- 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
- 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 (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
- 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
- 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
- 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 (Purchase, NY)
- Morgan Stanley's Wealth Management Investment Solutions organization is seeking an Executive Assistant with a strong interest in financial services to support ... several Managing Directors with a variety of administrative , organizational, and logistical tasks. The Executive Assistant will...is required * Familiarity with Morgan Stanley and the financial/ wealth management industry is a plus *… more
- 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 (Purchase, NY)
- …employer committed to diversifying its workforce (M/F/Disability/Vet).#LI-TS2 **Job:** ** Wealth Management * **Title:** *Registered Client Service Associate ... targeted/monthly field service professional and/or training calls * Perform administrative duties that support Financial Advisors in daily business practices,… more
- 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