- 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)
- …**Department Description:** When our clients need financial services outside of their core wealth management solutions , we have the resources to help. ... Our Wealth Management team will coordinate the delivery of any additional...Associate. When starting with the team you'll learn from Wealth Advisors to learn about the Wilmington Trust… 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
- 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
- Wells Fargo (Wilmington, DE)
- …and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services * Estate services * ... a variety of banking and fiduciary topics including investment management , general trust administration, specialty trusts, custody,...worth and ultra-high net worth clients of Wells Fargo Wealth and Investment Management Working at Wells… more
- Oracle (Dover, DE)
- …Global Banking, Trading, Insurance, Risk and Compliance, Financial Crime, Analytics, Revenue Management , Private Wealth Management , and Cash & Profitability ... sophisticated customer problems and translate customer requirements into our industry tailored solutions while building trust as a long-term strategic partner.… 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