Client Trust Advisor
5 days ago
We are seeking an experienced Trust Relationship Officer to join our team at Greenleaf Trust. As a key member of our client-facing team, you will be responsible for building and maintaining strong relationships with our clients, providing expert advice and guidance on trust and estate planning, and ensuring seamless delivery of our services.
The estimated salary for this position is $90,000 - $120,000 per year, depending on experience and location.
Main Responsibilities:- To ensure effective administration of trusts under the terms of the governing trust documents, including collecting income or proceeds from sales of assets and depositing them in trust accounts.
- To oversee all account receipts and disbursements, and to ensure that appropriate and relative account documentation is on file.
- To facilitate effective reporting and communication to clients and other interested parties.
- To provide continuous support to new clients throughout the account transfer process.
- To educate clients and trust beneficiaries on the terms and requirements of the trust.
- To assist with seminar content development in areas of expertise.
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Estate and Trust Tax Consultant
7 days ago
Kalamazoo, Michigan, United States Greenleaf Trust Full timeWe are looking for an experienced Estate and Trust Tax Consultant to join our team at Greenleaf Trust. In this role, you will be responsible for providing expert advice on tax matters related to trusts and estates, working closely with our Tax Leadership team to analyze and verify data for Form 1099 client reporting, assist with the review of trust tax...
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Estate Settlement Coordinator
3 weeks ago
Kalamazoo, Michigan, United States Greenleaf Trust Full timeAbout This RoleAs a key member of our Estate Settlement Team, you will be responsible for coordinating the efforts and workflow of the team while providing exceptional service to beneficiaries, teammates, and professional advisors.Key Responsibilities:Administrative Support: Provide daily administrative support to the Estate Settlement Team, including tasks...
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Strategic Portfolio Leadership Position
3 weeks ago
Kalamazoo, Michigan, United States Greenleaf Trust Full timeJob OverviewThe Greenleaf Trust is seeking an experienced Senior Portfolio Manager to join its team. This role will be based in Grand Rapids, MI or Kalamazoo, MI.Job DescriptionThis Strategic Portfolio Leadership position serves as a key member of the Client Centric Team and reports directly to the Wealth Management Team leadership. The ideal candidate will...
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Build Your Career in Financial Services
2 days ago
Kalamazoo, Michigan, United States Thrivent Full time**Job Description**We're seeking a self-disciplined, independent, and driven individual to join our team as a Thrivent Financial advisor.As a financial advisor, you'll guide Christians on their journeys to financial clarity, empowering lives of service and faith.You'll provide personal, actionable, and achievable advice, connecting clients to Thrivent's...
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Institutional Portfolio Strategist
1 week ago
Kalamazoo, Michigan, United States Greenleaf Trust Full timeAbout the Role">This position serves as a key member of our Institutional Team, responsible for managing and executing complex investment strategies on behalf of institutional clients. The ideal candidate will possess strong analytical and communication skills, with experience in managing large-scale portfolios.">Key Responsibilities:Develop and implement...
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Tax Specialist
21 hours ago
Kalamazoo, Michigan, United States Plante & Moran, PLLC Full timeCompany Overview:">We are Plante & Moran, PLLC, a leading audit, tax, consulting, and wealth management firm. Our mission is to provide exceptional service to our clients while fostering a culture of diversity, equity, and inclusion.Salary:">The estimated annual salary for this role is $120,000 - $150,000, commensurate with experience.Job Description:">We...
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Home Health Support Specialist
2 days ago
Kalamazoo, Michigan, United States CAREWATCH OF MICHIGAN HOME CARE Full timeJob Description: CAREWATCH OF MICHIGAN HOME CARE is urgently hiring an experienced Home Health Support Specialist to join our team in Kalamazoo, MI. As a Home Health Support Specialist, you will provide personalized care to seniors in their homes, focusing on enhancing their quality of life. This role requires a caring and patient individual who can build...
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Insurance Industry Sales Specialist
3 weeks ago
Kalamazoo, Michigan, United States Liberty National Life Full timeJob OverviewGlobe Life Liberty National Division is expanding its sales team, seeking driven professionals to make a positive impact in their communities.A leader in the insurance industry since 1900, Globe Life Liberty National Division provides affordable life and supplemental health insurance through in-home and workplace sales. Our mission is to deliver...
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Financial Services Representative
1 week ago
Kalamazoo, Michigan, United States Bankers Life Full timeAbout UsBankers Life has been a trusted name in the financial services industry for over 140 years. We pride ourselves on our commitment to providing affordable insurance solutions and exceptional customer service.Job SummaryWe are seeking highly motivated individuals to join our team of Insurance Agents and Financial Representatives. As a Bankers Life...
