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Wealth Management Associate - Grand Rapids at Greenleaf Trust
Grand Rapids, Michigan, United States - Full Time
Skills Needed
Wealth Management, Financial Planning, Trading, Portfolio Management, Client Support, Process Improvement, Asset Allocation, Emoney, Client Centric Team, Project Participation, Mentorship, Fiduciary Excellence, Customized Solutions, Trust Administration, Retirement Plan Services, Communication
Specialization
A Bachelor's Degree and 1 year of experience in financial or investment management are required. The role involves ongoing support and collaboration with Senior Wealth Management Advisors.
Wealth Management Associate - Kalamazoo at Greenleaf Trust
Kalamazoo, Michigan, United States - Full Time
Skills Needed
Wealth Management, Financial Planning, Trading, Portfolio Management, Client Support, Process Improvement, Asset Allocation, Emoney, Client Centric Team, Mentorship, Rebalancing, Communication, Analytical Skills, Team Collaboration, Project Participation, Fiduciary Excellence
Specialization
A Bachelor's Degree and 1 year of experience in financial or investment management is required. Equivalent education and experience may also be considered.
Senior Trust Relationship Officer, Team Lead - Delaware at Greenleaf Trust
Greenville, Delaware, United States - Full Time
Skills Needed
Client Service, Wealth Management, Trust Administration, Estate Planning, Investment Management, Tax Planning, Business Development, Fiduciary Excellence, Leadership, Coaching, Communication, Problem Solving, Crm Systems, Financial Accounting, Sales, Team Collaboration
Specialization
A bachelor's degree and a minimum of 7 years of experience in estate planning and trust administration are required. Prior leadership and sales experience in a service-related field are also necessary.
Experience Required
Minimum 5 year(s)
Concierge at Seasons Retirement Communities LP
, , - Full Time
Skills Needed
Communication Skills, Customer Service, Conflict Resolution, Office Procedures, Tact, Diplomacy
Specialization
Candidates must have a basic understanding of office procedures and strong communication skills. A Covid-19 vaccination is mandatory, and a Criminal Record Search will be required.
Facility Equipment Operator I at Clean Harbors External Career Site
Waynoka, Oklahoma, United States - Full Time
Skills Needed
N/A
Specialization
Candidates should have basic knowledge of facility operations and equipment handling. Previous experience in a similar role is preferred but not mandatory.
InSite Project Manager at Clean Harbors External Career Site
Chandler, Arizona, United States - Full Time
Skills Needed
Project Management, Emergency Response, Hazardous Waste Cleanup, Site Remediation, Equipment Decontamination, Hazardous Materials Handling
Specialization
The job requires collaboration with team members, supervisors, and the branch manager. The role involves handling hazardous materials and ensuring safety protocols are followed.
Experience Required
Minimum 2 year(s)
Senior Transit Planner at EXP
Coral Gables, Florida, United States - Full Time
Skills Needed
Transit Planning, Multimodal Transportation, Project Management, Public Engagement, Stakeholder Coordination, Grant Applications, Ridership Forecasting, Travel Demand Modeling, Environmental Impact Analysis, Scheduling, Service Optimization, Mentoring, Technical Expertise, Policy Understanding, Equity Planning, Sustainability
Specialization
Candidates should have a Bachelor’s degree in a relevant field, with a Master’s preferred, and over 20 years of progressive experience in transit planning. Technical skills in transit planning tools and familiarity with FTA processes are essential.
Experience Required
Minimum 10 year(s)
Part Time Route Cleaner at ABM US
Spokane, Washington, United States - Full Time
Skills Needed
Cleaning, Customer Service, Communication, Safety Compliance, Time Management, Attention To Detail
Specialization
Candidates must be at least 18 years old, and no prior experience or education is required. Preferred qualifications include customer service experience and one year of similar work experience.
Full Time Cleaner at ABM US
Lewiston, Idaho, United States - Full Time
Skills Needed
Cleaning, Communication, Customer Service, Safety Compliance, Time Management
Specialization
Candidates must be at least 18 years old, and no prior experience or educational qualifications are required. Preferred qualifications include customer service experience and one year of similar work experience.
Vitruvi Trainer and Support Specialist at ByVerTek LLC
Boca Raton, Florida, United States - Full Time
Skills Needed
Training, Technical Support, Construction Management, Communication, Problem Solving, Microsoft 365, Digital Learning Tools, Organizational Skills, User Assistance, System Administration, User Competency Assessment, Process Documentation, Feedback Gathering, System Configuration, Collaboration, Continuous Improvement
Specialization
Candidates should have a bachelor's degree in a relevant field and 2-4 years of experience in software training or technical support. A strong understanding of construction workflows and excellent communication skills are essential.
Experience Required
Minimum 2 year(s)
Field Service Project Manager at Clean Harbors External Career Site
Phoenix, Arizona, United States - Full Time
Skills Needed
Project Management, Emergency Response, Hazardous Waste Cleanup, Site Remediation, Equipment Decontamination, Hazardous Materials Handling
Specialization
