Investment Operations Specialist - Trust & Wealth
Midwest Trust Company
Midwest Trust Company in Overland Park seeks a Middle Office Associate to support Trust Officers with investment operations and client transactions. Responsibilities include onboarding new accounts, asset transfers, and reconciliation activities. The ideal candidate should have strong organizational skills, attention to detail, and 1-3 years of relevant experience in financial services or trust administration. Proficiency in Microsoft Office is preferred. #J-18808-Ljbffr Midwest Trust Company
$160.3k - $272.51k
...organization’s success. Summary of the Job: The Head of Operations, Wealth & Trust leads operational excellence, process transformation, and... ...Manage direct reports overseeing Trust Operations, Investment Operations, Wealth Operations and other operational support...SuggestedTemporary workFor contractorsWork experience placement- OneDigital is seeking a Wealth Management Operations Analyst to ensure compliance and efficiency in operational processes supporting financial advisors and clients. The role involves account onboarding, data integrity monitoring, and resolving escalated issues. Candidates...Suggested
- ...Senior Investment Operations Specialist The Senior Investment Operations Specialist is a member of the Portfolio Operations team, providing leadership... ...of risk-mitigation strategies. Build and maintain trusted relationships with professional advisors through...SuggestedFull timeContract workWork at officeRemote work2 days per week1 day per week
- ...What You'll Be Doing The Trust Investment Analyst is to support the Portfolio... ...coordinate with trading, operations, compliance, and client... ...start-up. We are a global wealth management and investment banking... ...managers, marketing specialists, developers, bankers, operations...SuggestedWork experience placement
$19 - $21.9 per hour
Mercantil Commerce Bank in Kansas City is seeking an Income Specialist for Wealth Operations. The role involves monitoring and posting dividends, interests, and payments to client accounts accurately and timely. Candidates should have an associate’s degree and 2+ years...SuggestedHourly pay- ...Oppenheimer”) is a leading middle-market investment bank and full-service broker-dealer.... ...fixed income research, market making, trust services and investment advisory and... ...Description The firm is seeking a Branch Operations Specialist to join their branch office in Leawood...Work at officeHome office
$160.3k - $272.51k
...The Head of Risk and Compliance - Wealth and Trust leads first-line risk management and compliance... ...enhance both regulatory adherence and operational efficiency. You will have decision-... ...wealth management activities (trust, investment advisory, brokerage) Provide...Temporary workFor contractorsWork experience placement- Stifel Financial Corp. in Missouri is seeking a Trust Investment Analyst to support Portfolio Managers in managing discretionary investment portfolios. This role focuses on portfolio strategy implementation and monitoring across multi-asset class portfolios while ensuring...
$33.92k - $65.38k
Alternative Investment Operations Specialist I Process all documents for Alternative Investment (AI) products that UMB services. Review documents to ensure completeness and accuracy, research and resolve items that are not in good order, and help train new associates while...Local areaFlexible hours- ...Our Newest Opportunity: Job Description The Wealth Management Operations Analyst plays a key role in ensuring the accuracy, efficiency... ...experience required, with a strong preference for investment industry operations. • Hands-on experience with Schwab, Fidelity...For contractorsWork at officeLocal areaVisa sponsorshipWork visaShift work
- ...: Full-time, In-Office Department: Operations Salary: Top of market base + equity... ...Steadily is hiring a People Operations Specialist . This is not a narrow, traditional HR... ...office work. Support leadership - Be a trusted operator for founders and leaders. Spot...Full timeWork at office
$40k - $65k
...Relationship & Operations Associate Job Category: Carson Wealth-Operations Requisition Number: RELAT001282 Full... ...are starving for someone they can trust, we stand for something simple: always... ...financial advice to the investing public. We all share a common mission...Full timeTemporary workWork at officeFlexible hours- ...The Middle Office Associate is a highly skilled investment operations support professional responsible for assisting Trust Officers with operational activities related to... ...priorities within a fast-paced trust and wealth management environment. Essential Duties/...Work at office
- ...leader in education and live events-is seeking a Marketing Operations Specialist to join their dynamic marketing team. This is a unique opportunity... ...over 30 years. Partnering with BrainWorks means gaining a trusted ally who is passionate about your success. Visit us at...
