Personal Trust Officer — Hybrid Fiduciary Role
142 SEI Custodial Operations Co
142 SEI Custodial Operations Co is looking for a motivated Trust Officer to support its Fiduciary Trust Administration Team in Oaks, Pennsylvania. The candidate will prepare administrative reviews, manage trust accounts, and cultivate relationships with clients and advisors. Exceptional communication skills and at least five years in the trust industry are essential, alongside a Bachelor's degree. The role offers a hybrid working environment and comprehensive benefits including healthcare, 401(k) match, and flexible PTO. #J-18808-Ljbffr 142 SEI Custodial Operations Co
- ...Overview SEI Private Trust Company, a wholly... ...a qualified Trust Officer who thrives in an independent... .... General Fiduciary Administration... ...of existing and new personal trust accounts Interprets... ...reimbursement, a hybrid working environment for most roles, support for...SuggestedWork experience placementFlexible hours
- ...Intermediate skills in Microsoft Office applications. Excellent leadership... ...retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and... ...(AI) tools into individuals' personal and professional lives. If you intend...SuggestedWork at officeFlexible hours
- ...reporting, compliance and budgeting on a monthly and quarterly basis. The role requires interaction with property managers, accounting, the treasurer, and auditors. The position is hybrid with 3 days in office and 2 days remote. You will oversee treasury systems, cash postings...SuggestedWork at officeRemote work
- ...looking for an Operations Associate for their King of Prussia office. The role involves managing the setup of investment products,... ...financial services and strong Excel skills. Vestwell offers a hybrid work model and benefits including a competitive 401(k) plan....SuggestedWork at office
- ...term security while building lasting client relationships. The role requires a bachelor’s degree in finance or related fields,... ...communication skills, and licensing in state insurance. The office supports hybrid work in Radnor, PA, with opportunities for growth and...SuggestedWork at office
- ...to lead multi-module implementations for a large national health system in King of Prussia, PA. Hybrid work arrangement with 3 days onsite and 2 days flex-remote. The role requires 5+ years Workday experience across Financials/SCM, strong configuration skills, and ability...Remote workFlexible hours
- Modera Wealth Management is seeking a Senior Planning Associate in Wayne, PA. This hybrid role requires 3 days in the office, focusing on supporting client relationships through comprehensive financial planning and investment strategies. The ideal candidate will have a...Work at office
$113.3k - $188.8k
Hybrid four days a week in office.Overview:The Commercial Credit Senior Associate plays a pivotal role in assessing and managing credit risk for commercial clients at M&T Bank. This position involves analyzing financial statements, monitoring loan portfolio, and ensuring...Full timeWork experience placementInterim roleWork at office- SEI is seeking a Fund Accountant Supervisor in Oaks, PA to support the Investment Fund Services division. You will act as the record keeper for funds, calculate NAVs, and communicate fund activity to investment managers and clients. You will train and supervise accounting...
$60k - $65k
...relationships with financial professionals in Wayne, PA. The role involves conducting sales calls regarding company... ...Series 7 and 63 or 66 licenses. The position adheres to a hybrid work model, requiring in-office attendance 4 days a week with an annual salary range of...Work at office- As a trusted partner to clients, consultants, and internal stakeholders... ...the investment ecosystem, the role helps ensure investment... ...WorkVanguard has implemented a hybrid working model for the majority... ...flexibility while enabling in-person learning, collaboration, and connection...Full time
- ...satisfaction, while maintaining a proactive, data-driven approach to service delivery. The role emphasizes hospitality, accuracy, and quick decision-making, with a hybrid in-office setup in multiple cities. Strong curiosity and problem-solving are highly valued. #J-1880...Work at office
$90k - $120k
...our Collective Investment Trust (“CIT”) team. Collective... ...sub-advisors. As a Trust Officer for CITs you will be responsible... ...tuition reimbursement, a hybrid working environment for most roles, support for working... ...tools into individuals’ personal and professional lives....Full timeFlexible hours$129k - $203.1k
...verbally and in writing At least two years in a role involving direct support of internal... ...disabilities. For more information about personal rights under the U.S. Equal Opportunity... ...Requirements: 10% Flexible Work Arrangements: Hybrid Shift: Not Indicated Valid Driving...Contract workFor contractorsLocal areaImmediate startRelocationVisa sponsorshipFlexible hoursShift work- ...Company is seeking a Fund Accounting Manager in Oaks, PA. The role entails overseeing accounting operations for hedge and... ...services, and strong communication skills. The position is hybrid with 3 days in the office and 2 days working from home. #J-18808-Ljbffr 021 SEI...Work at officeWork from home
- ...within broader multisector portfolios. The role will also support future product... ...We Work Vanguard has implemented a hybrid working model for the majority of our crew... ...of enhanced flexibility while enabling in-person learning, collaboration, and connection....
