Senior Trust - Philadelphia

We are seeking a highly experienced and discreet Of Counsel level Trusts & Estates Attorney to join our elite Private Wealth team. This role focuses on advising ultra-high net worth individuals and families—including entrepreneurs, executives, family offices, and legacy wealth ho ...

A respected law firm is seeking a Trusts & Estates Attorney to join its growing private client practice. This role is ideal for an attorney who enjoys client-facing work, values long-term relationships and wants to practice sophisticated estate planning in a collaborative environ ...

+ Administer a book of fiduciary relationships within a team-based environment+ Analyze trust and estate documents+ Implement client estate plans+ Ensure client accounts are managed in accordance with sound fiduciary principles and applicable lawBuild strong knowledge of internal ...

Very Prestigious Trust firm in Philadelphia seeks a candidate to administer various directed trusts. · Oversee daily activity, partner with internal teams to provide optimal client experience. Work with multigenerational branches of client families and other complex relationships ...

A prestigious trust firm in Philadelphia seeks a candidate to administer various directed trusts. · ...

We are seeking a Senior Trust Officer to administer directed trusts and provide optimal client experience.This is a remarkable opportunity to work with high-net clients and complex relationships in a prestigious trust firm. · Bachelor's required. · MBA desirable. · ...

We're seeking a future team member for the role of Senior Associate, Trust Real Estate - Wealth Management to join our team. In this role, you'll make an impact in the following ways: Administer a diverse, nationwide portfolio of specialty assets held in fiduciary accounts. · We ...

We're seeking a future team member for the role of Senior Associate, Trust Real Estate - Wealth Management to join our team. This role is located in Philadelphia, PA. · This role applies disciplined, asset-specific management strategies within regulatory and policy frameworks, co ...

We are seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Trust Client & Advisor Services as part of Wealth and Investment Management to administer a book of fiduciary relationships, including implementing client estate plans and ensuring client accounts are manag ...

About This RoleWells Fargo is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Trust Client & Advisor Services as part of Wealth and Investment Management.Learn more about the career areas and lines of business at Wells Fargo. · ...

Wells Fargo is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Trust Client & Advisor Services as part of Wealth and Investment Management. · 4+ years of administrative or sales support experience, · ...

This Senior Trust Administrator will provide administrative support to Trust Officers and have direct contact with grantors, beneficiaries, Trustees, attorneys, accountants and others. · ...

We are looking for a proactive and detail-oriented individual to join our Delaware office as a Trust Administrator with a focus on IRAs. · Supporting IRA Specialists in the daily administration of accounts · Processing and monitoring transactions · Complete IRA transfers, distrib ...

Brown Brothers Harriman is looking for a proactive, detail oriented, and organized individual to join our Delaware office as a Trust Administrator. · ...

The Senior Trust Officer will administer and manage complex trust relationships within client relationships. · Apply deep experience to administer fiduciary accounts. · Serve as primary point of contact for clients on trust matters. · Assess risk and exercise discretion in accoun ...

Responsible for the administration and fiduciary management of complex trust relationships within client relationships. · ...

The Senior TrustAdministrator provides administrative support toTrust Officers and has direct contact with grantors,beneficiaries, Trustees, attorneys, accountants,and others. · Support the administration of trust accounts within assigned book through demonstrated proficiency and ...

Brown Brothers Harriman is looking for a proactive, detail oriented, and organized individual to join our Delaware office as a Trust Administrator. · BA/BS degree or equivalent preferred · ...

Overview: · Under minimal or no supervision, provides administrative support to Trust Officers and has direct contact with grantors, beneficiaries, Trustees, attorneys, accountants, and others, at Trust Officer's discretion.  Escalates risk issues identified in work assignments.  ...

· Job Description: · Note: Fidelity will not provide immigration sponsorship for this position. · The Role · Due to growth in our business, Fidelity Personal Trust Company seeks a Senior Trust Officer The Trust Officer is an integral member of the Personal Trust Administration t ...