Top Trust Executive jobs in Green Bay, WI
Top Trust Executive is responsible for all trust activities, policies, objectives, and the development of new business initiatives. Directs the analysis and review of investment options and sets investment policy and guidelines for the purchase and sale of securities. Being a Top Trust Executive ensures applicable tax reporting and returns are properly prepared and are in compliance with all regulations. May also provide guidance on legal matters to preserve and protect the organization and trusts. Additionally, Top Trust Executive requires a bachelor's degree. Typically reports to top management. The Top Trust Executive manages a business unit, division, or corporate function with major organizational impact. Establishes overall direction and strategic initiatives for the given major function or line of business. Has acquired the business acumen and leadership experience to become a top function or division head. (Copyright 2024 Salary.com)
Recently Added Top Trust Executive jobs
- First Bank, Upper Michigan
-
Marquette, MI
INTERN
-
Description
Internship — Trust and Investment Management Group
The intern will meet with Senior Vice President and IMG Manager and Investment Officer for an introduction to and overview of the I MG and its typical clientele. He/she will then report to Investment Officer to begin the process.
Overview :
Job Descriptions Trust and Investment Officers Operations Staffers
Client Profiles High net worth individuals / foundations and endowments / retirement plans
Account types Investment Management Accounts / Revocable and
Irrevocable Trusts / IRAs / Estates
Introduction to investments and the FB IMG investment management process :
Assets classes: equities, fixed income, cash equivalents, REITs Excluded asset classes: hedge strategies, commodities contracts, high yield bonds
Portfolio diversification and correlation analysis
Recommended lists of securities and the ongoing due diligence process
Economic and financial market analysis sources or research and the incorporation into FB IMG's advisement process
Asset allocation determination
Account administration and portfolio rebalancing
Income, gift and estate tax planning — interaction with CPAs
Estate planning — trusts, wills, Powers of Attorney — interaction with estate planning attorneys
Once this is complete the intern would perform portfolio allocation computations and account rebalancing. He/she would complete the online research necessary to update quarterly mutual fund and stock analysis reporting.
During the time with the IMG, they will attend Account Review, Investment Committee and Trust Committee meetings.
They will have meetings with administrative officers in both Escanaba and Marquette about their roles and day—to—day responsibilities . possible, the intern will accompany account officers to client meetings, inclusive of portfolio and performance reviews .
Finally, interns will spend time with operations staffers to understand trade and asset transfer processing, cash reconcilement, client bill paying and file documentation processes.
- 13 Days Ago
- Nicolet National Bank
-
GREEN BAY, WI
FULL_TIME
- At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we d...
- 1 Month Ago
- Tip Top Grooming Shop
-
Green, WI
FULL_TIME,PART_TIME
- Experienced Pet Groomer needed at Tip Top Grooming Shop in Howard! Looking for a motivated pet groomer who loves to work with animals and knows how to preform grooming services. Must know how to give ...
- 22 Days Ago
- Top Shelf Holdings
-
Lanse, MI
FULL_TIME
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- Just Posted
- Top Docs, Inc
-
Rhinelander, WI
CONTRACTOR,PART_TIME
- TGB3 is seeking to contract a Nurse Practitioner (NP) or Physician Assistant (PA-C) to perform Compensation & Pension Exams (C&P) for our military Veterans at various sites through the USA. Length: 12...
- 1 Month Ago
- Russell Tobin & Associates
-
Green, WI
CONTRACTOR,FULL_TIME
- Job Title: Trust Fund Valuation Trading Specialist Pay: $23.00/hr. to $24.00/hr. DOE Schedule: Monday-Friday, 8am to 5pm Location: Green Bay, WI Contract Duration: Temp to Hire Company Overview: Our c...
- 12 Days Ago
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0 Top Trust Executive jobs found in Green Bay, WI area
- Office Depot
-
Green Bay, WI
- Job Description At Office Depot Inc., the Service Advisor - Key Carrier (KC) is a part-time role providing "total soluti...
- 4/26/2024 12:00:00 AM
- Office Depot
-
Manitowoc, WI
- Job Description At Office Depot Inc., the Service Advisor - Key Carrier (KC) is a part-time role providing "total soluti...
- 4/26/2024 12:00:00 AM
- IAA
-
Appleton, WI
- IAA, an RB Global, Inc. Company, is seeking a Branch Manager to join our team in Appleton, WI The Branch Manager control...
- 4/26/2024 12:00:00 AM
- Bankers Life
-
Green Bay, WI
- Bankers Life, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to g...
- 4/25/2024 12:00:00 AM
- Batteries Plus, Llc
-
Green Bay, WI
- **Batteries Plus Bulbs** is the nation's largest growing battery and light bulb franchise is currently searching for ful...
- 4/24/2024 12:00:00 AM
- Brilliant Financial Search - IL
-
Green Bay, WI
- Job Description Job Description Manager of FP&A | Hybrid | $120k - $140k + Bonus Under the supervision of the FP&A Direc...
- 4/23/2024 12:00:00 AM
- Jewelers Mutual Group
-
Neenah, WI
- Jewelers Mutual Group, United States and Canada's leading insurer, risk advisor, and technology provider for the jewelry...
- 4/22/2024 12:00:00 AM
- Jewelers Mutual Group
-
Neenah, WI
- SUMMARY This role serves as the liaison between the business and the data team (BI developers and Data Engineers), impro...
- 4/22/2024 12:00:00 AM
About Green Bay, Wisconsin
were up 1.3% from a year ago