- Guardian Life (Pittsfield, MA)
- The RIA Operations Specialist will serve as the expert on all aspects of our managed account model management and trading platform, as well as all associated ... custody, clearance, and order execution processing. The Operations Specialist will intimately understand how our...as point of contact for customer inquiries from our Investment Advisers, 3rd Party sponsors, and other internal Guardian… more
- Insight Global (Omaha, NE)
- …wealth management and financial advising company is looking to add a Billing Operations Specialist to their Billing team: Responsibilities will include: Ensure ... analytical-related experience. Minimum 2 years in a general office setting Experience with RIA Billing Plusses: Experience with Orion software null We are a company… more
- Insight Global (Omaha, NE)
- …wealth management and financial advising company is looking to add a Billing Operations Specialist to their Billing team: Responsibilities will include: Ensure ... . Skills and Requirements 2 years of experience in an office setting RIA Billing experience Salesforce reporting experience High Proficiency in Excel 401k Experience… more
- JPMorgan Chase (Columbus, OH)
- …advisors across multiple channels, including Independent Broker Dealer, Wealth Management, and Registered Investment Advisor . + Develop and maintain strong ... range of investment strategies and services. As a Model Portfolio Specialist within the dynamic team at JPMorgan Asset Management in Columbus, Ohio, you… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …and approval of mutual fund trade corrections, review of new business forms for the Registered Investment Advisor and review of 529 College Savings Plan ... including rollovers, securities and / or insurance transactions for the broker-dealer, investment advisor and insurance agency. + Determines whether transactions… more
- Bankers Trust (Des Moines, IA)
- Wealth Management Project & Audit Specialist Location Des Moines, IA # of openings 1 Apply Now ... readers of the Business Record. Job Summary: The Wealth Management Project & Audit Specialist will play a pivotal role in ensuring the integrity and compliance of… more
- L3Harris (Palm Bay, FL)
- …Palm Bay, FL Job Description: L3Harris is searching for a Senior Specialist Network/Applications Process Engineer to support Operations manufacturing and IT ... increase throughput, reduce defects, and drive success into the Operations organization + Work and perform in parallel with...such as IEC 61131, ANSI B11, NFPA 79, and RIA 15.06 + Experience with writing and developing software… more