- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Lead Institutional Investment Operations Specialist within our Tax Operations team as part of Corporate and ... Banking Operations . The Wells Fargo CIB Securities Tax Operations team leads global CIB first-line... Operations team leads global CIB first-line customer tax activities. The lead specialist is expected… more
- H&R Block (Charlotte, NC)
- **516515BR** **Title:** Operations Specialist - S **What you'll do ** **:** **JOB SUMMARY** The Operations Specialists - Seasonal is responsible for ... setup). + Delivers supplies and materials to and from tax offices. + Assist with the annual set up...Experience: + No previous work experience necessary. **Posting Title:** Operations Specialist **Job Family:** Field Operations… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Lead Institutional Investment Operations Specialist to join our Client Facilitations team as part of Corporate and ... Investment Banking (CIB) Operations . This individual will manage the onboarding process across...manage the onboarding process across various support functions (CDD, Tax , Credit, Client Data) to ensure a streamlined client… more
- Motion Recruitment Partners (Charlotte, NC)
- Brokerage Customer Service Specialist Charlotte, NC **Hybrid** Contract $32.31/hr - $36.41/hr Outstanding long-term contract opportunity! A well-known Financial ... Services Company is looking for a Customer Service Specialist 2 in Charlotte, NC (Hybrid). Work with the...Experience** + Series 7 (must be active). + Brokerage operations experience. + Customer service experience. + Microsoft Products.… more
- Truist (Charlotte, NC)
- …**Please review the following job description:** The Tactical Procurement Sourcing Specialist is expected to coordinate general sourcing activities. These include ... change orders, renewals, amendments, and Non-Disclosure Agreements. The Tactical Sourcing Specialist works with Risk team to ensure compliance with banking… more
- JPMorgan Chase (Charlotte, NC)
- …enjoy a production-based environment that offers career growth? As a Transactions Specialist in Receivables Operations , you will be responsible for processing ... includes, but is not limited to: Fingerprints Credit Check Employment History Tax Filing History (possibly) References (possibly) Proof of US Legal Permanent… more
- Truist (Charlotte, NC)
- …Loan Trading or Agency Services Lines of Business within Capital Markets Operations . Major responsibilities include working on and providing guidance on core ... Office software, especially Excel. 3. Knowledge of brokerage systems or operations 4. In-depth knowledge of financial industry, products, and regulatory environment… more
- Truist (Charlotte, NC)
- …to 7 years of experience in brokerage with an emphasis in compliance, operations or supervisory function 2. Strong written and oral communication skills and detailed ... strong decision-making skills and thorough knowledge of retail rules and regulations and operations 4. **Series 7, 66 or (63/65), 24 and Life, Health and Variable… more
- Truist (Charlotte, NC)
- …complex financial needs while remaining compliant with the existing branch operations manual, audit, and regulatory framework. 4. Establish professional, ongoing ... medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates. Teammates also… more
- Truist (Charlotte, NC)
- …years of financial services, banking in various of areas including data, technology, operations , or risk management experience. 3. Ten plus years of direct data ... medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates. Teammates also… more
- Deloitte (Charlotte, NC)
- …initiatives across a global business platform, the Global Employer Services (GES) business in Deloitte Tax wants to talk to you. The time is now for you to fulfill ... teams and Boards of Directors + Supervise the daily operations of your engagement teams and their delivery of...employee benefits, retirement, and healthcare The Team At Deloitte Tax LLP, our Global Employer Services consultants help multinational… more
- Deloitte (Charlotte, NC)
- …and transformation function by providing strategic guidance, managing day-to-day operations , and ensuring alignment across the technology department and senior ... with skillful oversight and support. The team At Deloitte Tax LLP, our Global Employer Services tax ...benefits backgrounds and work with clients to streamline business operations while managing the scalability, risks, and costs of… more
- KPMG (Charlotte, NC)
- …being a great place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important industries. Our growth is ... of new epics, features and ad hoc demand; coordinate the teams' daily operations , and work with stakeholders in the business and within the technology organization… more
- KPMG (Charlotte, NC)
- …being a great place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important industries. Our growth is ... and organize the delivery of new features and workflows; coordinate the daily operations , and work with stakeholders in the business and within the technology… more
- Truist (Charlotte, NC)
- …need or referring the client to the appropriate branch team members or specialist . 4. Understand the importance of Integrated Relationship Management (IRM) to ensure ... clients and client relationship building 4. General understanding of bank operations , policies and procedures **General Description of Available Benefits for… more