- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Securities Operations Specialist as part of the Investment Support Services team within Wealth and Investment ... lifecycle support tasks and help identify opportunities for process improvements within Securities Operations + Review basic or tactical issues, policies or… more
- City National Bank (Newark, DE)
- *INVESTMENT OPERATIONS SECURITIES SPECIALIST SENIOR* WHAT IS THE OPPORTUNITY? The Senior Securities Specialist will support responsibilities assigned ... 6 years of experience with procedures, practices and regulations governing trust- securities operations . *Skills and Knowledge* * Requires interpretation and… more
- Commerce Bank (Kansas City, MO)
- …of the compensation range for some roles. This compensation range is for the Senior Securities Specialist - Wealth Operations job and contemplates a wide ... Demonstrate subject matter expert (SME) level knowledge of traded securities asset types as well as securities ...traded securities asset types as well as securities activities such as securities trading, … more
- Commerce Bank (Kansas City, MO)
- …of the compensation range for some roles. This compensation range is for the Senior Securities Specialist - Wealth Operations job and contemplates a wide ... IRA Pricing Review + Research and make informed decisions related to Worthless Securities + Monitor various pricing and asset set-up reports to ensure accuracy and… more
- JPMorgan Chase (Columbus, OH)
- …leader in investment and wealth management. **Job Summary:** As an SBL Senior Specialist in Wealth Management Operations , you will support JP Morgan Wealth ... their wealth across generations, working closely with lending advisory, operations , risk, and finance. The Securities Based...lending advisory, operations , risk, and finance. The Securities Based Lending (SBL) team manages a high volume… more
- Truist (Wilson, NC)
- …review the following job description:** JOB SUMMARY This position supports the Securities Operations unit for the Wealth Management business. This includes ... requested. + Act as Subject Matter Expert (SME) for Securities Operations for processes assigned. + Respond...business related field + Certification as a Certified Trust Operations Specialist or equivalent. + Some project… more
- Commerce Bank (Kansas City, MO)
- …compensation range for some roles. This compensation range is for the Senior Income Specialist - Wealth Operations job and contemplates a wide range of factors ... is to monitor and ensure timely posting of all securities related dividends, interest, call/maturity, pledge and principal pay-down...subject matter expert (SME) on matters relating to traded securities asset types as well as securities … more
- Commerce Bank (Kansas City, MO)
- …range for some roles. This compensation range is for the Senior Corporate Actions Specialist - Wealth Operations job and contemplates a wide range of factors ... Demonstrate subject matter expert (SME) level knowledge of traded securities asset types as well as securities ...traded securities asset types as well as securities activities such as securities trading, … more
- Federal Home Loan Bank of Boston (Boston, MA)
- Senior or Lead Bank/Treasury Operations Specialist Location Boston Apply Now ... Position Summary The internal job title will be Senior or Lead Bank Operations Specialist . This position is classified as sensitive. Sensitive positions are… more
- PNC (Pittsburgh, PA)
- …have an opportunity to contribute to the company's success. As an Accounting Specialist Senior within PNC's Capital Markets Finance organization, you will be based ... PNC Capital Markets forward. PNCCM is registered as a securities broker and dealer, and we provide support to...management. Key stakeholders include Bank Accounting, LOB Finance, Risk, Operations , Compliance and Legal. * Participate in the annual… more
- Deloitte (Cincinnati, OH)
- Manager/ Specialist Master, Operations & Technology Transformation, Insurance, Guidewire Integration & Configuration What we do Operations and Technology ... in the world, serving over 90% of Fortune 500 banking, insurance, securities , investment management, and real estate companies. Candidate profile The ideal candidate… more
- Deloitte (Mechanicsburg, PA)
- Manager/ Specialist Master, Operations and Technology Transformation, Guidewire Data Architect What we doOur Operations and Technology Transformation team ... largest in the world, serving over 90% of Fortune 500 banking, insurance, securities , investment management, and real estate companies. Recruiting for this role ends… more
- MUFG (Tempe, AZ)
- …of our recruitment team will provide more details. **Job Summary:** The Operations Technical Learning Specialist will develop and execute internal learning ... the entire department by collaborating with management, product managers, Commercial Loan Operations Services, Trade Service Operations , Payment Operations ,… more
- Truist (Atlanta, GA)
- …This role is responsible for processing transactions that supports Derivative Trading, Securities Trading, Loan Trading or Agency Services Lines of Business within ... Capital Markets Operations . Major responsibilities include working on core operational tasks including Client On-Boarding, Trade Capture, Securities Settlement… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …Bancorp. Mitigate risk of loss and regulatory risk incurred by Fifth Third Securities . Responsible and accountable for risk by openly exchanging ideas and opinions, ... + Approves or rejects a subset of business processes including rollovers, securities and / or insurance transactions for the broker-dealer, investment advisor and… more
- Regions Bank (Hoover, AL)
- …the system. **Job Description:** At Regions, the Wealth Management Middle Office Specialist provides back office support for the Wealth Management business segment. ... the Closely Held Group), Custody Services, Fees, Corporate Trust Operations and Natural Resources and Real Estate (NRRE) ...pending trades to allow for the timely settlement of securities trades by SEI + Administers bond payments and… more
- US Bank (St. Paul, MN)
- …growth - and reward the journey** US Bank is hiring for a _Custody Operations Specialist_ to support our Custody Operations Trust Income team. Some ... service level agreements. + Reconcile and balance income events for Federally held securities in both the Trust 3000 and SWP systems. + Actively review and… more
- US Tech Solutions (Newark, NJ)
- …hire)** Employment Type: W-2** **Job Description:** + We're seeking a Corporate Actions Operations Specialist to join our dynamic team for a contract ... Mandatory events, Fixed Income, Class Actions, Bankruptcy, Proxy and physical securities processing + Provide exceptional client service to our outsourcing clients… more
- Broadridge Financial Solutions (Newark, NJ)
- …come join the Broadridge team. Broadridge is hiring! Were seeking a Corporate Actions Operations Specialist to join our dynamic team for a contract opportunity. ... Mandatory events, Fixed Income, Class Actions, Bankruptcy, Proxy and physical securities processing + Provide exceptional client service to our outsourcing clients… more
- Charles Schwab (Orlando, FL)
- …owning every client interaction through clients' eyes. As a **Banking Ops Senior Specialist ** , you will promote client loyalty by providing the highest quality ... Qualifications: + 3+ years' experience in client service or operations with brokerage/financial industry required. Preferred Qualifications: + Bachelor's degree… more