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Regions Bank
Indianapolis, IN, United States
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive t
Job Source: Regions BankUMB Bank
Indianapolis
UMB’s Corporate Trust and Escrow Services is a nationally recognized and ranked provider of bond trustee and agency services to the corporate and municipal marketplaces. Our trust services reach beyond traditional offerings to servicing aviation, reinsurance and funeral trusts, while our agency business provides solutions for escrow and other trans
Job Source: UMB BankZenith American
Indianapolis, IN, United States
Title: Manager, Trust Accounting Department: Trust Accounting FLSA: Exempt Hours: 40 Position Summary Manages trust accounting/fund operations and supports client services, in accordance with Company guidelines, client needs and legislative requirements. "Has minimum necessary access to Protected Health Information (PHI) and Personall
Job Source: Zenith AmericanPwC
Indianapolis
**Specialty/Competency:** IFS - Clients & Markets **Industry/Sector:** Not Applicable **Time Type:** Full time **Travel Requirements:** Up to 20% **Job Requirements and Preferences** : **Basic Qualifications** : **Minimum Degree Required** : High School Diploma **Minimum Years of Experience** : 4 year(s) of sales, marketing or PwC experience **Pref
Job Source: PwCUMB Bank
Indianapolis
UMB’s Corporate Trust and Escrow Services is a nationally recognized and ranked provider of bond trustee and agency services to the corporate and municipal marketplaces. Our trust services reach beyond traditional offerings to servicing aviation, reinsurance and funeral trusts, while our agency business provides solutions for escrow and other trans
Job Source: UMB BankRegions Bank
Indianapolis
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive t
Job Source: Regions BankLake City Bank
Indianapolis, IN, United States
Vice President, Senior Investment Officer Full Time Salary Exempt Professionals Indianapolis North, Indianapolis, IN, US 30+ days ago Requisition ID: 2325 Are you experienced in investment portfolio management and interested in joining a company that cares about your future? Do you have excellent listening skills and an ability effectively
Job Source: Lake City BankPwC
Indianapolis
**Specialty/Competency:** General Tax Consulting **Industry/Sector:** Not Applicable **Time Type:** Full time **Travel Requirements:** Up to 20% A career within Financial Markets Business Advisory services, will provide you with the opportunity to contribute to a variety of audit, regulatory, valuation, and financial analyses services to design sol
Job Source: PwCCarmel, IN, United States
Job Type
Full-time
Description
The Trust Officer develops new business and manages accounts for which the financial institution acts as trustee, court-appointed financial guardian, estate personal representative, investment agent or custodian.
Requirements
Job Requirements:
Bachelor's degree
Advanced degree or legal experience preferred
CTFA preferred
3+ years Trust experience required
Basic Trust Accounting knowledge
Technical knowledge of Fiduciary Trust and Probate Administration
Understanding of legal documents
Understanding of unique and hard-to-value asset administration preferred
Accounting, math, and problem solving skills
Good organizational and time management skills
Good computer skills
Exceptional customer service skills
Strong communication skills
Ability to multi-task
Valid driver's license
Specific Job Functions:
1. Strategic Objectives
a. Works with clients and their legal representatives and advisors in establishment and administration of trust department accounts.
b. Establishes relationships in centers of influence particularly with attorneys.
c. Develops new business relationships and develops additional business with existing trust clients.
d. Respond to client issues, anticipate client needs, prepare for and participate in client meetings.
e. Reviews account holdings to ensure compliance with stated objectives.
2. Compliance
a. Responsible for knowing and complying with all federal regulations and bank policies/procedures that apply to the trust department including the Bank Secrecy Act and CIP.
b. Ensures that each trust is administered in accordance with its legal document.
3. Additional Responsibilities
a. Keeps abreast of trends and regulations in the trust business with regular continuing education.
b. Prepare initial and annual account reviews.
c. Responsible for researching and filing of class action lawsuit claims.
d. Must be able to drive him/herself to job related sites.
e. Performs other duties as directed by supervisor.
f. Some travel required.
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Trust Officer jobs in Carmel, IN, United States
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