The job requires collaboration with team members, supervisors, and the branch manager. Experience in managing projects related to emergency response and hazardous materials is essential.
Experience Required
Minimum 2 year(s)
Occupational Therapist (OT) at Genesis Administrative Services
Meadville, Pennsylvania, United States - Full Time
Skills Needed
Occupational Therapy, Patient Assessment, Recovery Plans, Collaboration, Patient Education, Adaptability, Independence Promotion, Caregiver Training
Specialization
Candidates must have a Bachelor's degree in an accredited occupational therapy curriculum and initial registration from the National Board for Certification in Occupational Therapy. A valid and unencumbered occupational therapy license is also required in the state of practice.
Wellness Coordinator at Genesis Administrative Services
Houston, Texas, United States - Full Time
Skills Needed
Wellness Coordination, Fitness Training, Program Development, Health Programs, Safety Planning, Equipment Maintenance, Budget Management, Client Services, Relationship Management, Emergency Procedures, Personal Training, Exercise Physiology, Kinesiology, Athletic Training, Health And Fitness, Wellness Programs
Specialization
A bachelor’s and/or master’s degree in exercise physiology, exercise science, kinesiology, or a related discipline is required. Additionally, three years of experience in management or program development in a wellness setting is preferred.
Experience Required
Minimum 2 year(s)
Occupational Therapist (OT) at Genesis Administrative Services
Saint Albans Town, Vermont, United States - Full Time
Skills Needed
Occupational Therapy, Patient Assessment, Recovery Plans, Collaboration, Patient Education, Adaptability, Independence Promotion, Caregiver Training
Specialization
Candidates must have a Bachelor's degree in an accredited occupational therapy curriculum and initial registration from the National Board for Certification in Occupational Therapy. A valid and unencumbered occupational therapy license in the state of practice is also required.
Foreman, Meter Warehouse - (26-WS-813021-015) at DC Water Candidate Experience site
Washington, District of Columbia, United States - Full Time
Skills Needed
Warehouse Management, Inventory Management, Leadership, Communication, Data Analysis, Water Meters, Forklift Operation, Material Handling, Safety Compliance, Technical Problem Solving, Organizational Skills, Customer Service, Quality Control, Team Management, Environmental Awareness, Equipment Maintenance
Specialization
Candidates must have five years of progressive warehouse material handling experience and a high school diploma or GED. Knowledge of water meters and experience in a supervisory role are also required.
Experience Required
Minimum 5 year(s)
Spa Associate at Hand & Stone - 5100 Dallas HWY - Powder Springs, GA
, Georgia, United States - Full Time
Skills Needed
Customer Service, Sales, Communication, Organization, Teamwork, Attention To Detail, Positive Attitude, Flexibility
Specialization
A high school diploma or equivalent is required, and candidates must be at least 18 years old. Strong organizational skills, attention to detail, and the ability to work both independently and as part of a team are essential.
Certified Caregiver - FT Days at Sagewood
Phoenix, Arizona, United States - Full Time
Skills Needed
Caregiving, Medication Administration, Adls Assistance, Customer Care, Communication, Compassion, Sanitary Work Conditions, Activity Participation
Specialization
Current Arizona Caregiver/Med Tech Certificate is required. Must be able to understand and follow instructions in English and provide high levels of customer care with compassion.
Physical Therapist - Children Services - Birth to Three at St. Croix County Career Section
New Richmond, Wisconsin, United States - Full Time
Skills Needed
Child Development, Sensory Integration Theory, Case Management, Service Coordination, Communication, Organizational Skills, Time Management, Attention To Detail, Problem Solving, Confidentiality, Record Keeping, Team Collaboration, Adaptability, Mathematical Computation, Written Communication, Verbal Communication
Specialization
Candidates must be licensed Physical Therapists in Wisconsin with a degree from an accredited program. A valid driver's license and successful background checks are also required.
Server Part Time $16/hr at Clarendale Arcadia
Phoenix, Arizona, United States - Full Time
Skills Needed
Food Service, Customer Service, Teamwork, Communication, Sanitation, Organization, Serving Etiquette, Menu Knowledge
Specialization
A minimum completion of sophomore year in high school is required, along with preferred experience in food service and working with seniors. Candidates must have a Food Handlers Certification and be able to obtain necessary clearances.
Pessoa Operadora Aciaria Lingotamento Plataforma (282772) at ArcelorMittal
Resende, rio de janeiro, Brazil - Full Time
Skills Needed
Equipment Inspection, Safety Procedures, Quality Control, Continuous Casting, Operational Support, Technical Knowledge, Team Collaboration, Problem Solving, Process Optimization, Material Handling, Machinery Operation, Chemical Analysis, Temperature Measurement, Maintenance Coordination, Training Support, Autonomous Planning
Specialization
Candidates should have a basic understanding of operational processes and safety protocols. The position encourages individuals from diverse backgrounds to apply.
Wealth Management Associate - Grand Rapids at Greenleaf Trust
Grand Rapids, Michigan, United States -
Full Time

