- 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
- 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
- Bank of America (Exton, PA)
- …Wayne, Pennsylvania; Media, Pennsylvania; Conshohocken, 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
- M&T Bank (York, PA)
- …Business Banking. Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth /WISD and Mortgage to deliver advice-based solutions and ... If assigned to Wealth office and/or Business Banking, increase assets under management and develop and grow Affluent Market penetration into the high net worth… more
- Tompkins Community Bank (Wyomissing, PA)
- …profitability of accounts, prepare plans of action for those not profitable. + Tailor wealth management solutions as necessary to meet client needs. + ... an exceptional client experience with complete wealth management services including planning, investments and trust ... management services including planning, investments and trust services; lead wealth management … more
- Broadridge Financial Solutions (Harrisburg, PA)
- …SEC standards. + Research possible fraudulent bank activities and report to management . + Reconcile and report weekly/quarterly tax liability payments to the IRS ... monthly revenue booking. + Assist senior financial analysts and management in monthly fiduciary account reconciliation. + Ad Hoc...by sending an email to ###@broadridge.com . Broadridge Financial Solutions , Inc. (NYSE: BR) , is a global Fintech… more
- Broadridge Financial Solutions (Harrisburg, PA)
- …proactively intervene when necessary to ensure accurate and timely responses; and Have time management and data entry skills. Hourly rate: $26 - $28 per hour. Bonus ... by sending an email to ###@broadridge.com . Broadridge Financial Solutions , Inc. (NYSE: BR) , is a global Fintech...that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are… more
- Guardian Life (Harrisburg, PA)
- …through consistent and timely activity tracking. + Closely work with Western Territory Wealth Management teams to identify HNW opportunities within the region ... which offers clients an expanded suite of products and solutions to help them achieve financial well-being. The High...**You have** + 5+ years overall experience in wealth management , preferably advisory and/or alternative investments… more
- City National Bank (Newark, DE)
- …support for our 3 business areas: Commercial & Corporate Banking, Banking & Wealth Management , and Entertainment Banking * Trading and service support for ... internal audit and second line of defense * Program and project management responsibilities to drive strategy initiatives and transformation efforts across our… more