Acrisure: Provides AI-powered insurance, financial, and business risk solutions.
5+ YOECurrent state Life & Health insurance license, strong MS Office skills, 5+ years insurance or business experience, excellent communication, organizational skills, and client service expertise.
Microsoft Word, Microsoft PowerPoint, Microsoft Excel
JTC GroupLondon Stock Exchange: JTC: Global professional services for funds, corporates, and private clients.
0+ YOE0-3 years experience in trust or fiduciary services preferred; knowledge of trust structures and estate planning; strong analytical, communication and client service skills; proficiency with trust management software and Microsoft Office.
First Interstate BankNasdaq: FIBK: Provides community-focused commercial, retail, and mortgage banking services.
7+ YOE7+ years banking experience with supervisory background; ability to manage branch P&L, build client relationships, originate consumer and small business lending, use CRM and digital banking tools.
Edward Jones: Offers investment management and financial planning through local branches.
Provide administrative support to financial advisors, deliver exceptional client service, manage account transactions, and use MoneyGuide, Salesforce, and Microsoft Office.