Start Date

Immediate

Expiry Date

13 Feb, 26

Salary

0.0

Posted On

15 Nov, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Wealth Management, Financial Planning, Trading, Portfolio Management, Client Support, Process Improvement, Asset Allocation, eMoney, Client Centric Team, Project Participation, Mentorship, Fiduciary Excellence, Customized Solutions, Trust Administration, Retirement Plan Services, Communication

Industry

Financial Services

Description
Who We Are At Greenleaf Trust N.A., our teams are dedicated to providing the highest level of comprehensive wealth management services, trust administration and retirement plan services. We adhere to the highest standards of fiduciary excellence while providing customized solutions and highly personal service to our clients. ---------------------------------------- Summary Provides day to day support of the Senior Wealth Management Team. This role is responsible for executing trades, maintaining various financial planning systems, portfolio rebalancing and other items necessary to prepare for client meetings or questions. The Wealth Management Associate will provide general support to the various Senior Wealth Management Advisors, but will also be provided with a mentor of whom they will shadow while completing all of the aforementioned responsibilities. ---------------------------------------- Your Role in Serving Clients and Assisting Divisions Includes: * Execute tasks as needed for Senior Wealth Management Advisors. These tasks include: ongoing trading and financial planning software support, account rebalancing and all other account portfolio maintenance and management of client portfolio duties for assigned Senior Wealth Management Advisors.  * Leverage position to drive process improvement across wealth management, financial planning and trading platforms.  * Become an expert and a go-to resource for the wealth management team with regard to the financial planning tool eMoney. * Create a wealth management plan for prospective clients, which will serve as a framework to the relationship and highlight the objectives of the portfolio. * Implement the wealth management plan using coordination with other advisors, reallocating accounts to the set asset allocation and analyzing other above mentioned wealth management strategy techniques. * Continue to manage client portfolios as set forth in the wealth management plan using asset allocation objectives while satisfying clients' wants, needs and desires. * Work closely with Client Centric Team (CCT) members to support client needs. * Participation in projects as assigned. * Provide general support to Senior Wealth Management Advisors as needed. * All other duties as assigned ---------------------------------------- DEI Commitment Greenleaf Trust is committed to exploring diversity, equity, and inclusion, both within the organization itself, and the communities in which we serve. We continue to seek opportunities to give back and serve, work to ensure our actions are better and more inclusive and to provide opportunities for our team members to uphold the same expectations. ---------------------------------------- Security Responsibilities Employees are required to comply with all information and physical security policies and procedures. Recurring training in information and physical security policies will be provided throughout your period of employment. Participation in the training is required. Refer to the Personnel Information Security Guide and the Information Security Policy Manual for further guidance on information security responsibilities and expectations. ---------------------------------------- Minimum Education / Experience Required * Bachelor's Degree and 1 year experience in financial or investment management; or equivalent education and experience. ---------------------------------------- OTHER * Regular and predictable attendance is required. * Our normal operating hours are Monday through Friday from 8:15 a.m. to 5:00 p.m.
Responsibilities
The Wealth Management Associate provides day-to-day support to the Senior Wealth Management Team, executing trades and maintaining financial planning systems. They will also create and implement wealth management plans for clients while managing their portfolios.
Wealth Management Associate - Grand Rapids at Greenleaf Trust
Grand Rapids, Michigan, United States - Full Time
Skills Needed
Wealth Management, Financial Planning, Trading, Portfolio Management, Client Support, Process Improvement, Asset Allocation, Emoney, Client Centric Team, Project Participation, Mentorship, Fiduciary Excellence, Customized Solutions, Trust Administration, Retirement Plan Services, Communication
Specialization
A Bachelor's Degree and 1 year of experience in financial or investment management are required. The role involves ongoing support and collaboration with Senior Wealth Management Advisors.
Wealth Management Associate - Kalamazoo at Greenleaf Trust
Kalamazoo, Michigan, United States - Full Time
Skills Needed
