Senior Personal Trust Advisor
SEI Investments
SEI is expanding its team in Oaks, Pennsylvania, seeking a qualified Trust Officer to support systems and production requirements. The role involves managing personal trust accounts, preparing administrative reviews, and liaising with clients and advisors. The ideal candidate will have a deep understanding of trust types and must possess exceptional communication and organizational skills. The position offers a hybrid working environment and a comprehensive benefits package including health care and paid time off. #J-18808-Ljbffr SEI
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Senior Personal Trust Advisor in Oaks, PA vacancy
- 142 SEI Custodial Operations Co is looking for a motivated Trust Officer to support its Fiduciary Trust Administration Team in Oaks,... ...manage trust accounts, and cultivate relationships with clients and advisors. Exceptional communication skills and at least five years in...PersonalFlexible hours
- ...Senior Home Lending Advisor Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge... ...through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment...PersonalSeniorWork experience placementLocal areaImmediate startRelocation
Chase
Collegeville, PA3 days ago - ...professionals for this role. Vanguard’s Personal Investor Group gives eight million... ...models. You will also serve as a trusted thought partner to senior Marketing leaders—translating... ...& Influence Serve as a trusted advisor to Marketing, Finance, and Execution...PersonalSeniorTemporary workWork experience placement
Vanguard
Malvern, PA15 days ago - Job Overview SEI Private Trust Company, a wholly owned subsidiary of SEI Investments and... ...Administers a varied number of existing and new personal trust accounts Interprets the governing... ...relations with beneficiaries, investment advisors, attorneys, accountants and co‑...PersonalWork experience placementFlexible hours
- SEI Private Trust Company, a wholly owned subsidiary of SEI Investments and provider of... ...trustsAdministers a varied number of existing and new personal trust accountsInterprets the governing... ...relations with beneficiaries, investment advisors, attorneys, accountants and co-...PersonalWork experience placementFlexible hours
- The Senior Manager, Investment Operations plays a key role in supporting SEI Asset Management products by overseeing valuation, regulatory... ...of artificial intelligence (AI) tools into individuals’ personal and professional lives. If you intend to incorporate the use of...PersonalSeniorFlexible hours
- ...application and interview process:SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals’ personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview...PersonalSeniorWork at officeFlexible hours
$24.87 - $41.45 per hour
...identifying opportunities leveraging the portfolio management process and utilizing the fundamentals of the Bank's sales process to achieve personal sales and/or referral goals. Play key role in Relationship Management (customer assessments, profiling for sales opportunities,...PersonalSeniorHourly pay- ...Senior Branch Premier Banker (SAFE) Wells Fargo is seeking a Senior Branch Premier Banker... ..., setting clear expectations, and taking personal ownership to convert qualified... ...with empathy, and build credibility and trust quickly with others ~ Financial services...PersonalSeniorTemporary workWork experience placementImmediate start
- ...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline... ..., accuracy, and service expectations Experience building trust-based customer relationships through active listening, follow-...PersonalWork experience placementFlexible hours
$158.5k - $275k
...in everything we do. L3Harris is the Trusted Disruptor in defense tech. With customers... ...interest of national security. Job Title: Senior Manager, Software Engineering Job... ...your resume, as well as any other related personal information or documentation you provide,...PersonalSeniorLocal areaFlexible hoursL3Harris Technologies
Oaks, PA5 days ago- SEI Investments Developments is seeking a Trust Officer in Oaks, Pennsylvania. Responsibilities include fiduciary administration, managing client relations, and preparing tax-related documents. Ideal candidates will have at least five years in the trust industry and strong...Senior
- Job Description Join a high‑energy team as a Senior Home Lending Advisor in Chase Home Lending and utilize your expertise in home‑lending products to serve as the primary point of contact for customers throughout the life of the loan. You will adhere to regulatory requirements...SeniorWork experience placementLocal areaRelocation
- ...Vanguard as a Certified Financial Advisor in Malvern, PA Are you a... ...Financial Advisor and Senior Certified Financial Advisor opportunities... ...planning support. Develop personalized investment strategies and... ...and loyalty. Apply trust and estate planning knowledge...PersonalWork at officeRemote workRelocationMonday to Friday
Vanguard
Malvern, PA19 days ago - ...most complex clients and financial advisors. As a Wealth Planning Consultant, Senior Specialist with Vanguard, you’ll... ...planning analysis. You will be a trusted advisor, bringing education and... ...enhanced flexibility while enabling in-person learning, collaboration, and...SeniorWork experience placementWork at officeRemote work
