Accountant/Senior Accountant

Kalamazoo

Description

Responsible for the day-to-day accounting for the organization to include maintaining accounting principles, practices and procedures to ensure accurate and timely financial reporting; meeting tight deadlines and completing a multitude of accounting activities including timely disbursement of funds, recording journal entries and assisting with various other projects in accounting. Bachelor’s degree or higher in Accounting or Finance with minimum 5 years accounting/finance experience or equivalent education and experience. Knowledge of Sage 50 preferred.

If you are interested in this position, please submit your resume to: Human Resources at hr@greenleaftrust.comPlease put your last name and ACTG-K0113 in the subject line of the email.

Chief Fiduciary Officer

Kalamazoo

Description

Supervise and lead Greenleaf Trust’s fiduciary best practice policies and procedures with respect to our fiduciary roles for clients and beneficiaries of Irrevocable and Revocable Trusts; teach estate planning law and fiduciary roles.

Requirements: J.D. degree with masters in tax preferred; experience as estate planning attorney essential; some teaching experience beneficial.

REF#: (your last name)-CFIO0911

Trader

Kalamazoo

Description

Under limited supervision, execute various investment vehicle trades including individual equities, ETF’s, mutual funds, options and fixed income. This role works with trade instructions from the Research Team and the Wealth Management Advisors. In addition, this role is responsible for developing and maintaining brokerage relationships and ensuring optimal execution of all trading.

If you are interested in this position, please submit your resume to: Human Resources at hr@greenleaftrust.com. REF#: (your last name) TRDR-K0212/Kalamazoo

Trust Relationship Officer

Kalamazoo

Description

Manage client relationships to perform activities relative to our role as trustee, agent and/or custodian.

Requirements: Bachelor’s degree; minimum 3 years experience in estate planning, trust administration, and customer service, or equivalent education and experience required; Experience with client support, wealth management, trust administration, and sales in a service-related field helpful.

If you are interested in this position, please submit your resume to: Human Resources at hr@greenleaftrust.com. REF#: (your last name) TRO0911/Kalamazoo

Wealth Management Advisor

Kalamazoo

Description

Responsible for creating and implementing wealth management plans, portfolio management, regularly scheduled portfolio review meetings and coordination with other advisors of the client to provide portfolios that meet client objectives. The position would often require full day or overnight travel, up to 20% of time, to meet with clients outside of the general area.

If you are interested in this position, please submit your resume to: Human Resources at hr@greenleaftrust.comPlease put your last name and WMA-K0316 in the subject line of the email.

Wealth Management Associate

Kalamazoo

Description

Responsible for creating and implementing wealth management plans, portfolio management, regularly scheduled portfolio review meetings and coordination with other advisors of the client. The Wealth Management Associate will provide general support to the various Senior Wealth Management Advisors, but will also be provided with a mentor of whom they will shadow while completing all of the aforementioned responsibilities.

If you are interested in this position, please submit your resume to: Human Resources at hr@greenleaftrust.com Please put your last name and WMASC-K0316 in the subject line of the email.

Associate Fixed Income Analyst

Kalamazoo

Description

Research and recommend various investment vehicles (with a primary emphasis on fixed income – credit analysis and trading) for client investment. Work in a team environment with other Research Analysts with additional responsibility for Research Team data structures, systems maintenance and improvements. The Associate Fixed Income Analyst will be provided with a mentor with whom they will shadow while completing the aforementioned responsibilities.

If you are interested in this position, please submit your resume to: Human Resources at hr@greenleaftrust.com Please put your last name and REF#: (your last name)FIRA-K0712/Kalamazoo in the subject line of the email.