Wealth Management Client Investment Administrator Camden National CorporationWealth Management Client Investment AdministratorPortland, ME$51,600–$75,700 / yearEnsure that accounts have proper documentation and/or coding for existing or new clients (i.e., non-guidance holdings, concentration holdings, IPS forms, address changes, statement addresses, investment guidelines, fees, etc.). The statements contained herein reflect general details as necessary to describe the principle functions for this job, the level of knowledge and skill typically required, and the scope of responsibility, but should not be considered an all-inclusive listing of work requirements.
First National Investment Services Program Manager (Damariscotta or Bangor) The First Bancorp, Inc.First National Investment Services Program Manager (Damariscotta or Bangor)Damariscotta, MEEnsure that sales staff maintain network of outside and internal referrals sources, including individuals and organizations likely to produce investment referrals such as attorneys, accountants, real estate brokers and other business professionals; ensure that strong business relationships are maintained with these referral sources and that they have current information on investment planning products and services. Sell investment planning products and services (when appropriate licenses are active) personally only up to a set maximum number of existing clients, with a written service plan and with approval as reasonable and justifiable as determined by regional/group management according to established policies, procedures and applicable legal and regulatory guidelines.
NewEndowments and Foundations Investment Consultant Marsh & McLennan Companies IncEndowments and Foundations Investment ConsultantPortland, ME$122,400–$244,800 / yearWe aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. Marsh (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries.
NewEndowments And Foundations Investment Consultant Marsh & McLennan Companies, Inc.Endowments And Foundations Investment ConsultantPortland, ME$122,400–$244,800 / yearWe aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. Marsh (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries.
Administrative Assistant - Investment Firm Springborn StaffingAdministrative Assistant - Investment FirmPortland, MEOther duties: receive mail/packages, make copies, all phone reception and transfer, and may provide light support for meeting prep for the administrative team. Old Port Investment Firm has a need for a temporary support at the administrative reception desk of Portland branch.
Portfolio Data Analyst - Portfolio Data Feeds AddeparPortfolio Data Analyst - Portfolio Data FeedsPoland, MEContribute to the evolution of Addepar's financial concordance solutions to better serve our clients and cement Addepar's role as the outstanding integrator of market traded and alternative asset investments. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo.