Senior Trust & Estates Officer — Global Wealth Solutions
Fairygodboss
JPMorgan Chase & Co. seeks a Trust Officer VP in Wealth Management Solutions, Trust & Estates, to oversee trust administration, assess documents for legal, tax and investment implications, and build relationships with beneficiaries and advisors. The role collaborates with Wealth Advisors to grow trust business and cross-sell JPM products/services. The position reinforces our reputation as a leading global financial services firm and requires leadership in fiduciary duties and client service. #J-18808-Ljbffr Fairygodboss
- ...The Global Trusts & Estates Practice is an integral part of the services we offer to clients.... ...provision in their will, it is the Trust Officer's role to oversee the... ...Job Summary As a Trust Officer VP in Wealth Management Solutions, Trust & Estates, you will be an integral...Suggested
- Goldman Sachs Private Wealth Management seeks a Senior Trust Officer (STO) to lead the management and administration... ...to deliver customized fiduciary solutions and ensure regulatory compliance.... ...bring extensive experience in trust, estate, and tax administration, plus a JD...Senior
- JP Morgan Trust Company of Delaware is seeking a Trust Officer to oversee trust administration and develop relationships with clients and advisors. The ideal... ...including health care, retirement plans, and mental health support. #J-18808-Ljbffr The Accredited Estate PlannerSenior
- ...business, Fidelity Personal Trust Company seeks a Senior Trust Officer! The Trust Officer is an... ...of trust and estate law, personal and trust taxation... ...comprehensive trust services solution to Personal Investing... ...Greenville, DE Fidelity Wealth’s Customer Insights & Offerings...SeniorFull time
$140k - $150k
...8, Hightower is a wealth management firm that... ...and family offices, as well as 401(k)... ...Hightower’s capital solutions, operational support... ...Future Team Hightower Trust Company is a... ...What You’ll Do The Senior Trust Officer will... ...administration and/or estate planning...SeniorPermanent employmentWork at officeLocal areaWork from homeMonday to ThursdayFlexible hours- Fidelity Personal Trust Company in Greenville, DE seeks a Trust Officer to be the primary fiduciary contact for some of Fidelity's largest and most sophisticated... ...Administrator. The role requires extensive trust, estate, and tax knowledge, collaboration with internal...Senior
- The Goldman Sachs Group is looking for a Senior Trust Officer (STO) for their Wilmington, Delaware office. This role involves managing key trust company relationships and providing expert fiduciary services to high-net-worth clients. You will be part of a collaborative...SeniorWork at office
- Hightower Advisors is seeking a Senior Trust Officer to administer a book of trust accounts in accordance with fiduciary principles while cultivating relationships with clients and advisors. You will interpret legal documents, maintain service levels, and coordinate with...Senior
- ...Title At Greenleaf Trust Delaware, our teams are... ...level of comprehensive wealth management services, trust... ...providing customized solutions and highly personal service... ...key areas of trust and estate planning, investment... ...mentor Delaware Trust Officer and team members to ensure...SeniorWork at officeMonday to FridayNight shift
$92.11k - $156.88k
SPECIALTY WEALTH ASSET OFFICER SENIORWHAT IS THE OPPORTUNITY?Provides asset management services for... ...Assets (Commercial and Residential Real Estate, LLC-LP-Closely Held Entities, Mineral/... ...as appropriate with assigned Trust Officers and other relationship managers...SeniorRemote work- ...Senior Trust Officer Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next... ...resolve client issues, and deliver comprehensive fiduciary solutions. Business Development Support: Partners with financial advisors...SeniorShift work
- Nuveen is seeking a Trust Administrator to serve as a subject matter expert on fiduciary... ...on laws and options concerning trusts and estate matters. The role involves administering... ...collaborating with Portfolio Managers and Wealth Advisors to deliver #J-18808-Ljbffr...Senior
- City National Bank in Newark, DE seeks a Trust Officer II Custody to administer custody, escrow, agency and IRA accounts as Trustee, ensuring regulatory compliance and client service excellence. The role requires ERISA knowledge, five years of experience in custodial and...Senior
- ...Trust Officer At BBH, partnership is more than... ...accountants, trusts & estates attorneys and... ...with support from a Senior Trust Officer and/... ...Relationship Managers and Wealth Planners to... ...BBH) is a premier global financial services... ..., technology solutions and partnership approach...Work at officeLocal area
