Trust Officer
2 weeks ago
Read, interpret and apply trust document language to specific situations; making frequent distributions of cash or assets. Conduct comprehensive reviews of account activity and terms of all types of accounts following Wells Fargo policies/procedures. Officer, Specialist, Trust, Banking, Business Services, Compliance
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Senior Trust Officer
5 days ago
Philadelphia, United States Citizens Full timeDescription The Senior Trust Officer (STO) is responsible for advising high net worth clients on their trust and estate administration needs and administering trust accounts for Clarfeld Citizens Private Wealth (CCPW). They lead the day-to-day management and administration of trust accounts, and for working with CCPW partners to introduce trust clients and...
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Senior Trust Officer
1 day ago
Philadelphia, United States Citizens Full timeDescription The Senior Trust Officer (STO) is responsible for advising high net worth clients on their trust and estate administration needs and administering trust accounts for Clarfeld Citizens Private Wealth (CCPW). They lead the day-to-day management and administration of trust accounts, and for working with CCPW partners to introduce trust clients and...
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Senior Trust Officer
12 hours ago
Philadelphia, United States Citizens Full timeDescriptionThe Senior Trust Officer (STO) is responsible for advising high net worth clients on their trust and estate administration needs and administering trust accounts for Clarfeld Citizens Private Wealth (CCPW). They lead the day-to-day management and administration of trust accounts, and for working with CCPW partners to introduce trust clients and...
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Senior Trust Officer
4 days ago
Philadelphia, United States Citizens Full timeDescriptionThe Senior Trust Officer (STO) is responsible for advising high net worth clients on their trust and estate administration needs and administering trust accounts for Clarfeld Citizens Private Wealth (CCPW). They lead the day-to-day management and administration of trust accounts, and for working with CCPW partners to introduce trust clients and...
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Senior Trust Officer
1 month ago
Philadelphia, United States Citizens Bank Full timeSenior Trust Officer - Delaware Trust Wealth and Asset Management Wilmington, Delaware; Philadelphia, Pennsylvania
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Trusts & Estates Associate
1 month ago
Philadelphia, United States Wegman Full timeJob DescriptionJob DescriptionOur client is a growing regional law firm that is looking to expand their Trusts and Estates practice group. Interested candidates should have at least 8 years of trusts and estates experience. A PA and NJ Bar admission is required. Individual can work from Philadelphia or South Jersey office. Candidate's should have...
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Trust & Estates Attorney
2 months ago
Philadelphia, United States Ascension Global Staffing & Executive Search Full timeJob DescriptionJob DescriptionAscension Global Staffing & Executive Search, a Hispanic Women Owned & Operated National Recruiting Firm stands at the forefront of innovation and excellence. Led by a visionary team with a deep commitment to diversity and inclusion, our firm is dedicated to identifying and attracting top talent across the nation. With a unique...
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Estate and Trust Attorney, LLM in Taxation
1 month ago
Philadelphia, United States NexWealth Full timeCompany Overview:NexWealth, a private wealth management firm/multi-family office, is currently looking for an experienced Estate & Trust Attorney with an LLM in Taxation to work closely with high net worth clients and their outside counsel. Working as part of our multi-family office team, you must possess superior communication skills and attention to...
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Estate and Trust Attorney, LLM in Taxation
1 month ago
Philadelphia, United States NexWealth Full timeCompany Overview:NexWealth, a private wealth management firm/multi-family office, is currently looking for an experienced Estate & Trust Attorney with an LLM in Taxation to work closely with high net worth clients and their outside counsel. Working as part of our multi-family office team, you must possess superior communication skills and attention to...
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Philadelphia, Pennsylvania, United States Benefits Data Trust Full timeSenior Director of Strategic Communications and EngagementBenefits Data Trust (BDT) a national nonprofit organization founded in 2005, is at the beginning of a ten-year moonshot to energize and support fundamental improvements to the nation's delivery of public assistance services to individuals and families in need. Today, despite millions of people going...
