- 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)
- Job Summary: As a Wealth Management Solutions. Trust & Estates- Estate Officer - VP within the Global Trusts & Estates Practice, you will be responsible for ... beneficiaries and advisors, maintain current information on beneficiaries, and partner with Wealth Advisors, Bankers, Investors, and Trust Officers to grow the trust… more
- HSBC (New York, NY)
- …our people, our investors, our communities and the planet we all share. The Wealth Relationship Officer (WRO) works closely with the Wealth Relationship ... support and reduce the time spent on process and administrative tasks by the WRM to increase their capacity...efficiency ratio. Here's what you can expect: As the Wealth Relationship Officer you will provide a… more
- JPMorgan Chase (New York, NY)
- JP Morgan Asset & Wealth Management , with client assets of $2.8 trillion, is a global leader in investment and wealth management . Its clients include ... accounts and special assets. Participate on various committees as needed The Trust Administrative Officer is responsible for ensuring appropriate steps are taken… more
- JPMorgan Chase (New York, NY)
- …and closed-end registered investment companies (RICs) for clients of JP Morgan Wealth Management and Investment Solutions (WMIS). Currently, JPMPI provides ... investment advice and/or administrative functions for private investment funds and provides discretionary investment management services in various wrap fee… 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
- City National Bank (New York, NY)
- …and Equal Employment Opportunity. + Comply fully with all Bank Operational and Wealth Management policies and procedures as well as all regulatory requirements ... **TRUST OFFICER ** **WHAT IS THE OPPORTUNITY?** Administer estate and...Investment Advisors, and other bank colleagues. + Oversee annual administrative review of Trust accounts. Check files for correct… more
- Morgan Stanley (New York, NY)
- …opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Director of Business Strategy* ... senior level position on a Financial Advisor / Private Wealth Advisor team who is responsible for shaping and...This industry professional focuses on the development, implementation, and management of the team's overall business processes to build… 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
- Citigroup (New York, NY)
- …Intelligence and Talent Acquisition * HR Partnership and Delivery * HR CAO (Chief Administrative Officer ) * Employee Relations and HR Policy **Your time here ... with on-the-job-training in one of Citi's Business Groups (Banking, Markets, Services, Wealth , and Functions) and one of the following HR functions: * Learning… more
- Morgan Stanley (Shrewsbury, NJ)
- …opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **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