Wealth Management Operations Specialist
6 hours ago
The Wealth Management Administrative Analyst I/II will provide administrative and marketing support to the Wealth Management division at Trustmark Bank. This role will involve working with internal stakeholders to generate business performance analytics and manage the flow of information.
Key Responsibilities- Liaise with the Marketing Department to ensure timely execution of the Wealth Management marketing strategy, including submission and monitoring of creative requests.
- Support administrative responsibilities, including business performance reporting and analytics, and liaise with Enterprise Information Systems and IT departments as needed.
- Provide excellent customer service to internal and external stakeholders, managing competing priorities in a fast-paced environment.
- Manage response processes for Requests for Proposals, working with applicable business units, Compliance, and Marketing as needed.
- Support projects as needed for Wealth Management administration.
- Administer InvestEdge software in line with business unit managers and WM Compliance and Risk Manager.
- Actively work with other Trustmark stakeholders, such as Comm & Marketing Systems team and Trustmark Marketing, to manage data flow to support marketing and communication efforts.
- Maintain data accuracy and work with the Perform administration team to ensure accurate activity reporting within Wealth Management sales-oriented roles.
- Bachelor's Degree in a business-related field.
- Minimum three years' experience in financial services with proven Intermediate to Advanced Excel skills.
- Excellent time management skills with a detail-oriented diligence given toward tasks.
- Excellent verbal and written communication skills.
- Ability to communicate intelligently with internal and external stakeholders at various levels.
- Project management experience preferred.
- Requirements for Analyst Level I.
- Minimum five years' experience in a marketing or data analytics role OR minimum of three years of project management experience in a financial technology role.
- Project Management certification preferred.
- Experience with trust accounting/investment management platforms like the SEI Wealth Platform preferred.
- Experience with Power BI or similar software preferred.
-
PWM Private Wealth Management Advisor
6 days ago
Jackson, Wyoming, United States U.S. Bank Full timeAbout the RoleAt U.S. Bank, we're committed to helping our clients achieve their financial goals. As a PWM Private Wealth Management Advisor, you'll play a critical role in identifying and deepening client relationships, providing holistic advice on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary...
-
Senior Wealth Management Consultant
2 weeks ago
Jackson, Wyoming, United States U.S. Bank Full timePosition OverviewAt U.S. Bank, we are committed to excellence in serving our clients. Our mission is to empower individuals and businesses to make informed financial choices while fostering growth within the communities we serve. We recognize that every team member brings unique strengths to our collective goals. A career with U.S. Bank offers a diverse...
-
Wealth Management Advisor
2 weeks ago
Jackson, Wyoming, United States Rival Sourcing LLC Full timePosition OverviewAs a Financial Consultant at Rival Sourcing LLC, you will play a pivotal role in fostering client relationships and delivering tailored financial solutions. Your expertise will be essential in guiding clients through their financial journeys, ensuring they receive exceptional service and support.Key ResponsibilitiesBuild and nurture strong...
-
PWM Private Wealth Advisor
4 months ago
Jackson, United States U.S. Bancorp Full timeU.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary ad Wealth Advisor, Wealth, Private, Strategic Advisor, Client Relations, Advisor
-
Wealth Management Client Coordinator
4 months ago
Jackson, United States First Horizon Bank Full timeSummary The Wealth Management Client Coordinator will be actively involved in supporting advisor(s) through a full service platform. Assists in achievement of sales revenue by customer contact, relationship building, referral source management, technical, and interpersonal skills. The Client Coordinator helps gauge and enhance client satisfaction and...
-
Jackson, Mississippi, United States First Horizon Bank Full timeJob SummaryThe Wealth Management Client Coordinator will be actively involved in supporting advisor(s) through a full service platform. Assists in achievement of sales revenue by customer contact, relationship building, referral source management, technical, and interpersonal skills. The Client Coordinator helps gauge and enhance client satisfaction and...
-
Senior Operations Support Specialist
2 weeks ago
Jackson, Mississippi, United States Conagra Brands Full timePosition OverviewThe Senior Operations Support Specialist plays a crucial role in delivering administrative, technical, and specialized assistance to the Continuous Improvement Department. Responsibilities encompass coordinating activities within the department, advancing skills and validation initiatives, collaborating with various department leaders to...
