- Arrow Financial Corporation (Glens Falls, NY)
- …for an experienced professional to join the Trust and Wealth Services team as a: Wealth Management Support Admin This opportunity may be perfect for ... Trust and Wealth Services department in our Wealth Management Division, you would be responsible...excellent customer service and supporting Trust Officers with various administrative and transactional requests. This position is 100% in… more
- Bank of America (Albany, NY)
- Wealth Management Client Associate Albany, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest...+ Business Development + Client Solutions Advisory + Pipeline Management + Prioritization + Administrative Services +… more
- Sutherland Global Services (Albany, NY)
- …and work-life balance will be supported. We are now seeking a High Net Worth Wealth Management Business Underwriter to become one of the newest members of our ... solutions including originations, underwriting, processing, closing, post-closing and loan servicing support . With over 30 years of experience, we have developed an… more
- KeyBank (Albany, NY)
- …Pearl Street - Albany, New York 12207-1501 The Senior Associate provides administrative support to enable assigned Officer(s) to effectively manage accounts ... a team of Associates and/or Assistants. **ESSENTIAL JOB FUNCTIONS** Administrative Support * Performs day-to-day functions on...accounts * Keeps current on the latest developments in wealth management law, tax law, and other… more
- Arrow Financial Corporation (Glens Falls, NY)
- …products/services. > Oversee IT Support operations, including call center management and ticket system administration , with regular monthly reporting to ... insurance services across northeastern New York, including online and mobile banking, wealth management , money market and deposit accounts, and mortgage,… more
- Foresters Financial Services (Albany, NY)
- …Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered ... investment adviser services, practice management support and innovative technology. " Cetera Financial Group (https://www.cetera.com/about-us) " refers to the… more
- Robert Half Finance & Accounting (Latham, NY)
- Description An independent wealth management firm with $500+ AUM is seeking a Tax Director/Manager to join their growing firm. In this role you will work in ... conjunction with the wealth management team to provide comprehensive tax...finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half… more
- University at Albany (Albany, NY)
- …program. Partner departments include Computer Science, Sociology, Public Administration , Digital Forensics, Information Systems & Business Analytics. Research ... commitment to excellence, diversity, equity, and inclusion + Contribute to administrative responsibilities within the Cybersecurity Department and CEHC + Engage the… more
- Carrington (Albany, NY)
- …support in the strategic planning, design, development, implementation, and ongoing administration support and growth of Carrington's enterprise CRM solution. ... consulting to business executives, end users and the Project Management Office (PMO). + Participate in business planning sessions...roles across all business lines. + Provide expert system administration support for the CRM applications across… more
- Arrow Financial Corporation (Glens Falls, NY)
- …insurance services across northeastern New York, including online and mobile banking, wealth management , money market and deposit accounts, and mortgage, ... credit approvals obtained, and participating in loan closing process. > Support Corporate Banking Professionals with portfolio management activities related… more
- Johnson Matthey (Albany, NY)
- …base of Ammonia and Methanol customers in North America. They provide administrative , commercial, operational, and technical support . 30-40% travel is expected. ... and shaping our markets, we offer stretch and a wealth of diverse opportunities. We'll give you freedom to...queries or should you require any reasonable adjustments to support your application please let your recruiter know when… more
- Arrow Financial Corporation (Glens Falls, NY)
- …Organizational Skills > Strong Reasoning and Research Skills About this position: Provide administrative support to the Bank Secrecy Act Manager to ensure ... insurance services across northeastern New York, including online and mobile banking, wealth management , money market and deposit accounts, and mortgage,… more
- Robert Half Finance & Accounting (Albany, NY)
- Description A wealth management / financial planning firm in the Albany area is seeking a Financial Planning Analyst due to growth. Responsibilities include: ... solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put… more