- Bank of America (Norfolk, VA)
- …Key responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team ... where the trustee is exercising discretion, managing risk, and conducting periodic trust reviews + Supports investment management accounts including the… more
- Truist (Mclean, VA)
- …1. 3+ years in the role as a Fiduciary Support Specialist, trust experience, investment , banking or financial planning-related client service experience, ... job description:** Responsible for supporting the coordinated delivery of personal trust administration to a challenging and sensitive portfolio of affluent clients.… more
- Truist (Mclean, VA)
- …to support client service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services, and insurance services) in a ... clients and prospects * Partners with Truist product specialists, including investments, trust , mortgage, insurance, etc., using a team approach to deliver solutions… more
- Lincoln Financial (Richmond, VA)
- …opportunity. **Requisition #:** 74762 **The Role at a Glance** The Analyst, Investment Accounting Trade Operations will provide timely and accurate more complex ... investment data and investment accounting for the...track record of expertise and integrity, millions of customers trust our solutions and service to help put their… more
- Lincoln Financial (Richmond, VA)
- …a Glance** We are excited to bring on a **Regulatory GAAP and Statutory Investment Reporting Analyst** to support the Investment Accounting and Reporting Team. ... gain experience in a wide array of areas including financial reporting, investment accounting, financial analysis, amongst other valuable skills. The team consists… more
- Navy Federal Credit Union (Vienna, VA)
- …and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/ investment products and services to achieve the financial client's goals as a ... registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms. Manage smaller dollar volume… more
- City National Bank (Richmond, VA)
- …as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange ... Las Vegas, Washington DC and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets.… more
- Truist (Richmond, VA)
- …and phases of content dissemination and management as needed on Investment Advisory Group initiatives, contributing meaningful insights and ensuring key initiatives ... as a subject-matter expert for assigned initiatives involving various investment management services, products, policies and processes (including timely delivery… more
- Truist (Richmond, VA)
- …Wealth trust accounts including personal trusts, special needs trusts, investment management, custodial and guardianship accounts. Manages a portfolio of varying ... as a relationship manager in the Fiduciary Services, Private Wealth, or Institutional Investment Management industry with 5+ years in Trust Administration. 2.… more
- Amazon (Arlington, VA)
- …the value of the customer experience and generate a positive return on investment for our advertising partners. We are continually driving to develop advertising ... analytical abilities, and strong ownership and organizational skills, to join Advertising Trust Policy. In this role, you will build and develop relationships with… more
Recent Jobs
-
Customer Experience Specialist
- TEKsystems (St. Louis, MO)
-
Enterprise Financial Risk Capital Markets Risk Sr. Specialist
- Bank of America (New York, NY)
-
Quality Assurance Lab Technician
- Balchem (Marshfield, WI)
-
Teacher Level 1
- PathStone Corporation (Kennett Square, PA)