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Anselmo & Company, LLC Logo
Anselmo & Company, LLC

Parma, Ohio

The Private Trust Company, part of LPL Financial Logo
The Private Trust Company, part of LPL Financial

Cleveland, Ohio

East Cambridge Savings Bank

Cambridge, Massachusetts

Chain Bridge Bank, N.A. Logo
Chain Bridge Bank, N.A.

McLean, Virginia

Columbia University in the City of New York Logo
Columbia University in the City of New York

New York, New York

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International Bank of Chicago

STONE PARK, Illinois

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County National Bank

Hillsdale, Michigan

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York College of the City University of New York

Queens, NY, 11415, USA

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University of California Los Angeles

Los Angeles, California

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Washington State Department of Ecology

Lacey, Washington

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University of Washington

Seattle, WA

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Haynes Boone LLP

Nationwide

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University of Washington

Seattle, Washington

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Berkadia Commercial Real Estate

Washington,

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Berkadia Commercial Real Estate

New York, New York

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Cook County Health

Chicago, Illinois

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Conifer Health Solutions

Birmingham, Alabama

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Duke University Health System

Durham, North Carolina

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Loyola University Chicago

Chicago, Illinois

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Major, Lindsey & Africa

Burbank, California

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Veterans Affairs, Veterans Health Administration

Yuma, Arizona

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Berkadia Commercial Real Estate

New Jersey,

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Barnes & Thornburg LLP

Indianapolis, Indiana

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Trust New Business Associate
Job Description Provide sales support for New Business Trust Officers. Duties include assistance with communication with Financial Advisors related to pipeline activities, opening and funding of personal trust accounts, updating pipeline for both current and future appointments, support trust officers with day-to-day duties, subcommittee approval request and projects as needed. Directly engage with financial advisors to aid the Trust Officers in maintaining a positive experience for our advisors and clients. Responsibilities ??? Provide support moving initial trust opportunities through the acceptance cycle through the gathering & review of required documents, asset valuations, previous tax statements & returns, as w


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