- 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
- 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
- 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
- Coinbase (Dover, DE)
- …needs of a high-growth and fast paced organization. * Experience in Banking, Wealth Management , Corporate Finance, Asset Management , FinTech or Crypto. ... a best in class experience for our customers through effective stakeholder management , task management , decisive prioritization, and efficient execution. *… more
- Coinbase (Dover, DE)
- …leadership team and cross functional teams supporting CaaS - product, account management , solutions architecture, legal, specialty sales * Advocating for ... success, while leveraging Coinbase's CaaS capabilities. The role will require trust building with executive level partners at the largest financial institutions… more