- 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
- Bank of America (Wilmington, DE)
- …Data Management , Trust and Estate Settlement Services, Philanthropic Solutions , among other Wealth Management areas. Additional activities would ... Senior Auditor, Wealth Management Charlotte, North Carolina;Stamford, Connecticut; Providence, Rhode Island; Wilmington, Delaware **Job Description:** At Bank of… more
- M&T Bank (Wilmington, DE)
- …related to account administrative activities. Serves as key consultant to the field ( Trust Officers, Wealth Advisors, and Market leadership) in developing and ... document review and approval, and escalation where necessary, to management and Legal. Provide risk-tolerant solutions with...practice. + Serve as fiduciary resource to Market leadership, Wealth Advisors, Trust Officers, and other internal… 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
- 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
- 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)
- …ongoing administration. Compliance/Risk Management : * Complete consultations with trust advisors in personal wealth , professional alliances and personal ... These colleagues are highly engaged in new business acceptance for Personal Trust , Advisor Solutions , and Estate Administration. Responsibilities: New Business… 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 (Dover, 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
- M&T Bank (Georgetown, DE)
- …one of the largest personal trust providers in the United States. The Wealth Management Trust Services division is entrusted to holistically administer ... time opportunities throughout the Bank. **Who are we?** Wilmington Trust is a leading provider of wealth ...experience of our professionals and a forward-looking mindset. The Wealth Management division serves clients in all… more
- M&T Bank (Wilmington, DE)
- …hub for Wilmington Trust providing strategic transition planning and solutions to high-net-worth clients regarding family wealth . These services include ... **Overview:** Serves as a member of the Management Development Program (MDP) and participates in ten weeks of Core Training and one year of On-the-Job (OJT)… more
- Broadridge Financial Solutions (Dover, DE)
- …person from time to time. You will be a part of the Broadridge Advisor Solutions team using your business analysis skills to listen to clients and translate business ... such as standard product functionality, configurability vs customization. + Ensure the digital solutions defined meet the needs of clients with solid use cases and… more
- JPMorgan Chase (Newark, DE)
- …is looking to grow your career working in a global organization? JP Morgan Asset & Wealth Management Finance and Business Management has a new opening for a ... in deepening Trusts and Estates market presence by collaborating with internal partners; Trust team, Wealth Advisors, Bankers, Investors and marketing teams +… more
- Comerica (Wilmington, DE)
- …updates to be created in operating systems. * Oversee the development and management of the budget for the Personal Trust Administration function, ensuring ... team is well-trained and knowledgeable about the unique aspects of all trust types under management , including regulatory and compliance requirements. *… more
- SolomonEdwards (Dover, DE)
- …role involves ensuring the successful transfer and seamless servicing for wealth clients while stabilizing the outsourced consumer operations model. Candidates ... operations to secure alignment on goals, timelines, and responsibilities, ensuring wealth clients experience smooth servicing throughout the conversion. * Conduct… more