- Robert Half Finance & Accounting (New York, NY)
- …Dataport / etc. - Assist in resolving trade issues across equities, fixed income, mutual funds - Communicate with custodians and/or brokers for trade allocations ... within wealth management or private banking + Knowledge of equities, fixed income, mutual funds + Knowledge of Advent Axys or APX, DTCC, REX, Moxy is… more
- City of Lakeland (Lakeland, FL)
- …Employer 15.39% Deferred Compensation 457 Plan: A voluntary plan that is invested in mutual funds . The Employees' Pension Board performs the due diligence on the ... mutual funds . Employees may reallocate their account at any time. Maximum contribution for 2025 is $23,500; employees age 50 or older can also add a "catch-up"… more
- City of Lakeland (Lakeland, FL)
- …Employer 15.39% Deferred Compensation 457 Plan: A voluntary plan that is invested in mutual funds . The Employees' Pension Board performs the due diligence on the ... mutual funds . Employees may reallocate their account at any time. Maximum contribution for 2025 is $23,500; employees age 50 or older can also add a "catch-up"… more
- City of Long Beach (Long Beach, CA)
- …and we aim to create a workplace culture that encourages open communication, mutual respect, and shared success. Our commitment to LIFE/WORK BLEND - where LIFE ... Candidates should be aware that references will not be contacted until mutual interest is established. has been established. Individuals most qualified for the… more
- Trustmark (Lake Forest, IL)
- …businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ... relationships. Ensures the foundation effectively achieves its mission by allocating funds to impactful organizations that align with Trustmark's mission, all while… more
- Vanguard (Charlotte, NC)
- …+ Product Knowledge: Gain in-depth understanding of our product offerings, including mutual funds , ETFs, and other investment solutions. + Client Relationship ... CIMA, CFP, CFA, CAIA. MBA preferred. + Wholesaling experience selling mutual funds and/or ETFs required. + Bachelor's degree in finance, Business, Marketing,… more
- BlackRock (San Francisco, CA)
- …a variety of product structures, including individual and institutional separate accounts, mutual funds and other pooled investment vehicles, and the ... a full suite of strategies from Model Portfolios, iShares ETFs, and mutual funds to Alternatives, SMAs and sub-advisory relationships, USWAs mandate is to… more
- City of Lakeland (Lakeland, FL)
- …Employer 15.39% Deferred Compensation 457 Plan: A voluntary plan that is invested in mutual funds . The Employees' Pension Board performs the due diligence on the ... mutual funds . Employees may reallocate their account at any time. Maximum contribution for 2025 is $23,500; employees age 50 or older can also add a "catch-up"… more
- Truist (Richmond, VA)
- …in a call center environment. Facilitates trades in general securities - equities, mutual funds , options, fixed income, and UITs and provides quotes, general ... Background and understanding in order processing of equities, options, UITs & mutual funds . + Strong computer skills particularly with Microsoft Excel, Access &… more
- City of Lakeland (Lakeland, FL)
- …Employer 15.39% Deferred Compensation 457 Plan: A voluntary plan that is invested in mutual funds . The Employees' Pension Board performs the due diligence on the ... mutual funds . Employees may reallocate their account at any time. Maximum contribution for 2025 is $23,500; employees age 50 or older can also add a "catch-up"… more