- Huntington National Bank (Columbus, OH)
- …Office , Portfolio Management, Huntington Financial Advisors Service, and Ultra High Net Worth/ Family Office . These positions will be in either Columbus or ... offered in all of our business segments. Huntington offers Wealth Management Internships through a rotational learning experience with...(No = eligible for overtime pay) No Workplace Type: Office Our Approach to Office Workplace Type… more
- Citigroup (New York, NY)
- The Senior Executive Assistant provides support to members of the Wealth COO leadership team (Business Execution Leads) by handling correspondence, managing ... and reporting control issues with transparency. **Qualifications:** + Previous office administration experience preferably within a large and complex financial… more
- US Bank (Gresham, OR)
- …and discover what you excel at-all from Day One. **Job Description** The Wealth Management Lending Quality Review Specialist ensures the integrity and compliance of ... offers a hybrid/flexible schedule, which means there's an in office expectation of 3 or more days per week...our benefits are designed to help you and your family boost your health, protect your financial security and… more
- Citigroup (Queens, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... skills + Organized with strong attention to detail + Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using NaviPlan Select or similar… more
- Citigroup (San Francisco, CA)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... skills. + Organized with strong attention to details. + Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using Money Guide Pro, or NaviPlan… more
- Citigroup (Bronxville, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... skills + Organized with strong attention to detail + Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using NaviPlan Select or similar… more
- Citigroup (New York, NY)
- …corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money, ... Unit Manager is a senior management-level position in the Enterprise Data Office (EDO) Business Execution (BE) Team responsible for accomplishing results through the… more
- US Bank (Portland, OR)
- …and deadlines simultaneously - Proficient computer skills, especially Microsoft Office applications - Excellent verbal and written communication skills _This ... role may be eligible for additional compensation through the Wealth Management Associate Monthly Incentive Sharing Program._ If there's...our benefits are designed to help you and your family boost your health, protect your financial security and… more
- Manulife (Boston, MA)
- …placements may be in Fund Administration, Alternative Investment, Retail & Wealth or Investment Operations. We offer professional development events to build ... able to adapt to a fast-paced environment. + Working knowledge of Microsoft Office applications like Excel, as well as SharePoint, and other reporting details are… more
- JPMorgan Chase (Chicago, IL)
- The Trusts & Estates and Tax Operations team within Wealth Management (WM) supports the Global Trusts & Estates practice and WM Banking teams by coordinating and ... regulations. You will work directly with trust officers, clients, family offices and outside advisors to ensure complete and...ability to manage multiple tasks. + Proficiency in MS Office Suite. + Willingness to work beyond core business… more