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Tax Specialist
Accounting/Finance · Greenleaf Trust · Kalamazoo, MIWhat is this job about? The Tax Specialist is responsible for providing proactive support for tax information requests from the organization, clients, and CPAs. Analyzes and verifies data for Form 1099 client reporting. Assists with the review ...2 days ago on ApplicantPro, TalentPlusHireTools -
Trust Relationship Officer - Kalamazoo
Jobs · Greenleaf Trust · Kalamazoo, MIWhat's This Job All About? The Trust Relationship Officer is responsible for managing client relationships to perform activities relative to our role as trustee, agent and/or custodian. What You'll Be Doing Principal Accountabilities: ...2 days ago on ApplicantPro, TalentPlusHireTools -
Trust Operations Specialist
Jobs · Greenleaf Trust · Kalamazoo, MIWhat you will be doing: Account opening - Establishing new accounts by creating agreements and related documentation and entering account information in trust administration system. Account maintenance - Accurately maintain accounts, including ...2 days ago on ApplicantPROTools -
Wealth Management Associate
Management & Exec · Greenleaf Trust · Kalamazoo, MIWhat's This Job All About? The Wealth Management Associate p rovides day to day support of the Senior Wealth Management Team. This role is responsible for executing trades, maintaining various financial planning systems, portfolio rebalancing a...1 week ago on ApplicantProTools -
Relationship Service Associate - Retirement Plan Division
Jobs · Greenleaf Trust · Kalamazoo, MIThe Relationship Service Associate serves as an assistant for various clients serviced by the Director of the Retirement Plan Division and Relationship Managers. Responsible for administrative support and coordinating the efforts and workflow of t...1 week ago on ApplicantProTools -
Associate Manager Selection Analyst
Accounting/Finance · Greenleaf Trust · Kalamazoo, MISupport research, analysis, selection and monitoring of third-party investment managers. The Associate role will support work efforts of more senior team members and work with other members of the research team to provide robust manager diligence,...1 week ago on ApplicantProTools -
Family Office Portfolio Manager - Grand Rapids
Admin/Clerical · Greenleaf Trust · Grand Rapids, MIWhat's This Job All About? In coordination with Family Office team members, responsible for developing investment policy statements, family wealth blueprints, determining asset allocation, coordinating investment selection and implementation, a...1 week ago on ApplicantProTools -
Team Service Coordinator - Grand Rapids, MI
Customer Service · Greenleaf Trust · Grand Rapids, MIWhat is this job about? The Team Service Coordinator is responsible for coordinating the efforts and workflow of the Client Centric Teams while providing comprehensive, proactive service to external clients and co-workers. Duties are carried ou...1 week ago on ApplicantPROTools -
Governance Associate
Jobs · Greenleaf Trust · Kalamazoo, MIWhat is this job about? The Governance Associate provides services that support the organization's governance, risk, and compliance posture along with Greenleaf's core values of integrity, accuracy and fiduciary excellence. Furthers the culture...1 week ago on ApplicantPROTools