- Lincoln Financial (Charlotte, NC)
- …controls and efficiencies. . Act as Business Resource for various teams within Fund Administration Operations (FAO). This includes assisting with issue ... data filings to ensure they are filed timely and accurately. . Assures fund administration compliance with the Investment Company Act of 1940 as well as the… more
- City National Bank (Raleigh, NC)
- …Investment Banking activities for CNB's Capital Markets, Registered and Unregistered Fund Vehicles, Support Functions ( Operations , Compliance, Risk)Thrives in a ... of focus and involvement include: Personal and Employee Benefit Trust Administration , Retirement and Custody Services, Specialty Wealth Assets, Investment Advisory,… more
- City National Bank (Raleigh, NC)
- …Banking activities for CNB's Capital Markets, Registered and Unregistered Fund Vehicles, Support Functions ( Operations , Compliance, Risk). Additionally, ... the Wealth Management platform: Personal and Employee Benefit Trust Administration , Retirement and Custody Services, Specialty Wealth Assets, Investment Advisory,… more
- HCA Healthcare (Asheville, NC)
- …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 ... relative to medical conference participation and training program outreach operations , including but not limited to; composing conference related correspondence,… more
- Bank of America (Charlotte, NC)
- …movement of financial and client information and data. Key responsibilities include fund setup, client identification data, pricing, and cost basis reporting. A Job ... expectations include providing quality service and effective operations support for internal business partners and external clients....will serve as a senior role on the Conversion Specialist team which will include various tasks and projects.… more