Greenleaf Trust Jobs in United States

Manage client relationships to perform activities related to our role as trustee agent andor custodian. · your role in serving clients and assisting divisions includes: · responsible for proactive client contact providing high touch communication and service to clients. · help cl ...

The Facilities and Real Estate Manager is responsible for overseeing the day-to-day maintenance, operations, safety and improvement of the building, · grounds, · and related infrastructure for our Kalamazoo location. They must also facilitate the same building standards for our e ...

Provide plan administration and participant recordkeeping services for retirement plans serviced by Greenleaf Trust. Broad responsibilities include analysis of plan documents, set-up of plans on internal recordkeeping system, processing of daily transactions... · ...

We are seeking a Business Analyst to model a culture of innovation and positive communication. · Responsibilities include system/application administration and management with business process requirements as well as the implementation of strategic and tactical software related ...

Job Description: · The ideal candidate will provide plan administration and recordkeeping services for retirement plans, requiring strong communication skills and proficiency in Office 365. · Understand plan documents · Process transactions · Prepare reports · ...

Partners with leadership to model a culture of innovation, positive communication, and division efficiencies. · ...

We adhere to the highest standards of fiduciary excellence while providing customized solutions and highly personal service to our clients. · ...

+p>Manage client relationships to perform activities related to our role as trustee agent or custodian.Client Service: · Responsible for proactive client contact providing high touch communication and service to clients.+ · + · +Help clients define their needs goals and objective ...

A financial services firm in Kalamazoo is seeking a Recordkeeping Analyst to provide plan administration and recordkeeping services for retirement plans. Responsibilities include understanding plan documents, processing transactions, and preparing reports. The ideal candidate wil ...

+Job summary · The Facilities and Real Estate Manager is responsible for overseeing the day-to-day maintenance, · +ResponsibilitiesFacilities and Property Management · +Talents, knowledge, skills and abilities required for this position include:A high level of professionalism wit ...

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A financial advisory firm located in Midland, Michigan, is seeking an experienced Wealth Management Advisor. This role involves managing client relationships, providing high-touch service, and developing personalized investment strategies. Ideal candidates must have a Bachelor's ...