• Specialist , Mutual Fund

    Lincoln Financial Group (Greensboro, NC)
    …opportunity. **Requisition #:** 73909 **The Role at a Glance** Lincoln is excited to hire a Specialist , Mutual Fund Financial Reporting to join our Fund ... of the securities. The focus of this position is preparing and reviewing Fund Administration Board materials including the ongoing valuation analysis of the… more
    Lincoln Financial Group (11/13/24)
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  • Relationship Manager

    Ascensus (Greensboro, NC)
    …and field inquiries + Directs Trust Administrators with the processing of stock and mutual fund trades, wire transfers, checks, plan sub accounting, and various ... + Reviews agreements and prepare internal documentation to assure proper administration + Meets periodically with contacts, ensure timeliness of client deliverables,… more
    Ascensus (10/09/24)
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