Lawyer Personal Planning Jobs in Delaware

Proposal Specialist Duties: Working under the direction of senior Business Development leaders, will work to expand our firm's impact by playing a key role in generating new business across one ..

Senior Trust Officer The candidate coordinates and reviews trust agreements for personal and corporate trust accounts. In this role, will closely interaction with clients, accountants, attorneys and other intermediaries, as a ..

Trust Officer Responsibilities: Manage an existing book of trust and estate accounts: types of accounts include revocable and irrevocable trusts, testamentary trusts, ILITS and IRA accounts, various types of charitable trusts, ..

Trust Administration Officer I Duties: Responsible for administering personal trust accounts such as testamentary/intervivos trusts, foundations and agency accounts in accordance with terms specified in the trust instrument. Under general guidance ..

Data Risk VP - Governance, Policy and Strategy The candidate will assist in executing a functional strategy within ORM – Data Management this includes determining the approach to implementation, accountability for ..

Vice President Quality Assurance And Compliance The candidate will lead the NA Claims Quality Assurance and Compliance teams; Develop and execute the NA Claims Quality Assurance and Compliance strategy; Develop and ..

Trust Advisor The candidate manages assigned account base of wealth management clients by working with clients and their professional advisors to develop a thorough understanding of the client’s needs and goals. ..