- M&T Bank (Wilmington, DE)
- …relationships. **Primary Responsibilities:** + Administer assigned book of client trust accounts through demonstrated proficiency and sound judgment in exercising ... primary point of contact for the client on the trust account relationship, communicate regularly with the client on...and adhere to policies and procedures related to account administrative activities. Serve as key partner to wealth clients… more
- JPMorgan Chase (Newark, DE)
- …or grantor's purposes and meet the needs of the beneficiaries. + Assist the Trust Officer to maintain current information on beneficiaries and their changing ... Communicate with beneficiaries and co-executors or co-trustees to outline administrative procedures. + Analyze Wills and trust ...duties and to provide superior client service. + Assist Trust Officer to partner with client's other… more