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Director, Family Office Services
2 weeks ago
Philadelphia, United States International Search Consultants Full timeDirector, Family Office ServicesPhiladelphia, PA ISC’s team of Financial Services Recruiters has been retained by a prominent and growing global investment firm. The firm acts as a Family Office to UHNW clients including individuals, families, trusts, foundations, and endowments.Due to growth, the firm is looking for a Director, Family Offices Services to...
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Director, Family Office Services
3 weeks ago
Philadelphia, United States International Search Consultants Full timeDirector, Family Office ServicesPhiladelphia, PA ISC’s team of Financial Services Recruiters has been retained by a prominent and growing global investment firm. The firm acts as a Family Office to UHNW clients including individuals, families, trusts, foundations, and endowments.Due to growth, the firm is looking for a Director, Family Offices Services to...
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Director, Family Office Advisory
1 day ago
Philadelphia, United States International Search Consultants Full timeDirector, Family Office AdvisoryPhiladelphia, PA ISC’s team of Financial Services Recruiters has been retained by a prominent and growing global investment firm. The firm acts as a Family Office to UHNW clients including individuals, families, trusts, foundations, and endowments.Due to growth, the firm is looking for a Director, Family Offices Advisory to...
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Director, Family Office Advisory
2 days ago
Philadelphia, United States International Search Consultants Full timeDirector, Family Office AdvisoryPhiladelphia, PA ISC’s team of Financial Services Recruiters has been retained by a prominent and growing global investment firm. The firm acts as a Family Office to UHNW clients including individuals, families, trusts, foundations, and endowments.Due to growth, the firm is looking for a Director, Family Offices Advisory to...
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Retail Office Manager
5 days ago
Philadelphia, United States WSFS Bank Full timeJob Description Schedule: Monday - Friday 8 AM – 6 PM, Saturday 9 AM – 1 PM At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thriveCareers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement...
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Accounts Payable Administrator
6 days ago
Philadelphia, United States Brandywine Realty Trust Full timeCompany Background At Brandywine, 'Best of Class' is our mission and our focus in developing, building, and managing the nation's most remarkable Class-A office, multi-family, and mixed-use properties. We continuously support and give back to the communities in which we live and work. Our mission drives our corporate culture to foster the potential for...
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Office Manager/Legal Assistant
1 week ago
Philadelphia, United States HYKEL LAW Full timeCompany DescriptionHykel Law is a solo practice located in Philadelphia, Pennsylvania that focuses on US immigration and citizenship. Our team is dedicated to serving companies and individuals with a personal touch and high attention to detail. Visit our website at www.hykellaw.com and read our reviews on Google Places for more information.Role...
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Office Administrator
1 week ago
Philadelphia, United States National Disease Research Interchange Full timeThe Office Administrator will report directly to the Chief Financial Officer, V.P., Administration. He/she’s primary responsibility is to act as the first point of contact for the President/CEO with internal and external clients and to provide support in a one-on-one working relationship. Additionally, he/she will be responsible for various duties for the...
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Office Manager/personal Assistant
2 days ago
Philadelphia, United States Perez Therapy, LLC Full time**Position**: Office Manager/Personal Assistant to the CEO **Reports to**: Chief Executive Officer of Perez Therapy, LLC **Status**: Full-time (40 hours per week) **Type**: Administrative **Rates**: $45,000/year **Status**: Administrative Support Staff, W2 Position, Salaried/Non-Exempt **Benefits**: Eligible for Individual Enrollment **Location**:...
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Officer, Legal Affairs and Counsel
6 days ago
Philadelphia, United States Pew Charitible Trusts Full timeOfficer, Legal Affairs and Counsel (Hybrid) Legal Affairs Department The Pew Charitable Trusts is tackling some of the most pressing challenges we face today, whether it is addressing the impacts of climate change, conserving the natural environment and the rich diversity of life it supports, improving the efficiency of government services to benefit all...