• Investment Operations Associate - Wealth…

    Robert Half Finance & Accounting (New York, NY)
    …client services experience within wealth management or private banking. Knowledge of Advent Axys , Moxy or APX is advantageous. The role is hybrid remote requiring 3 ... - Data administration (Updating portfolio accounting system - Advent Axys ) - Ad-hoc requests Requirements Requirements: + 2+ years...equities, fixed income, mutual funds + Knowledge of Advent Axys or APX, DTCC, REX, Moxy is advantageous +… more
    Robert Half Finance & Accounting (06/26/25)
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  • Fiduciary Operations UHNW Analyst

    Truist (Jupiter, FL)
    …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 division of Truist… more
    Truist (07/02/25)
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