Wealth Management Trust Administrator — Client Accounts & Growth
$50k - $60kTrustco Bank
Trustco Bank is looking for a Wealth Management Trust Administrator to oversee client accounts in Albany, NY. This full-time position requires maintaining client relationships, ensuring regulatory compliance, and managing account inquiries. The ideal candidate should have a Bachelor’s degree in accounting or finance, strong communication skills, and proficiency in Microsoft Office. A competitive salary of $50,000 to $60,000 annually, along with a comprehensive benefits package, is offered. #J-18808-Ljbffr Trustco Bank
$50k - $60k
...alternative application process. Wealth Management Trust Administrator - Albany, NY 5 days ago... ...about talent and growth. We believe that investing... ...insurance, a health savings account with an annual employer contribution... ...and developing client accounts. Administers an account...AccountsFull timeApprenticeshipWork at officeMonday to FridayWeekend workAfternoon shift$55k - $75k
...and their families. Our clients value having a single... ...specific planning needs and manage their financial affairs... ..., estate planning and wealth transfer, employee... ...strategic clients. Our trusted Advisor teams have worked... ...for asset transfer and account service requests (e.g.,...AccountsFull timeTemporary workPart timeWork at office- CVS Health is seeking a Pharmacy Benefit Management Client Experience Manager in Albany, New York. This role involves examining sales and account management metrics to support profitable growth. The ideal candidate will have over 5 years of experience in a pharmacy or...AccountsFull time
- ...and their families. Our clients value having a single... ...planning needs and manage their financial affairs... ..., estate planning and wealth transfer, employee benefits... ...Office provides accounting services for Family Office... ...clients. Our trusted advisor teams target a...AccountsWork at office
- Energy Jobline ZR is seeking an Account Manager for Commercial Lines positioned in Latham, NY. The ideal candidate will combine relationship... ...to manage a book of business and deliver outstanding client experiences. Responsibilities include managing client relationships...AccountsWork at office
- ...relationship-driven Client/People Manager to join our team in... ...Management: Act as the trusted advisor for regional... .... Retention & Growth: Identify opportunities... ...expand existing client accounts by understanding... ...degree in Business Administration, HR, Communications,...Accounts
$145k - $175k
...collaboration platform trusted for healthcare. Guided... ...Objective of the Role The Client Partner, Ecosystem in... ...for driving growth, retention, and satisfaction... ...enterprises. You will own the account relationship across all... ...offerings, and manage the end-to-end sales process...Accounts$99k - $266k
...Industry/Sector: Asset and Wealth Management Time Type: Full time Travel... ...advice and guidance to clients on tax planning, compliance,... ...teams, manage client service accounts, and drive assigned client engagement... ...to establish a secure and trusted workplace for all....AccountsFull timeH1b- ...Introduction At Gallagher, we help clients face risk with confidence because we... ...clients' risk profiles, you’re building trust. You’ll find a culture grounded in... ...an impact The Branch Client Service Manager III is accountable for delivering high quality and efficient...AccountsFull timeLive outWork at officeLocal areaFlexible hours
$26 - $42.8 per hour
...service and building lasting client relationships. Our... ...and fuel professional growth. As a proud community bank... ...reports, statements, accounts receivable and other... ...Tran. Prepares reports to management and loan committees;... ...benefits. Chemung Canal Trust Company/Capital Bank/Canal...AccountsHourly payFull timeWork at officeLocal area$110k
••• Finance & Accounting Manager ••• Salary: Up to $110,000/year; Based... ...experience required Our client is seeking a hands-on and... ...to support long-term growth. The ideal candidate will... ...management, and corporate card administration Lead month-end and...AccountsPermanent employmentTemporary workLocal area- # Assistant Manager TraineeAlbany, NY, United States##... ...learn all operations, clients, and internal strategy... ..., Flexible Spending Accounts (FSAs), disability coverage... ...* Complete store administration* Ensure compliance with... ...takes its stability, growth and momentum and translates...AccountsFull timeContract workFor contractorsTraineeshipWork experience placementLocal areaRelocationRelocation packageFlexible hoursAfternoon shift
- ...Description: Merrill Wealth Management is a leading... ...Management Client Associates help clients... .... We believe trust comes from transparency... ...portfolio growth. The Merrill Advisor... ...building, administrative compliance, and personal... ...to open account(s) as appropriate...AccountsInterim roleWork at officeLocal areaImmediate startShift workDay shift
- ...A leading financial services company is seeking a Senior Manager to join its Client Development Affiliate Marketing team. This remote role involves... ...will have significant experience in strategic sales and account management, excellent communication skills, and a strong...AccountsRemote work
