- 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
- Citigroup (New York, NY)
- …Business Analyst is an intermediate level position responsible for the overall administrative activities of a business. These tasks may include contribution to ... of business financials, managing employee headcount or coordination of other administrative needs. May work on ad hoc projects as requested. **Responsibilities:**… more
- JPMorgan Chase (New York, NY)
- …terminates the account is transferred to the Trust Settlement group. The Trust Administrative Officer is responsible for ensuring appropriate steps are taken to ... certificate, with paralegal experience in trust and estates practice preferred. JP Morgan Wealth Management Solutions comprises a workforce of more than 2500… 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)
- …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
- 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 (Purchase, NY)
- …Risk - Office of the Chief Operating Officer (COO)* The Morgan Stanley Wealth Management (MSWM) Operational and Product Risk COO Team operates as a trusted ... financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees… 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 (New York, NY)
- …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