- 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
- Neuberger Berman (Wilmington, DE)
- …support to a senior trust officer in the administration of trust , estate , and investment management accounts. **Responsibilities** + Participate ... client service/support or related experience in the financial services industry + Experience in trust or estate administration is a plus (but not required) +… more