- ...Accounts Receivable Analyst Illumia is an industry... ...community. Our success and growth are directly attributed... ...Accounts Receivable Manager and as part of the full... ...assigned portfolio of client accounts to maintain or... ...to read a room, build trust across functions, and bring...AccountsTemporary workWork at officeWorldwideFlexible hours
$16.83 - $26.44 per hour
...opportunity? Embrace RBC Wealth Management’s core values and... ...advisors and our clients. As a Client... ..., become a trusted resource to our clients... ...branch. Use your administrative and operational... ..., onboard new accounts, process and... ...to our continued growth as one of the largest...AccountsPart timeMonday to FridayFlexible hours$136.52k - $260.02k
...creating new pathways for growth. In this ever-changing... ...one priority. With a wealth of learning and career... ...Workday Supply Chain Management to join our Managed... ...variety of post-production clients including enhancement... ..., Supplier Contracts, Accounts Payable/Supplier...AccountsH1bLocal area$45k - $100k
.... With over 9 million clients and 20,000 financial advisors... ...retirement, building wealth, estate strategies,... ...to accelerate trust and help them stay on... ...earning potential and growth, and your compensation... ...respect, feedback and accountability. ¹ For the 25th consecutive...AccountsTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$55k - $106.67k
Dormont Manufacturing Co is looking for an Account Manager - Personal Lines to service assigned personal insurance accounts in Town of Waterford... ...skills, and involves reviewing accounts, maintaining client relationships, and preparing policy quotes. The ideal candidate...Accounts- SEGULA Technologies is seeking a dynamic Client/People Manager to join our Albany, NY team. This role is key in client success and team leadership... ...York State. The ideal candidate has 3-5+ years in client account management and is a master communicator who can build...Accounts
$72k - $108k
Highmark is seeking a motivated individual to manage client accounts and drive the delivery of products and services. This role requires overseeing operations and ensuring client satisfaction through effective leadership. The ideal candidate will have experience in client...Accounts$27 per hour
...When you join our team as an Assistant Store Manager, you'll take on key store management responsibilities including... ...customer service • Ability to develop rapport, trust, and open communication that enhances the growth and job performance of direct reports • Ability...Hourly payFull timeTemporary workPart timeLocal area$57k - $90k
AON PLC is seeking a Senior Account Manager based in the Town of Colonie, NY. This role entails managing client accounts, leading client meetings, and overseeing the renewal and marketing processes. The candidate must possess strong organizational and communication skills...AccountsFull time$78k - $86k
...partner in productivity, trusted to keep you running.... ...The Territory Manager has responsibility of... ..., customer retention, growth of the business, loss... ..., employee retention, accounts receivable (AR) collection... ...and complete necessary administrative work to improve customer...AccountsContract workRemote workRelocation1 day per week$55k - $60k
...technology, relationship management tools, and multi-... ...potential for earnings growth over time. Full-time employment... ...Self-motivated and accountable - you take ownership... ...building long-term trust. Outgoing - you're comfortable... ...multiple accounts, clients, or priorities...AccountsFull timeWork at officeLocal areaRemote workFlexible hours- ...seeking an Assistant Commercial Lines Account Manager to join our dedicated team. In this role... ...servicing a portfolio of commercial insurance clients, preparing renewal proposals, and... ...skills, and provide a supportive, growth-oriented environment. The ideal candidate...AccountsMonday to Friday
$42k - $58k
Steffens Insurance Group is seeking a licensed Personal Lines Account Manager to manage personal lines accounts in Waterford, Wisconsin. In... ...full-time, onsite role, you will be the primary contact for clients, ensuring excellent service and accurate processing of their...AccountsFull timeLocal area$107.58k - $321.18k
...Executive – Finance & Accounting Transformation Role Summary... ...for a major enterprise client in the consumer... ...delivery and strategic growth. Scope of Responsibility... ...executive partner, building trusted relationships with... ...commercial discussions, manage risks and ensure disciplined...AccountsFull timeContract workLocal area$300k
...Professional, Restaurant Manager, Culinary Manager... ...new and existing accounts. The main focus is... ...profitable sales growth and special... ...credit department and client; collect all... ...margin data. Perform administrative duties, such as preparing... ...Building Trust Building Customer...AccountsWork experience placementInternshipRelocationWeekend workAfternoon shift- ...looking for a skilled Bookkeeper to support accounts from our office in Schenectady, New York.... ...position is ideal for someone who can manage day-to-day accounting work while also serving as a trusted point of contact for clients. The role requires strong judgment, clear...AccountsPermanent employmentWork at office
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