- Raymond James Financial, Inc. (St. Petersburg, FL)
- …processing and incentive compensation. * Principles of banking and finance and securities industry operations . * Strong knowledge of Microsoft Office ... applications. **Skill in** * Communicating with all levels of management. * Analyzing financial information. * Must be able to navigate basic databases and other systems. * Analyzing expenses and evaluating the impact on financial statements. * Organizational… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …procedures used in the industry. + Principles of estate planning, trusts and securities industry operations . + Financial markets and products. + Effectively ... managing client relationships. + Strategic planning as part of client retention focus. + Gathering and compiling information and data. + Preparing and delivering written and oral presentations. + Operating standard office equipment and using required software… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …compliance. + Strong understanding of the principles of banking and finance and securities industry operations . + Advanced knowledge of financial markets and ... products. + Management of internal and external regulatory exams and audits. **Skill in** + Managing compliance programs. + Integrating and aligning compliance processes and procedures with business processes. + Providing support and guidance for compliance… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and data management and governance. + Principles of banking, finance and securities industry operations , and familiarity with accounting and finance related ... topics. + General familiarity with risk and control framework of Category IV financial institution. + Concepts of business analytics and familiarity with business intelligence tools such as Python, Tableau, Qlik, MS Power BI, MS Teams, SharePoint, etc. +… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and data management and governance. + Principles of banking, finance and securities industry operations , and familiarity with accounting and finance related ... topics + General familiarity with risk and control framework of Category IV financial institution. + Concepts of business analytics and familiarity with business intelligence tools such as Python, Tableau, Qlik, MS Power BI, MS Teams, SharePoint, etc. +… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …knowledge of managed account practices. + Principles of banking and finance and securities industry trading and operations . + Knowledge of products, including ... equities, ADRs, ETFs, UCITs, and Mutual Funds. + Financial markets and investment products and services. + Mathematical ability sufficient to calculate transactions accurately and efficiently. + Intermediate Excel experience. + Advanced analytical skills:… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …knowledge of managed account practices. + Principles of banking and finance and securities industry trading and operations . + Financial markets and investment ... products and services. + Mathematical ability sufficient to calculate transactions accurately and efficiently. + Intermediate Excel experience. **Skill in** + Advanced analytical skills; analyze data to draw logical conclusions and interpret results for use in… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Experience Requirements:** + Bachelor's degree (BA) in a related discipline in retail securities sales, sales management, operations , or compliance. ~or~ + Any ... equivalent combination of experience, education, and/or training approved by Human Resources. **Licenses/Certifications:** + SIE preferred, provided that an exemption or grandfathering cannot be applied. + Series 7, 66, 24 Required within 18 or a maximum of 24… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …knowledge of managed account practices. + Principles of banking and finance and securities industry trading and operations . + Knowledge of products, including ... equities, ETFs, and Mutual Funds. + Financial markets and investment products and services. + Mathematical ability sufficient to calculate transactions accurately and efficiently. + Intermediate Excel experience. **Skill in:** + Advanced analytical skills:… more
- Santander US (Miami, FL)
- I-Banking Pre & Post Trade Equities Operations , Associate Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator ... possibilities **We Want to Talk to You!** **Essential Functions/Responsibility** The Equites Operations Associate is plays a crucial role in supporting the lifecycle… more