- Raymond James Financial, Inc. (St. Petersburg, FL)
- …management database is required. * General principles of banking and finance and securities industry operations is preferred. * Federal Reserve entity reporting ... requirements for a bank holding company (FRY-10, FRY-6) is preferred. * SEC Section 16 filing including Form ID, Form 3, Form 4, and Form 5 is preferred. **Skill in:** * Legal research and analyzing facts and information, and resolving problems as they arise *… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …support and technical documentation. + Principles of banking and finance and securities industry operations . + Business planning and analysis. + Project ... budget interfaces with other accounting systems. + MS Project or SmartSheets + Azure DevOps (TFS) or similar + EPM/ERP platforms (Oracle, PeopleSoft, OneStream or HFM) preferred. + Data Warehousing or Finance Data Store Implementations is preferred.… more
- Raymond James Financial, Inc. (Birmingham, MI)
- …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)
- …Utilization of the OneSource Tax Software. + Principles of banking, finance and securities industry operations . **Skill in** + Efficient utilization of OneSource ... tax software suite, RIA Checkpoint, Oracle and Hyperion financial accounting and reporting software + Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, spreadsheets, and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …practices, and procedures of general office concepts and those that govern finance and/or securities industry and trust operations . + Operations and systems ... of assigned functional area. + Process flows within specific assigned functional area. + Regulations for specific assigned functional area. **Skill in:** + Operating standard office equipment and using required software applications to produce correspondence,… more
- KeyBank (Brooklyn, OH)
- …other client service roles. + Demonstrated strong client service skills. + Securities processing and bank operations knowledge. + Excellent analytical, ... fund, and charitable plan client needs. + Client consultation/advocate background. + Securities processing and bank operations knowledge. + Public speaking… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …specialized products. + Advanced principles of banking, trust and finance and securities broker/dealer operations . + Wealth Planning offerings and partnerships, ... including longevity, insurance, and investments relationships. + Detailed and in-depth understanding of Money Guide Pro Elite and Wealth Studios **Skill in** + Excellent problem solving skills to identify the needs of clients through effective questioning and… more
- JPMorgan Chase (New York, NY)
- …with ability to work autonomously and creatively + Strong understanding of custody/ securities services, ideally from operations , product management, or client ... capabilities, and skills** + Experience in product management within custody or securities services + Demonstrated ability to create actionable strategies and drive… more
- Raymond James Financial, Inc. (Memphis, TN)
- …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
- The Estee Lauder Companies (New York, NY)
- …**Experience** + Minimum 20 years of legal experience, with significant exposure to securities law, corporate governance, public company operations and M&A. + ... comms and follow-up actions between the Board, exec leadership, stakeholders Securities Law Compliance *Provide legal counsel on SEC reporting and disclosure… more
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