Treasury Operations Manager. GENERAL FUNCTION. The Treasury Operations Manager oversees the daily management of cash inflows and outflows across the organization. This includes optimizing the distribution of funds among mutual funds and various bank accounts. The role is responsible for ensuring that the company’s cash resources are used efficiently to maximize returns, maintain sufficient liquidity, and comply with all regulatory requirements. ....
. JOB DESCRIPTON. . Job Title: Trust Associate. . Department. Salem Trust Division. Location. TMI Salem - Florida. . . FLSA Status. Non. . Exempt. . Last Revision Date. 9/15/2025. . REPORTING STRUCTURE. Reports to the Trust Operations Manager. . GENERAL FUNCTION. The Trust Associate is responsible for performing the administrative and operational tasks necessary to ensure client satisfaction. . MAJOR DUTIES AND RESPONSIBILITIES. . Review a...
Trust Associate. General Job Description. A Trust Associate plays a crucial role in supporting the client relationship management team with administrative and operational tasks. This position requires meticulous attention to detail, strong organizational skills, and the ability to provide exceptional client service. . Essential Duties. Manage client communications, handling routine transactions, and inquiries, ensuring high levels of service. Coo...
POSITION TITLE. Fixed Income Portfolio Manager. COMPANY PROFILE: Argent Financial Group (Argent) is a leading, independent, fiduciary wealth management firm. Responsible for more than $105 billion in client assets, Argent provides individuals, families, businesses, and institutions with a broad range of wealth management services, including trusts and estate planning, investment management, ESOPs, retirement plan consulting, funeral and cemetery...
Assistant-AA/Administration. General Job Description. The Administrative Assistant plays a crucial role in supporting the advisor with administrative and operational tasks. This position requires meticulous attention to detail, strong organizational skills, and the ability to provide exceptional client service. Essential Duties. Serve as the primary point of contact for client service, ensuring timely and accurate responses to client needs. Manag...
General Job Description. Compliance Administrator (CA’s) represents Argent, the Division, and AALS in the community and marketplace. Compliance Administrator will be assigned to review new business. Compliance Administrator will be assigned to maintain compliance reports and platforms. Compliance Administrator will be assigned to track quarterly and annual acknowledgements along with reviewing annual accounts. Essential Duties. Maintain and updat...
General Job Description. Compliance Administrator (CA’s) represents Argent, the Division, and AALS in the community and marketplace. Compliance Administrator will be assigned to review new business. Compliance Administrator will be assigned to maintain compliance reports and platforms. Compliance Administrator will be assigned to track quarterly and annual acknowledgements along with reviewing annual accounts. Essential Duties. Maintain and updat...
Trust Officer. Department: Argent Trust. Supervisor: Market President. General Job Description. A Trust Officer manages a portfolio of fiduciary and investment management accounts for high-net-worth clients, including multi-generational families. This role involves overseeing the administration and business development of complex investment management and trust accounts. The Trust Officer is expected to build and maintain a network of center...
Trust Officer. Department: Argent Trust. Supervisor: Market President. General Job Description. A Trust Officer manages a portfolio of fiduciary and investment management accounts for high-net-worth clients, including multi-generational families. This role involves overseeing the administration and business development of complex investment management and trust accounts. The Trust Officer is expected to build and maintain a network of center...
