- Rose International (Cincinnati, OH)
- …are set up correctly from the start. These accounts are established to hold assets of mutual funds , exchange traded funds , hedge funds , private equity ... trust and/or financial industry.Preferred Skills/ExperienceThorough knowledge of trust administration, mutual fund products, and sales Thorough knowledge of… more
- Volunteers of America Mid-States (Stanford, KY)
- POSITION TITLE: Peer Support Specialist LOCATION: Stanford, KY (Lincoln) STATUS: Full Time, Hourly, Non-Exempt PROGRAM: Addiction Recovery Services REPORTS TO: ... Packages Life Insurance (company paid) 403b retirement plan with company fund matching Employee discounts *Loan forgiveness options through federal programs… more
- Russell Tobin & Associates (Green Bay, WI)
- …Description Review new account documents and disclosures submitted for brokerage, direct mutual funds , annuity and life accounts according to established ... What are we looking for in our AIS Processing Specialist ? Pride Global/Russell Tobin & Associates is seeking an...reporting to internal audit and external regulators. Ensure all funds are transmitted to third party vendors promptly to… more
- Rose International (Milwaukee, WI)
- …accounting economics, math etc Responsibilities: Responsible for placing and confirming open-ended mutual fund and money market trades on behalf of supported ... departments as required. Establishes and maintains strong working relationships with mutual fund representatives and service providers.Candidate will need to… more
- Amerant Bank (Coral Gables, FL)
- …delivery/receive of securities free of payment which include DTC, Government, Mutual Fund , International transfers, DRS and/or DWAC transfers.Monitoring client ... The Investments TSMO Specialist I is primarily responsible for providing operational support and exceptional customer service to the bank's affiliated broker dealer… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …ongoing sales opportunities\u00A0Your ability to represent multiple product offerings including: Mutual Funds , model portfolios, ETFs, SMAs, Index Funds ... for making in-person sales calls, partnering with your internal partners and specialist teams to drive new business, retain assets and grow market… more
- US Bank (Milwaukee, WI)
- …One. **Job Description** Responsible for the analysis and processing of a variety of complex mutual fund transaction requests for mutual fund companies ... rebooking trades due to pricing errors. Processes conversions, de-conversions and fund liquidations. Researches shareholder requests to ensure compliance with SEC,… more
- Raymond James Financial, Inc. (Memphis, TN)
- …**Hybrid Work Environment:** **40% in-office and up to 60% work-from-home, if desired. Must live within commutable distance from one of our home offices.** **Job ... Summary:** Under minimal supervision and with a high level of autonomy, applies comprehensive subject matter expertise of client and account opening and maintenance department policies, procedures and workflows to lead others and aid in the improvement of… more
- 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...tuition reimbursement; an associate wellbeing program; an associate emergency fund ; and various associate banking benefits. Benefit offerings and… more
- US Bank (Milwaukee, WI)
- …** within **Custody Operations** . This role will be in direct support of the ** Mutual Fund & Portal Trading team** , which together, place live trading for ... both Mutual Funds and Money Markets comprised of...both Mutual Funds and Money Markets comprised of six additional teammates....the role_** + Responsible for placing and confirming open-ended mutual fund and money market trades on… more
- Janus Henderson Investors (Denver, CO)
- …oversight model is delivered to our fund shareholders and other business partners. The fund range comprises mutual funds , hedge funds , ETFs, and ... other non-registered products. + Provide oversight support of fund tax related tax documents including US excise and fiscal returns, K-1 schedules and foreign tax… more
- Vanguard (Wayne, PA)
- …other financial designation preferred. + Prior Audit and Big 4 experience + Mutual fund Reporting experience Special Factors Sponsorship Vanguard is not offering ... The Senior Fund Reporting Specialist reviews the most...analytical review of reports for medium to high complexity funds for accuracy. Validates results and performs control checks… more
- BlackRock (Boston, MA)
- …. The products supported by the team include our open-end mutual funds , certain iShares and closed-end fund products. Role Responsibility + Respond to ... BlackRock-affiliated US Financial Advisors, US Retail shareholders, and Institutional clients holding mutual funds , as well as assistance with BLK employee… more
- JPMorgan Chase (New York, NY)
- …Development team is responsible for designing, developing, and launching new mutual funds within the Six Circles fund complex, as well as supporting and ... teams. + Support all phases of the product development life-cycle to launch new mutual funds , including analysis, investment design, executing on final fund … more
- HSBC (Miami, FL)
- … Fund and Mutual Fund Wrap Program Sales, Offshore Mutual Funds as well as brokerage account opening and account maintenance procedures + ... set manufactured/packaged by AMUS includes but is not limited to: HSBC Funds , domestic and offshore, Managed Solutions platforms (currently Spectrum and Managed… more
- Equitable (Charlotte, NC)
- …The products and services supported are advisory and brokerage accounts - including mutual funds , equities, fixed income, third party managed accounts, and ... and service support (advisory and brokerage accounts - including mutual funds , equities, fixed income, third party...settings - in person and virtually + Managed account, mutual fund , and brokerage experience **Preferred Qualifications:**… more
- TEKsystems (Green Bay, WI)
- Description: Process paperwork for new brokerage, direct mutual funds , annuity and life business and maintenance requests according to established procedures and ... quick resolution to transaction errors and problems. Skills: brokerage operations, mutual fund , financial services, banking operations, Customer service,… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …appear on the respective blotters including but not limited to Stock, ETF's, Mutual Funds , UIT's, Structured Products, Bonds and Options, review of brokerage ... of advisor email correspondence, review of and approval of mutual fund trade corrections, review of new...of the following investment products: Annuities, Stocks, ETF's, ETN's, Mutual Funds , UIT's, Structured Products, Corporate Bonds,… 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
- T. Rowe Price (Baltimore, MD)
- …independently. + In-depth knowledge of ETFs and competing investment vehicles such as mutual funds , separately managed accounts, etc. + Ability to travel (>50%). ... POSITION The position is part of the Exchange Traded Fund (ETF) Group within T. Rowe Price and will...area with rapid innovation and growth. The Senior ETF Specialist will partner with sales associates across Global Distribution… more
