird & Co. Incorporated

VP, Trust Officer Wintrust Financial Corp

Trust Administrator 2 Community Financial System, Inc.

Trust Administrator 2 Community Bank, N.A.

Trust Associate I - St. John, IN Wintrust Financial Corporation

Private Client Services – Trust & Estate Administration – Counsel Barnes & Thornburg LLP

Chief Financial Officer (CFO) McGuire Sponsel

Sr Vice President of Finance and Chief Financial Officer (CFO) 219 Health Network

Corporate Trust Relationship Consultant Regions Financial Corp

Chief Medical Officer, CMO - Saint Joseph Health System - Indiana Trinity Health

Chief Financial Officer (CFO) McGuire Sponsel, LLC

CEO - Beltway Surgery Center at Springmill SCA Health

Chief Financial Officer Your Money Line

Chief Financial Officer (Remote) Your Money Line

Chief Scientific & Policy Affairs Officer Heartland Food Products Group LLC

Fractional CFO (Remote) Topo Advisors

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