- Commerce Bank (Kansas City, MO)
- …the compensation range for some roles. This compensation range is for the Accounting Specialist - Wealth Operations & Senior level job and contemplates a ... Ensure all wire related activities are posted to the wealth management accounting system + Assist with...experience required + 1+ years of Finance or Trust Operations experience preferred *Hybrid Schedule: In office 3 days… more
- City National Bank (Jersey City, NJ)
- …knowledge of capital markets products* Develops a general knowledge of the business operations , regulatory and accounting and control environment in which City ... *SR AUDIT MANAGER- WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The ...Capital Markets, Registered and Unregistered Fund Vehicles, Support Functions ( Operations , Compliance, Risk)Thrives in a dynamic team-based environment, effectively… more
- Comerica (Farmington Hills, MI)
- Job Description SR FIN OPS SPECIALIST This position serves as a specialist within the Controller function, specifically the Comerica Securities Financial ... Operations team. The role performs internal and external financial accounting and reporting for Comerica Securities, a FINRA regulated broker-dealer and a… more
- Robert Half Finance & Accounting (Boston, MA)
- Description We are looking for an Operations Analyst for a Wealth Management firm in Boston. This position involves collaborating with financial professionals ... hoc assignments. Requirements Ideal candidates possess 2-5 years of investment operations experience at a registered broker-dealer, hold relevant licenses (SIE and… more
- US Bank (St. Paul, MN)
- …from Day One. **Job Description** The Reference Data Services group is hiring a Custody Operations Specialist 3 to join their Asset Set Up team. Responsible for ... experience **Preferred Skills/Experience** - Basic understanding of regulatory and accounting principles which directly affect Wealth , Corporate, Commercial… more
- Adecco US, Inc. (Dallas, TX)
- **Adecco** is seeking an ** Operations Specialist ** to join the dynamic Investment and Monetary Controls Teams within Global Wealth & Investment Management ... custody and settlement of assets, accurate revenue processing, and essential sub- accounting services. As a Transaction Management Operations Analyst, you'll… more
- Bank OZK (Little Rock, AR)
- …Provides backup and cross-team support to other specialists or other functions within the Operations department of the Trust and Wealth Division, as needed. + ... Trust system processing support to customer accounts for the Trust and Wealth Division related to account administration and security transfers to include recording… more
- Wells Fargo (St. Louis, MO)
- **About this role:** Wells Fargo is seeking a Securities Operations Specialist to join the Voluntary Corporate Actions team within Wealth & Investment ... education. **Desired Qualifications:** + 1+ year brokerage and/or securities operations experience. + 1+ year of Finance, Accounting... operations experience. + 1+ year of Finance, Accounting or Legal experience. + Knowledge or exposure to… more
- Adecco US, Inc. (Chandler, AZ)
- Adecco is hiring immediately for an ** Operations Specialist Level III** with a local client in **Chandler, AZ** ! Apply now if you meet the qualifications listed ... be fully onsite Monday - Friday **Job Description:** As part of Wealth Management Operations (WMO), Investment Information Management Organization the Dividend… more
- US Bank (Tempe, AZ)
- …and verbal and written communication skills - Understanding of regulatory and accounting principles which directly affect Wealth Management & Investment Services ... join our career site community to search in your area. **This Onboarding Specialist will focus on account openings for Agency, Custody, and IRA accounts.**… more