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Medical Staffing Professional
23 hours ago
Kalamazoo, Michigan, United States Premier Medical Staffing Services Full timePremier Medical Staffing Services is a leading healthcare staffing firm seeking an experienced medical professional for a travel nursing opportunity in Michigan.About the OpportunityThis 13-week assignment offers a chance to work with a dynamic team in a state-of-the-art facility. As a Med Surg / Telemetry RN, you will provide high-quality patient care and...
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Travel Nurse Opportunity in Michigan
24 hours ago
Kalamazoo, Michigan, United States Premier Medical Staffing Services Full timeAre you looking for a challenging travel nurse opportunity? Premier Medical Staffing Services has a rewarding position available for a skilled Travel Nurse in Kalamazoo, Michigan. With a focus on Med Surg / Telemetry care, this 13-week assignment offers a competitive salary and a tax-free stipend.About the Job:Salary: $120-$150 per hour (dependent on...
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Nurse Travel Specialist
3 weeks ago
Kalamazoo, Michigan, United States Premier Medical Staffing Services, LLC Full timeJob OverviewPremier Medical Staffing Services, LLC is seeking an experienced Medical Surgical/Telemetry Registered Nurse to fill a challenging travel nursing position in Kalamazoo, MI.About the PositionThis 13-week assignment offers a competitive weekly salary of $1989 and the opportunity to work with a reputable healthcare facility in a dynamic...
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Kalamazoo, Michigan, United States Premier Medical Staffing Full timePremier Medical Staffing is a leading healthcare staffing firm seeking a highly skilled travel nurse RN Med Surg / Telemetry professional for a rewarding assignment in Kalamazoo, Michigan.Job SummarySpecialty: Med Surg / TelemetryDiscipline: RNDuration: 13 weeks36 hours per weekShift: 12 hours, daysEmployment Type: TravelOur client offers a competitive pay...
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Registered Nurse Telemetry Specialist
3 weeks ago
Kalamazoo, Michigan, United States Host Healthcare Full timeAbout the OpportunityHost Healthcare is seeking a skilled Registered Nurse to fill a Telemetry position in Michigan. As a trusted partner in the healthcare industry, we provide our nurses with unparalleled support and resources.Job SummaryThis 13-week contract will involve working 12-hour shifts, 36 hours per week, on nights. The ideal candidate will possess...
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Nurse Specialist for Operating Room
3 weeks ago
Kalamazoo, Michigan, United States AHS Staffing Full timeAHS Staffing is a leading provider of travel nursing solutions, seeking a skilled Nurse Specialist to fill a critical role in our Kalamazoo, Michigan office.This position offers an excellent opportunity for a dedicated and compassionate professional to make a meaningful impact in the lives of patients and families.We are committed to providing a personalized...
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Kalamazoo, Michigan, United States GHR Healthcare Full timeOverviewGHR Healthcare is a leading provider of travel nursing services, offering unique opportunities for healthcare professionals to advance their careers. Our mission is to deliver exceptional care and support to our clients and candidates alike.Job SummaryWe are currently seeking an experienced Telemetry RN to join our team on a 12-week contract basis in...
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Kalamazoo, Michigan, United States Premier Medical Staffing Services, LLC Full timeAbout Our CompanyPremier Medical Staffing Services, LLC has been a trusted leader in healthcare staffing for years. Our commitment to delivering exceptional results drives us to continuously improve our services and support our clients and candidates.At Premier Medical Staffing Services, we understand the importance of building meaningful relationships...
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Kalamazoo, Michigan, United States Britt Medical Search Full timeAbout Britt Medical SearchWe are a leading physician-led recruitment agency dedicated to connecting talented medical professionals with exciting opportunities in top-notch healthcare facilities. Our mission is to provide exceptional service and support to our clients and candidates alike, fostering long-term relationships built on trust and...
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Medical Dialysis Nurse
3 weeks ago
Kalamazoo, Michigan, United States Healthcare Support Full timeHealthcare Support is a leading healthcare employment partner seeking a medical dialysis nurse for a 13-week contract position in Kalamazoo, Michigan.About the JobJob Type: Local ContractDuration: 13 weeksHours per Week: 36 hoursShift: 12 hours, days and eveningsThis is a chronic role with guaranteed hours and opportunities for overtime pay. Additional...
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Kalamazoo, Michigan, United States ADEX Healthcare Staffing LLC Full timeJob OpportunityADEX Healthcare Staffing LLC is currently seeking a highly skilled Registered Nurse to fill a challenging travel assignment in Kalamazoo, Michigan.Estimated Salary: $120-$150 per hourAbout the RoleWe are looking for a dedicated and compassionate Registered Nurse with experience in Telemetry care to join our team. This is a 13-week travel...