- 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
- M&T Bank (Wilmington, DE)
- …activities. Serve as key partner to wealth clients and developing and implementing trust solutions to meet wealth client needs. Anticipate and identify ... **Overview:** Responsible for the administration and fiduciary management of complex trust relationships within...develop deep relationships with clients to best administer their trust accounts, generate solutions , and meet distribution… more
- M&T Bank (Wilmington, DE)
- …expertise, leadership, and a strong understanding of the Wealth Management business to ensure technology solutions drive operational efficiency, regulatory ... of Wealth Technology. Familiarity with Retail and Commercial Trust , Investment Management , Payments and other Wealth -oriented platforms is preferred.… more
- M&T Bank (Wilmington, DE)
- …responsibilities could also include: + Maintain current knowledge of financial markets, Wilmington Trust investment process and wealth management offerings + ... team environment and assist in supporting the delivery of an integrated wealth management offering consistent with individual financial goals of clients.… more
- M&T Bank (Wilmington, DE)
- …expansion of a book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, ... clients. + Coordinates team communication and activities.Recommend ideas, suggestions and alternative wealth solutions by utilizing a team of specialists as… more
- M&T Bank (Wilmington, DE)
- …expansion of a book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, ... clients. + Coordinates team communication and activities.Recommend ideas, suggestions and alternative wealth solutions by utilizing a team of specialists as… more
- Comerica (Wilmington, DE)
- …all account related activity and responding quickly to requests. Works with Advisor Solutions Trust Specialist's to develop new business through our partners. ... into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people… more
- Robert Half Finance & Accounting (Wilmington, DE)
- …and accounting processes. This role will consist of: managing a portfolio of trust accounts, assisting with asset management , maintaining account openings and ... Source and build prospect client pipeline . Build strong relationships with outside wealth advisors Requirements The ideal Trust & Operations Coordinator will… more
- Robert Half Finance & Accounting (Pike Creek, 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
- 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
- Bank of America (Wayne, PA)
- …(https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Honolulu/Merrill-Experienced-Financial-Advisor\_24007333) **Job Description:** Merrill Wealth Management is ... a leading provider of comprehensive wealth management and investment products and services for individuals, companies,...their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are… more
- CIBC (Wilmington, DE)
- …other members of Private Wealth . Work with external parties related to the trust account including but not limited to client's counsel, NTC or DTC counsel and ... preferred + Experience as a Trust Officer with familiarity with Trust Accounting systems, preferred + Developed people management skills + Well-developed… more
- Bank of America (Newark, DE)
- …Data Management , Trust and Estate Settlement Services, Philanthropic Solutions , among other Wealth Management areas. Additional activities would ... for evaluating the design and execution of business processes/controls associated with Wealth Management activities (eg Private Bank and Merrill Wealth… more
- M&T Bank (Wilmington, DE)
- …time constraints Knowledge of Bank systems Knowledge of Bank culture Understanding of Wealth Management and/or Capital Markets business M&T Bank is committed to ... operational expertise in support of the account termination/closing process within Wealth .. Manages the provision of support for transactional processing, risk and… more
- Lockheed Martin (King Of Prussia, PA)
- …Lockheed Martin is a global leader in aerospace, defense, and technology solutions \. You will be joining **Lockheed Martin Rotary and Mission Systems** About ... and Mission Systems \( https://www\.lockheedmartin\.com/en\-us/who\-we\-are/business\-areas/rotary\-and\-mission\-systems\.html\) Our team in Warfighter Solutions consists of a variety of engineering disciplines that… more