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Client Service Associate
Callahan Financial Planning is seeking to hire a Client Service Associate. This position will work in a high-quality service environment within the financial services industry. They will be responsible for a wide variety of client processes and communications while having awareness of operational processes to achieve the client’s needs. Must have a basic understanding of finance, investments, and investment products. Preferred education and/or experience includes: 2+ years' experience interacting with
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Financial Planner
Callahan Financial Planning is seeking to hire a Financial Planner. The Financial Planner cultivates relationships and provides financial planning and investment advice to high-net-worth clients. This includes comprehensive planning of client's entire financial situations, including investments, retirement planning, estate planning, income taxes, and risk management. Preferred education and/or experience includes bachelor's degree. 2+ years' experience in interacting with clients in a direct financial
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Seasonal Administrative Assistant
Collins Consulting, located within TS Bank in Treynor, Iowa, is seeking to hire a Seasonal Administrative Assistant for the upcoming tax season. This position is responsible for directing clients and visitors for Collins Consulting Service, answering phones, collecting and organizing tax paperwork, and assisting with general duties during the tax season of January through April. Work is performed within bank and regulatory policies and procedures and some independent judgment and decision-making is
TS Bank
Trust Officer
TS Prosperity Group is seeking to hire a Trust Officer. This role oversees the administration of a portfolio of accounts and provides proactive, high-level service to current and prospective clients. Education and/or experience preferred includes: Possess a four-year college degree from an accredited university or institution with a major area of study in business administration, finance, or comparable discipline. Possess a minimum of 2 to 4 years of professional work experience in fiduciary
TS Banking Group
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