Monitoring, processing and following up on asset transfers and on initial and subsequent funding of advisory accounts Implementing initial and subsequent asset allocation trades.
November 08, 2022
Demonstrated ability to effectively manage all facets of the analytical project lifecycle (data exploration, hypothesis testing, code development, testing/validation, model deployment, etc.
December 28, 2022
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.
February 24, 2023
Handle client requests according to established procedures - deposits, transfers, distributions, reporting, address changes on Wealth Management and Bank systems.
March 02, 2023
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.
March 27, 2023
Review inbound & outbound flagged and/or unflagged e-mails to ensure the content of electronic communications are appropriate and meet regulatory standards.
April 04, 2023
Manage weekly financial reporting process for Trust & Estates, including production and flexibility to adapt to evolving business focus.
April 11, 2023
Support Bankers during the sales process and ongoing client management, which includes reviewing and building pitch books, coordinating information and communication with clients and execution of client needs.
April 12, 2023
