- 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
- 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
- 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
- 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
- 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
- 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
- HUB International (Suffern, NY)
- …array of property, casualty, risk management , life and health, employee benefits, investment and wealth management products and services. Becoming a part ... is seeking an energetic, self-motivated individual who will serve as an Assistant Account Executive for our Long-Term Care division. **Functions & Responsibilities… more
- 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