- City National Bank (Los Angeles, CA)
- * INVESTMENT OPERATIONS SECURITIES SPECIALIST SENIOR* WHAT IS THE OPPORTUNITY? The Senior Securities Specialist will support responsibilities ... 6 years of experience with procedures, practices and regulations governing trust- securities operations . *Skills and Knowledge* * Requires interpretation and… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Securities Operations Specialist . This role is critical for the setup, ongoing support, and expansion of ... WIM Operations . Some of the key responsibilities include: + The Senior Securities Operations Specialist will own the End to End of Workforce Management… more
- City National Bank (Los Angeles, CA)
- *INVST OPERATIONS SECURITIES SPECIALIST * WHAT IS THE OPPORTUNITY? The Securities Specialist will support responsibilities assigned to the Trust ... Minimum 4 years of experience with procedures, practices and regulations governing trust- securities operations . *Skills and Knowledge* * Ability to perform… more
- Commerce Bank (Kansas City, MO)
- …of the compensation range for some roles. This compensation range is for the Senior Securities Specialist - Wealth Operations job and contemplates a wide ... the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come...Demonstrate subject matter expert (SME) level knowledge of traded securities asset types as well as securities … more
- Truist (Wilson, NC)
- …review the following job description:** JOB SUMMARY This position supports the Securities Operations unit for the Wealth Management business. This includes ... requested. + Act as Subject Matter Expert (SME) for Securities Operations for processes assigned. + Respond...business related field + Certification as a Certified Trust Operations Specialist or equivalent. + Some project… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Institutional Investment Operations Specialist Military Apprentice for our Corporate and Investment ... and obtained the required experience of a fully functioning Senior Institutional Investment Operations Specialist **Required Qualifications, US:** + 2+… more
- Wells Fargo (New York, NY)
- **About this role:** Wells Fargo is seeking an Institutional Investment Operations Specialist Military Apprentice for our Corporate and Investment ... proficiency and obtained the required experience of a fully functioning Institutional Investment Operations Specialist **Required Qualifications, US:** + 1+… more
- Citigroup (Jersey City, NJ)
- …perspectives, maintaining a balanced and fresh viewpoint. **Job Family Group:** Operations - Transaction Services **Job Family:** Securities and Derivatives ... **Organization Overview:** Markets Operations represents the evolution and transformation of ...& Collateral Optimization Program for Markets is a multi-year investment initiative with a clear transformation objective. The successful… more
- Fifth Third Bank, NA (Alexandria, KY)
- … Specialist II provides office management support for registered securities representatives (eg, Investment Executives, or Wealth Management Advisors). ... with little exposure to dust, noise, temperature and the like. #LI-JS1 Licensed Investment Support Specialist LOCATION -- Alexandria, Kentucky 41001 Fifth Third… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a(n) Lead Institutional Investment Operations Specialist in Commercial and Corporate & Investment Banking ... issues and achieve goals **Required Qualifications:** + 5+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a… more
- Wells Fargo (Charlotte, NC)
- Job Description **About this role:** Wells Fargo is seeking an Institutional Investment Operations Specialist to join the Funding Operations Team as part ... issues and achieve goals. **Required Qualifications:** + 4+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Institutional Investment Operations Specialist to join the Cash Management team. The Cash Management ... of payments infrastructure. **Required Qualifications:** + 4+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or… more
- Wells Fargo (New York, NY)
- …issues and achieving goals **Required Qualifications** 7+ years of Institutional Investment Operations experience, or equivalence demonstrated through one or ... experience, education. **Desired Qualifications:** + Extensive knowledge and understanding of securities industry + Ability to develop and negotiate solutions to… more
- Regions Bank (Charlotte, NC)
- …Description:** BlackArch Partners is currently seeking a Part Time Accounting & Operations Professional, with the opportunity to transition into an FT Accounting & ... Operations Manager role in the future. This individual will...accompany the transition into a Full-Time role include: + Securities license training + BSA/AML reviews + Client invoicing… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- … strategies and partnership structures. + Principles of banking and finance and securities industry operations . + General accounting principles. **Skill in:** + ... partners, provides detailed written analysis, and presents recommendations to RJAHI investment committee members and investors. + Provide a review and recommendation… more
- Commerce Bank (Kansas City, MO)
- …compensation range for some roles. This compensation range is for the Senior Income Specialist - Wealth Operations job and contemplates a wide range of factors ... resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after more… more
- Wesleyan University (Middletown, CT)
- …to the Director, Operations and Investments, the Fund Operations Specialist will work alongside an eight-person investment team managing a $1.6 billion ... endowment. The Fund Operations Specialist will play a crucial role...reporting, and document administration. Responsibilities Include: All aspects of investment operations , including: + Daily reconciliation of… more
- Citizens (Johnston, RI)
- Description The role of Wealth Management - Wealth Operations Specialist provides candidates with an introduction into the world of Investment Products via ... in our Contact Center. Candidates will be part of an integrated Investment Operations workforce and collaborate with departments responsible for… 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
- Fifth Third Bank, NA (Evansville, IN)
- …Support Specialist I provides office management support for registered securities representatives (eg, Investment Executives or Wealth Management Advisors). ... to the banking center partners as requested. + Process and follow-up operations duties linked to new/existing accounts, risk management, marketing support, order… more