- MUFG (Tampa, FL)
- …are executed properly and promptly. + **Verification:** Review L/C and Amendment Queues in Trade 360 System and ensuring that all L/C's are issued and amendments are ... the internal procedures and compliance requirements. + **Quality Control and Customer Service ** : Provide technical and System support and guidance to staff members,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …providing necessary trade corrections. + Administer team workflow, ensuring timely processing of trade requests. + Perform tax loss harvesting. + Perform ... of managed account practices. + Principles of banking and finance and securities industry trading and operations. + Knowledge of products, including equities, ETFs,… more
- Raymond James Financial, Inc. (Fort Myers, FL)
- …adapt to proprietary computer systems and applications + Significant experience in processing securities typically gained by working for a brokerage firm, ... clients after review meetings + Work with our Client Service Associates and verify accuracy of prepared reports and...computer and systems support + Provide back-up support for trade execution when needed + Periodic special projects as… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …on product guidelines. + Facilitate team workflow from multiple sources, ensuring timely processing of trade requests. + Perform a variety of report generation ... of managed account practices. + Principles of banking and finance and securities industry trading and operations. + Knowledge of products, including equities, ADRs,… more