- Bank of America (Wilmington, DE)
- Senior Auditor, Wealth Management Charlotte, North Carolina;Stamford, Connecticut; Providence, Rhode Island; Wilmington, Delaware **Job Description:** At Bank of ... test work during highly complex audit activities associated with Wealth Management activities. Key responsibilities include independently designing and executing… more
- Comerica (Wilmington, DE)
- Senior Trust Advocacy Advisor The Trust Advisor in Comerica's Trust Advocacy group responsible for reviewing legal documentation for new business ... These colleagues are highly engaged in new business acceptance for Personal Trust , Advisor Solutions, and Estate Administration. Responsibilities: New Business… more
- Vanguard (Newtown Square, PA)
- Responsibilities: Vanguard Personal Advisor Select(R) advisors are responsible for establishing , growing, and maintaining trusting, long-term advised relationships. ... book of business with a track record of client satisfaction and loyalty. + Apply trust and estate planning knowledge to help preserve client's wealth . + In-depth… more
- Comerica (Wilmington, DE)
- …ADMINISTRATION * Manages most routine accounts under the direct supervision of a Trust Advisor in accordance with the terms of the various governing ... programs. * Works under the direct supervision of a Trust Advisor in developing solutions to most...monitors and tracks tax reporting activities, coordinating with more senior Trust Administrators COMPLIANCE * Meets all… more