- Amerant Bank (Coral Gables, FL)
- The Trading and Sales Middle Office Specialist is primarily responsible for providing operational support and exceptional customer service to the bank's ... on all pertaining matters.Assist with daily and monthly reconciliations for the Trust department.Performs a variety of operational tasks for the AMTI TSMO area,… more
- Insight Global (Milwaukee, WI)
- Job Description -Responsible for placing and confirming open-ended mutual fund and money market trades on behalf of supported business lines and their respective ... clients. Communicates timely and effectively with trust administration, investment officers, trade services, and various other departments as required. Establishes… more
- CIBC (Boston, MA)
- …to flexible hybrid work schedule. **What You'll Be Doing** The Senior Operations Specialist will be responsible for the review and processing monthly and quarterly ... support, assist with the annual audit and support the fund 's annual tax responsibilities. The analyst will resolve any...self to work and you live our values - trust , teamwork and accountability. **You can demonstrate experience with:**… more
- Charles Schwab (Westlake, TX)
- …Accounts for retirement plans and health savings accounts. These are tax-exempt trust accounts that are established by plan participants within an employer-sponsored ... retirement plan (401K, 403B, etc). The Participant Group Specialist will directly interact with a variety of clients...position is responsible for answering all client service and trading inquiries, as well as complex transactions and issue… more
- CalSTRS (Sacramento, CA)
- Job Posting: CalSTRS Benefits Specialist State Teachers' Retirement System JC-429027 - CalSTRS Benefits Specialist ASSOCIATE GOVERNMENTAL PROGRAM ANALYST ... direction of the Staff Services Manager II, MSC manager, the CalSTRS Benefits Specialist independently performs a wide variety of the more complex and difficult… more
- CalSTRS (Sacramento, CA)
- Job Posting: CalSTRS Benefits Specialist State Teachers' Retirement System JC-428250 - CalSTRS Benefits Specialist ASSOCIATE GOVERNMENTAL PROGRAM ANALYST ... direction of the Staff Services Manager II, MSC manager, the CalSTRS Benefits Specialist independently performs a wide variety of the more complex and difficult… more
- CalSTRS (Sacramento, CA)
- Job Posting: Risk and Payment Specialist State Teachers' Retirement System JC-425818 - Risk and Payment Specialist PENSION PROGRAM MANAGER I $6,802.00 - ... seeking a motivated individual to work as a Pension Program Manager I ( Specialist ) on the Quality Assurance & Risk Mitigation Team. The Service Retirement Division… more
- UMB Bank (Kansas City, MO)
- The Payment Systems Specialist , Wires is a part of the Wire Transfer Operations team that assists with the processing of incoming and outgoing wires that are ... provide extensive UMB and financial knowledge, the Wire Transfer Operations team provides trading support for our internal and external clients. The Payment Systems … more
- Bank of America (Chandler, AZ)
- …Error-free processing of financial transactions including stock, money market and mutual fund trades + Demonstrating professionalism, trust , and teamwork + ... Sr Registered Phone Rep- Retirement and Benefits Investment Specialist Chandler, Arizona;Tampa, Florida **Job Description:** At Bank of America, we are guided by a… more
- CalSTRS (Sacramento, CA)
- …Retirement System JC-428527 - Data Validation Technical Lead INFORMATION TECHNOLOGY SPECIALIST II $8,130.00 - $10,893.00 per Month **Final Filing Date:** ... Division is seeking a motivated individual to work as an Information Technology Specialist II In the Technology Services Branch. The Pension Solution project was… more
- Plante Moran (Southfield, MI)
- …families, providing comprehensive financial solutions in the areas of investment advisory, trust , tax, and insurance. With $16.7B in assets under management as of ... Performing recurring quality control procedures on account activity (assuring mutual fund trades and wires with appropriate custodians have taken place,… more