- A financial service provider is seeking a Wealth Management Operations Analyst in Overland Park, KS. This role ensures the compliance of operational processes supporting financial advisors and clients. Key responsibilities include account management, system oversight,...
- ...Fraud Specialist/Fraud Operations Specialist Our client, a leading organization in the financial services industry, is seeking a Fraud Specialist... ...that impact organizational integrity and customer trust. Potential for career growth within a reputable organization...Work at office3 days per week
- The Security Operations Specialist supports the organization’s Global / Corporate Security function by assisting with executive protection activities... ...information from internal reporting, open source, and trusted external sources to identify emerging threats and trends....Contract workFlexible hours
$90k - $100k
...Financial Advisor to build and manage a holistic wealth management practice. You'll provide comprehensive financial planning, investment management solutions, and risk management... ...to build successful, collaborative, and trusting relationships Instinctive aptitude for...Temporary workLocal areaFlexible hours$150k - $250k
...Wealth Advisor Join Aprio's Wealth Management team and you will... ...Planning, Financial Planning, and investment Management. You will be a key... ...with clients by earning trust, thoroughly understanding client... ...Aprio Advisory Group, LLC, operate in an alternative business structure...Full timeWork at officeLocal areaRemote workFlexible hours- ...Senior Wealth Advisor - Partner Hiring in most major metropolitan... ...independent and small firm operational Burnout or scaling hurdles... ..., and alternative investments to better serve your clients... ...Thorndale Partners, LLC Your trusted talent acquisition partner...Work at office
$126.83k - $215.61k
...Summary of the Job: The Private Wealth Advisor is a trusted advisor who will serve ultra-affluent... ...wealth. The typical customer will have Investible Assets of $5MM with sophisticated... ...goals and objectives. Advisors and Specialists will work as a team to review, identify...Contract workTemporary workFor contractorsWork experience placementWork at officeLocal area- ...Description Job Description Wealth Management Advisor (potential... ...Lead conversations around investment strategies, retirement... ...sacrificing your independence Operational Leverage That Accelerates Growth... ...Strong ability to build trust and convert opportunities into...Immediate start
- ...financial data to identify trends, risks, and opportunities. ~ Provide recommendations to improve financial performance and operational efficiency. Compliance & Audit Support ~ Ensure compliance with financial regulations, organizational policies,...Daily paidPermanent employmentContract work
- ...make decisions to implement strategies and operational improvements that enhance the Company’s... ...take risks. L eadership: We build & invest in high-performing teams. E... ...and today, more than 2 million families trust us to help them with their insurance needs...Work at office
$174k - $202k
...Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, the firm is built on a tradition of...Work at officeRelocationRelocation package$87.4k - $123.4k
Role Overview The Senior Wealth Advisor, Practice Lead is a key role... ...and Client Experience Specialist to build lasting relationships... ...financial planning, and ongoing investment education. Engage clients through... ...under management by building trust through clear communication,...16 hoursTemporary workWork experience placementCasual workLocal area$87.4k - $123.4k
Senior Wealth Advisor, Practice Lead We empower clients to reach... ...through personalized financial and investment advice. Responsibilities Lead... ...and Client Experience Specialist. Provide first‑class client experience... ...long‑term relationships and trust. Ability to navigate multiple...Remote job16 hoursTemporary workCasual workLocal areaRelocation packageFlexible hours- Jocogov is looking for a Financial Operations Technician in Olathe, Kansas, responsible for accounting transactions, payroll processing, and financial reporting. The ideal candidate must have a high school diploma and at least two years of experience in bookkeeping or...
- ...We're thrilled that you are interested in joining us here at the Amynta Group! The Operations Specialist is a key part of the production underwriting capabilities of Amynta Dealer Solutions. If you have a growth mind set, individual accountability, critical thinking...
$19 per hour
...Fraud Specialist / Fraud Operations Specialist I Are you detail-oriented with a knack for uncovering the truth? Do you thrive in a dynamic environment where your investigative skills help protect customers and the company from fraudulent activities? Join us as...Work at officeRemote workFlexible hoursShift workNight shift
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