Participates in the full cycle recruitment process for the ACT and Intern Programs including executing searches for top-talent, representing the organization at career fairs and recruiting events, on-campus presentations, and one-on-one interaction with potential candidates.
May 12, 2020
Assist clients with account setup and management through the financial planning tool portal.
June 11, 2020
Monitoring, processing and following up on asset transfers and on initial and subsequent funding of advisory accounts Implementing initial and subsequent asset allocation trades.
June 13, 2020
Manage weekly financial reporting process for Trust & Estates, including production and flexibility to adapt to evolving business focus.
July 07, 2020
Develop advisory relationship with clients managed by the CST and work closely with the Managing Director such that an exceptional client experience is delivered to all clients.
August 10, 2020
Demonstrated ability to effectively manage all facets of the analytical project lifecycle (data exploration, hypothesis testing, code development, testing/validation, model deployment, etc.
September 08, 2020
Handle client requests according to established procedures - deposits, transfers, distributions, reporting, address changes on Wealth Management and Bank systems.
September 10, 2020