Investment Service jobs in Newark, DE

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INVESTMENT SERVICES ASSOCIATE

Investment Administration: Administration of IRAs.Prepare client portfolio review books for Advisors. Process of client account maintenance requests.Ad hoc requests (i.e. requests for statements, 1099's, copy of trade confirmation...

CompanyCity National Bank
AddressNewark, DE
CategoryRetail
Job typeFull-Time
Date Posted a month ago See detail

Investment Services Associate

City National Bank

Newark, DE

Investment Administration: Administration of IRAs.Prepare client portfolio review books for Advisors. Process of client account maintenance requests.Ad hoc requests (i.e. requests for statements, 1099's, copy of trade confirmation...

Investment Services Account Manager

U.s. Bank National Association

Wilmington, DE

$90,100 - $116,600 a year

Associate's degree, or equivalent work experience Eight to ten years of job-related experience, preferably in institutional trust and/or financial industry Advanced knowledge of trust administration, products and sales Advanced kn...