- US Bank (Milwaukee, WI)
- …and minimize risks. Responsible for the analysis and processing of a variety of complex mutual fund transaction requests for mutual fund companies and ... more
- US Bank (Milwaukee, WI)
- …Transfer Agent, we act as liaison and provide service to over 200 mutual fund /alternative investment companies and their shareholders. We have numerous ... more
- Neuberger Berman (New York, NY)
- …and Intermediary Oversight Specialist . You will be responsible for administering mutual fund services, fund oversight, and overseeing the intermediary ... more
- Edward Jones (St. Louis, MO)
- …the here and now. **Job Overview** **Position Schedule:** Full-Time The Risk Management Specialist is responsible for the management of the team risk and third-party ... more
- Lincoln Financial Group (Columbus, OH)
- …of financial operations for the insurance company separate accounts and LVIP Trust mutual fund complex. Specifically, this role will have oversight of pricing ... more
- City National Bank (Los Angeles, CA)
- …Bank and SEI Private Trust Company for such transactions as Corporate Actions, Mutual Fund Trades, Trust Settlements and Asset transfers. Additionally, can ... more
- Fifth Third Bank, NA (Cincinnati, OH)
- …of Death designations, review of advisor email correspondence, review of and approval of mutual fund trade corrections, review of new business forms for the ... more
- TEKsystems (Fort Worth, TX)
- …and insurance products (specifically mutual funds, variable annuities, and mutual fund wrap programs) Thorough understanding of the financial industry ... more
- Citizens (Johnston, RI)
- …responsible for opening/maintaining brokerage accounts, performing trades for equity/fixed income/ mutual fund clients and assisting clients with money ... more
- UMB Bank (Milwaukee, WI)
- …services for alternative investments, such as private equity funds, hedge funds, and fund of funds, as well as, mutual funds and collective trusts. ... more
- T. Rowe Price (Colorado Springs, CO)
- …contact for inbound participant service requests + Respond to requests for investment, mutual fund , and account information. Resolve complex account issues + ... more
- Greenwich Country Day School (Greenwich, CT)
- …GCDS is fortunate to have built a large endowment which helps to fund competitive salaries and benefits, a robust professional development program, and reimbursement ... more
- Cherry Bekaert (Columbus, OH)
- …Financing Services Practice (SFS) is seeking an Application Writer and Community Engagement Specialist with a background in the New Markets Tax Credit (NMTC) or ... more
- T. Rowe Price (Colorado Springs, CO)
- …clients through inbound client service requests. Responding to requests for mutual fund /brokerage transactions, providing account information, and influencing ... more
- Ace Hardware (Columbia, SC)
- …Air travel required for this position **Essential Functions of the Retail Execution Specialist II role:** The demands described here are representative of those that ... more
- Arrow Financial Corporation (Glens Falls, NY)
- …> Process enrollment forms, investment elections, and beneficiary forms; create and process mutual fund trade files. > Post dividends and interest to daily ... more
- Ace Hardware (Wilton, NY)
- …with applicable plans and policies._ **Job Description:** Seasonal Part-Time Warehouse Specialist - **Make Your Own Schedule!** At Ace, **"Helpful"** is more ... more
- Charles Schwab (Richfield, OH)
- …to: + Support of Sales team creating proposed investment menus, researching fund availability on Schwab's platform, and providing investment insight in funds ... more
- Bank OZK (Little Rock, AR)
- …by the Investment, Administrative, PHI and Operations departments. + Reconciles ex-date mutual fund positions and Held-Away positions daily. + Processes and ... more
- BlackRock (Princeton, NJ)
- …understanding of internal workflows and the full lifecycle of equity, fixed income, and mutual fund trades across all SMA distribution channels . Monitor risk, ... more