- WSFS Bank (Wilmington, DE)
- …and provides comprehensive financial services including commercial banking, retail banking, cash management and trust and wealth managementOther subsidiaries ... advancement opportunities, and moreWe are the region's locally headquartered bank and wealth management companyWe are honored to consistently be named a… more
- JPMorgan Chase (Newark, DE)
- …includes participating in team discussions and strategy around structuring, pricing and closing trust and estate services including: estates , family trusts, ... is appointed as corporate executor or trustee of a trust includable in the gross estate of...It operates across four business segments including Asset & Wealth Management , Corporate and Investment Banking Commercial… more
- Robert Half Legal (Wilmington, DE)
- …Federal and Delaware estate tax returns. Relevant Practice Areas: Estate planning and wealth transfer | Estate and trust litigation | Estate and ... Office skills. + Bachelor's degree preferred. + Knowledge of Estate Management Software. + No hybrid work;...nonjudicial settlements, and trust situs changes. + Estate planning, asset protection planning, and sophisticated wealth… more
- Citizens (Wilmington, DE)
- …on their trust and estate administration needs and administering trust accounts for Clarfeld Citizens Private Wealth (CCPW). They lead the day-to-day ... management and administration of trust accounts, and for working with CCPW partners to...advisors as appropriate. + Educate clients and beneficiaries on estate and trust planning strategies to include… more
