• Administrative Officer

    Banco Popular Puerto Rico (New York, NY)
    …New York, NY, US, 10004 Company: Popular Workplace Type: On-site Administrative Officer - Wealth Management and Private Banking AtPopular,we offer a ... join our community! National Mortgage US - Operations The Administrative Officer is responsible for third-party service... administrative support to our managers in the Wealth Management & Private Banking Division. The… more
    Banco Popular Puerto Rico (07/03/24)
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  • Wealth Management Solutions. Trust…

    JPMorgan Chase (New York, NY)
    …gross estate of the decedent for estate tax purposes, it is the Estate Officer 's role to oversee the administration of the estate or terminating includable trust. ... * You will Analyze Wills and trust documents for legal, tax, administrative and investment issues and coordinate delivery of services * Make recommendations… more
    JPMorgan Chase (07/09/24)
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  • Wealth Management , Trust & Estates…

    JPMorgan Chase (New York, NY)
    …for the Trust Officer with whom the Trust Administrative Officer works. **Job Responsibilities:** Technical and Risk Management Work with the Account ... death through a provision in their will, the Trust Administrative Officer works under the supervision of...experience in trust and estates practice preferred. JP Morgan Wealth Management Solutions comprises a workforce of… more
    JPMorgan Chase (07/11/24)
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  • Risk Officer

    Morgan Stanley (New York, NY)
    …the Senior Complex Risk Officer facilitates the training on Morgan Stanley Wealth Management compliance policies and procedures. * Assists in the review and ... opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Risk Officer * **Location:**… more
    Morgan Stanley (05/16/24)
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  • Executive Management Assistant - Head…

    Citigroup (New York, NY)
    …degree or equivalent experience **Job Family Group:** Business Strategy, Management & Administration **Job Family:** Administrative Support **Time ... The Executive Management Assistant provides support to another individual or...and conference calls, making travel arrangements and providing other administrative tasks. **Responsibilities:** + Directly supports direct reports to… more
    Citigroup (07/12/24)
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  • Registered Client Relationship Analyst

    Morgan Stanley (New York, NY)
    …employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Registered Client Relationship Analyst* ... * Perform administrative duties that support Financial Advisors / Private Wealth Advisors in daily business practices, including but not limited to, telephone… more
    Morgan Stanley (07/11/24)
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  • Associate Service Manager

    Morgan Stanley (New York, NY)
    …Morgan Stanley EOE committed to diversifying its workforce. M/F/D/V **Job:** ** Wealth Management * **Title:** *Associate Service Manager* **Location:** *New ... Service Officer (CBSO) and is responsible for the supervision, management of Service Associates & Receptionists, and execution of all operational service… more
    Morgan Stanley (05/17/24)
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  • Senior Registered Client Service Associate

    Morgan Stanley (New York, NY)
    …opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Senior Registered Client Service ... targeted/monthly field service professional and/or training calls * Perform administrative duties that support Financial Advisors in daily business practices,… more
    Morgan Stanley (07/10/24)
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  • Client Service Associate

    Morgan Stanley (New York, NY)
    …employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Client Service Associate* **Location:** ... targeted/monthly field service professional and/or training calls * Perform administrative duties that support Financial Advisors in daily business practices,… more
    Morgan Stanley (07/04/24)
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