- Robert Half Finance & Accounting (New York, NY)
- …to alternative investments . Work directly with third-party custodians (eg, Fidelity ) and platforms (eg, Black Diamond) to reconcile account data and positions. ... deliver exceptional service to high-net-worth clients by managing and reconciling complex investment accounts with accuracy and efficiency. In this role you will… more
- World Insurance Associates, LLC. (Berwyn, PA)
- …the UK World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement ... plan services, and payroll & HR solutions . Position Objective World Investment Advisors (WIA), the financial services division of World Insurance, is looking to… more
- CIBC (San Francisco, CA)
- …prepare well-written correspondence, maintain files for quarterly administrative and investment reviews) + Proactively anticipate and address client needs. Promptly ... degree and/or 3-10 years' experience in trust and account administration and/or investments + Experience in personal tax, financial planning or investment … more
- Robert Half Finance & Accounting (Mountain View, CA)
- …maps, and portfolio reports. + Provide holistic financial advice covering investment management, estate planning, tax strategies, and philanthropic planning. + ... ensuring all action items are completed. + Oversee financial modeling and investment policy execution. + Supervise and mentor Associate Wealth Architects, supporting… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …using tools like MoneyGuide Pro and Social Security Analyzer. + Oversee investment policy implementation and portfolio rebalancing in collaboration with the ... investment team. Team Leadership & Development + Mentor and...administration. + Contribute to internal committees focused on planning, investments , business development, and strategic goals. Operational Excellence +… more
- Stanford Health Care (Palo Alto, CA)
- …salary, based on your years of service. You can choose from a variety of investment options through Fidelity Investments to make your hard-earned dollars go ... that offers competitively priced loans, credit cards, checking accounts, and investment options. Education Assistance We offer tuition assistance and scholarship… more
- JPMorgan Chase (Boston, MA)
- …Custodians ( Fidelity , Schwab, Pershing, Raymond James) + Experience answering investment and investment account management questions + Experience working ... is the intersection between technology and financial services bringing tax smart solutions to our clients globally. **Job summary:** As a 55ip Enterprise Advisor… more
- JPMorgan Chase (Jersey City, NJ)
- …experience across products and services used by teams across the Corporate Investment bank. Leveraging your deep knowledge of design and research practices, along ... AI technology, you will lead strategically important initiatives and develop innovative solutions that align with business requirements and user needs. As a subject… more
- World Insurance Associates, LLC. (Anderson, SC)
- …the UK World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement ... and related retirement solutions , and payroll and human resources outsourcing solutions . World's investments in a broad range of solutions means you can… more
- World Insurance Associates, LLC. (Scottsdale, AZ)
- …the UK World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement ... and related retirement solutions , and payroll and human resources outsourcing solutions . World's investments in a broad range of solutions means you can… more