• Mutual Funds Specialist…

    US Bank (Milwaukee, WI)
    …One. **Job Description** Responsible for the analysis and processing of a variety of complex mutual fund transaction requests for mutual fund companies ... rebooking trades due to pricing errors. Processes conversions, de-conversions and fund liquidations. Researches shareholder requests to ensure compliance with SEC,… more
    US Bank (08/02/25)
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  • Mutual Funds Trading Operations,…

    Charles Schwab (Westlake, TX)
    …us "challenge the status quo" and transform the finance industry together. Our goal in Mutual Fund Operations (MFO) is to be the most admired and respected group ... is a cross-functional team that handles multiple functions within Mutual Fund Operations, including, but not limited...Experience with vendor relations or sub accounting relative to Mutual Funds + Complex problem-solving skills +… more
    Charles Schwab (07/30/25)
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  • Specialist , Accounting

    Lincoln Financial (Radnor, PA)
    …of financial operations for the insurance company separate accounts and LVIP Trust mutual fund complex. Specifically, you will be responsible for placing trades ... LVIP transfer agency oversight. **What you'll be doing** As Fund Administration and Operations - Specialist you...and accounting functions related to variable separate accounts. * Mutual fund transfer agency functions, in both… more
    Lincoln Financial (06/26/25)
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  • Airport Operations Specialist

    City of Lakeland (Lakeland, FL)
    …Employer 15.39% Deferred Compensation 457 Plan: A voluntary plan that is invested in mutual funds . The Employees' Pension Board performs the due diligence on the ... Airport Operations Specialist Print (https://www.governmentjobs.com/careers/lakelandfl/jobs/newprint/5028201) Apply  Airport Operations ... mutual funds . Employees may reallocate their account… more
    City of Lakeland (08/01/25)
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  • Investment Manager/Portfolio Research…

    PNC (Pittsburgh, PA)
    … fund commentary * Leadership & training of co-workers * Experience with mutual funds , CIT's or other investments used by Defined Contribution plans * ... contribute to the company's success. As an Investment Manager/Portfolio Research Specialist - Defined Contribution Plans within PNC's Asset Management Group… more
    PNC (08/01/25)
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  • Sr. Sales Specialist (Workplace)

    T. Rowe Price (Colorado Springs, CO)
    … for inbound participant service requests + Respond to requests for investment, mutual fund , and account information. Resolve complex account issues + Identify ... to you . Role Summary As a Senior Sales Specialist , you will play an integral role in the...will identify and qualify high-value participants to a Retirement Specialist or Financial Consultant who will deliver enhanced personalized… more
    T. Rowe Price (07/18/25)
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  • Retirement - Regional Sales Specialist…

    T. Rowe Price (Baltimore, MD)
    …of communication. The incumbent advocates on behalf of the firm's internal mutual fund policies providing investment reviews to sophisticated audiences. ... residing in FL, GA, TN or NC. The Retirement Regional Sales Specialist (RSS) develops and maintains relationships within regionally assigned territories serving as… more
    T. Rowe Price (07/15/25)
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  • Specialist , Core Service - International…

    Charles Schwab (Westlake, TX)
    …work in a collaborative, fast-paced environment to assist with trading stocks, ETFs, mutual funds and options in addition to general account servicing inquiries. ... **Your opportunity** As a **International Client Service Specialist ** , you will service international (non-US residents) and domestic clients with all a full range… more
    Charles Schwab (07/30/25)
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  • Account Transfer Specialist

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …and industry regulations related to multiple transfer processes and products ( mutual funds , alternative investments, annuities, etc.). + Principles and ... information, directing more complex matters to colleagues as necessary. Initiate contact internally and externally to convey requests, provide instructions, or… more
    Raymond James Financial, Inc. (07/26/25)
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  • Specialist - Teacher-Fixed Term

    Michigan State University (East Lansing, MI)
    …extensions will be based on the Department's teaching needs, availability of funds , satisfactory performance, and mutual agreement. The successful candidate will ... of Civil and Environmental Engineering invites applications for a fixed-term teaching specialist position beginning January 1, 2025. This position is initially a… more
    Michigan State University (06/18/25)
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