- HSBC (New York, NY)
- …financial assets to identify opportunities to maximize client impact and wealth. Inclusive of investment advice, trust and estate planning, as well as giving and ... social impact utilizing knowledge of tax and investment strategies, securities, insurance, pension plans and real estate....engagement across PB Markets; and by working closely with Trust Services colleagues and Wealth Planning and Advisory teams… more
- Santander US (New York, NY)
- …regulation). + Review the fund documentation (including: Prospectuses, Offering Memos, Investment Management Agreements, Investment Guidelines, Trust ... Agreements, Financial Statements, etc.) in order to evaluate investment objectives and strategies and determine credit worthiness of the underlying funds. +… more
- Citigroup (Queens, NY)
- …of products and services covering capital markets, managed investments, portfolio management, trust and estate planning, investment finance and banking. By ... assessments of significance and likelihood of risks in key global investment and insurance processes around client suitability, transaction related controls and… more
- BMO Financial Group (Stockton, CA)
- …insurance, and succession planning - required. + Excellent understanding of personal trust and investment management - required. + In-depth knowledge of ... client portfolio management. + Technical proficiency gained through education and/or business experience. + Verbal & written communication skills - In-depth. + Collaboration & team skills - In-depth. + Analytical and problem solving skills - In-depth. +… more
- M&T Bank (Buffalo, NY)
- …project and/or management related assignments in such functional areas as Treasury, Trust and Investment Services, Credit, Finance, Retail Banking, Commercial ... Banking, and Technology and Banking Operations. + Work directly with senior leaders in completion of assignments. + Perform other related assignments as requested by management. **Scope of Responsibilities:** Perform project/management related assignments in… more
- US Bank (Clayton, MO)
- …and support representative functioning as the primary, daily contact between Wealth Management, Trust , Banking, or Investment clients and US Bank. Working within ... delegated authority and/or standard department guidelines, handles day-to-day client calls and transactions and problem resolution, escalating items beyond specified authority to the assigned Private Wealth Management Advisor or respective specialist. Works… more
- US Bank (Fort Lauderdale, FL)
- …support representative functioning as the primary, daily contact between Wealth Management Trust , Banking, or Investment customers and US Bank. Working within ... delegated authority and/or standard department guidelines, handles day-to-day client calls and transactions and problem resolution, escalating items beyond specified authority to the assigned Wealth Management Advisor or respective specialist. Works… more
- US Bank (Cincinnati, OH)
- …and support representative functioning as the primary, daily contact between Wealth Management, Trust , Banking, or Investment clients and US Bank with a strong ... focus on banking functions such as money movement, wire transfers and understanding lending processes. Working within delegated authority and/or standard department guidelines, incumbent handles day-to-day client calls and transactions and problem resolution,… more
- Robert Half Finance & Accounting (Denver, CO)
- …Manage month end close reporting package. + Oversight of the revenue cycle for Trust and Investment Management, including: initial set-up of clients in systems, ... revenue calculations, accurate and timely billing and collections, tracking of receivables by client, analytical reviews, accurate and timely reporting for SEC and call reports. + Involvement in and oversight of general ledger entry preparation and review,… more
- M&T Bank (Buffalo, NY)
- …project and/or management related assignments in such functional areas as Treasury, Trust and Investment Services, Credit, Finance, Retail Banking, Commercial ... Banking, and Technology and Banking Operations. + Work directly with senior leaders in completion of assignments. + Perform other related assignments as requested by management. + Adhere to applicable compliance/operational risk controls in accordance with… more