- JPMorgan Chase (Newark, DE)
- JP Morgan Asset & Wealth Management , with client assets of $2.8 trillion, is a global leader in investment and wealth management . Its clients include ... administration of accounts. You will also be responsible for risk management , client relationship management ,...paralegal experience in trust and estate practice JP Morgan Wealth Management Solutions comprises a workforce of… more
- JPMorgan Chase (Newark, DE)
- …credit portfolio, which includes the Commercial & Investment Bank, Asset & Wealth Management and risk -rated businesses within Consumer and Community ... Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at...small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total… more
- City National Bank (Wilmington, DE)
- …functions of the Trust and Estate Division in administration, account acceptance, and risk management . Assists in providing direction and guidance on trust ... related to risk or potential litigation issues * Participate in semiannual asset concentration reviews and follow up regarding risk mitigation plans. Log and… more
- Wells Fargo (Wilmington, DE)
- …discuss the needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services. ... * Estate services. * Philanthropic services. * Closely held asset management . * Real estate and loan...improve Wells Fargo Trust's business operations, client service, and risk management . + Independently communicate with internal… more
- JPMorgan Chase (Newark, DE)
- As a Control Manager within Asset Wealth Management (AWM), you will support the implementation and maintenance of Compliance Operational Risk Environment ... of financial services experience in controls, audit, quality assurance, risk management , or compliance preferred + ...business partners + Experience with and knowledge of the Asset Wealth Management business and… more
- JPMorgan Chase (Newark, DE)
- …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 ... consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package… more
- Robert Half Finance & Accounting (Wilmington, DE)
- …role will consist of: managing a portfolio of trust accounts, assisting with asset management , maintaining account openings and closings, monitoring cash flow, ... Trust Administrator for this role should be proficient in financial management and accounting principles, and posses' excellent communication, interpersonal, and… more