-
Wealth Management Banking Officer
2 weeks ago
Jackson, Mississippi, United States First Interstate Bank Full time**If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal . This role is integral to our banking operations. What Matters Most to You We understand that your career is just one facet of a fulfilling and multifaceted life. That’s why we have crafted our compensation and benefits package to offer employees...
-
Operations Support Specialist III
1 month ago
Jackson, United States Conagra Brands Full timeJob SummaryThe Operations Support Specialist provides administrative, technical, and specialized support for the Continuous Improvement Department. This includes but is not limited to coordinating CSD activities for the site, driving the Conagra skills and validation programs, working with all department owners to identify development opportunities for our...
-
Wealth Management Banking Officer
2 weeks ago
Jackson, Mississippi, United States First Interstate Bank Full time**If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal . This role is integral to our banking services. What Matters Most to You We understand that your career is just one part of a fulfilling and complex life. That’s why we have crafted our compensation and benefits package to offer employees and...
-
Wealth Management Banking Officer
2 weeks ago
Jackson, Mississippi, United States First Interstate Bank Full time**If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal . This role is pivotal in delivering exceptional banking services. What Matters Most to You We recognize that your career is just one part of a fulfilling and intricate life. Therefore, we have crafted our compensation and benefits package to offer...
-
Wealth Management Banking Officer
2 weeks ago
Jackson, Mississippi, United States First Interstate Bank Full time**If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal . This role is situated within our esteemed banking institution. What Matters Most to You We recognize that your career is just one facet of a fulfilling, intricate, and demanding life. That’s why we have crafted our compensation and benefits...
-
Wealth Management Banking Officer
2 weeks ago
Jackson, Mississippi, United States First Interstate Bank Full time**If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.** This role is focused on providing exceptional banking services to a diverse clientele. What Matters Most to You We understand that your career is just one part of a fulfilling and intricate life. That's why we have tailored our compensation and...
-
Jackson, United States BankPlus Full timeAt BankPlus, we strive to add value for our employees, customers and shareholders. We are a high-performing TEAM committed to fulfilling promises, building lasting relationships, and making dreams come true. All current employees must have a performance rating of Outstanding or High-Performing to be eligible to post for a position. General Position...
-
Inventory Operations Manager
2 days ago
Jackson, Mississippi, United States WIS Inventory Solutions Full timeJob Title: Inventory Operations ManagerWIS Inventory Solutions is seeking a highly skilled and experienced Inventory Operations Manager to lead our inventory operations team. As a key member of our leadership team, you will be responsible for overseeing and optimizing inventory operations to drive business growth and excellence.Key Responsibilities:Lead a...
-
Operations Support Specialist III
4 weeks ago
Jackson, United States Conagra Brands Full timeJob Summary The Operations Support Specialist provides administrative, technical, and specialized support for the Continuous Improvement Department. This includes but is not limited to coordinating CSD activities for the site, driving the Conagra skills and validation programs, working with all department owners to identify development opportunities for our...
-
IT Support Specialist Jackson, MS
2 months ago
Jackson, United States VOLT Management Full timeThis Position is for an IT Support Specialists with a remote location in Jackson, MS. Immediately hiring IT Support Specialists - Remote Jackson, MS Spokane, Washington. As an IT Support Specialist you will: Provide support services to internal and/or external users for software, applications, hardware, and telecommunications related issues. Troubleshoot...
-
Client Services Specialist
2 weeks ago
Jackson, Mississippi, United States Mom to Virtual Assistant Full timePosition OverviewWe are seeking a dedicated Client Services Specialist for a prominent insurance firm. This role is essential in ensuring client satisfaction and operational efficiency. If you are passionate about providing exceptional service, we encourage you to consider this opportunity.Key Responsibilities- Facilitate the creation of financial strategies...
-
Technical Operations Specialist
5 days ago
Jackson, Ohio, United States HCL Technologies Full timeJob DescriptionJob Title: Technical Operations SpecialistJob Summary:We are seeking a highly skilled Technical Operations Specialist to join our team at HCL Technologies. As a Technical Operations Specialist, you will be responsible for ensuring the smooth operation of our IT services, including device management, mobility, and remote access.Key...
-
HR Operations Specialist
2 weeks ago
Jackson, Michigan, United States Technique Inc Full timePOSITION SUMMARY/OBJECTIVE Under the guidance of the Director of Human Resources, the HR Operations Specialist will oversee the daily activities of the HR department. This role will contribute to the formulation and execution of an innovative and effective recruitment strategy, management of employee data processes, oversight of time and attendance systems,...