Wealth Management Operations Associate
FineMark National Bank & Trust
FineMark Bank & Trust, a division of Commerce Bank, seeks an administrative and operational support specialist in the wealth management area to help meet client investment needs and foster long-term relationships. Responsibilities include preparing investment proposals and client performance reviews, reconciling estimates with the back office, ensuring compliance documents are up to date, and performing account maintenance; 3+ years in wealth management admin and a bachelor’s in business or #J-18808-Ljbffr
Vacancy posted 5 days ago
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