Title: Trust Officer VP, Wealth Management Solutions, Trust & Estates Job Responsibilities: - Analyze trust documents for legal, tax, administrative, and investment issues, ensuring the effective delivery of services. - Make recommendations regarding the exercise of discretionary powers by the Bank in its...
gift tax, generation-skipping transfer tax, fiduciary income tax, international transfer tax implications, and foreign tax reporting. - Prepare and present substantive tax training to the Trusts and Estates practice. - Collaborate with team members to review and support the preparation... of var...
Title: Wealth Management Solutions, Trust & Estates, Trust Officer - VP Job Responsibilities: As a Trust Officer VP in the Wealth Management Solutions, Trust & Estates department, you will play a pivotal role in the Global Trusts & Estates Practice. Your responsibilities...
Title Wealth Management Solutions, Trust & Estates, Trust Officer - VP Job Responsibilities - Analyze trust documents for legal, tax, administrative, and investment issues, coordinating the delivery of services. - Make recommendations regarding the exercise of discretionary powers by the...
Title: Paralegal Job Responsibilities: The Paralegal will play a pivotal role in supporting the Managing Counsel at the Company’s Delaware Valley Refining Complex. Key responsibilities include: - Conducting independent legal research and writing. - Providing litigation support to attorneys and outside counsel by drafting...
including advising bank officers across various functions. - Draft, review, negotiate, and revise commercial... loan documents. - Maintain and enhance template commercial lending agreements and related forms for documenting transactions. - Interface with and assist in managing approved outside legal counsel. - Coordinate gu...
implementing, and maintaining a comprehensive written compliance program for the Wilmington Funds Family. This includes developing policies and procedures reasonably designed to prevent violations of applicable federal securities laws. - Annual Review: Conducting and documenting an... annual review of the ad...
Title: Wealth Management Trusts & Estates Tax Operations, Vice President Job Responsibilities: - Serve as a subject matter expert for fiduciary tax matters. - Support global trust teams on all tax matters including estate and gift tax, generation-skipping transfer tax, fiduciary income tax,...
Trusts, Conservatorships, Guardianships, Life Insurance Trusts, Private Family Foundations, Special Needs Trusts, and other Agency accounts. - Perform initial legal and trust administration review of all potential new... trust or investment business. - Partner with Business Development colleagues (Banker, Financial Advisor, Por...
Special Access Services. Collaborate with all support and operational groups to create document standards suitable to the... company. - Represent the company in the market by attending conferences, assisting sales with client meetings, and facilitating calls and presentations with rating agen...
Title: Business Controls Manager Job Responsibilities: - Develop and recommend risk metrics to manage and mitigate risks associated with Commercial Front Line Units. - Serve as a risk and control resource supporting Lines of Business (LOBs) and second and third lines of defense...
Development Analyst III The candidate will create member contract documents, including Evidence of Coverage (EOC) and related documents, for commercial products for high risk states. Independently perform regulatory and operational research related to EOC and benefit development. Conduct risk assessments,...