• Investment Operations Associate - Wealth…

    Robert Half Finance & Accounting (New York, NY)
    …operations or client services experience within wealth management or private banking. Knowledge of Advent Axys , Moxy or APX is advantageous. The role is hybrid ... - Moxy trade entry - Data administration (Updating portfolio accounting system - Advent Axys ) - Ad-hoc requests Requirements Requirements: + 2+ years investment… more
    Robert Half Finance & Accounting (06/26/25)
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  • Fiduciary Operations UHNW Analyst

    Truist (Jupiter, FL)
    …4. Strong knowledge of Accounting and Investment Reporting applications such as Advent Axys , APX, ATWeb (preferred), etc. **General Description of Available ... Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the… more
    Truist (07/02/25)
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