Vanguard
Malvern, PA18 days ago - ...drive the go-to-market strategy for its Personal Wealth retail business. This role... ...ROI. Act as a strategic marketing advisor to Personal Wealth business leadership... ...strategies and optimize marketing ROI. ~ Trusted advisor to senior leaders, delivering strategic...PersonalSeniorShift work
Vanguard
Malvern, PA12 days ago $10 - $19 per hour
...Neiman Marcus Selling Advisor Salary Range $10.00 - $19.00* Neiman Marcus is a leading luxury retailer that... ...elevated selling, exceptional customer service, and personal engagement while becoming their trusted style confidante. A Selling Advisor will service clients...PersonalFull timeSeasonal workRemote workFlexible hours$10 - $30 per hour
...retailers and real estate assets. You Will Be As a Selling Advisor, you will cultivate relationships with clients... ...elevated selling, exceptional customer service, and personal engagement while becoming their trusted style confidante. A Selling Advisor will service clients...PersonalFull timeSeasonal workRemote workFlexible hours- ...professionals for this role. Vanguard’s Personal Wealth Marketing team is looking for our next Senior Manager of Product Marketing. In... ...Act as a strategic marketing advisor to Personal Wealth business... ...and optimize marketing ROI. Trusted advisor to senior leaders,...PersonalSeniorWork experience placementWork at officeRemote workMonday to Friday
Vanguard
Malvern, PA5 days ago - ...exceptional professionals for this role. As a Senior Communications Strategist at Vanguard,... ...Communications team that operates as trusted advisors to senior leaders across the enterprise... ...to long term impact. To support our Personal Wealth business, you will help Vanguard...PersonalSeniorWork experience placementWork at officeRemote workRelocation packageMonday to Friday
Vanguard
Malvern, PA7 days ago $45k - $100k
...first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned... ...clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their...PersonalTraineeshipLocal areaFlexible hoursEdward Jones
Lansdale, PA2 days ago- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles... ...pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory...PersonalWork at officeShift workDay shift
Bank of America
Wayne, PA5 days ago - ...A boutique trust and estate law firm is seeking an experienced Estate Administration Paralegal to manage complex estates and trusts from inception to closing. The successful candidate will have at least 10 years of experience, proficiency in Microsoft Office, and the ability...SeniorWork at office
GADSDEN SCHNEIDER & WOODWARD LLP
Wayne, PA5 days ago - ...participants. PC&E is made up of advisors and consultants who’s work... ...&E, Participant Services and Personal Wealth. Core... ...collaboration, and influence across senior stakeholders. Executive-level... ...Sales, Marketing, Ops), and earn trust with a fast-growing field...PersonalSeniorApprenticeship
Vanguard
Malvern, PA9 days ago $45k - $100k
...over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud... ...and why they are important to accelerate trust and help them stay on track. Edward Jones... ...that you need to balance your personal and professional lives - the best of both...PersonalTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Lansdale, PA3 days ago- ...Wealth Advisor Development Associate Are you looking to be the next ultra-high net financial... ...relationships. With motivation driven by personal success you will be challenging yourself... ..., practice tests, and more Build trust with clients and effectively manage relationships...PersonalWork at office
Chase
Norristown, PA3 days ago - ...and Convenience), incumbent will establish a solid foundation of trust with each and every customer thereby positioning Citadel as the... ...through a variety of channels, including, but not limited to: In-Person, Outbound Calling Campaigns, Assisting with Inbound Call Center...PersonalWork at officeLocal area
Citadel Federal Credit Union
Lansdale, PA1 day ago - ...Convenience, the incumbent will establish a solid foundation of trust with each customer, positioning Citadel as the best choice for all... .... Meet customers’ needs through multiple channels, including in‑person, outbound calling campaigns, inbound call center calls, and...PersonalWork at officeLocal area
Citadel Credit Union
Lansdale, PA3 days ago - ...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help... ...pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory...PersonalInterim roleWork at officeLocal areaImmediate startShift workDay shift
Bank of America
Wayne, PA5 days ago - ...Company: Innovative Senior Concepts Location: Greater Philadelphia — Hybrid (remote + local field visits) Employment... ...decisions with compassion, local expertise, and a personal touch. Our advisors are the trusted bridge between families in need and the assisted living...PersonalSeniorFor contractorsLocal areaRemote workFlexible hours
INNOVATIVE SENIOR HOME CARE LLC
Wayne, PA4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Personal Trust Advisor. Be the first to apply!
