• Wealth Management Assistant

    Tompkins Community Bank (Ithaca, NY)
    Overview This position is responsible for assisting Wealth Advisors and Trust Officers with all aspects of new account opening, investment and account review ... and maintaining files within compliance and regulatory guidelines. + Support Wealth Advisors/Trust Officers by preparing correspondence; review daily cash reports… more
    Tompkins Community Bank (07/16/25)
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  • Wealth Management Manager II…

    Trustco Bank (Albany, NY)
    …Title:** Wealth Management Manager II - Investments **Reports to:** Wealth Management Assistant Vice President - Investments **FLSA Status:** Exempt ... responsible for researching, reviewing, and processing all activities related to Wealth Management clients serving as investment advisor on assigned accounts… more
    Trustco Bank (07/04/25)
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  • Administrative Assistant…

    Scotiabank (New York, NY)
    …products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital ... Administrative Assistant , Investment Banking, CIR **Requisition ID:**...Global Banking & Markets provides a full range of investment banking, credit and risk management products… more
    Scotiabank (07/01/25)
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  • CSI Investment Assistant II

    Citizens (Rochester, NY)
    …in Wealth Management , Citizens Securities, Inc. is hiring for the Investment Assistant II role. Citizens Securities, Inc. is a high-quality investment ... successfully pass your Series 7 and 66 exams. The Investment Assistant II works closely with the...specific timeframe required + Understanding of general banking and wealth management services + Excellent verbal and… more
    Citizens (07/20/25)
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  • Administrative Assistant III

    Bank of America (Albany, NY)
    …Assistant -III\_25023898) **Job Description:** Merrill Lynch Wealth Management is a leading ... Administrative Assistant III Albany, New York **To proceed with...provider of comprehensive wealth management and investment products and services for… more
    Bank of America (07/12/25)
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  • Executive Assistant

    Scotiabank (New York, NY)
    …products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital ... Executive Assistant **Requisition ID:** 227582 **Salary Range:** 61,200.00 -...Small Business, Commercial and Corporate clients with effective treasury management solutions coupled with a best-in- class service model,… more
    Scotiabank (07/23/25)
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  • Senior Manager, Collateral Operations

    Scotiabank (New York, NY)
    …products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital ... Global Banking & Markets provides a full range of investment banking, credit and risk management products...Scotia Group. This includes Scotia Capital Inc, Prime Services, Wealth & Group Treasury, and Collateral Management … more
    Scotiabank (07/30/25)
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  • Credit Review Senior Portfolio Specialist

    Bank of America (New York, NY)
    …Review team supporting review of Global Markets, Financial Institutions and Global Wealth and Investment Management businesses **Responsibilities:** + Either ... emerging risks, and reports its findings to various stakeholders, including executive management , the Board of Directors or committee thereof, external auditors and… more
    Bank of America (07/11/25)
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