Wealth Management, Financial Planning, Trading, Portfolio Management, Client Support, Process Improvement, Asset Allocation, Emoney, Client Centric Team, Mentorship, Rebalancing, Communication, Analytical Skills, Team Collaboration, Project Participation, Fiduciary Excellence
Specialization
A Bachelor's Degree and 1 year of experience in financial or investment management is required. Equivalent education and experience may also be considered.
Senior Trust Relationship Officer, Team Lead - Delaware at Greenleaf Trust
Greenville, Delaware, United States - Full Time
Skills Needed
Client Service, Wealth Management, Trust Administration, Estate Planning, Investment Management, Tax Planning, Business Development, Fiduciary Excellence, Leadership, Coaching, Communication, Problem Solving, Crm Systems, Financial Accounting, Sales, Team Collaboration
Specialization
A bachelor's degree and a minimum of 7 years of experience in estate planning and trust administration are required. Prior leadership and sales experience in a service-related field are also necessary.
Experience Required
Minimum 5 year(s)
Concierge at Seasons Retirement Communities LP
, , - Full Time
Skills Needed
Communication Skills, Customer Service, Conflict Resolution, Office Procedures, Tact, Diplomacy
Specialization
Candidates must have a basic understanding of office procedures and strong communication skills. A Covid-19 vaccination is mandatory, and a Criminal Record Search will be required.
Facility Equipment Operator I at Clean Harbors External Career Site
Waynoka, Oklahoma, United States - Full Time
Skills Needed
N/A
Specialization
Candidates should have basic knowledge of facility operations and equipment handling. Previous experience in a similar role is preferred but not mandatory.
InSite Project Manager at Clean Harbors External Career Site
Chandler, Arizona, United States - Full Time
Skills Needed
Project Management, Emergency Response, Hazardous Waste Cleanup, Site Remediation, Equipment Decontamination, Hazardous Materials Handling
Specialization
The job requires collaboration with team members, supervisors, and the branch manager. The role involves handling hazardous materials and ensuring safety protocols are followed.
Experience Required
Minimum 2 year(s)
Senior Transit Planner at EXP
Coral Gables, Florida, United States - Full Time
Skills Needed
Transit Planning, Multimodal Transportation, Project Management, Public Engagement, Stakeholder Coordination, Grant Applications, Ridership Forecasting, Travel Demand Modeling, Environmental Impact Analysis, Scheduling, Service Optimization, Mentoring, Technical Expertise, Policy Understanding, Equity Planning, Sustainability
Specialization
Candidates should have a Bachelor’s degree in a relevant field, with a Master’s preferred, and over 20 years of progressive experience in transit planning. Technical skills in transit planning tools and familiarity with FTA processes are essential.
Experience Required
Minimum 10 year(s)
Part Time Route Cleaner at ABM US
Spokane, Washington, United States - Full Time
Skills Needed
Cleaning, Customer Service, Communication, Safety Compliance, Time Management, Attention To Detail
Specialization
Candidates must be at least 18 years old, and no prior experience or education is required. Preferred qualifications include customer service experience and one year of similar work experience.
Full Time Cleaner at ABM US
Lewiston, Idaho, United States - Full Time
Skills Needed
Cleaning, Communication, Customer Service, Safety Compliance, Time Management
Specialization
Candidates must be at least 18 years old, and no prior experience or educational qualifications are required. Preferred qualifications include customer service experience and one year of similar work experience.
Vitruvi Trainer and Support Specialist at ByVerTek LLC
Boca Raton, Florida, United States - Full Time
Skills Needed
Training, Technical Support, Construction Management, Communication, Problem Solving, Microsoft 365, Digital Learning Tools, Organizational Skills, User Assistance, System Administration, User Competency Assessment, Process Documentation, Feedback Gathering, System Configuration, Collaboration, Continuous Improvement
Specialization
Candidates should have a bachelor's degree in a relevant field and 2-4 years of experience in software training or technical support. A strong understanding of construction workflows and excellent communication skills are essential.
Experience Required
Minimum 2 year(s)
Field Service Project Manager at Clean Harbors External Career Site
Phoenix, Arizona, United States - Full Time
Skills Needed
Project Management, Emergency Response, Hazardous Waste Cleanup, Site Remediation, Equipment Decontamination, Hazardous Materials Handling
Specialization
The job requires collaboration with team members, supervisors, and the branch manager. Experience in managing projects related to emergency response and hazardous materials is essential.
Experience Required
Minimum 2 year(s)
Occupational Therapist (OT) at Genesis Administrative Services
Meadville, Pennsylvania, United States - Full Time
Skills Needed
