Finemark National Bank jobs in Florida

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INVESTMENT ASSOCIATE

Accurately prepares investment proposals and client performance reviews, as requested by Private Wealth Advisors Closely works with back office to reconcile performance, process capital calls, and resolve trade settlement issues P...

CompanyFinemark National Bank
AddressNaples, FL
CategoryRetail
Salary$74.5K - $94.4K a year
Job typeFull-time
Date Posted 4 weeks ago See detail

Investment Associate

Finemark National Bank

Naples, FL

$74.5K - $94.4K a year

Accurately prepares investment proposals and client performance reviews, as requested by Private Wealth Advisors Closely works with back office to reconcile performance, process capital calls, and resolve trade settlement issues P...

Investment Operations Officer

Finemark National Bank

Fort Myers, FL

$68.1K - $86.3K a year

Communicates with custodians, banks, brokers, and third-party vendors to resolve issues related to daily processes, data delivery, trade settlement, and other operational matters. Work closely with existing operations staff to ens...