Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Trust Investment Specialist

Stifel Financial Corp.

Stifel Financial Corp. is seeking a Trust Investment Associate to provide administrative and analytical support to portfolio managers, including paperwork, database updates, and coordination with trading, operations, and client service teams. The role involves handling investment portfolios, corporate actions, account reviews, and research, with emphasis on compliance and accurate reporting. Strong Excel and office software skills are expected in a regulated financial services environment. #J-18808-Ljbffr Stifel Financial Corp.

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Trust Investment Specialist in Kansas City, MO vacancy
  • Midwest Trust Company is seeking a Reconciliation Specialist to join the Technology and Reconciliation team in Overland Park, KS. You will accurately reconcile cash, money markets, client DDA’s and custodial positions on our trust accounting platform while delivering superior... 
    Suggested

    Midwest Trust Company

    Overland Park, KS
    4 days ago
  •  ...Stifel, where success meets success . What You'll Be Doing The Trust Investment Associate provides administrative and analytical investment...  ...advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds... 
    Suggested
    Work experience placement
    Work at office

    Stifel Financial Corp.

    Kansas City, MO
    2 days ago
  •  ...Description Job Description Description: The Reconciliation Specialist is a member of the Technology and Reconciliation team which is...  ...money markets, client DDA’s and custodial positions within the trust accounting platform while providing superior customer service... 
    Suggested
    Work at office
    Weekend work

    MTC Holding Corporation

    Leawood, KS
    a month ago
  • $55.54k - $65.52k

     ...grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy....  ..., skills, and competencies.) For more than a century, Commerce Trust has been a leading provider of wealth management services including... 
    Suggested
    Hourly pay
    Full time
    Internship
    Shift work

    Commerce Bank

    Kansas City, MO
    6 hours ago
  • $80k - $100k

     ...at a high level. We are currently looking for a Public Finance Investment Banking Analyst to join our national analyst support hub in Leawood...  ...persuasively, read a room, and turn client interactions into trust and opportunity. If you see yourself as part of a high-... 
    Suggested
    Local area
    Relocation

    Piper Sandler & Co.

    Kansas City, MO
    3 days ago
  • What You’ll Do MOSERS is searching for an individual to fill an investment officer of private equity role to round out an investment team...  ...responsible for managing an over $10 billion portfolio held in trust for the payment of pension benefits to our members. Our portfolio... 
    Work at office
    Remote work
    Work from home

    mosers

    Kansas City, MO
    2 days ago
  •  ...deliver quality configuration work for projects and customers, aligning with Oracle methodologies and practices. Note: US citizenship is required and visa sponsorship is not available; candidate must pass Public Trust security clearance. #J-18808-Ljbffr Ll Oefentherapie

    Ll Oefentherapie

    Kansas City, MO
    2 days ago
  •  ...engage in a multitude of data analytic initiatives in varying capacities. Efforts will align with the Company’s mission to deliver trusted, data-driven reporting empowering users to make insightful business decisions, maximize client relationships and forecast for future... 

    Burns & McDonnell

    Kansas City, MO
    5 days ago
  •  ...with procedures and tax concepts while coordinating documentation with internal teams and external partners. You will collaborate with Trust Administrators and Officers to support day-to-day account management and prepare reports for reviews and audits, #J-18808-Ljbffr... 

    Jobtailor

    Kansas City, MO
    2 days ago
  • First National Bank of Omaha (FNBO) seeks a Trust Associate, a junior relationship management role. You will support a small team of Trust Advisors, assist with revocable and irrevocable trusts, estate and institutional matters, and act as primary client touchpoint to resolve... 

    First National Bank of Omaha

    Kansas City, MO
    3 days ago
  • $63.29k - $104.43k

     ...it fits into our organization’s success. Summary of the Job The Trust Associate role is a junior relationship management role that...  ...Bachelor’s degree •Understand financial concepts as related to investments, insurance, taxes, and estates •Ability to work collaboratively... 
    Temporary work
    For contractors
    Traineeship
    Work experience placement
    Internship
    Work at office

    First National Bank of Omaha

    Kansas City, MO
    3 days ago
  •  ...developer that has grown through combining an entrepreneurial spirit and empowerment of its team members. We are looking to add an Investment Analyst to our growing team. The Investment Analyst team is responsible for quantifying the financial performance of our real... 
    Work at office
    Immediate start
    Flexible hours

    Beyondthecontract

    Kansas City, MO
    1 day ago
  •  ...commercial real estate firm headquartered in Kansas City and serving the Midwest. The company’s full suite of services includes investment acquisition and sales, tenant representation and HQ relocations, property management, asset management, development, owner’s representation... 
    Full time
    Temporary work
    Work at office
    Immediate start
    Relocation
    Flexible hours
    Shift work

    Socket

    Kansas City, MO
    1 day ago
  • $128k - $252.5k

     ...solutions. Our Insurance Transformation practitioners serve as trusted advisors to our clients, combining strategic thinking with...  ...serving over 90% of Fortune 500 banking, insurance, securities, investment management, and real estate companies. Qualifications Required... 

