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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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 high ...

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 ...