- 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
- JPMorgan Chase (Newark, DE)
- …5 years' of work experience in financial services industry with Private Wealth Management experience preferred + Demonstrated solid understanding of investments ... Strategy team. PMG rebalances and manages risk in accounts across our investment management and trust portfolios. **Job Responsibilities :** + Implementation of… 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)
- …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)
- …activities. Serve as key partner to wealth clients in developing and implementing trust solutions to meet wealth client needs. Anticipate and identify ... all trust matters and responsible for overall trust administration management . + Assess and manage...develop deep relationships with clients to best administer their trust accounts, generate solutions , and meet distribution… 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 (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
- M&T Bank (Bear, DE)
- …Business Banking. Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth /WISD and Mortgage to deliver advice-based solutions and ... If assigned to Wealth office and/or Business Banking, increase assets under management and develop and grow Affluent Market penetration into the high net worth… more