Wealth Management & Trust Admin Assistant - Client Advocate
DEVON Islamic
Devon Bank is seeking a Wealth Management and Trust Assistant Administrator to provide administrative, operational, and client service support to Wealth Advisors and the Trust Department. This role helps ensure an exceptional client experience by assisting with account administration, meeting coordination, client communications, and day-to-day operational activities. Responsibilities include coordinating client communications, account openings/closings, distributions, and reporting, while #J-18808-Ljbffr DEVON Islamic
$175k - $200k
...seasoned legal professional to enhance their Trusts & Estates practice. The ideal candidate... ...of experience serving high-net-worth clients, licensed to practice in Illinois, and... ...knowledge in Estate Planning and Wealth Management. This role offers a competitive salary...SuggestedFlexible hours- ...Wealth Management Client Associate Oak Brook, Illinois To proceed with your application, you must... ...committed to their needs. We believe trust comes from transparency. Our trusted... ...and Financial Advisor (FA) requests Assists with ensuring practices are in alignment...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
$25 - $44 per hour
...Merrill Wealth Management Job OpportunityMerrill Wealth Management is a leading provider of comprehensive... ...Advisors and Wealth Management Client Associates help clients pursue the life... ...committed to their needs. We believe trust comes from transparency. Our trusted advisory...SuggestedHourly paySeasonal workWork at officeWork from homeDay shift$120k - $150k
...well-established and growing Trusts & Estates practice. This role... ...individuals and families on wealth preservation and succession planning... ...directives \n Advise clients on estate planning strategies... ...succession planning while managing matters from initial consultation...SuggestedTemporary work$140k - $180k
...Client Advocate (Large and Complex Segment)The Client Advocate (Large and... ...client relationship management efforts, leading placement and... ...immigrant visa sponsorship and/or assistance is not offered for this... ...conviction records.At WTW, we trust you to know your work and the...SuggestedContract workTemporary workWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours$25 - $45 per hour
Merrill Wealth Management is a leading provider of comprehensive wealth management... ...and Wealth Management Client Associates help clients... ...to their needs. We believe trust comes from transparency. Our... ...Financial Advisor (FA) requests Assists with ensuring practices are...Hourly paySeasonal workWork at officeWork from homeShift workDay shift- Job Description: Merrill Wealth Management is a leading provider of comprehensive... ...and Wealth Management Client Associates help clients... ...to their needs. We believe trust comes from transparency. Our... ...Financial Advisor (FA) requests Assists with ensuring practices are...Seasonal workWork at officeWork from homeShift workDay shift
$120k - $150k
...well-established and growing Trusts & Estates practice. This role... ...individuals and families on wealth preservation and succession planning... ...directives Advise clients on estate planning strategies... ...business succession planning while managing matters from initial...Temporary work$175k - $200k
...Flexible work schedule Why join us? Our client is a highly-sophisticated, mid-sized... ...of Chicago and is looking to grow their Trusts & Estates practice. Responsibilities (typical... ...& Estate Tax Extensive experience with Wealth Management Application and Equal Opportunity...Local areaFlexible hours$235k - $300k
...Join a thriving private wealth practice where you'll advise high-net-worth individuals,... ...opportunity offers significant autonomy, direct client relationships, and the ability to help... ...business owners on comprehensive estate, trust, tax, and succession planning strategies....Private practice$160k - $300k
...Position: Trust & Estates Attorney Location: Chicago, Illinois (Hybrid/ Fully... ...trust administration, wills, probate, and wealth preservation. Qualifications... ...research, drafting, communication, and client management skills ~ Ability to independently manage...Remote work- ...A bit about us: Our client, a highly-sophisticated, mid-sized law firm located... ...heart of Chicago is looking to grow their Trusts & Estates practice. Why join us?... ...Estate Tax Extensive experience with Wealth Management Jobot is an Equal Opportunity Employer...Local areaFlexible hours
- ...Details We are seeking a Trusts and Estates Attorney to join our... ...a sophisticated private client practice spanning estate planning... ...Advise clients on estate, gift, wealth transfer, asset protection,... ...succession planning strategies Manage trust and estate...Private practiceLocal area
$90k - $120k
...delivering comprehensive risk management guidance to some of the most... ...innovative companies worldwide. Our clients span a wide range of... ...immigrant visa sponsorship and/or assistance is not offered for this... ...forge relationships and build trust. Certificates, Licenses, Registration...Contract workTemporary workWork at officeLocal areaRemote workWorldwideVisa sponsorshipWork visaFlexible hours$250k - $400k
...Chicago | Hybrid Senior Private Client Associate Attorney AmLaw 200 Opportunity... ...on sophisticated estate planning, wealth transfer, tax, and trust administration matters. Ideal... ...skills ~ Ability to independently manage sophisticated client relationships and...Work at office- ...Associate Client Advocate (Architects &Engineers) ~202606052 ~ Chicago... ...industry-specific risk management, insurance, claims advocacy,... ...immigrant visa sponsorship and/or assistance is not offered for this... ...records. At WTW, we trust you to know your work and the...Full timeTemporary workWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours
- ...hospitality, leveraging modern banking solutions to serve clients. You will build trusted relationships and help clients reach their financial... ...personalized service. In this role you will greet clients, assist with opening accounts, educate on Chase Mobile App and digital...
