- 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 JPMorgan Chase… 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
- Bank of America (Bel Air, MD)
- Wealth Management Client Associate Bel Air, Maryland **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... + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization… more
- Robert Half Finance & Accounting (Hockessin, 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 (Hockessin, 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 Assistant...Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to… more
- Bank of America (Lancaster, PA)
- …Wyomissing, Pennsylvania; Williamsport, Pennsylvania; Wilkes-Barre, Pennsylvania **Job Description:** Merrill Wealth Management is a leading provider of ... comprehensive wealth management and investment products and services for individuals, companies,... + Client Investments Management + Client Management + Client Solutions Advisory + Relationship… more
- Bankers Life (Newark, DE)
- …Asset & Income Protection - Investment & Advisory Services - Trust Services Wealth Management - Retirement Solutions As a Bankers Life Financial Services ... your career and becoming a Financial Representative, specializing in aiding clients in Wealth Management . Your growth is our success. Uncover your earning… more
- Bankers Life (Newark, DE)
- …Asset & Income Protection - Investment & Advisory Services - Trust Services Wealth Management - Retirement Solutions As a Bankers Life Financial Services ... Bankers Life Securities, Inc. Financial Representative, specializing in aiding clients in Wealth Management . Uncover your earning potential, build a workday… more
- City National Bank (Newark, DE)
- …Minimum 5 years' of experience with bank products and services (eg deposits, wealth management , cash management , international, etc.) required. **Skills and ... to evaluate new opportunities for growth in relationships and recommending beneficial solutions to clients/prospects. + Is dedicated to meeting the expectations and… more