    Deloitte

    Kansas City, MO
    1 day ago
  •  ...The Investment Analyst will support Subtext’s Investments team across the full lifecycle of real estate projects, including acquisitions, development underwriting, capitalization, and ongoing asset management. The Analyst will work closely with the VP of Investments and... 

    Subtext, Inc.

    Kansas City, MO
    1 day ago
  • Swiss Re is hiring an Investment Accountant in our Global Investment Reporting (GIR) team in Kansas City, MO. You will ensure accurate sub-ledger accounting, data quality, and timely reporting across multiple entities and valuations. Join a global group of finance professionals... 
    Work at office

    Crossell

    Kansas City, MO
    4 days ago
  • $150k - $200k

    Marinomanagementllc is seeking a Senior Accounting Associate to own bookkeeping and accounting activities across various entities. This role offers exposure to a wide range of accounting work and opportunities for process improvement. The ideal candidate will have significant...

    Marinomanagementllc

    Kansas City, MO
    2 days ago
  • $112.5k - $147.5k

     ...blockchain designed to become the Economic OS for the internet. Enterprises, financial institutions, and developers use Circle to power trusted, internet-scale financial innovation. Learn more at circle.com.What you’ll be part of:Circle is committed to visibility and... 
    Work experience placement
    Flexible hours

    Circle

    Kansas City, MO
    2 days ago
  • $94k - $137k

     ...operating in over 200 countries specializing in Oral Care, Personal Care, Home Care, Skin Care, and Pet Nutrition. Our products are trusted in more households than any other brand in the world, making us a household name! Join Colgate-Palmolive, a caring, innovative... 
    Hourly pay
    Local area
    Worldwide
    Relocation

    Colgate

    Overland Park, KS
    5 days ago
  • $98.21k - $144.71k

     ...and encouraged to support causes you care about. Expect more trust . We want you to do the right thing, no matter what. And, expect...  ...analysis skills will be used to create and determinereturn on investments for a project or product, so that leadership can then determine... 
    Work experience placement
    Local area
    Flexible hours

    UMB Bank

    Kansas City, MO
    3 days ago
  •  ...maintain financial models, monitor performance against plan, and provide actionable variance analysis and recommendations. Serve as a trusted business partner to Sales, Operations, and Corporate leaders by providing financial insights that support decision‑making. Support... 

    Jobtailor

    Kansas City, MO
    2 days ago
  •  ...Design, Communication Reporting and Analysis Budgets Pricing / Investment Analysis Standard Costs Maintenance / Updates Job Summary: As a...  ...Ethics – Treat people with respect; keep commitments; inspire the trust of others; work with integrity and ethically; upholds company... 
    Work experience placement
    Work at office

    ISG Technology

    Overland Park, KS
    16 hours ago
  • $95k

     ...consumers both time and money, and today, more than 2 million families trust us to help them with their insurance needs. But what truly...  ...create innovate & take risks. L eadership: We build & invest in high-performing teams. E mpowerment: We embrace a... 
    Minimum wage
    Temporary work
    H1b
    Work at office
    Local area
    Visa sponsorship
    Work visa

    SelectQuote

    Leawood, KS
    2 days ago
  •  ...ongoing client servicing needs. Coordinates documentation with internal teams, external partners, and tax preparers. Works closely with Trust Administrators and Officers to support day-to-day account management. Follows established procedures and contributes to consistent... 

    Jobtailor

    Kansas City, MO
    2 days ago
  • $137k - $187.5k

     ...grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And...  ...skills, and competencies.) For more than a century, Commerce Trust has been a leading provider of wealth management services... 
    Full time
    Shift work

    Commerce Bank

    Kansas City, MO
    1 day ago
  •  ...You will be part of a highly collaborative team of talented and focused professionals. Join a group that enjoys working together, trusts each other, and takes pride in our hard-earned success. The Company is an equal employment opportunity employer. Responsibilities The... 
    Work experience placement
    Work at office

    Berkley

    Overland Park, KS
    2 days ago
  •  ...We are seeking a Senior Investment Analyst to join our centralized investment platform and play a critical role in shaping the firm’s investment architecture. This position is ideal for a highly analytical, intellectually curious professional who thrives in a multi-asset... 

    Hirewell

    Overland Park, KS
    4 days ago
  • $93k - $109k

     ...grow into the best version of yourself. Because our number one investment is you.Creating an award-winning culture doesn't come easy. And...  ...experience, skills, and competencies.)For more than a century, Commerce Trust has been a leading provider of wealth management services... 
    Work experience placement
    Local area
    Shift work

    Mercantil Commerce Bank

    Kansas City, MO
    4 days ago
  • The Reconciliation Specialist at Trust Sourcing Solutions, LLC will join the Technology and Reconciliation team to accurately reconcile cash, money markets, client DDA’s and custodial positions within the trust accounting platform while delivering superior client service... 

    Trust Sourcing Solutions, LLC

    Overland Park, KS
    2 days ago
  •  ...assimilate data required for income tax return preparation Review trust documents and ensure accurate taxation of assigned accounts Monitor and analyze transactions for tax consequences Advise investment officers and account administrators on tax concerns Calculate estimated... 
    Internship
    Work at office
    Local area

    Jobtailor

    Kansas City, MO
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Trust Investment Specialist. Be the first to apply!