Top 11 Financial advisor Jobs in Columbus, Ny

Client Services Administrator - Project Finance Agency Services
Deutsche Bank —Columbus, NY
- $65,000 - $101,500 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- Mid-level
- Office
- Health insurance
- Work from home
Product & Solutions Analyst
Deutsche Bank —Columbus, NY
- $78,000 - $110,000 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
- Health insurance
- Work from home
Operations Expert
Deutsche Bank —Columbus, NY
- $65,000 - $107,250 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Health insurance
- Work from home
Operations Analyst
Deutsche Bank —Columbus, NY
- $80,000 - $110,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Office
- Finance
- Health insurance
- Work from home
Financial Consultant
Community Financial System, Inc. —Oneonta, NY
- $66,000 - $108,804 a year
- Full-time
- 18 years or older
- Computer literacy
- Mid-level
- Paid holidays
- Health insurance
GCC US NBFI Coverage - Director
Deutsche Bank —Columbus, NY
- $190,000 - $299,500 a year
- Full-time
- Hybrid work
- Writing skills
- Office
- Finance
- Health insurance
- Work from home

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Financial Advisor (Training and Licensing Provided)
Northwestern Mutual —Columbus, OH
*Educate*—Educate yourself beyond training with sponsored licensing and registration as well as ongoing development. Bonus programs and expense allowances.
$65,000 - $200,000 a year
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Wealth Management Trainee (OH)
Bankers Life —Columbus, OH
Continuous support with tech tools, marketing leads, and team collaboration. This is an entry-level exam administered by the Financial Industry Regulatory…
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financial advisor jobs near columbus, ny

Client Services Administrator - Project Finance Agency Services

Deutsche Bank -
Columbus, NY

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Job Details

Full-time
$65,000 - $101,500 a year

Benefits

Health insurance
Work from home
Parental leave
Retirement plan

Qualifications

Cross-functional collaboration

Full Job Description

Job Description:

Job Title Client Services Administrator - Project Finance Agency Services

Corporate Title NCT

Location New York, NY

Overview

Provide agency services (account bank, collateral agent, administrative agent, and trustee) on a diverse portfolio of project finance/structured finance transactions

What We Offer You

A diverse and inclusive environment that embraces change, innovation, and collaboration
A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
Employee Resource Groups support an inclusive workplace for everyone and promote community engagement
Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits

Educational resources, matching gift, and volunteer programs

What You’ll Do

Support team in managing a wide range of transactions for international and domestic clients, varying in complexity from account bank to multi-role transactions with multiple deliverables
Identify, receive, transfer, invest and disburse trust and agency funds pursuant to the terms of the legal contracts (investment using internal and external investment firms, money movement via Fed Wires, Swift and ACH; set up of payments)
Monitor transactions to verify borrowers’ compliance with reporting requirements
Interface with various internal departments such as Operations, Business Control and Compliance
Ensure that all weekly, by-monthly and monthly reporting and systems updates are reviewed, approved and complete (overdraft, ticklers, deal events, annual account reviews, etc.)
Responsible for ensuring excellent service is provided to all clients
Manage risk through strict adherence to internal policies and procedures

Skills You’ll Need

Ability to multi-task and excellent attention to detail.
Strong interpersonal and verbal/written communication skills.
Works collaboratively within the organization, as well as independently

Skills That Will Help You Excel

Experience in Project Finance and/or Corporate Trust
Experienced in trust accounts’ daily activity management
Familiar syndicated loan structures, collateral & security trustee services and administrative agent functions
Proficiency with software such as Outlook, Microsoft Excel and PowerPoint

Expectations

It is the Bank’s expectation that employees hired into this role will work in the New York, NY office in accordance with the Bank’s hybrid working model.

Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion.

The salary range for this position in New York, NY is $65,000 - $101,500. Actual salaries may be based on a number of factors including, but not limited to, a candidate’s skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration.

Deutsche Bank Benefits

At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That’s why we are focused on providing benefits and perks that enable our colleagues to live authentically and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more!

Learn more about your life at Deutsche Bank through the eyes of our current employees: https://careers.db.com/life

The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank’s California Privacy Notice, please email [email protected] .

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We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.

Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.

We welcome applications from all people and promote a positive, fair and inclusive work environment.

Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law. Click these links to view Deutsche Bank’s Equal Opportunity Policy Statement and the following notices: EEOC Know Your Rights ; Employee Rights and Responsibilities under the Family and Medical Leave Act ; and Employee Polygraph Protection Act .

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Refine Your Search

financial advisor jobs in columbus, ny

Client Services Administrator - Project Finance Agency Services

Product & Solutions Analyst

Operations Expert

Operations Analyst

Financial Consultant

GCC US NBFI Coverage - Director

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I want to receive the latest job alert for financial advisor in columbus, ny

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