Teams at Greenleaf Trust

Supports senior wealth management advisors by executing trades, maintaining financial planning systems, rebalancing portfolios, preparing client wealth management plans, analyzing asset allocations, and managing portfolio updates. The role also provides eMoney expertise, supports client needs, coordinates with advisors and internal teams, contributes to process improvement, and participates in assigned projects. Regular office attendance and travel of up to 10% are required.

Supports senior wealth management advisors by executing trades, maintaining financial planning systems, rebalancing and managing client portfolios, preparing wealth management plans, and supporting client meetings. The role also drives process improvements across wealth management platforms, develops expertise in eMoney, coordinates portfolio implementation, collaborates with client service teams, and participates in assigned projects.