- UMB Bank (Milwaukee, WI)
- …, which manages the daily accounting, tax, audit, administration, and operational tasks for mutual fund and collective trust clients. As the ** Fund ... daily calculation of the net asset value for multiple mutual funds , as well as, performing the...a full day capacity or from 8 am to 3 pm **Compensation Range:** Minimum: $25,640.00 - Maximum: $59,330.00… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …**Educational/Previous Experience Requirements:** * Bachelor's degree with at least three ( 3 ) years of securities related experience. ~or~ * An equivalent ... combination of education, experience and/or training approved by Human Resources. **Licenses/Certifications:** * Securities Industry Essentials (SIE) Exam may be required **Job:** Operations **Primary Location:** US-FL-St. Petersburg-Saint Petersburg **Other… more
- Principal Financial Group (Des Moines, IA)
- **What You'll Do** You will provide mutual fund transaction processing and maintenance services to mutual fund shareholder accounts. Success in this ... origin, disability, or veteran status. **Posting Window** We will accept applications for 3 full days following the Original Posting Date, after which the posting… more
- City of Lakeland (Lakeland, FL)
- HR Specialist or HR Analyst - Employee Engagement and...457 Plan: A voluntary plan that is invested in mutual funds . The Employees' Pension Board performs ... the due diligence on the mutual funds . Employees may reallocate their account at any time. Maximum contribution for 2024 is $23,000; employees aged 50 or older… more
- BMO Financial Group (IL)
- …+ Execute trades on client account open request (eg, the purchase of mutual funds or other brokerage products) + Facilitate customer asset transfers ... segment -Support service requests based on investment solutions from a product set ( mutual funds , fixed income, certificates of deposit, managed asset allocation… more
- BlackRock (Princeton, NJ)
- …CFA preferred + Minimum 3 + years as an experienced Model, ETF, or mutual fund wholesaler (external) + Strong financial services background with knowledge of ... suite of strategies from Model Portfolios, iShares ETFs, and mutual funds to Alternatives, SMAs and sub-advisory...Model Portfolios. The scope of their role will include 3 core elements: (1) Be the authority on Model… more
- Atria Wealth Solutions (San Diego, CA)
- …+ Answer questions that cover a wide scope, including, questions about mutual funds , stocks, bonds, UITs, policy and procedures, complex questions ... with them. We are looking for an Operations Support Specialist with superb customer service skills to join our...St, 13202 This position is eligible for Hybrid of 3 office days 2 home days after specified training… more
- BlackRock (San Francisco, CA)
- …a variety of product structures, including individual and institutional separate accounts, mutual funds and other pooled investment vehicles, and the ... Representing a full suite of strategies from Model Portfolios, iShares ETFs, and mutual funds to Alternatives, SMAs and sub-advisory relationships, USWAs mandate… more
- Guardian Life (Bethlehem, PA)
- …of wealth management topics such as new account setups, transfer of assets, mutual funds and annuities, stocks and bonds, qualified and non-qualified plans, ... career with our financial services and wealth management team. **You have:** + 3 + years in a high-touch, service or operations environment preferred. + Strong… more
- Festival Foods (WI)
- …benefits and programs. Job Summary Job Title:Training and Execution Specialist FLSA Status:SalaryReports To:Department Senior Director The Training and Execution ... Specialist must possess strong leadership, training, and communication skills....enable individuals with disabilities to perform the essential functions.* 3 + years of experience in a leadership level role… more
- MyFlorida (Tallahassee, FL)
- PROGRAM SPECIALIST IV - DOE - 48001140 Date: Sep 21, 2024 The State Personnel System is an E-Verify employer. For more information click on our E-Verify Website ... No: 828291 Agency: Department of Education Working Title: PROGRAM SPECIALIST IV - DOE - 48001140 Pay Plan: SES...the Division of Public Schools on program/curriculum issues of mutual interest/responsibility. * Serves as the Division's liaison to… more
- Festival Foods (WI)
- …associate benefits and programs. Job Summary Job Title: Accounts Receivable Specialist FLSA Status: Hourly Reports To: Accounting Operations Manager The Accounts ... Receivable Specialist assists Accounting Leadership with administrative, accounting and bookkeeping...are paid weekly, providing more frequent access to their funds . Part-time store associates are paid a $1 premium… more
- Boston College (Chestnut Hill, MA)
- …employees, an operating budget of $1.4 billion, and an endowment in excess of $ 3 .5 billion. **Job Description** As we embark on Soaring Higher: the Campaign for ... to!) your Boston College experience! The Fiscal and Operations Specialist reports to the Senior Fiscal & Operations ...supporting backup for all University Advancement budgets + Verifies funds in Program budgets prior to originating vouchers or… more
- Festival Foods (WI)
- …associate benefits and programs. Job Summary Job Title: Asset Protection Specialist FLSA Status: Hourly Reports To: Market Asset Protection Manager Reporting ... adequate notice to find a replacement for occasional absences. QUALIFICATIONS + 1- 3 years of leadership experience preferred. + Ability to solve practical problems… more
- Air National Guard (Aurora, CO)
- …joining the Colorado Air National Guard, please contact Recruiting Office Supervisor at ###. 3 . PCS funds are not available (unless otherwise stated). 4. Be ... TITLE 32 EXCEPTED SERVICE POSITION. This National Guard position is for a SECURITY SPECIALIST , Position Description Number D0755000 and is part of the CO 140 SFS,… more
- United Rentals (Charlotte, NC)
- **_Great company. Great people. Great opportunities._** As a Training Specialist for Business Development (BDR), you will be responsible for designing, delivering ... help you achieve your goals. Additional duties include the following: + Deliver 3 week on-boarding program for Business Development Representative new hires + You… more
- Manulife (AZ)
- …financial services industry. + Demonstrated knowledge of 529 college savings plans and mutual funds . + Excellent communication and presentation skills. + Able to ... Our generous paid time off program in the US includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where… more
- MetroLink (Los Angeles, CA)
- …of experience supervising a team in a finance department in environment that uses grant funds and/or is an enterprise fund . + A combination of training, with a ... + Collaborate with SCRRA managers and departments to accomplish mutual organizational and departmental objectives. + Facilitate collaboration and...a finance department in an environment that uses grant funds and/or is an enterprise fund . How… more
- Morgan Stanley (New York, NY)
- …Services, Client Onboarding, Fund Services, Transfer Agency Function, Mutual Funds , Alternative Investments *Understanding of financial market products ... strategic vision for a group of specialists or varied specialist functions within allocated budget * Address highly complex...such as funds , equity, fixed income, derivatives, and alternatives#LI-JO1 *What you'll… more
- City of Lakeland (Lakeland, FL)
- …Employer 15.39% Deferred Compensation 457 Plan: A voluntary plan that is invested in mutual funds . The Employees' Pension Board performs the due diligence on the ... upholding the City's Mission, Vision, and Values. The Safety Specialist reviews work through periodic conferences, observations, reports, and... mutual funds . Employees may reallocate their account… more