- Raymond James Financial, Inc. (St. Petersburg, FL)
- …improvement analysis and business process management. + Principles of finance and securities industry operations . + Financial markets and products. + Performance ... management. **Skill in** + Analyzing business processes and identifying process improvement opportunities. + Developing complex business cases. + Developing and implementing process improvement methodology. + Implementing processes and procedures for efficient… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …of the Structured Investments industry.* Principles of banking, finance, and securities industry operations .* Financial markets, products, financial advisory ... function, and investment process.* Advanced investment concepts, practices, and procedures used in the industry.* MS Office Applications. **Skill in** * Cultivating and maintaining effective relationships at all levels of the organization.* Excellent verbal… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …platforms of other wealth management firms). * Principles of banking and finance and securities industry operations . * Micro and Macro economics and their impact ... on investment strategies. * Financial markets, products, financial advisory function, and investment process. * MS Office applications. **Skill in:** * Identifying the needs of customers through effective questioning and listening techniques. * Cultivating and… more
- City National Bank (Los Angeles, CA)
- …support and technical documentation. * Principles of banking and finance and securities industry operations . * Business planning and analysis. * Project ... budget interfaces with other accounting systems. * Analysis: Identify and understand issues, problems and opportunities; compare data from different sources to draw conclusions. * Communication: Clearly convey information and ideas through a variety of media… more
- Amentum (Vienna, VA)
- …Experience in the financial services industry, including compliance, asset and wealth management, securities , or banking operations . Amentum is proud to be an ... Equal Opportunity Employer. Our hiring practices provide equal opportunity for employment without regard to race, sex, sexual orientation, pregnancy (including pregnancy, childbirth, breastfeeding, or medical conditions related to pregnancy, childbirth, or… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …cost allocation concepts and practices. + Principles of banking and finance and securities industry operations . **Skill in** + Analyzing financial information. + ... Performing mathematical calculations. + Operating standard office equipment and using required software applications, including word processing, spreadsheets and databases. + Preparing, processing and maintaining transaction documentation, files, and records.… more
- 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. (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
- 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