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Relationship Management Associate

Position Summary |
This position is primarily responsible for maintaining client documentation, responding to client inquiries, and collaborating with Relationship Managers in support of serving clients and client acquisition.
Location |
Oklahoma City, OK
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Heritage Book

Heritage Trust Oklahoma Growth Rooted In Trust We bring an unbiased approach to protecting, managing and growing your wealth. With a wide array of services and resources, our professionals are ready to sit down for a conversation to...

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Argent Welcomes Shannon Mercer as Financial Planning Assistant

Argent Financial Group announced today that Shannon Mercer has joined the company as financial planning assistant for the Argent Advisors division in its Monroe office. Mercer will assist Trey Curtis, vice president and investment advisor, in office administration,...

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Travis Gist Joins Argent Mineral Management in Fort Worth

Argent Financial Group, a leading independent fiduciary wealth management firm, today announced that Travis Gist has joined its Mineral Management division in Fort Worth as a mineral manager. Gist, a Fort Worth native, is an accomplished mineral rights and land...

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Relationship Management Associate

Position Summary |
AmeriTrust Investment Advisors, Inc. is looking for a Relationship Management Associate. We are seeking self-starter with strong communication, computer & analytical skills; experience in the investment management business would be a plus. This position will work in our Tulsa office in a team setting and will include administrative and operational duties. This is a full-time position with set hours of 8am to 5pm with occasional overtime, as needed. This is a non-exempt position reporting to Vice President/Operations Manager.
Location |
Tulsa, OK
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