Top 13 Wealth management senior trust officer Jobs in Pasadena, Ca

Wealth Management Senior Trust Officer
U.S. Bank National Association —Glendale, CA
- $111,095 - $143,770 a year
- Full-time
- CPA
- Office
- 8 years
- Paid holidays
- Disability insurance
Sr. Investment Officer
Northern Trust Corp. —Los Angeles, CA
- $236,555 - $414,115 a year
- Full-time
- 11+ years
- Accounting
- US work authorization
- Health insurance
- Dental insurance
Wealth Director (Business Development Officer)
Franklin Templeton Investments —Los Angeles, CA
- $180,000 - $225,000 a year
- Email
- 8 years
- Business development
- Senior level
- Paid holidays
- Paid time off
Specialty Wealth Asset Officer Senior
City National Bank —Los Angeles, CA
- $92,114 - $156,880 a year
- Full-time
- 7 years
- Customer service
- Computer literacy
- Health insurance
- Dental insurance
Senior Wealth Advisor, Los Angeles, CA
M&T Bank —Los Angeles, CA
- $162,100 - $270,100 a year
- Full-time
- CPA
- 5 years
- Office
Private Wealth Management Portfolio Management Associate Director
Morgan Stanley —Beverly Hills, CA
- $68,000 - $120,000 a year
- Full-time
- Computer literacy
- Writing skills
- Research
Account Manager Senior ENT
City National Bank —Beverly Hills, CA
- $78,970 - $126,140 a year
- Full-time
- 5 years
- Bachelor's degree
- Experience equivalent to degree accepted
- Health insurance
- Dental insurance
14d
Senior Officer, Planned Giving & Philanthropic Development
California Community Foundation —Los Angeles, CA
- $5,076.92 - $5,307.69 a year
- Full-time
- 5 years
- Office
- Finance
- Loan repayment program
- Health insurance
Quick Apply
SVP, Private Client CRE Lending Officer - RJ Bank
Raymond James Financial, Inc. —Los Angeles, CA
- $175,000 - $225,000 a year
- Full-time
- Finance
- Bachelor's degree
- Travel
- Paid holidays
- Health insurance
SVP, Relationship Manager
Enterprise Bank & Trust —Cerritos, CA
- $206,340 - $252,194 a year
- Full-time
- Microsoft Word
- Background check
- 7 years
- Paid time off
Investment Services Manager
City National Bank —Los Angeles, CA
- $71,869 - $114,797 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Finance
- Health insurance
- Dental insurance
8h
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply

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Wealth Management Senior Trust Officer
U.S. Bank National Association —Glendale, CA
Administers accounts in a manner which ensures compliance with the governing documents, state statutes and U.S. Bank policies and procedures.
$111,095 - $143,770 a year
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab —Los Angeles, CA
Active FINRA Series 66 license (or equivalent). Financial Planning: Proven ability to develop and communicate holistic financial plans for high-complexity…
$168,000 - $228,000 a year

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Senior Trust Officer
Bank of America —Columbus, OH
Ability to identify and develop new business opportunities by pursuing new or expanded relationships with existing clients and prospects.
$98,100 - $210,000 a year
Senior Vice President, Trust Officer
Midwest Trust Company —Westerville, OH
The Senior Trust Officer is a seasoned fiduciary leader responsible for the independent administration and strategic oversight of complex trust and fiduciary…
Quick Apply
8d

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Wealth Management Senior Trust Officer

U.S. Bank National Association -
Glendale, CA

Apply Now

Job Details

Full-time
$111,095 - $143,770 a year

Benefits

Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Adoption assistance
Parental leave
Vision insurance
Life insurance

Qualifications

Customer communication
Fiduciary duties

Full Job Description

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

Job Description

Responsible for the administration, risk management and servicing of assigned fiduciary and investment management accounts. May include Relationship Management responsibilities as well as product specialty knowledge and expertise (such as IRAs, Charitable/Philanthropic Accounts, ILITs, Estates, etc.). Will likely work as part of a team of experts administering accounts where tasks are assigned based on complexity. Accountable for servicing and retention of existing accounts. Administers accounts in a manner which ensures compliance with the governing documents, state statutes and U.S. Bank policies and procedures. Responsible for meeting all corporate and regulatory compliance standards.

Basic Qualifications:

Bachelor's degree, or equivalent work experience
Eight or more years of experience in Trust administration
Professional Designation is required and may include, but is not limited to: CTFA, CFP, JD, CPA and/or Graduate of National Trust School Program

Preferred Skills/Experience:

Advanced knowledge of estate settlement, income, estate and multi-generational taxation and trusts
Thorough knowledge of fiduciary law, tax implications and practices in multiple jurisdictions, trust accounting/reporting, and other regulatory compliance requirements
Basic project and information management skills
Ability to identify and resolve complex problems with minimal guidance
Ability to manage multiple tasks/projects and deadlines simultaneously
Excellent interpersonal, verbal and communication skills
Well-developed customer service/relations 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.

Benefits:

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Review our full benefits available by employment status here.

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $117,630.00 - 143,770.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). 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.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.

Apply Now

Refine Your Search

wealth management senior trust officer jobs in pasadena, ca

Wealth Management Senior Trust Officer

Sr. Investment Officer

Wealth Director (Business Development Officer)

Specialty Wealth Asset Officer Senior

Senior Wealth Advisor, Los Angeles, CA

Private Wealth Management Portfolio Management Associate Director

Account Manager Senior ENT

Senior Officer, Planned Giving & Philanthropic Development

SVP, Private Client CRE Lending Officer - RJ Bank

SVP, Relationship Manager

Investment Services Manager

Relationship Manager – Private Wealth & Tax Solutions

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