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Wealth Management Associate - Birmingham
Management & Exec · Greenleaf Trust · Birmingham, MIWhat's This Job All About? The Wealth Management Associate p rovides day to day support of the Senior Wealth Management Team. This role is responsible for executing trades, maintaining various financial planning systems, portfolio rebalancing a...Over 4 weeks ago on ApplicantProTools -
Trust Relationship Officer - Grand Rapids
Jobs · Greenleaf Trust · Birmingham, MIWhat's This Job All About? Responsible for managing client relationships to perform activities relative to our role as trustee, agent and/or custodian. What You'll Be Doing Principal Accountabilities: Client Service Responsible for ...Over 4 weeks ago on ApplicantPoolTools -
Senior Wealth Management Advisor
Management & Exec · Greenleaf Trust · Birmingham, MIThe Senior Wealth Management Advisor is responsible for creating and implementing wealth management plans, portfolio management, regularly scheduled portfolio review meetings and coordination with other advisors of the client to provide portfolios...Over 4 weeks ago on ApplicantPoolTools -
Team Service Coordinator
Customer Service · Greenleaf Trust · Birmingham, MIWhat's This Job All About? Responsible for coordinating the efforts and workflow of the Client Centric Teams while providing comprehensive, pro-active service to external clients. Duties are carried out under general supervision and individuals...Over 4 weeks ago on ApplicantPoolTools