- JPMorgan Chase (Newark, DE)
- …the administration of the trust . **Job Summary** As a Trust Officer VP in Wealth Management Solutions , Trust & Estates, you will be an integral ... with beneficiaries and advisors. You will also partner with Wealth Advisors for new trust business and...maintenance, account opening/closing, Investment Systems and Annual Reviews, and management of overdrafts - is a plus JPMorganChase, one… more
- JPMorgan Chase (Newark, DE)
- …certificate, with paralegal experience in trust and estate practice JP Morgan Wealth Management Solutions comprises a workforce of more than 2500 ... JP Morgan Asset & Wealth Management , with client assets of...Develop, retain and deepen client relationships. + Assist the Trust Officer and partner with Wealth Advisors,… more
- Wells Fargo (Wilmington, DE)
- …- Senior Fiduciary Coordinator in Trust Client & Advisor Services as part of Wealth and Investment Management . Learn more about the career areas and lines of ... and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. *… more
- Robert Half Finance & Accounting (Wilmington, DE)
- …trust accounts. This role will consist of: managing a portfolio of trust accounts, assisting with asset management , maintaining account openings and closings, ... and build prospect client pipeline . Build strong relationships with outside wealth advisors Requirements The ideal Trust administrator will preferably have… more
- Robert Half Finance & Accounting (Wilmington, DE)
- …will also oversee a team of trust professionals, review and analyze trust documents, coordinate with management on key fiduciary findings, and assist with ... prospect client pipeline . Build strong relationships with outside wealth advisors Requirements The ideal Trust Tax...and are not limited to: . 5+ years of trust tax experience . 2+ years of management… more
- City National Bank (Wilmington, DE)
- …and maintenance of accounts * Comply fully with all Bank Operational and Wealth Management policies and procedures as well as all regulatory requirements ... * TRUST OFFICER* WHAT IS THE OPPORTUNITY? This position...Strong organizational skills * Anticipate needs and proactively seek solutions * The ability to work on multiple tasks/projects… more
- Comerica (Wilmington, DE)
- …and standard client relationships. This role will participate in the proper management and administration for assigned trust accounts adhering to applicable ... programs. * Works under the direct supervision of a Trust Advisor in developing solutions to most...Stays current on fiduciary/tax/legal changes that effect a client's wealth plan or administration of account TEAM MEMBER RESPONSIBILITIES… more
- Bank of America (Wilmington, DE)
- …Beach, Delaware; Dover, Delaware; Egg Harbor Township, New Jersey **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest... + Client Investments Management + Client Management + Client Solutions Advisory + Relationship… more
- Citigroup (Wilmington, DE)
- The US Personal Banking and Wealth Management Marketing organization drives all aspects of the customer lifecycle, from Acquisition to Engagement to Retention, ... Personal Bank - Branded Cards and Lending, Retail Bank and Mortgage and Wealth . The Existing Customer Marketing (ECM) team within this organization is a critical… more
- City National Bank (Newark, DE)
- …offered. What you will do * Services the mortgage needs of Private Banking, Wealth Management and Personal and Business Banking clients whose lending needs can ... * May coordinate the cross-selling of other product and/or services (ie, cash management , foreign exchange, investment and trust , etc.). May interface with other… more
- Citigroup (New Castle, DE)
- …credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . Our core activities are safeguarding assets, lending ... to earn and maintain our clients' and the public's trust by constantly adhering to the highest ethical standards...functions such as Third Party, Fraud, Technology & Data Management , etc. + Independent Credit Risk and Compliance Risk… more
- JPMorgan Chase (Newark, DE)
- …Client Tax Associate I within the Trusts and Estates and Tax Operations (TETO) team in Wealth Management (WM), you will play a crucial role in supporting the ... Trust and Estate (T&E) practice by coordinating the preparation...to interface positively with internal teams, colleagues, and senior management + Excellent communication and interpersonal skills, with the… more