• Wealth Management Assistant

    Tompkins Community Bank (Ithaca, NY)
    … Advisors/Trust Officers focused on client experience and business development; ensure Wealth Advisor /Trust Officer is in compliance with rules and regulations. ... coordinating client events; client mailings and holiday gifts and notify Wealth Advisor /Trust Officer when set alerts/ticklers are triggered. + Assist financial… more
    Tompkins Community Bank (07/16/25)
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  • CSI Investment Assistant II

    Citizens (Rochester, NY)
    …The Investment Assistant II works closely with the assigned Financial Advisor (s) to maximize revenue production by serving as the primary liaison between ... Description If you're passionate about a career in Wealth Management, Citizens Securities, Inc. is hiring for...Management, Citizens Securities, Inc. is hiring for the Investment Assistant II role. Citizens Securities, Inc. is a high-quality… more
    Citizens (07/10/25)
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