- ...Investment Manager Services Division in Oaks, Pennsylvania. In this role, you will oversee critical accounting operations, ensuring... ...leadership skills. SEI offers competitive benefits, including a hybrid work environment and extensive healthcare options. #J-18808-Ljbffr...
- ...Responsibilities (This role has a hybrid schedule with 3 days in office and 2 days remote) Join a dynamic organization driven by our passion for healthcare... ..., no recruiter or employee will request financial or personal information (Social Security Number, credit card or...Work at officeLocal areaRemote work
$111.44k - $183.08k
Job Description Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative... ...to the Director of Fixed Income. This role is responsible for all areas of the firm’... ...Director of Fixed Income and Chief Investment Officer. Maintain compliance with all firm and...Work at officeFlexible hours- Bryn Mawr Trust, a WSFS Company, seeks a Municipal Bond Credit Analyst/PM to manage municipal bond portfolios, perform issuer due diligence and contribute to fixed income trading. This role requires 10-15 years’ experience, strong credit analysis, advanced Excel, and MSRB...
- This role offers a chance to make a meaningful impact on investment system access risk... ...best.How We WorkVanguard has implemented a hybrid working model for the majority of our... ...of enhanced flexibility while enabling in-person learning, collaboration, and connection....Full timeWork experience placement
- ...across our Marketplace. This role is directly accountable for... ...problem-solving skills Highly personable, with a genuine interest in... ...plan, tuition reimbursement, a hybrid working environment for most... ...and financial technology our offices encompass an open floor plan...Remote workFlexible hours
- ...Work location & work model. Malvern, PA; in-office Tuesday through Thursday. Special... ...best.How We WorkVanguard has implemented a hybrid working model for the majority of our crew... ...of enhanced flexibility while enabling in-person learning, collaboration, and connection....Full timeWork at office
- ...(BCAS) team! In this dynamic role, you will execute risk‑based business... ....Special note:This is a hybrid role - candidates must be commutable... ...to Vanguard's Malvern, PA office.Special... ...flexibility while enabling in-person learning, collaboration, and connection...Full timeWork at office
- ...Hybrid Position The Credit Officer is responsible for independently underwriting, approving, and managing credit... ..., and regulatory expectations. The role is intended for an experienced credit... ...structures. The role serves as a trusted risk partner to Relationship Management...Local area
- ...clients achieve their financial goals through personalized strategies, informed decision-making, and a commitment to fiduciary excellence. Position Overview We are seeking an... ...Financial Planner (CFP) designation . This role involves working closely with clients to develop...Temporary work
$107.5k - $173.08k
...commercial, technical, portfolio, category or product management role within the laboratory products or life science... ...view the Know Your Rights poster.Privacy Policy:We will use the personal information that you have submitted to us in order to consider your...Full timeFor contractorsLocal areaRemote workWorldwideFlexible hours- ...of employment. ~2 Weeks after three years of employment. ~4 Personal days, accrue 1 every 3 months of employment. Responsibilities... .... Prior experience as a Title Clerk or in a similar role. Strong knowledge of vehicle title processes and documentation...Local area
- ...understanding of private investments and their role in portfolio construction. As a... ....This role follows Vanguard's hybrid work model, with in-office collaboration required Tuesday through... ...enhanced flexibility while enabling in-person learning, collaboration, and connection...Full timeWork at officeRemote workRelocation packageMonday to Friday
- ...Operations team and become the trusted source behind the investment... ...investment decisions. In this role, you'll investigate complex data... ...has implemented a hybrid working model for the majority... ...flexibility while enabling in-person learning, collaboration, and connection...Full timeTemporary workWork experience placement
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