2 corporate trust administrator jobs found in Wilmington, DE

Job Description Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. The Associate Financial Advisor partners with Advisors and Senior Advisors in delivering financial planning and investment solutions to mass affluent clients. This role focuses on client discovery, needs-based recommendations, and deepening relationships through referrals generated within the branches. This role is designed for an individual that is developing advisory skills, client relationship management, and technical knowledge with the goal of progressing to a Financial Advisor role. This individual will be working with mass affluent clients with assets of under $2 million. In addition, the incumbent will lead to...

Job Description Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. The Portfolio Analyst is a member of Bryn Mawr Trust Advisors' Investment Research & Strategy team, which is responsible for equity research, fixed income research, macroeconomic analysis, asset allocation, portfolio construction, and trading. This role primarily supports the implementation of the firm's investment strategies, model portfolios, and centralized portfolio solutions across client accounts. The Portfolio Analyst will play a key role in maintaining and optimizing portfolio management and trading systems, supporting model adoption initiatives, implementing strategic portfolio changes, and enhancing...