Midwest Trust Company - Overland Park, KS. As a Senior Trust Officer for Midwest Trust Company, you will play a crucial role in managing and administering trust accounts on behalf of our clients. Your expertise in trust administration, fiduciary responsibilities, and client relationship management will ensure the effective execution of trust services while maintaining compliance with legal and regulatory requirements. Midwest Trust Company is a f...
Purpose. Provides portfolio accounting and related services to the company. Reconciles assigned portfolios, creates reports, and completes projects. Will aid in the training of new associates and provide some oversight of daily processes. Essential Duties / Responsibilities to be performed with or without accommodation. Reconciles assigned portfolios, including portfolio positions, transactions, cash, and cost basis. Participates with the creatio...
Job Title. Portfolio Manager. Reports To : EVP, Managing Director. Work Location. 10700 Research Drive, Milwaukee WI. This position offers flexibility in work locations. The candidate can work from any of our Midwest Trust Company office locations, or remote as an additional option. Purpose. The Portfolio Manager (PM), Trust Investments is responsible for the delivery of investment management services to Midwest Institutional Trust (MITS) clients...
FCI Advisors, a nationally recognized investment advisory firm, is seeking a Portfolio Implementation Specialist in its Shelton, Connecticut office. We offer the opportunity to join a fast-growing business unit, a competitive salary, participation in a bonus pool and an outstanding benefits package. Job Description. The Portfolio Implementation Specialist will be responsible for reviewing client investment portfolios, and then recommending and im...
Description. The. Investment Operations Associate. is a highly skilled support specialist that assists Trust Officers with middle office functions. We offer an outstanding benefits package, including medical, dental, life, disability, 401(k), profit sharing, vacation, sick leave and paid holidays. We pay 100% of the employee medical and dental insurance premiums and make employer health savings account contributions. Primary Responsibilities. Ass...
