- M&T Bank (Wilmington, DE)
- …+ Maintain a thorough understanding of the systems and procedures of the Fiduciary Tax area and participate in training within and outside the ... **Overview:** Supports resolution of complex tax technical client issues in support of the...support of the broader front office, while also supporting tax return and tax authority notice review… more
- Citizens (Wilmington, DE)
- … account administration and client relationship management within a Private Wealth environment. + Experience with fiduciary investment concepts, analytics ... Description The Senior Trust Officer (STO) is responsible for advising...needs and administering trust accounts for Clarfeld Citizens Private Wealth (CCPW). They lead the day-to-day management and administration… more
- Comerica (Wilmington, DE)
- …all other organization required compliance training. * Stays current on fiduciary / tax /legal changes that effect a client's wealth plan or administration of ... account administration codes are accurate. * Administratively monitors and tracks tax reporting activities, coordinating with more senior Trust Administrators… more