- Bank of America (Wilmington, DE)
- Delaware Trust Administrative Officer I Wilmington, Delaware **Job Description:** At Bank of America, we are guided by a common purpose to help make ... grow and make an impact, along with the power to make a difference. Join us! ** Delaware Trust Administrative Officer I** **-** The Delaware Trust … more
- Bank of America (Wilmington, DE)
- Delaware Senior Trust Officer Wilmington, Delaware **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... to make a difference. Join us! **Job Description:** The Delaware Senior Trust Officer (...tax records. Communicate with beneficiaries and co-trustees to outline administrative procedures. + Must have detailed knowledge of how… more
- Charles Schwab (Wilmington, DE)
- …addition, the Senior Team Manager is responsible for the management of a Personal Trust Administrative Team. The Senior Team Manager assures compliance with all ... responsible for developing and maintaining relationships with registered investment advisors, trust beneficiaries, and other interested parties for an assigned book… more
- City National Bank (Wilmington, DE)
- …Fund (AGF), an independent 501(c)(3) public charity founded by the predecessors of RBC Trust Company ( Delaware ) Ltd. (RBCT) in 1998 and governed by an ... **FINANCIAL OFFICER DONOR ADVISED FUNDS** **WHAT IS THE OPPORTUNITY?**...serves as Trustee and provides certain investment management and administrative services pursuant to a service agreement. RBCT is… more
- JPMorgan Chase (Newark, DE)
- …Tax Officers and trust counsel to resolve tax issues + Assist the Trust Officer to maintain current information on beneficiaries and their changing needs and ... Communicate with beneficiaries and co-executors or co-trustees to outline administrative procedures. + Analyze Wills and trust ...duties and to provide superior client service. + Assist Trust Officer to partner with client's other… more