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An Intermediate-level role with excellent knowledge of the field with strong leadership skills. Oversees account administration ensuring client satisfaction of both trust beneficiaries and referring financial advisors in support of Trust business objectives. ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, the individual must be able to perform each essential duty satisfactorily. Works on issues where analysis of situations or data requires an in-depth knowledge of o ...Read more about Trust Officer IIMore
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The Portfolio Manager II manages bond and equity investments for investment management accounts and/or fiduciary (irrevocable and revocable trust) accounts in support of Trust business objectives. This is an intermediate professional role with moderate skills and a high level of proficiency. ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, the individual must be able to perform each essential duty satisfactorily. Works under general supervision with increased latitude ...Read more about Portfolio Manager IIMore
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8777 N Gainey Center Dr, Scottsdale, AZ 85258, USA ● Req #106Thursday, May 4, 2023Advanced professional role requiring high skill with extensive proficiency. Provide administrative and data entry support for Trust Officer in support of Trust business objectives. ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, the individual must be able to perform each essential duty satisfactorily. Works independently with only administrative supervision and the ability to overcome major obstacles and recognize early when issues should be escalated or a senior peer n ...Read more about Trust Administrator SeniorMore
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As the Trust Administrator II you will report to the Regional Trust Manager. You will provide administrative and data entry assistance for Trust Officer support of Trust business objectives.RESPONSIBILITIES:Support assigned Trust Officer in the administration of trust accounts.Work on multiple concurrent projects of medium complexity. Is an active team member, contributes to complex projects to gain experience, share ideas and suggest process improvements appropriate for level of experience.Iden ...Read more about Trust Administrator IIMore