UNKNOWN

FEED

Duty 1 - Financial Operations, Controls & Stewardship: Oversees financial operations, including general accounting, accounts payable, decision support, asset management, cash flow, working capital, investments, and debt management. Supports strategic planning initiatives by developing financial projections, pro formas, business cases, and growth analyses for new services, technology investments, facility expansions, and other strategic initiatives.

Blanchard Valley Health System

Deputy Chief Financial Officer-Finance, Planning & Analysis,

The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.

YEAR

LPL Financial Holdings Inc

AVP, Trust Officer

In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. May include Relationship Management responsibilities as well as product specialty knowledge and expertise (such as IRAs, Charitable/Philanthropic Accounts, ILITs, Estates, etc.).

U.S. Bank

WM Senior Trust Officer

In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Location: The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.

U.S. Bancorp

General Job Summary: As a New Business Development Officer, you will be responsible for developing referral opportunities from retail and commercial bank partners and centers of influence, combined with direct prospecting activity sourced from your personal and professional networks. Stock Yards Bancorp, Inc. (NASDAQ: SYBT), parent company of Stock Yards Bank & Trust Company, with offices in Louisville, Central, Eastern and Northern Kentucky, as well as the Indianapolis, Indiana and Cincinnati, Ohio metropolitan markets.

Stock Yards Bank and Trust Co

Wealth Management & Trust - New Business Development Officer

In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

The PNC Financial Services Group Inc

Institutional Trust Officer II

Responsible for accounting specialization when authorized at department level which may include account opening and closing, estate settlement/trust termination, funding and distribution of assets, cash receipts and disbursements, and account and asset maintenance. Will serve as a primary problem-solver for client and account problems, sometimes without the need for assignment to the task by administrator and where appropriate for degree of problem, degree of risk and client sensitivity.

Nicolet National Bank

Trust Client Associate

Assist Trust Officers in identifying, analyzing and resolving issues arising in the course of account administration and recommend solutions to Trust Officers, as appropriate. Assist Trust Officers with compiling and organizing tax information to provide to CPAs and ensure the timely filing of tax returns and tax payments.

Johnson Investment Counsel

Trust Associate

This is a rare opportunity for a true builder, someone who thrives in ambiguity, brings structure to complexity, and is energized by turning vision into a scalable, high-performing business within an established organization. We are launching a new business vertical and seeking a Chief Operating Officer (COO) to build and lead this initiative from the ground up.

Bic# 1854

CHIEF OPERATING OFFICER (COO) – New Business Vertical Launch

In addition to the preparation of fiduciary income tax returns (Forms 1041, 1099, and 5227), the individual prepares other complex ancillary client returns including charitable entity returns (Forms 990 & 990PF), individual returns(Forms1040,1099R,5498),partnership returns (Forms 1065 and 1120S), and gift and estate tax returns (Forms 709, 706 GS(T), and 706 GS(D)). The Wealth & Asset Management Senior Trust Tax Accountant II serves as a tax subject matter expert for Trust Officers and Trust Specialists, as well as Wealth Management Advisors to meet the information needs required to provide an excellent customer experience and to reduce risk and sustain the growth of the line of business.

Fifth Third Bank

Sr. Trust Tax Accountant II

ea_via_bold

General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.

KeyCorp

KPB Trust Analyst

Complete Form 56, any necessary requests for income, gift tax, or business returns or transcripts as instructed by attorney, prepare Form SS-4 and tax authorizations to obtain tax ID, prepare Form 2848, and any other requests for tax information. Meet periodically with attorney(s), Probate Paralegal, and Income Tax Preparer to ensure tasks are being completed in a timely manner and to assist as needed to ensure deadlines are met.

AMS Staffing

Trust Administrator- 3633588

CFO Services Senior Manager | Fractional CFO Brixey & Meyer | Full-Time Are you an experienced finance leader who enjoys building relationships, winning business, and helping companies make better decisions? At Brixey & Meyer, you’ll join a collaborative team where your expertise is valued, professional growth is encouraged, and you’ll have the opportunity to make a meaningful impact for our clients, Firm, and community.

Client Challenge

CFO Services Senior Manager | Fractional CFO

Job Summary: Head of Finance provides overall financial leadership for ADF Engineering and serves as a key strategic partner to the President and Board of Directors in advancing the company's growth, profitability, and long-term success. Qualifications: Progressive finance leadership experience, ideally as a Director of Finance, VP of Finance, CFO, or a Controller ready to step up with exposure to the full finance function.

