- JPMorgan Chase (Charlotte, NC)
- Become an integral part of the Asset & Wealth Management- Private Bank team where you will have the opportunity to work in a fast-paced organization and each day ... quality. As an Executive Assistant in Asset & Wealth Management- Private Bank , you will need to work...external meetings + Arrange and coordinate complicated domestic and international travel + Organize all aspects of internal and… more
- Celonis (Raleigh, NC)
- …cash balance and complete daily cash model + Assist and manage opening bank accounts, change of authorized signers to streamline global banking structure to help ... currency management + Support in Administration and management of investment management + Support in cash flow and currency...experience and familiarity with cash instruments + Experience with bank administration and bank account maintenance +… more
- Santander US (Miami, FL)
- …funds from their account(s). * Resolve client's inquiries such as loan request, investment orders, statement reviews, and other, and resolve any complaint. * Respond ... information and receiving instructions. **Operations** Keep 360 updated * Process investment proposals, prepare activity reports, upload documents to secure inbox,… more
- Santander US (Miami, FL)
- …reports, and manage overdraft monitoring and resolution. **Investments** + Update client investment profiles and assist with proposals, online POs and manual POs in ... Mobile Apps, Online Transfers, and Digital POs in line with bank initiatives. **Education:** Bachelor's degree required or equivalent experience **Business… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …segments ( Private Client Group and Asset Management, Capital Markets, Bank and International Businesses) Reporting into Technology, this position serves ... strategic planning materials for senior technology and business leaders, shaping investment decisions and enterprise risk posture. + Lead transformation initiatives… more