- Lincoln Financial Group (Columbus, OH)
- …accounting + A minimum of 3 years of accounting, financial reporting/analysis experience in mutual fund , insurance, or public accounting environment + Mutual ... operations for Lincoln's insurance company separate accounts and Lincoln fund of funds trade operations . This position will serve as a resource to team… more
- Atria Wealth Solutions (San Diego, CA)
- …their clients and develop meaningful relationships with them. We are looking for an Operations Support Specialist with superb customer service skills to join our ... + Answer questions that cover a wide scope, including, questions about mutual funds, stocks, bonds, UITs, policy and procedures, complex questions concerning account… more
- Bank OZK (Little Rock, AR)
- …the Investment, Administrative, PHI and Operations departments . + Reconciles ex-date mutual fund positions daily. + Processes and monitors ACAT and NON ACAT ... request. + Provides backup and cross-team support for other functions within the Operations department of the Trust and Wealth Division. + Maintains good punctuality… 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 ... 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 new… more
- Citizens (Johnston, RI)
- …responsible for opening/maintaining brokerage accounts, performing trades for equity/fixed income/ mutual fund clients and assisting clients with money ... of Columbia. The role of Wealth Management - Brokerage Client Service Specialist provides candidates with an introduction into the world of Investments Products… more
- Veterans Affairs, Veterans Health Administration (Bettendorf, IA)
- Summary The Health System Specialist develops administrative programs and procedures for their assigned VA Clinic(s) within the Iowa City VA Health Care System. This ... position independently oversees the coordination of operations among the specifically assigned VA Clinic(s) and toward the goal of providing quality and timely… more
- State of Montana (Helena, MT)
- …of Administration. Our foundation of success is having effective working relationships, built on mutual trust and respect. We will challenge you to be the best you ... of the state fall under one workers' compensation insurance carrier, Montana State Fund , and through their agencies receive varying degrees of support for injury… more
- MetroLink (Los Angeles, CA)
- …decisions. + Prepare analytical and statistical reports on assigned project operations and activities. + Monitor and evaluate departmental staff performance to ... + Collaborate with SCRRA managers and departments to accomplish mutual organizational and departmental objectives. + Facilitate collaboration and communication… more
- Comerica (Detroit, MI)
- …list of waived securities on Envestnet platform. * Work with Envestnet, Trading and Mutual Fund unit to co-ordinate trade corrections and work with the field ... member of the Command Center, the Trading Platform Systems Specialist role will be responsible for middle and back...approved) strategies and products. * Monitor trading files for mutual funds, collective funds and equities daily. Address issues… more
- HCA Healthcare (Nashville, TN)
- …short-term disability coverage and leaves of absence) + Employee Health Assistance Fund that offers free employee-only coverage to full-time and part-time colleagues ... engagement guidance and requirements to Product/Project teams and ITG Field Operations teams (eg, Application Administrators, Clinical Analysts, Provider Solutions … more
- Ascensus (Kingman, AZ)
- …and field inquiries + Directs Trust Administrators with the processing of stock and mutual fund trades, wire transfers, checks, plan sub accounting, and various ... reconciliation processes + Works closely with Senior Management, Trust Administrators, Operations , Financial Analysts and Attorneys to perform services + Presents… more
- United Rentals (Charlotte, NC)
- …staff to work collaboratively and cooperatively; ensure efficiency of operations ; and oversee personal and professional goal development. **Requirements:** + ... Business or related field. Master's degree preferred + Certified Leave Management Specialist (CLMS) certification helpful + 5+ years of direct leave of absence… more
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