- Truist (Duluth, GA)
- …to advisor/regional managing director. 9. Serve as the on-site local contact for wealth support advisory org teammates and leadership. 10. Maintain positive ... working relationships with various departments and individuals who are designated to support Wealth support efforts and serve as an effective advocate for … more
- Truist (Coral Gables, FL)
- …to advisor/regional managing director + Serve as the on-site local contact for wealth support advisory org teammates and leadership + Maintain positive working ... relationships with various departments and individuals who are designated to support Wealth support efforts and serve as an effective advocate for Wealth … more
- Truist (Atlanta, GA)
- …perform the essential functions. 1. 3-5+ years in the role as an Investment Support Specialist /Fiduciary Support Specialist ; trust, investment, banking ... support in the daily investment portfolio administration for the Wealth Management regional office. Provide administrative support to Investment Managers… more
- Huntington National Bank (Flint, MI)
- Description Summary: The Wealth Services Specialist II provides exceptional administrative support for the Huntington Private Bank front-office ... + Responsible for electronic file retention in accordance with Wealth Services standards. + Work closely with colleagues to...of balance issues + Participates in cross-training on multiple Wealth Services functions + Creates job aids and assists… more
- S&P Global (New York, NY)
- …Team:** As a vital member of S&P Dow Jones Indices' (S&P DJI) Wealth Benchmarks marketing team, this position is responsible for spearheading product marketing ... initiatives that enhance awareness, adoption, and engagement of S&P DJI's wealth benchmark offerings. This role will concentrate on developing compelling product… more
- Huntington National Bank (Holland, MI)
- Description Summary: The Private Bank Service Specialist II is responsible for the day-to-day activities and interaction between the client and Huntington Bank ... servicing of the relationship. Partners with one or more Wealth Advisors to support the sales process...deliver exceptional service to high-net worth clients. The Service Specialist II is also responsible for maintaining… more
- Truist (Atlanta, GA)
- …the essential functions. 1. 3+ years in the role as a Fiduciary Support Specialist , trust experience, investment, banking or financial planning-related client ... administration to a challenging and sensitive portfolio of affluent clients. Provide client support to Trust Advisors. Help coordinate with other members of the … more
- Truist (Raleigh, NC)
- …the essential functions. 1. Seven years in the role as a Fiduciary Support Specialist , trust experience, investment, banking or financial planning-related client ... mineral/oil/gas portfolio of trust owned assets. Provide administrative and operational support to Privately Held Investment Officers. Help coordinate with other… more
- Bank of America (Pennington, NJ)
- …to develop strategic initiatives. The Investment Advisory Specialist (IAS) will support Financial Advisors and Wealth Management Specialists on all Merrill ... Investment Advisory Specialist II Pennington, New Jersey **To...+ Problem Solving + Strategy Planning and Development + Wealth Planning **Shift:** 1st shift (United States of America)… more
- Truist (Atlanta, GA)
- …the essential functions. 1. 3+ years in the role as an Estate Support Specialist , trust experience, investment, banking or financial planning-related client ... for supporting the coordinated delivery of estate and trust administration. Provide support to Estate Advisors in the administration of Estate and Trusts for… more