• Securities Operations

    TEKsystems (St. Louis, MO)
    …questions. Interact with client personnel on a range of information. Required Qualifications: 2 years of Securities Operations support experience or ... Description In this contingent resource assignment you may: Support Securities Operations proactively seek ways to improve processes. Perform moderately complex… more
    TEKsystems (05/17/25)
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  • Wealth Securities Operations

    Truist (Atlanta, GA)
    …degree in business-related field. 2 . Two or more years of Securities Operations experience. **General Description of Available Benefits for Eligible ... review the following job description:** This position performs assigned duties within Securities Operations unit for the Wealth Management business. This… more
    Truist (04/29/25)
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  • Investment Advisor Representative

    Atria Wealth Solutions (Vancouver, WA)
    …partnership with CUSO Financial Services, LP (CFS), is seeking an Investment Advisor Representative to provide investment services for members of Columbia CU in the ... area. About Columbia Credit Union Columbia CU is a full-service financial institution with $ 2 .3 billion in assets, over 100k members and we pride ourselves in our… more
    Atria Wealth Solutions (03/06/25)
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  • Compliance Technician

    State of Montana (Helena, MT)
    …the representative is and/or has complied with the Montana Securities Act. * Seeks additional information from salesperson and investment adviser ... The Montana State Auditor's Office, Commissioner of Securities and Insurance (CSI) has an exciting opportunity...and BDW to protect investors and ensure the firm's operations in Montana are in the public's interest. *… more
    State of Montana (03/17/25)
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  • Investment Analyst

    Thrivent Financial (Cottage Grove, MN)
    …is a direct support to the chief investment officer, and assists daily operations of the practice, including, but not limited to: preparing forms, drafting ... management system + Provides fund values and answers other securities (including, if appropriately licensed, variable insurance and annuities)...submit. + Note CANNOT be listed as the servicing representative AND need to note their FA is selling… more
    Thrivent Financial (04/18/25)
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  • Capital Markets Operations Specialist III…

    Truist (Atlanta, GA)
    …This role is responsible for processing transactions that supports Derivative Trading, Securities Trading, Loan Trading or Agency Services Lines of Business within ... Capital Markets Operations . Major responsibilities include working on core operational tasks including Client On-Boarding, Trade Capture, Securities Settlement… more
    Truist (05/20/25)
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  • Credit Operations Fulfillment Specialist…

    Truist (Wilson, NC)
    …clients, attorneys, settlement agents, insurance agents, vendors and other internal partners. 2 . Independently work a pipeline of a wide variety of loan requests ... releases, conservation and regular easements including collateral types of Securities , Real Estate (1-4 Family and Commercial), Marine, Auto, Boat/Motor/Trailer,… more
    Truist (04/10/25)
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  • Retail Brokerage Associate General Counsel

    Truist (Charlotte, NC)
    …1. Significant experience at a sophisticated law firm or in-house counsel with securities regulatory legal experience 2 . Demonstrated knowledge of state and ... broker-dealer and investment adviser affiliates related to the regulation of securities products and investment advisory services to business constituents. The role… more
    Truist (04/02/25)
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  • Client Service Administrator (Licensed)

    Thrivent Financial (Belmond, IA)
    …Financial is a faith-based, not-for-profit financial services organization with approximately 2 .6 million members. As the nation's largest fraternal benefit society, ... and communicating inquiries regarding their accounts and supports the daily operations of the practice. Client Service Administrator (licensed) role reports to… more
    Thrivent Financial (04/24/25)
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  • FCC Program Governance Associate

    SMBC (Jersey City, NJ)
    …Americas Division ("AD"), inclusive of SMBC Group's wholesale and retail banking operations ; US and LATAM representative offices; Grand Cayman Branch; Canada ... SMBC Group offers a diverse range of financial services, including banking, leasing, securities , credit cards, and consumer finance. The Group has more than 130… more
    SMBC (04/29/25)
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