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
- SEI Private Trust Company, a wholly owned subsidiary... ...to join our Fiduciary Trust... ...professional Trust Officer who thrives in an independent... ...of existing and new personal trust accounts Interprets... ...employee networks Hybrid working environment for most roles Support for working...SuggestedWork experience placementFlexible hours
- ...Investment Manager Services Division in Oaks, Pennsylvania. This role involves serving as a liaison between different teams to assist... ...at least 5 years of related experience. The position supports a hybrid work schedule and offers a comprehensive benefits package including...Suggested
- About the Role The Investment Manager Services Division (IMS) at SEI is growing rapidly... ...software. • Intermediate skills in Microsoft Office applications. • Excellent leadership,... ...retirement plan, tuition reimbursement, a hybrid working environment for most roles,...SuggestedWork at officeFlexible hours
- ...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...SuggestedWork at officeWork from home
- ...operations for hedge and private equity funds in Oaks, PA. The role includes managing client inquiries, accounting operations, and ensuring... ...communication and team management skills. This position offers a hybrid work arrangement with competitive benefits. #J-18808-Ljbffr SEISuggested
- ...is seeking a Fund Accountant Manager in Oaks, Pennsylvania. This role involves overseeing the accounting operations for various... ...Benefits include comprehensive healthcare, a retirement plan, and a hybrid working environment. #J-18808-Ljbffr 046 SEI Investments Global...
- ...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...
- ...candidate will have a strong organizational skill set and experience with insurance concepts. The role offers competitive compensation, hybrid work options, and a comprehensive benefits package designed to support personal and professional growth. #J-18808-Ljbffr Acrisure
- ...friendly, fast, and affordable financing for life’s expenses. In this role, our team members thrive in a competitive atmosphere where hard... ...today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better...Full timeTraineeshipLocal areaMonday to Friday
- ...accounting software. Intermediate skills in Microsoft Office applications. Excellent leadership, planning, time management... .... Access to thriving employee networks and more. Hybrid working environment for most roles. Support for working parents. SEI is an equal...Work at office
$65k - $70k
...community development is essential for effective performance in this role. Compensation: $65,000 - $70,000 yearly Responsibilities:... ...in a fast-paced environment. Proficiency in Microsoft Office Suite and property management software; experience with community...For contractorsWork at officeLocal area- ...governance processes across SEI Asset Management products. This role also ensures accurate and timely completion of periodic deliverables... ...well‑being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents...Flexible hours
$50 - $60 per hour
...professional experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might: Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets...Hourly payContract workFor contractorsWork experience placementRemote work$90k - $120k
...members on our Collective Investment Trust (“CIT”) team. Collective investment... ...is preferred. Proficient in MS Office Knowledge of alternative investment... ...retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and...Work experience placementFlexible hours- ...within minutes. Location: Wayne, PA (In‑Office) Classification: Non‑Exempt Reports To:... ...Manager Summary The Loan Closer plays a vital role in ensuring the accuracy, compliance, and... ...job‑related duties requested by any person authorized to give instructions or...Contract workWork at officeMonday to FridayDay shift
- ...expected to work at our Conshohocken, PA office on a hybrid schedule 3 days a week, with 2 work... ...Developing network policies and authorization roles and defending against unauthorized... ...Company Benefits Hybrid Working Vacation, Personal and Sick time 15 Paid Company Holidays...For contractorsWork at officeImmediate startWork from home3 days per week
- A national recruiting firm seeks a Credit & Collection Specialist in North Wales, PA. This role involves credit risk analysis, managing customer balances, and ensuring timely collections. Applicants must have strong negotiation skills and a degree in accounting or business...
- ...motivated remote Sales Closer/Contractor to follow up with leads and convert prospects into paying customers. This commission-only role is ideal for someone who is reliable and comfortable communicating with business owners. Responsibilities include speaking with moving...Remote jobFor contractorsFlexible hours
$150k - $300k
Southern National Roofing is seeking experienced In-Home Sales Closers to sell roofing products and services directly to homeowners. This role guarantees a steady flow of leads generated by the company, allowing you to focus on closing sales without cold calling or door...$150k - $300k
...of Master Elite Roofers nationwide. This role is ideal for high ticket sales professionals... ...leaders who are comfortable presenting in person and closing large deals. Many of our top... ...skillsAble to establish rapport and foster trust with customers Must possess a valid...For contractorsImmediate startMonday to Friday- ...negotiation skills. This full-time position offers uncapped commission potential, paid training, and opportunities for advancement. The role includes conducting consultations with clients, addressing their needs, and ensuring customer satisfaction. A valid driver’s license...Full time
- ...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
- ...services and 2 years in management. Responsibilities include client interaction, financial reporting, and team development. The position offers a hybrid work environment and a comprehensive benefits package including healthcare and retirement plans. #J-18808-Ljbffr SEI
- ...the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development... ..., while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America...Temporary workWork at officeFlexible hoursShift workDay shift
- ...firm is seeking a Security Analyst in Oaks, Pennsylvania, to support the Critical Infrastructure Protection Compliance Department. The role involves ensuring compliance with CIP standards through audits, documentation, and collaboration with stakeholders. Ideal candidates...
$120k - $150k
Role Overview Hartford Funds’ Investment Consultant Group (ICG) serves as a center of excellence for investment insight, delivering differentiated... ...community. The role also involves elevating ICG’s presence as a trusted thought leader, serving as a subject matter expert across...Temporary work- PNC is looking for a Premier Client Financial Advisor based in Phoenixville, PA. This role is essential in managing investment relationships and developing financial strategies for clients. The ideal candidate will excel in sales, coaching, and client communication. To...
- J.G. Wentworth Company is looking for a Loan Negotiator to join their team in Chesterbrook, PA with a hybrid work model. The role involves managing client relationships and negotiating debt settlements, requiring excellent sales, customer service, and organizational skills...
- ...compensation philosophy embraces diverse factors for fair pay decisions, valuing skills, experience, and the needs of our business. Moreover, this role may have the opportunity to participate in a discretionary incentive program, subject to program rules. #J-18808-Ljbffr...
- ...analysis, and managing banking relations. The ideal candidate will possess a Bachelor's degree in Finance or related field and have 5+ years of treasury experience. This role offers competitive compensation in King of Prussia, Pennsylvania. #J-18808-Ljbffr Tatum by Randstad
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