- 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
- JPMorgan Chase (Newark, DE)
- …**Experience and Education** + 2-3 years of experience in financial services + Prior wealth management and trust management experience preferred + ... Trust Professional, you will support a team of Trust Officers and Administrators in the management ...one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many… more
- M&T Bank (Wilmington, DE)
- …Leadership Development Manager-MDP. **Department Descriptions:** Wilmington Trust 's Family Wealth platform provides comprehensive wealth management ... **Overview:** Serves as a member of the Management Development Program (MDP) and participates in ten...entail providing support directly to the President of Family Wealth , Eastern Region and her team to grow and… 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
- Wells Fargo (Wilmington, DE)
- …and interpret legal documents + A BS/BA degree or higher (such as JD/LLM) in law or trust and wealth management + Certified Trust and Financial Advisor ... Trust Client & Advisor Services as part of Wealth and Investment Management . Learn more about...solutions + Review and analyze probate and administrative trust portfolios that require research, evaluation, and selection of… 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
- 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
- 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
- Somatus (Wilmington, DE)
- …look for ways to improve upon the status quo to continuously deliver new solutions . + **Tenacity:** We see challenges as opportunities for growth and improvement - ... especially when new solutions will make a difference for our patients and...You We offer more than 25 Health, Growth, and Wealth Work Perks to help teammates learn, grow, and… more