- System One (Tulsa, OK)
- The Securities Services Operations Specialist I is primarily responsible for all transactional processing supporting Wealth Management accounts on the trust ... or Finance and 1-4 years of directly related experience in a high-volume securities operations environment or equivalent combination of education and experience.… more
- Charles Schwab (Indianapolis, IN)
- …matters including Schwab client tax reporting, cost basis, corporate actions, securities operations , distributions, and client reporting products. Charles ... Schwab's Alternative Investment Custody Services (AICS) assists clients and internal business...Cost Basis, Corporate Actions, Distributions, Proxy, Class Action, and Securities Operations . + Anticipate client issues and… more
- TD Bank (New York, NY)
- …who can provide you more specific details for this role **Job Description:** At TD Securities , the Investment Banking Credit function is an integral part of the ... markets and banking advice and transaction executions worldwide. TD Securities offers its US based employees the advantage of...focused operation, while being part of a major global investment dealer. Confidence in our US operations … more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Institutional Investment Operations Specialist (DTC Team Lead) as part of Corporate and Investment ... issues and achieve goals. **Required Qualification:** + 4+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a… more
- Wells Fargo (Charlotte, NC)
- …Wells Fargo is seeking a Lead Institutional Investment Operations Specialist within the Wells Fargo Securities (WFS) Customer Due Diligence team as ... as a peer mentor **Required Qualifications, US:** + 5+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a… more
- Wells Fargo (Charlotte, NC)
- …begins with you. **About this role:** Wells Fargo is seeking a Senior Lead Institutional Investment Operations Specialist within our Tax Operations team ... expertise to leadership **Required Qualifications, US:** + 7+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or… more
- TD Bank (New York, NY)
- …Location** : United States of America **Hours:** 40 **Line of Business:** TD Securities **Pay Detail:** $150,000 - $200,000 USD TD is committed to providing fair ... works with a broad group of stakeholders such as Origination, Technology, Operations , Treasury, Funding, Change Delivery, Risk, etc. to deliver key strategic payment… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking an **Institutional Investment Operations Specialist ** for the **Foreign Exchange (FX) Operations ** team ... Settlements + Investigations **Required Qualifications:** + 2+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a **Senior Institutional Investment Operations Specialist ** for the **Foreign Exchange (FX) Operations ** team ... Settlements + Investigations **Required Qualifications:** + 4+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Lead Institutional Investment Operations Specialist within the Cash Projection team as part of Corporate and ... serve as a peer mentor **Required Qualifications:** + 5+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a… more
- Lincoln Financial Group (Columbus, OH)
- …of Lincoln Financial Groups (LFG) investment positions to support strategic investment operations and initiatives. **What you'll be doing** * Collaborates ... **The Role at a Glance** This role will provide timely and accurate investment and derivatives data accounting and reporting for the General Account Invested Assets… more
- SMBC (White Plains, NY)
- …and buying channel strategies and operational procedures. Reporting to the Purchasing Operations Supervisor, the Purchasing Operations Specialist plays a ... and supporting purchase transactions through the Coupa system. The Purchasing Operations Specialist supports both internal stakeholders and suppliers with… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …Bancorp. Mitigate risk of loss and regulatory risk incurred by Fifth Third Securities . Responsible and accountable for risk by openly exchanging ideas and opinions, ... + Approves or rejects a subset of business processes including rollovers, securities and / or insurance transactions for the broker-dealer, investment … more
- Atria Wealth Solutions (San Diego, CA)
- …their clients and develop meaningful relationships with them. We are looking for an Operations Support Specialist with superb customer service skills to join our ... 2020) At Atria, we support independent financial professionals and financial institution investment programs so they, in turn, can provide exceptional service to… more
- Library of Congress (Washington, DC)
- …trends. Determines the break-even rate that will justify reinvestment. Recommends daily investment alternatives in government securities to assure the highest ... Division Section, Financial Management Division, Office, Assistant Register and Dir Operations , Copyright Office. Responsibilities Copyright is a form of legal… more
- PNC (Pittsburgh, PA)
- …have an opportunity to contribute to the company's success. As an Accounting Specialist Senior within PNC's Capital Markets Finance organization, you will be based ... PNC Capital Markets forward. PNCCM is registered as a securities broker and dealer, and we provide support to...provide support to the business that offers corporate finance, investment banking and advisory services for our clients. You… more
- DuPont (Newark, DE)
- …in which we work and live. _We have immediate openings for a Utilities Operations Specialist at our Newark-Bellevue site in Delaware._ **WORK SCHEDULE** There ... 12-hour Nights; 6:00 pm - 6:00 am **RESPONSIBILITIES DESCRIPTION** The **Utilities Operations Specialist ** has first line accountability to the Work Activity… more
- Deloitte (Philadelphia, PA)
- Financial Services Risk Management Specialist Master Our practitioners have the opportunity to engage a diverse and challenging portfolio of projects which include ... critical to the success of our clients. As a Specialist Master, you will have opportunities to: + Learn...the following Financial Services industries: consumer or corporate banking, investment banking or capital markets, investment management,… more
- JPMorgan Chase (Columbus, OH)
- …and estates, loans, mortgages, and deposits. **Job Summary** : As an SBL Sr Specialist within Wealth Management Operations , you will be supporting the JP Morgan ... for all aspects of the client experience, working closely with lending advisory, operations , risk, and finance. The Securities Based Lending (SBL) team is… more
- Bank OZK (Little Rock, AR)
- …processing s upport for all cusip research and setup as requested by the Investment , Administrative, PHI and Operations departments . + Reconciles ex-date mutual ... for the Trust and Wealth Division related to certain accounting and securities transactions to include recording (data entry), balancing, reconciling, and reporting… more