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We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Intermediate math skills: ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals; Ability to compute ratios, percent and to draw and interpret bar graphs.

YEAR

Osaic

Trust Officer

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This position administers simple trust and investment accounts, assists senior officers with the administration of complex trusts, and maintains and develops client relationships with moderate supervision. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.

Columbia Bank

Associate Trust Officer

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Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team. + Working knowledge of the commercial banking environment to facilitate trust clients’ financial needs and the trust company’s interface with commercial affiliates.

Umpqua Bank

Osaic Inc

Job Duties: • Provide information on the trust comp any's services to potential trust administration relationships • Evaluate potential trust administration relationships for suitability with the trust company's services and the trust company's ability to be appointed and serve under the governing agreement • Assist with the onboarding of new trust administration relationships • Service existing trust administration relationships, including evaluation of distribution requests and coordination of legal and tax matters • All other duties as assigned. Job Description: JOB SUMMARY Creative Planning is a top tier wealth management firm that provides investment management services and full comprehe nsive financial planning in-house.

Creative Planning Inc

In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings. We value your talents, traditions, and uniqueness-and we're committed to fostering a strong sense of belonging in a respectful workplace.

Since 1931, Capital Group, home of American Funds®, has been singularly focused on delivering superior results for long-term investors using high-conviction portfolios, rigorous research and individual accountability. Today, Capital Group manages more than $1.7 trillion in equity and fixed income assets for millions of individual and institutional investors.

Capital Group is a private firm that employs more than 7,500 associates in offices around the world. For more than 80 years, our goal has remained the same: to improve people’s lives through successful investing.

The Capital Group Companies Inc

Complies with Bank Secrecy Act (“BSA”), OFAC Anti-Money Laundering (“AML”), and USA PATRIOT ACT policies, procedures, by properly verifying the identity of any person/business an account, maintaining records of the information used to verify each costumer and consulting lists of known terrorists before opening an account. Intermediate math skills; ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; Ability to compute ratios, percent and to draw and interpret bar graphs.

Advisor Group

Columbia Banking System, Inc.

We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Perform personnel actions including but not limited to performance assessments, disciplinary actions, delegation of workload, and approving work schedules.

Trust Compliance Officer

Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team. Working knowledge of the commercial banking environment to facilitate trust clients' financial needs and the trust company's interface with commercial affiliates.

Advanced math skills to calculate interest and balance accounts, but not limited to the ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals. Advanced oral, written, and interpersonal communication skills, interpret documents, understand procedures, write reports and correspondence, speak clearly to customers and employees.

Trust Officer Team Lead VP

Gather data for account reconciliation, ensuring distribution requirements are met for charitable trusts, computes distribution amounts for uni-trust accounts and reviews fee agreements between the bank, clients, and Co-Fiduciaries. At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date.

City National Bank

Trust Administration Officer II

We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Education Requirements: Bachelor's Degree preferred, High School Diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree.

Working knowledge of fiduciary products and services, including personal trusts, living trusts, wills, investment management, custody services, financial planning, and estate planning, with the ability to address client questions and support sales discussions. The Senior Trust Officer is responsible for developing and managing relationships with high-net-worth individuals and families, providing fiduciary, trust, and estate administration services for complex trust accounts.

First American Financial Corp

Senior Trust Officer (On-site)

Perform personnel actions including but not limited to performance assessments, disciplinary actions, delegation of workload, and approving work schedules. Bachelor’s Degree preferred, High School Diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree.

You will collaborate with beneficiaries, attorneys, tax professionals, trust officers, and internal partners to coordinate settlement activities, support timely trust closures, and deliver a positive client experience. As a Trust Settlement Officer, you will play a key role in guiding trust settlement activities, helping ensure assets are administered and distributed in accordance with governing documents, fiduciary obligations, and firm procedures.

The Charles Schwab Corporation is a leading provider of financial services, with more than 300 offices. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Named "Highest in Investor Satisfaction with Self-Directed Services" by J.D. Power and Associates in 2009, its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member <a href="http://www.sipc.org/" target="_blank">SIPC</a>) affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services. The Charles Schwab Bank (member FDIC) provides banking and mortgage services and products. To meet the needs of our clients, we are actively recruiting people with the desire, drive and creativity to find solutions that help meet our clients' needs; who want the chance to learn, grow with the company and explore their career opportunities; who will strive for excellence in achieving our clients' and our company's goals; who have the highest ethical standards - individuals who take pride in making a difference in people's lives.

The Charles Schwab Corp

Trust Settlement Officer

Gather data for account reconciliations, ensuring distribution requirements are met for charitable trusts, compute distribution amounts for unit-trust accounts and review fee agreements between the Bank, clients, and Co-Fiduciaries. Interact with and provide guidance to Real Property Managers, CPAs and Trust Counsel, Portfolio Managers, Bankers, Investment Advisors, and other bank colleagues.

Complies with Bank Secrecy Act (“BSA”), OFAC Anti-Money Laundering (“AML”), and USA PATRIOT ACT policies, procedures, by properly verifying the identity of any person/business an account, maintaining records of the information used to verify each costumer and consulting lists of known terrorists before opening an account. Basic math skills; calculate interest and balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals; locate routine mathematical errors; compute rate, ratio, and percent.

Trust Administrator I

Complies with Bank Secrecy Act ("BSA"), OFAC Anti-Money Laundering ("AML"), and USA PATRIOT ACT policies, procedures, by properly verifying the identity of any person/business an account, maintaining records of the information used to verify each costumer and consulting lists of known terrorists before opening an account. Basic math skills; calculate interest and balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals; locate routine mathematical errors; compute rate, ratio, and percentage.

Complies with Bank Secrecy Act (“BSA”), OFAC Anti-Money Laundering (“AML”), and USA PATRIOT ACT policies, procedures, by properly verifying the identity of any person/business an account, maintaining records of the information used to verify each costumer and consulting lists of known terrorists before opening an account. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Trust Officer Jobs in Nevada

Trust Officer Osaic

Associate Trust Officer Columbia Bank

Trust Officer Columbia Bank

Trust Officer Osaic Inc

Trust Officer Creative Planning Inc

Trust Officer The Capital Group Companies Inc

Trust Officer Advisor Group

Associate Trust Officer Columbia Banking System, Inc.

Trust Compliance Officer Osaic

Trust Officer Columbia Banking System, Inc.

Trust Officer Team Lead VP Advisor Group

Trust Administration Officer II City National Bank

Trust Compliance Officer Osaic Inc

Senior Trust Officer (On-site) First American Financial Corp

Trust Compliance Officer Advisor Group

Trust Settlement Officer The Charles Schwab Corp

Trust Officer City National Bank

Trust Administrator I Advisor Group

Trust Administrator I Osaic Inc

Trust Administrator I Osaic

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