Search jobs > Cincinnati, OH > Trust administrator
Required Skills & Experience
- 5 years' experience of relevant fiduciary, personal trust or trust administration
- Proficient experience reading trust documents and understanding them
- Great attention to detail and communication
- Bachelors
Nice to Have Skills & Experience
CTFA (has to be willing to get this while onsite through the bank. bank will pay for it)
Job Description
A client in the West Chester, OH area is seeking a Fiduciary Officer to join there team permanently. The Fiduciary Officer is responsible for the efficient administration of Trust Accounts for wealth management clients where the Bank is acting as trustee, executor, administrator, conservator, guardian, or agent for Trustee.
The Fiduciary Officer will provide expert advice and counsel on estate planning and trust administration, including high level customer service to clients, attorneys and beneficiaries, and administer accounts in a manner that ensures compliance with legal requirements and business line policies and procedures.
There will be both proactive and reactive work, and this individual will already have prior understanding of reading and interpreting trust documents, to be able to successfully provide for their clients.
Trust Administrator
The Fiduciary Officer is responsible for the efficient administration of Trust Accounts for wealth management clients where the Bank is acting as trustee, executor, administrator, conservator, guardian, or agent for Trustee. Proficient experience reading trust documents and understanding them. The F...
Executive Assistant (Entry Level) (Remote)
D Aceto Services LLC is seeking a motivated and detail-oriented Entry-Level Executive Assistant to join our remote team. In this role, you will provide essential support to executive team members, helping to streamline operations and enhance productivity. This position is ideal for individuals looki...
Revenue Operations Systems Administrator
A company is looking for a Revenue Operations Systems Administrator to manage Revenue Operations tools and technologies with a focus on Salesforce. ...
Systems Administrator
Proven experience as a Systems Administrator, Network Administrator, or similar role. We are looking for a skilled Systems Administrator to join our team in the Healthcare, Hospitals, and Social Assistance industry located in BLUE ASH, Ohio. Provide guidance and answer how-to questions to assist use...
Customer Service Account Representative
Sparrow Company is looking for a Customer Service Account Representative for one of our clients in the Cincinnati, OH area. Verify customer pricing and terms of sale and maintain customer quotations, summary billing setup and rebates in ERP system. Attend customer meetings and visits to customer sit...
Customer Service Representative
Customer Service Representative. The Customer Service Representative processes purchase orders received via fax and e-mail by accurately entering sales orders into computer system. Assist customers and sales representatives via phone or e-mail with order status inquiries, product selection, replacem...
IBM i (AS/400) Systems Administrator
We are seeking a highly motivated senior-level IBM I systems administrator to help support our growing portfolio of hosted and remote IBM I customers. This position will be responsible for maintaining optimal performance and availability of the systems as well as disaster recovery (DR) planning and ...
Delivery Driver
Delivery Drivers must have a valid driver's license, a clean driving record, and valid automobile insurance. Each Delivery Driver plays an essential role in ensuring our customers receive their order in a timely and friendly manner. Delivery Drivers may spend their shifts folding boxes, taking phone...
Customer Service Representative
This team is completing inbound service calls to current clients regarding payments, customer service, and filing claims. Provides professional and courteous service, including diffusing escalated clients to resolve concerns; completes service requests within departmental service levels. Prior exper...
Delivery Driver
We are looking for a Delivery Driver to ensure the timely delivery of our freshly made-from-scratch dough products to our bakery cafes. ...