Occupational Therapy, Patient Assessment, Recovery Plans, Collaboration, Patient Education, Adaptability, Independence Promotion, Caregiver Training
Specialization
Candidates must have a Bachelor's degree in an accredited occupational therapy curriculum and initial registration from the National Board for Certification in Occupational Therapy. A valid and unencumbered occupational therapy license is also required in the state of practice.
Wellness Coordinator at Genesis Administrative Services
Houston, Texas, United States - Full Time
Skills Needed
Wellness Coordination, Fitness Training, Program Development, Health Programs, Safety Planning, Equipment Maintenance, Budget Management, Client Services, Relationship Management, Emergency Procedures, Personal Training, Exercise Physiology, Kinesiology, Athletic Training, Health And Fitness, Wellness Programs
Specialization
A bachelor’s and/or master’s degree in exercise physiology, exercise science, kinesiology, or a related discipline is required. Additionally, three years of experience in management or program development in a wellness setting is preferred.
Experience Required
Minimum 2 year(s)
Occupational Therapist (OT) at Genesis Administrative Services
Saint Albans Town, Vermont, United States - Full Time
Skills Needed
Occupational Therapy, Patient Assessment, Recovery Plans, Collaboration, Patient Education, Adaptability, Independence Promotion, Caregiver Training
Specialization
Candidates must have a Bachelor's degree in an accredited occupational therapy curriculum and initial registration from the National Board for Certification in Occupational Therapy. A valid and unencumbered occupational therapy license in the state of practice is also required.
Foreman, Meter Warehouse - (26-WS-813021-015) at DC Water Candidate Experience site
Washington, District of Columbia, United States - Full Time
Skills Needed
Warehouse Management, Inventory Management, Leadership, Communication, Data Analysis, Water Meters, Forklift Operation, Material Handling, Safety Compliance, Technical Problem Solving, Organizational Skills, Customer Service, Quality Control, Team Management, Environmental Awareness, Equipment Maintenance
Specialization
Candidates must have five years of progressive warehouse material handling experience and a high school diploma or GED. Knowledge of water meters and experience in a supervisory role are also required.
Experience Required
Minimum 5 year(s)
Spa Associate at Hand & Stone - 5100 Dallas HWY - Powder Springs, GA
, Georgia, United States - Full Time
Skills Needed
Customer Service, Sales, Communication, Organization, Teamwork, Attention To Detail, Positive Attitude, Flexibility
Specialization
A high school diploma or equivalent is required, and candidates must be at least 18 years old. Strong organizational skills, attention to detail, and the ability to work both independently and as part of a team are essential.
Certified Caregiver - FT Days at Sagewood
Phoenix, Arizona, United States - Full Time
Skills Needed
Caregiving, Medication Administration, Adls Assistance, Customer Care, Communication, Compassion, Sanitary Work Conditions, Activity Participation
Specialization
Current Arizona Caregiver/Med Tech Certificate is required. Must be able to understand and follow instructions in English and provide high levels of customer care with compassion.
Physical Therapist - Children Services - Birth to Three at St. Croix County Career Section
New Richmond, Wisconsin, United States - Full Time
Skills Needed
Child Development, Sensory Integration Theory, Case Management, Service Coordination, Communication, Organizational Skills, Time Management, Attention To Detail, Problem Solving, Confidentiality, Record Keeping, Team Collaboration, Adaptability, Mathematical Computation, Written Communication, Verbal Communication
Specialization
Candidates must be licensed Physical Therapists in Wisconsin with a degree from an accredited program. A valid driver's license and successful background checks are also required.
Server Part Time $16/hr at Clarendale Arcadia
Phoenix, Arizona, United States - Full Time
Skills Needed
Food Service, Customer Service, Teamwork, Communication, Sanitation, Organization, Serving Etiquette, Menu Knowledge
Specialization
A minimum completion of sophomore year in high school is required, along with preferred experience in food service and working with seniors. Candidates must have a Food Handlers Certification and be able to obtain necessary clearances.
Pessoa Operadora Aciaria Lingotamento Plataforma (282772) at ArcelorMittal
Resende, rio de janeiro, Brazil - Full Time
Skills Needed
Equipment Inspection, Safety Procedures, Quality Control, Continuous Casting, Operational Support, Technical Knowledge, Team Collaboration, Problem Solving, Process Optimization, Material Handling, Machinery Operation, Chemical Analysis, Temperature Measurement, Maintenance Coordination, Training Support, Autonomous Planning
Specialization
Candidates should have a basic understanding of operational processes and safety protocols. The position encourages individuals from diverse backgrounds to apply.