- City National Bank (Los Angeles, CA)
- …in a variety of settings. WHAT WILL YOU DO? *Investment Advisory Program Account Administration * * Open Investment Advisory Program accounts and work directly ... client issues and potential problems. *City National Securities Brokerage Account Administration * * Establish new accounts opened... maintenance. * Process money market transfers, fixed income, mutual fund , and equity trades and provide… more
- City National Bank (Los Angeles, CA)
- …for City National Securities (CNS). Process stock, option, fixed income, and mutual fund transactions for clients of City National Securities. Assist ... CNS clients to enter equity, option, fixed income, and mutual fund orders into the National Financial...General Securities Principal *Additional Qualifications* * Knowledge of equities, mutual funds , margin accounts, and options required.… more
- City National Bank (Los Angeles, CA)
- …Finance, or related area or equivalent experience preferred. * Knowledge of Equities, Mutual Funds , Fixed Income, Retirement Accounts, CDARS, 529 Plans, and CNS ... accuracy and compliance. Overseas the risk associated with the operational and administrative aspects of high net worth client servicing and transaction processing.… more
- The County of Los Angeles (Los Angeles, CA)
- …disaster/emergency plans and activities, including the need for provision of mutual aid. Requirements SELECTION REQUIREMENTS: Four (4) years of experience in ... a responsible administrative * or staff** capacity dealing with the investigation and...is defined as: work performed to assist and support administration by doing research, analysis, and making recommendations to… more
- JPMorgan Chase (Palo Alto, CA)
- …Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments + ... and the wider community. **Job responsibilities:** + Own the client onboarding and account maintenance for new and existing clients by interacting with clients to… more
- Banfield Pet Hospital (San Jose, CA)
- …accurate balances and utilizing proper opening and closing procedures. + Conduct administrative functions as necessary. + Other job duties as assigned. THE FIVE ... support the responsibility of others. + Mutuality - A mutual benefit is a shared benefit; a shared benefit...and take care of your needs. + Health Savings Account (HSA): Make the most of your healthcare dollars… more
- Banfield Pet Hospital (San Diego, CA)
- …accurate balances and utilizing proper opening and closing procedures. . Conduct administrative functions as necessary. . Other job duties as assigned. THE FIVE ... support the responsibility of others. . Mutuality - A mutual benefit is a shared benefit; a shared benefit...and take care of your needs. + Health Savings Account (HSA): Make the most of your healthcare dollars… more