- ...friendly, personalized service and to help clients meet their financial goals using Chase... ...digital solutions. You will greet clients, manage lobby flow, open new accounts, and handle... ...with accuracy. You will build trusted relationships through active listening, clear...
- ...J.P. Morgan Advisors in Chicago seeks a Senior Client Associate to deliver wealth management support to ultra-high-net-worth clients, partnering with Financial Advisors to provide tailored solutions and a seamless client experience. You will own onboarding, account maintenance...
$200k
...Gain” Culture \n • No silos — attorneys actively share work and clients \n • Leadership is hands-off but highly supportive \n • Fully Remote \n A genuinely adult environment where you’re trusted to perform \n \n High-Quality, Sophisticated Client Base \n...Work at officeImmediate startRemote work$290k - $390k
...highly regarded law firm seeking an experienced Trusts & Estates attorney to join its sophisticated Private Client practice in Chicago. The anticipated... ...in good standing \n Sophisticated estate and wealth transfer planning \n Federal estate, gift and...Private practice$45k - $90k
About Rockefeller Capital Management Rockefeller Capital Management... ...Firm oversees $237 billion in client assets as of August 31, 2026.... ...documents Cash management & RMDs Assisting with client online access... ...Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The...Work at officeLocal area- ...Trusts & Estates Associate Attorney Current & Future Opportunities | Confidential Career Conversations You help clients plan for their futures. Are you giving your own career the same attention... ...Estate planning and wealth transfer Trust and estate administration...Private practiceImmediate start
- ...Beacon Hill is seeking a Client Service Associate in Chicago to join its wealth management team. The role focuses on delivering exceptional client service while supporting the operational side of the business. With 2+ years of experience in wealth management or related...
- Wintrust Wealth Management is seeking a Seasonal Trust Associate in Chicago to provide clerical and administrative support for guardianship and estate settlement. Responsibilities include handling daily transaction workflows, preparing account openings and closings, and...Seasonal work
- ...Merrill Wealth Management is a leading provider of comprehensive wealth... ...Advisors and Wealth Management Client Associates help clients pursue... ...to their needs. We believe trust comes from transparency. Our... ...Advisor (FA) requests Assists with ensuring practices are...Seasonal workWork at officeWork from homeShift workDay shift
- ...: : Merrill Wealth Management is a leading provider of comprehensive... ...Advisors and Wealth Management Client Associates help clients... ...to their needs. We believe trust comes from transparency. Our... ...Financial Advisor (FA) requests Assists with ensuring practices are...Full timeSeasonal workShift workDay shift
- Allied Benefit Systems seeks a Client Service Representative to deliver exceptional service to Allied members, HR representatives, brokers... ...include coordinating with Claims, Eligibility, and Account Management; communicating claim-status updates; and supporting renewal...Remote job
- ...is seeking an experienced claims professional to service existing accounts and solicit new business. The role involves advocating for clients, managing medium to complex claims, and advising Producers on coverage and reserves. The candidate should have a Bachelor’s...
- ...Associate to join its established trusts and estates practice. The... ...estate planning, tax planning, wealth transfer, trust administration... .... Responsibilities Advise clients on sophisticated estate planning... ...complex planning strategies. Assist with trust administration,...
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