- ...Firm Description Chilton Trust (“CTC”) is a private wealth management firm launched in 2010 by Richard L. Chilton Jr. CTC offers full... ...separate portfolio accounts, tax advice, trust and estate planning and family office services. CTC has offices in Charlotte, Connecticut...Work at office
$81.4k - $118k
Trust Administrator The Sr. Trust Administrator serves... ...concerning trusts and estate matters. Key... ...Portfolio Managers and Wealth Management Advisors. Communicates... ...in a collaborative in-office environment where teams... ...For Applicants of TIAA Global Capabilities, click here...SeniorWork experience placementWork at office- Arden Trust Company in Wilmington, Delaware is seeking a Trust Officer Senior to manage Special Needs Trust accounts. The successful candidate will ensure client satisfaction, oversee account administration, and lead the development of trust administrators. The position...Senior
- Brown Brothers Harriman in Wilmington is seeking a Trust Officer to coordinate and administer trust accounts for various clients. This role... ..., a Bachelor's degree, and expertise in trust and estate law. Strong communication and analytical skills are crucial. The...Senior
- Schwab is seeking a Trust Officer to grow and maintain relationships with registered investment advisors, trust beneficiaries, and other stakeholders for an assigned book of business. The role emphasizes compliance with bank policies and applicable state and federal regulations...Senior
- Kestra PWS is seeking a qualified professional in Wilmington, Delaware to oversee trust administrative functions and manage fiduciary relationships. This role involves delegating tasks, analyzing data for new business opportunities, and implementing strategic policies to...Senior
- Northrop Grumman Space Systems is seeking an experienced Global Trade Analyst (Level 3) to join our team. The role involves interpreting ITAR and EAR regulations, coordinating with various departments to determine export/import needs, and managing authorization processes...Senior
$91.06k - $151.77k
...ResponsibilitiesAdminister assigned book of client trust accounts through demonstrated... .... Serve as key partner to wealth clients in developing and implementing trust solutions to meet wealth client needs.... ...state law concerning trust and estates, as well as industry standards...Work experience placement- Fidelity Personal Trust Company seeks a Senior Trust Officer to lead fiduciary relationships and oversee comprehensive trust administration for major clients... ...and applicable laws. In this role, you will provide estate and tax guidance, collaborate with Fidelity partners...Senior
- ...quo and striving to be best-in-class.As a Senior Associate Product Analyst in the... ...opportunitiesIdentify and recommend AI-enabled solutions to improve efficiency, effectiveness, and... ...and the diverse talents they bring to our global workforce are directly linked to our success...Senior
- ...Trust Officer The Trust Officer is an integral member of the Personal... ...Solid understanding of trust and estate law, personal and trust... ...: Greenville, DE Fidelity Wealth's Customer Insights & Offerings... ...and developing offerings and solutions that meet their needs throughout...Full time
- Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial... ...fiduciary and wealth management client... ...sophisticated clients. As a senior member of the... ...implement advisory solutions, manages complex... ...trust administration, estate administration,...SeniorWork experience placement
- A global IT solutions provider is seeking an experienced network engineer to join their team in Newark, Delaware. The ideal candidate must have over 10 years of experience in a global financial environment, solid expertise in Cisco routing and switching, and strong troubleshooting...Senior
- A leading public accounting firm in Delaware is seeking a professional for their Estate & Trust Practice Area. This role requires expertise in estate and trust taxation, including preparing complex tax returns and providing consultation on estate planning. The firm offers...SeniorRemote jobFlexible hours
- Lewis James Professional seeks a Senior Tax Manager to lead tax compliance and planning for a financial services client. This direct... ...and mentors a growing tax team. You will collaborate with Trust Officers and Financial Advisors, monitor regulatory developments, and drive...SeniorLocal area
- JTC is seeking a Trust Relationship Manager and Estate Settlement Advisor to oversee complex fiduciary accounts for US domestic and international clients from its Delaware office. The role involves managing estate settlements, ensuring fiduciary compliance, and guiding...SeniorWork at office
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