ADF ENGINEERING, INC

Chief Financial Officer (CFO) - Consulting Engineering

FULL_TIME

Recognized with the PSMJ Circle of Excellence Award for four consecutive years (2023-2026) and named one of Zweig Group's 2026 "Best AEC Firms to Work For."Backed by an Ohio-based investment firm and entering our next phase of growth - We are looking for the right individual to help elevate our finance function. Job Summary:Head of Finance provides overall financial leadership for ADF Engineering and serves as a key strategic partner to the President and Board of Directors in advancing the company's growth, profitability, and long-term success.

ADF Engineering

Talent Acquisition

The Outsourced CFO will advise fund sponsors and general partners on capital strategy, fund structuring, growth planning and major financial decisions while overseeing the financial infrastructure required to operate their funds. We are seeking an experienced Outsourced Chief Financial Officer to join our Outsourced Services practice working closely with EA RESIG, focused on real estate private equity fund clients.

EisnerAmper

Outsourced Chief Financial Officer - Real Estate Private Equity Funds

The Estate Settlement Officer also assists with prospective and existing client opportunities involving potential post-death settlement matters, reviews matters for acceptance or refusal of a fiduciary role and serves as a subject matter resource for colleagues on post-death settlement issues. Administers probate estates, post-death trusts, and other post-death fiduciary relationships to carry out the decedent's objectives, comply with governing documents, uphold fiduciary administration principles, and serve the best interests of beneficiaries.

Estate Settlement Officer

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. Accountabilities / Responsibilities: SCAH partners with independently-minded specialty practices to provide practice management and clinical performance support, referral and payer alignment, data analytics, and strategic capital.

SCA Health

CFO, OrthoAlliance

[AW]-iCims

Basic Qualifications - Bachelor's degree, or equivalent work experience- Eight or more years of personal trust and/or estate planning experience Preferred Skills/Experience - Advanced knowledge of estate settlement, gifting, income, estate and multi-generational taxation and trusts- Advanced knowledge of fiduciary services- Well-developed analytical and problem-solving skills- Ability to make critical decisions independently- Excellent writing, speaking, and presentation skills If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants . The Estate Settlement Officer also assists with prospective and existing client opportunities involving potential post-death settlement matters, reviews matters for acceptance or refusal of a fiduciary role and serves as a subject matter resource for colleagues on post-death settlement issues.

Were looking for a Chief Compliance Officer to build and own that program end-to-end: someone who can manage our day-to-day compliance and regulatory obligations with rigor, serve as our BSA Officer, support the charter effort, and be a trusted voice with regulators, examiners, and bank partners as River grows into its next chapter. Maintain Rivers state money transmitter licenses (MTLs), including renewals and license-specific exam readiness, while driving Rivers OCC national trust charter process forward with executive leadership, outside counsel, and consultants.

Trust Officer Jobs in Ohio

Deputy Chief Financial Officer-Finance, Planning & Analysis, Blanchard Valley Health System

AVP, Trust Officer LPL Financial Holdings Inc

WM Senior Trust Officer U.S. Bank

WM Senior Trust Officer U.S. Bancorp

Wealth Management & Trust - New Business Development Officer Stock Yards Bank and Trust Co

Institutional Trust Officer II The PNC Financial Services Group Inc

Trust Client Associate Nicolet National Bank

Trust Associate Johnson Investment Counsel

CHIEF OPERATING OFFICER (COO) – New Business Vertical Launch Bic# 1854

Sr. Trust Tax Accountant II Fifth Third Bank

KPB Trust Analyst KeyCorp

Trust Administrator- 3633588 AMS Staffing

CFO Services Senior Manager | Fractional CFO Client Challenge

Chief Financial Officer (CFO) - Consulting Engineering ADF ENGINEERING, INC

Chief Financial Officer (CFO) - Consulting Engineering ADF Engineering

Outsourced Chief Financial Officer - Real Estate Private Equity Funds EisnerAmper

Estate Settlement Officer U.S. Bancorp

CFO, OrthoAlliance SCA Health

Estate Settlement Officer U.S. Bank

Chief Compliance Officer River Financial Inc

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