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.
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- ...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...SuggestedWork at officeWeekend work
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...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-...SuggestedLocal areaRelocation- 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 officeRemote workWork from home
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- ...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...
- ...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...
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$63.29k - $104.43k
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$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...- ...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...
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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...$112.5k - $147.5k
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...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 payLocal areaWorldwideRelocation$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 placementLocal areaFlexible hours- ...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...
- ...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 placementWork at office
$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 wageTemporary workH1bWork at officeLocal areaVisa sponsorshipWork visa- ...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...
$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 timeShift work- ...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 placementWork at office
- ...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...
$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 placementLocal areaShift work- 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...
- ...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...InternshipWork at officeLocal area
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