- PNC (Cleveland, OH)
- …valued and have an opportunity to contribute to the company's success. As an Operations Specialist Sr, within PNC's AMG Operations Fees organization, you ... Friday, 7:30 am EST - 4:00 pm EST. An Operations Specialist Sr typically begins the day...across many departments and hierarchies. Prior fund accounting, sub-accounting, securities or trust experience is highly desired but not… more
- Fifth Third Bank, NA (Cleveland, OH)
- …Specialist II provides office management support for registered securities representatives (eg, Investment Executives, or Wealth Management Advisors). Responsible ... to the banking center partners as requested. + Process and follow-up operations duties linked to new/existing accounts, risk management, marketing support, order… more
- KeyBank (Brooklyn, OH)
- …opportunity requiring minimally 2 days in office **Job Summary** The Pricing Operations Lead Specialist is responsible for supporting pricing activities for ... on our accounting system, Global Plus. Timely and accurate pricing ensures securities are valued correctly on customer statements, valued correctly for client fees… more
- KeyBank (Brooklyn, OH)
- … securities /investment management) as well as trust/fiduciary related compliance, operations , and risk management strategies with respect to the execution of ... and risk programs to ensure consistency with current applicable banking and securities rules, regulations, and laws. + Develop and maintain strong, collaborative… more
- Hantz Group (Maumee, OH)
- …you will work as part of a team with Financial Advisors and other Specialist within the organization. The role varies depending on the needs of the financial ... practice but often includes meeting prep, communicating with clients and our operations team to follow up on business flow. Financial Planning Assistants can… more
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