Job Description
Sr. Trust Officer
Los Gatos, CA (Hybrid)
Description
Our client is an established and expanding wealth management firm with over $18B in assets, is seeking a Trust Officer, who will be responsible for fiduciary and client relationship management of individual wealth management accounts, including those where the Trust Company serves as Trustee, Executor or Agent for various account types, including agency, retirement, foundation, charitable, revocable, and irrevocable trust accounts.
The Trust Officer is responsible for proactive client service, account growth, client retention, risk management, and overall administration of assigned book of business.
Duties and Responsibilities
Requirements
Salary Description
90,000 - 135,000
...Job Description Job Description POSITION TITLE: ERM & Compliance Project Manager PAY GRADE: 13 DEPARTMENT: Major Projects Team FLSA STATUS: Exempt LOCATION: Hybrid PURPOSE: The primary purpose of this position is to fulfill our vision of inspiring...
...Looking for New or Experienced Permanent Makeup Artists and being Bi-Lingual is a plus (i.e., English & Spanish.) Salary Negotiable and could include commission or just commission depending on experience. Needs to also be sales oriented and willing to help with...
...Title: Assistant Office Manager Company: The Eye Doctors Location: Topeka, KS Perks: ~ Full Benefits Package - Medical, Vision, Dental and Life Insurance ~401k + Employer Matching ~ Paid Time Off and Paid Holidays ~ Competitive Base Pay + Bonus ~...
...will be required to create an account (or sign in with an existing account). Your account... ...FUNCTION / SUMMARY: Originate portfolio loans, secondary market conventional, FHA, VA... ...the closing with the borrower(s), closing agents, Realtors and others involved in the transaction...
...role. Description Leads complex risk analysis and prepares and reviews reporting packages to support Enterprise Risk Management (ERM) programs, including reporting for various ERM committees comprised of senior executives and members of the Board of Directors. Conducts...